ARPU! Understand technology companies

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 HistoryMorris Chang’s path to founding the world’s largest pure-play foundry business was meandering and atypical. When he was a young man, he dreamt

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 historyIn 2008, as the world was entering the most severe economic downturn since the Great Depression, Todd McKinnon, a highly successful senior

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) OktaTSMCFastlyOloNetflixDatadogWixSalesforceOracleCourseraNvidiaAdobeDigital OceanWorkday

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 ContextMasayoshi Son is among the most recognizable entrepreneurs and investors in

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 has triggered another round of investor sell-off in this tech giant. However, that hasn't deterred Bridgewater from increasing its stake in this Chinese tech giant. Charlie Munger also made

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.