Software Stack Investing
Investing analysis of the software companies that power next generation digital businesses. The host has significant experience leading software engineering for a number of large consumer Internet properties. He brings insights as a technology practitioner and budget owner to evaluating software infrastructure companies in categories like developer tooling, big data, observability and application hosting. Sample company stocks covered include SNOW, NET, DDOG, MDB, CRWD, ZS and GTLB. Podcast supplements the content on SoftwareStackInvesting.com. Follow on Twitter @StackInvesting.
Podcasting since 2022 • 44 episodes
Software Stack Investing
Latest Episodes
Cloudflare (NET) Q2 2023 Earnings Review
Following a disappointing Q1 earnings report highlighted by challenges in the go-to-market effort, Cloudflare demonstrated renewed momentum in Q2. The sales reorganization is progressing well. Large enterprises expanded spend, adding to multi-p...
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Season 2
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Episode 20
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51:13
Confluent (CFLT) Q2 2023 Earnings Review
After delivering favorable results in Q1, Confluent continued on largely the same trajectory in Q2. Sequential growth rates even imply stabilization around 30% annually, after almost 2 years of deceleration from Covid highs. This growth is bein...
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Season 2
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Episode 19
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43:45
Q2 2023 Hyperscaler Earnings Review
Headwinds from workload optimization may have peaked in Q2. After nearly a year of negative drag on revenue growth for the hyperscalers, it appears that cloud infrastructure customers are shifting their focus away from workload optimization and...
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Season 2
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Episode 18
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38:44
Insights From A Pair Of Data Summits
AI has crashed onto the investing stage in 2023, driving significant stock price gains for several companies. Some, like Nvidia and Microsoft have already projected a direct revenue benefit as part of recent earnings reports. Others have indica...
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Season 2
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Episode 17
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1:04:30
MongoDB Q1 FY 2024 Earnings Review
After guiding for a sequential 4% drop in revenue for Q1, MongoDB delivered a strong beat. More importantly, their preliminary estimate for Q2 revenue would achieve a reacceleration of annual growth if they outperform at the same level as Q1. T...
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Season 2
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Episode 16
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50:51
