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ARPU!

Loves the complex understanding of tech business models

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: 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: 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 [https://anysilicon.com/semiconductor-foundry/] business was meandering and atypical. When he was

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'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

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

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.

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.

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.

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.

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: 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.

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.

Dropbox and Box: A Tale of Two Boxes

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