Original Market News & Research
About the AuthorsESTC
Apr 07, 2022 -
With data exploding from all areas, including logging and security, Elastic’s new usage based system for its cloud business is set to grow large and quickly for a sustainable period of time and its stock price, over the long-run, has upside.
DOCN
Apr 06, 2022 -
DigitalOcean (DOCN) has the potential for substantial growth, is under appreciated today in several areas from analyst estimates, stock price, and recognition of its community moat.
GLBE
Apr 06, 2022 -
GLBE is attempting to solve the complexity-chain that surrounds cross-border e-commerce. If it does so, the very complexity of the endeavor itself stands as a moat.
Global e-commerce is raging higher and cross-border transactions as a per cent of that global e-commerce are also raging higher yielding a TAM that is growing on top of a growth spurt.
PD
Mar 30, 2022 -
PagerDuty (PD) CFO: Striking that careful balance between growth and investment
TTD
Dec 15, 2021 -
As a so-called demand-side platform, or DSP, The Trade Desk is a company that makes money off of advertisers’ desire to connect with the most desirable inventory.
That process of looking for the best place to put an add amidst the plethora of ever-expanding content offerings is like a diamond hunter reaching for jewels, as Blake Grayson, chief financial officer of The Trade Desk, explained in a recent interview with Capital Market Labs following the company’s third-quarter report.
DOCS
Dec 08, 2021 -
In June of this year, eleven-year-old Doximity, which bills itself as America’s largest network of physicians, went public on the New York Stock Exchange, under ticker “DOCS.â€
DOCN
Nov 23, 2021 -
We spoke with the CEO DigitalOcean (NYSE:DOCN) following our earnings review from 11-4-2021.
ROKU
Nov 18, 2021 -
Roku CFO, Steve Louden, argued forcefully that Roku’s position in television distribution is as strong as ever.
PD
Sep 15, 2021 -
One on One with the CFO of PagerDuty (NYSE:PD) - measuring what matters.
JMIA
Sep 02, 2021 -
We sat down for a one-on-one comversatio0n with the CEO of Jumia (JMIA).