Tags

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)
• Axon (AXON)
• 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)