Global Telcos: An Overlooked COVID Play
The spreading of COVID-19 has challenged the existence of most companies around the world. However, the share prices of communication platforms...
314 Views
What Are US Smartphone Users Downloading While in Lockdown?
In this note, we look at the Google Play rankings of some popular mobile apps in the US, offered by public companies and potential IPO candidates,...
270 Views
Dynatrace IPO: Attractive at 3.8x EV/Rev but High CAC Is a Concern
Dynatrace Holdings LLC (DT US) is a US-based Application Performance Monitoring (APM) SaaS company that is set go public on Monday (29th Monday...
630 Views
Slack IPO: What to Make of Financial Guidance & Detailed Quarterly Results
Should we view the revenue guidance of $590 million to $600 million for full FY 2020 negatively or positively? Remember, this is the first guidance...
668 Views
Slack Technologies ("The Email Killer") Valuation Analysis
Based on the 22.1x EV/Sales multiple, and applying our 2020 sales estimate of $953 million, this would imply an EV of $21 billion and a market cap...
802 Views