
One mans opinion and not investment advice.
| Platform | Pricing | Only free issues | Publishes | Twice weekly | |
|---|---|---|---|---|---|
| Issues | 104 | Founded | 3 years ago | Last Issue | 13 days ago |
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This was an inflection quarter, not a beat-and-repeat. Snowflake delivered $1.334B in product revenue (+34% YoY), accelerating 400bps from Q4’s 30% and arriving $70M above the midpoint of its own guidance -- a 5.5% beat against a management...
The quarter itself was genuinely strong — revenue of $850M beat consensus by ~$14M, ARR grew 25% with net new ARR accelerating to $166M, Z-Flex surged 60% QoQ, Zero Trust Everywhere customers jumped from 550 to 700+, and non-GAAP operating...
Q1 FY2027 was a very strong operating quarter, but not a clean stock-upside event. Revenue of $81.6B beat the $78B guide and roughly $79B street bar, Data Center revenue grew 21% sequentially to $75.2B, gross margin reached 75.0% non-GAAP,...
Q1 2026 was a clean beat-and-raise on both top and bottom lines, with AI monetization crossing from narrative to revenue for the first time — 10% of net new ARR came from AI credits under the newly launched seats-plus-credits model. The mos...
Q1 2026 was the best quarter Datadog has delivered in years, and arguably the most consequential since the AI demand wave began. Revenue of $1.01B grew 32% YoY—accelerating from 29% in Q4—crossing the billion-dollar mark for the first time....
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This is a personal blog and not investment advice
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