See the wiki for details about this free blog and the premium service. I cover the technologies behind today's SaaS providers, across numerous industries and companies of interest.
Industries
- AI & ML
- Data & Analytics
- Next-gen Security (including Zero Trust, SASE, XDR, and Cloud Security)
- Edge Networks
- Dev Tooling, including Observability
- Operational Tooling
- Hyperscalers
- Overall SaaS Industry
Companies
Also see Earnings takes.
- Agora (API)
- Asana (ASAN)
- Alteryx (AYX)
- Bill.com (BILL)
- Cloudflare (NET)
- Confluent (CFLT)
- Coupa (COUP)
- CrowdStrike (CRWD)
- CyberArk (CYBR)
- Databricks (private)
- Datadog (DDOG)
- DocuSign (DOCU)
- Elastic (ESTC)
- Fastly (FSLY)
- GitLab (GTLB)
- HashiCorp (HCP)
- MongoDB (MDB)
- Monday.com (MNDY)
- nCino (NCNO)
- NVIDIA (NVDA)
- Okta (OKTA)
- Palantir (PLTR)
- Rubrik (RBRK)
- SentinelOne (S)
- Snowflake (SNOW)
- Twilio (TWLO)
- Zscaler (ZS)
- Zoom (ZM)