@raymmar @SarasotaTech @tolibear_ @ROBRADYdesign @ROBRADYcapital Awesome! So happy to be part of this community.
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Software Stack Investing
441 posts
Software Stack Investing
@StackInvesting
Deep analysis of SaaS companies by technology leader who made software purchase decisions. CTO / VP Eng @Zoosk, @CBSNews, @CNET, @Boatsetter. CS @Princeton.
Sarasota, FL Katılım Ocak 2020
346 Takip Edilen47.8K Takipçiler
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Grateful for the shoutout from @MikeLeeStrategy on Fox Business today!
Thanks to the spotlight, @benjaminai_co saw over 500 sign-ups today alone, and we're just getting started. 🚀
See the clip below
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The hyperscalers delivered better than expected results in Q4, reflecting a moderation of optimization headwinds and increased demand for AI services. I review the earnings reports and consider the implications for the rest of software infrastructure.
softwarestackinvesting.com/q4-2023-hypers…
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@HelixCapital_ Thanks - yes, I agree. The list of potential adjacencies is extensive as you move beyond core runtime and data infra.
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Incredible read as always. Would add $DDOG and $NOW to the list of who benefits (not data mgmt per se, but adjacent infra beneficiaries).
Software Stack Investing@StackInvesting
With cloud spend optimization moderating and support for AI workloads, data infrastructure providers have a better outlook in 2024. I examine how Snowflake, MongoDB and Confluent are positioned and potential growth drivers this year. $SNOW $MDB $CFLT softwarestackinvesting.com/data-infrastru…
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@StackInvesting Great to see you back Peter. Very much looking forward to reading this. Your insights and opinions are always greatly appreciated. Your level of expertise and knowledge is something I really respect about you…as well as being a thoroughly decent person. Hope you are well.
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With cloud spend optimization moderating and support for AI workloads, data infrastructure providers have a better outlook in 2024. I examine how Snowflake, MongoDB and Confluent are positioned and potential growth drivers this year. $SNOW $MDB $CFLT
softwarestackinvesting.com/data-infrastru…
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@StackInvesting Thank you. This is extremely well written. appreciate you sharing it here
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@cl72Trader You are welcome - appreciate the feedback.
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I am very happy to be to read a new article from Peter Offringa. Once again, brilliant article and very encouraging regarding the breakdown of the companies in my portfolio. Thanks again! @StackInvesting
#more-8315" target="_blank" rel="nofollow noopener">softwarestackinvesting.com/quick-update-a…
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@The_Patent_Guru Hi - thanks for the feedback. Yes - I plan to continue coverage. Had a few other areas of focus outside of analysis that have taken up considerable time recently.
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@StackInvesting Hi Peter @StackInvesting will you be doing a review of the earnings report for this quater? I see that your portfolio is removed from your SSI website + I have not seen any articles from you lately; I hope you are still going to do the SSI webpage because your work is amazing.🙏
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Driven by growth in large customers, elevated NRR and improving operating leverage, Confluent delivered another quarter of strong results in Q2. In this post, I review the report and check in on their evolving product strategy. $CFLT
commonstock.com/post/7dbe790d-…
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@IvanaSpear @BloombergTV Was randomly watching Bloomberg TV at noon and you popped in. Well done! Great coverage and solid commentary. Helpful perspective on AMD's results. Congrats.
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Will share my thoughts on $AMD on @BloombergTV at noon today.
Tune in!
IvanaSPEAR@IvanaSpear
$AMD - bad at first look, but not so bad at second. Delivered where it mattered (data center): - Strong growth in CPUs (Genoa up 50% qoq). Some investors were worried about cannibalization - Significant contribution from GPUs (revenues of 400mm in 4Q23 and $2bn in 2024) - much better than expectations. Guide weakness in gaming and embedded (tough comps, weak Europe), but bad macro is no news by now...
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Fantastic writing 🔥 Long $NET
Software Stack Investing@StackInvesting
Cloudflare delivered a better than expected earnings report in Q2, with particular strength in large customer additions and improved operating leverage. In this post, I review the results and gauge the impact of their expanding product offerings. $NET softwarestackinvesting.com/cloudflare-net…
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Cloudflare delivered a better than expected earnings report in Q2, with particular strength in large customer additions and improved operating leverage. In this post, I review the results and gauge the impact of their expanding product offerings. $NET
softwarestackinvesting.com/cloudflare-net…
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@thedealdirector Fair point - worth watching. I sometimes find it difficult to connect anonymous public employee reviews to actual company performance. Personally, I have worked at companies with great reviews that perform terribly and vice versa. Also, the layoff in Jan would factor into this.
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@StackInvesting What remains interesting with Confluent is that the employee ratings and feedback on Glassdoor and Repvue are very critical and show deep distrust towards leadership.
The results at least on paper remain industry leading.
Very curious where they sit 12 months from now.
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@FinallyFoolin No problem - glad you found the post helpful.
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FANTASTIC. I've read it a couple times now. Thanks again!!
Software Stack Investing@StackInvesting
Driven by growth in large customers, elevated NRR and improving operating leverage, Confluent delivered another quarter of strong results in Q2. In this post, I review the report and check in on their evolving product strategy. $CFLT commonstock.com/post/7dbe790d-…
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@XEdJones Thanks for the kind words, Ed. Glad the content is helpful.
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@StackInvesting Always a pleasure to read your write-ups Peter. I do a great deal of reading and I struggle to find anyone as meticulous with their analysis than you. You are greatly appreciated by many on this platform and you contribute significantly to making so many of us better informed.
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@XEdJones @FinallyFoolin Ha, ha. Wish it were that easy!
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@vasilist @MoritzMDrews Thanks - Workload optimization has always existed. The impact is more acute now because much of the typical post-launch tuning was deferred during Covid. Also, most cloud native companies over-provisioned. After optimization debt has been paid, we should return to steady state.
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@StackInvesting @MoritzMDrews I really enjoyed your recent posts on workload optimization. They were informative and thought-provoking. How will the hyperscalers compete in a market where customers are increasingly focused on workload optimization?
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Hyperscaler Q2 earnings were better than expected, with management commentary reflecting a moderation in customer workload optimization. In this post, I review the results and examine implications for the rest of software infrastructure.
commonstock.com/post/64964522-…
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@Sergio_Ramos_S Hi - I was looking for more on revenue and customer activity. Profitability improved further and product adoption metrics maintained their trajectory. May take another 1-2 q's for optimization headwinds to fully subside. Like new product announcements from Dash. Still invested.
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@StackInvesting Hi Peter, could you please share your thoughts on $DDOG earnings? Thanks
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