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Software Stack Investing

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 ... more

PublishesWeeklyEpisodes44Founded2 years ago
Categories
BusinessTechnologyInvesting

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Artwork for Software Stack Investing

Latest Episodes

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-product... more

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6 months ago

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 being led ... more

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8 months ago

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 back ... more

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8 months ago

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 indicated th... more

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9 months ago

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. The rev... more

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9 months ago

Snowflake’s consumption business continues to feel pressure as large enterprise customers look for ways to optimize usage. While it seemed that management had a handle on forecasting the impact of this effect when they lowered guidance back in Q4, th... more

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10 months ago

Datadog stock surged 45% over the month of May, following their earnings report on May 4th. The results aligned with the common theme of "better than expected", shared with several other software companies reporting results recently. This outperforma... more

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10 months ago

Following their Q1 earnings report on May 3rd, Confluent stock jumped by 16%. Since then, CFLT has continued appreciating, recently passing their previous high for 2023. While the report itself was pretty good (but not outstanding), the market appear... more

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a year ago

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Software Stack Investing launched 2 years ago and published 44 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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