Nutanix Buy This SaaS Transition at a Discount I (Fundamentals)
This case study evaluates Nutanix Inc (NTNX US)'s business fundamentals, unit economics, valuation, investors, management and culture. A 2016...
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Slack 3Q Results: Great Quarter for Revenue Growth but Profitability Remains a Concern
The workplace messaging company, Slack reported its 3QFY01/20 results yesterday which saw revenues growing 60% YoY while operating losses...
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Google - Stadia Stutters Out of the Gate
The initial reviews are in on Google’s new game streaming service Stadia, and they are not especially positive. Reviewers have pointed to issues...
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Google-Fitbit Deal to Face Significant Antitrust Scrutiny
Following a month of market speculation, Fitbit Inc A (FIT US) and Alphabet Inc Cl C (GOOG US) announced on November 1st that they had reached a...
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SAP-Microsoft Partnership: A USD4.5bn Cloud Market Opportunity for SAP
SAP SE (SAP GR) announced a 3-year partnership with Microsoft Corp (MSFT US) this week. The partnership, which had already been in place (under the...
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