Slack: Not Working (From Home)
Slack had more then doubled off the March lows, running from $17 to $40 into the print on Thursday, presumably because it was like Zoom,...
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Zoom 1Q21: Can You Top This?
As one analyst put it on the call, Zoom “just delivered one of, if not, the greatest all-time quarter in enterprise software history.”It was...
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Pexip IPO: Valuation Insights
Pexip (PEP NO) is a Norwegian videoconferencing company and is a Zoom Video Communications Inc (ZM US) rival. Pexip has set its IPO price at NOK63...
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Pexip IPO Initiation: Zoom, Zoom, Splutter?
Pexip (PEP NO) is a Norwegian videoconferencing company and is a Zoom Video Communications Inc (ZM US) rival. Pexip has announced that it will seek...
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Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 4/24/2020
Some datapoints that caught our eye last week in TMT.Obex’s fundamental research process is focused on secular change in the TMT and Consumer...
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