Operational Tooling Premium: One last look at Figma A walk through their GTM motions, major structural change in pricing, and growth vectors from here. DevOps Tooling FIG ADBE Miro MNDY TEAM GTLB MSFT GOOG
Operational Tooling Premium: The Figma platform A walk through their new products and where it is all leading. DevOps Tooling FIG MNDY MSFT GOOG TEAM ADBE GTLB Miro
Operational Tooling Premium: Understanding Figma A look at Figma's potential before its pending IPO. DevOps Tooling FIG ADBE MNDY
Earnings Premium: Samsara seeing impacts A look at Samsara's Q1 and the market's overreaction. Operational Tooling IOT
Operational Tooling Premium: Axon Week A look at Axon's Q1 results, growth vectors, and their announcements from Axon Week. AXON
Operational Tooling Premium: IoT headwinds A look at the micro issues impacting the IoT platforms. IOT AXON
Operational Tooling Premium: Axon withdrawal A look at Axon's potential & woes right before earnings. AXON IOT
Earnings Premium: Monday Monday A quick look at Monday's earnings and some competitive moves. Operational Tooling MNDY ASAN SMAR MSFT TEAM HUBS FRSH
Operational Tooling Premium: Samsara Beyond A look at Samsara's Q125 and announcements at Beyond. IOT AI/ML
Operational Tooling Premium: Monday's growth levers A more detailed look at what is driving growth over 2024. MNDY TEAM HUBS FRSH
Operational Tooling Premium: Catching up on Monday A look at what came out of IR day and the 2 earnings since. DevOps Tooling MNDY