If $mndy announced an enterprise search / knowledge graph product like $team's Rovo I'd buy the stock right now.
These are quickly becoming table stakes every company needs.
Just heard that after 12+ years of being a customer, Uber is finally dumping PagerDuty.
PagerDuty used to be the leading paging + incident management tool, went public, then fell asleep at the wheel when Slack came around, then AI. Now everyone tech company I know is moving off.
Henry - wrote this deep dive on your $GTM compensation structure. One of the most fascinating governance designs I've seen outside of Musk's Tesla package. You're essentially running PE's playbook while keeping the keys.
https://t.co/mRpDF1TugN
@MikeFritzell Public markets hate SaaS while the model shops desperately want to become SaaS.
Winners
1. Big 3 clouds
2. SaaS with proprietary data or distribution that can still innovate
1 way easier than 2
"those customers that actively use Rovo versus those that don't actively use it or don't light it up, grow their ARR at about 2x the rate of those that don't"
"the #1 reason why customers are upgraded to Teamwork Collection"
@Biohazard3737 They have a web form for software security researchers to provide a LinkedIn profile.
That’s KYC… right?
The skeptic in me thinks they’ll call it KYC when they upsell
- temporary employment is down
- tech employment is down
- engineering orgs are short on budget because of token spend
- $epam $gdyn $acn $glob $upwk have slowing growth
Not a dip to buy imo.
NetEase Cloud Music $9899.hk looks crazy cheap with the music biz profits overwhelming entertainment services decline. Latest call mentions buybacks. Similar story to $TME
China + controlling NetEase shareholder, though.