ARPU! Understand technology companies

Gitlab: Deep Dive Interview with Former Executive

Key issues discussed in this interview: (1) The product-market-fit of Gitlab (2) Gitlab’s sweet spot and sales motion (3) Competition against Atlassian and Microsoft (4) Industry headwinds and tailwinds

COUR

Coursera: Deep Dive Interview with Former Executive (Part 2)

COUR

Coursera: Deep Dive Interview with Former Executive (Part 1)

Below is an edited transcript for an interview with a former executive at Coursera. Key issues discussed in this interview include: Why the reach of Coursera matters * How Coursera acquires content and audience * The differing motivations of university partners and industry partners * How Coursera faces multiple competitors on multiple fronts

OKTA

Okta: Deep Dive Interview with Former Executive (Part 2)

OKTA

Okta: Deep Dive Interview with Former Executive (Part 1)

Below is an edited transcript for an interview with a former executive at Okta. Key issues discussed in this interview include: product-market-fit; speed of deployment; head-to-head competition against Microsoft; other competitors in the identity management space; industry headwinds and tailwinds.

Netflix: A Content Arms Race For The Belt-Tightening Era

In this article, we will do a deep dive on Netflix. If you like this article and would like to receive insights on tech companies in your inbox, please consider subscribing to our newsletter. Marc Randolph, the co-founder of Netflix called his memoir “That Will Never Work”. The title was

WIX

Wix: Deep Dive Interview with Former Executive

Below is an edited transcript for an interview with a former executive at Wix. The interview touches upon Wix's valuation proposition, customer segmentation, risks & challenges, and more.

TSMC

TSMC: Ending Semiconductor Cyclicality Through HPC

In this week’s article, we will dissect the trajectory, capex and the end market shift of the world’s most dominant leading-edge chipmaker. Founding History Morris Chang’s path to founding the world’s largest pure-play foundry business was meandering and atypical. When he was a young man, he

OKTA

Okta: Product, Business Model, Growth

In this article, we will look at Okta by unpacking its trajectory, its go-to-market strategy, key financial metrics and what could be next for this IAM leader. Founding history In 2008, as the world was entering the most severe economic downturn since the Great Depression, Todd McKinnon, a highly successful

Upcoming content!

In the next few months, I am going to cover the tech companies below. For feedback and suggestions, feel free to drop me an email (arpu@hedder.com) * Okta * TSMC * Fastly * Olo * Netflix * Datadog * Wix * Salesforce * Oracle * Coursera * Nvidia * Adobe * Digital Ocean * Workday

Softbank

SoftBank's Woes: A Deep Dive

In this week’s deep dive, we will look at SoftBank by unpacking its trajectory, its key financial metrics, the recent turbulence and what could be next for this complex conglomerate. Without further ado, let’s dive in! The Context Masayoshi Son is among the most recognizable entrepreneurs and investors

BABA

Why Alibaba is actually an advertising company

Alibaba has been under a lot of regulatory scrutiny since 2020, and just last month, the rumor of a "Ma" detention [https://www.washingtonpost.com/world/2022/05/05/china-jack-ma-arrest-alibaba/] has triggered another round of investor sell-off in this tech giant. However, that hasn't deterred Bridgewater from increasing its stake

TWLO

Twilio: Product, Business Model, Growth

In this article, we will dissect Twilio’s value proposition, its go-to-market motion, its gross margins versus typical SaaS companies, and how its revenue model allows it to scale with its customers’ business use cases.

SPOT

Spotify: Product, Business Model, Competitors

In this article, we will look at Spotify by unpacking its trajectory, its go-to-market strategy, and key financial metrics. We will also look at the competitive landscape, the company’s major acquisitions and what could be next for this popular streaming service.

SQSP

Squarespace: Deep Dive Interview with Former Executive

In this interview with a former executive at Squarespace, we discussed Squarespace's valuation proposition, customer segmentation, growth opportunities, risks & challenges, acquisition philosophy, and more.

SNOW

Snowflake: Product, Business Model, Competitors

In this article, we will dissect Snowflake's product value proposition, go-to-market strategy, consumption-based business model, and more.

MDB

MongoDB: Product, Business Model, Competitors

In this post, I will go through the story behind MongoDB, its product, business model, competitive landscape and more.

BOX

Box: Deep Dive Interview with Former Executive

In this interview with Box's former executive, we touched upon Box's product evolution, customer value proposition, competitors, growth prospects, and more. Headings are added to improve readability.

ZEN

Zendesk: Deep Dive Interview with Former Executive

A business breakdown with a former executive of Zendesk. We discussed Zendesk's product evolution, competitors, growth prospects and more.

DBX

Dropbox and Box: A Tale of Two Boxes

The business models of Dropbox and Box, their challenges facing Microsoft, product evolution and more.