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Hhhypergrowth - Earnings takes on Datadog, Cloudflare, and Confluent. Premium: A Mad Dash of Products. A look at all the products

A walk through Zscaler's Q223 earnings.

Datadog continues to excel at their core 3 pillars of observability - Infrastructure Monitoring, Logging, and APM. But beyond that, it is now spreading its Observability platform out further, getting into CI/CD visibility and Security (especially around application protection).You've successfully subscribed to HHHYPERGROWTH Great! Next, complete checkout for full access to HHHYPERGROWTH Welcome back! You've successfully signed in. Unable to sign you in. Please try again. Success! Your account is fully activated, you now have access to all content.Premium: Tech forward. A look at what is coming in Premium for the rest of the year. AI/ML Data & Analytics Next-gen Security. muji 15 Sep 2023 • 4 min read. You've successfully subscribed to HHHYPERGROWTH. Great! Next, complete checkout for full access to HHHYPERGROWTH. Welcome back! You've successfully signed in.Rising fast: Tech giants like Facebook are not the only companies experiencing hypergrowth REUTERS/Dado Ruvic. is affecting economies, industries and global issues. with our crowdsourced digital …AI! AI! AI! (Sing it aloud, like you are in a mariachi band singing "Cielito Lindo".)A few rising forms of AI have dominated the news lately, so it finally comes time to dive into AI/ML way more heavily in this service.I recently had an AI Week here at HHHYPERGROWTH Premium, which had 3 pieces around AI/ML.. First was a primer on the layers of AI, to understand what is behind this new round of ...You've successfully subscribed to HHHYPERGROWTH Great! Next, complete checkout for full access to HHHYPERGROWTH Welcome back! You've successfully signed in. Unable to sign you in. Please try again. Success! Your account is fully activated, you now have access to all content.HyperGrowth | 196 followers on LinkedIn. HyperGrowth is a technology developer that deliver data solutions to mobile advertisers and e-commerce marketplaces. The company's flagship product ...Premium: A Samsara platform dive. A look at Snowflake's latest results and AI moves from here.A sure-to-be-wild opportunity among top hypergrowth stocks, Glimpse Group (NASDAQ:VRAR) carries a market capitalization of $56.2 million.So, it's just a bit over the $50 million limit that would ...Covering the technologies powering today's hypergrowth stories... from an investment angle.24 Jun 2022 • 16 min read. Like "Zero Trust" and "SASE Networks", Extended Detection and Response (XDR) is a term that has a significant amount of buzzwordiness, with enough vagueness that every vendor envisions something slightly different. Today, let's cover what XDR is, from the lens of EDR platforms like CrowdStrike Falcon, SentinelOne ...CrowdStrike is a cloud-based Endpoint Protection SECaaS provider. Premium: The SASE front. A look at earnings from SSE provider Zscaler, as well as what Palo Alto and Cloudflare are doing.Welcome to >>>>HHHYPERGROWTH. I am a software developer, technologist and investor rolled up in one. I have a knack for explaining and simplifying complicated technical concepts in my role as Data Architect (designing the data-driven software stack), and have folded these skills into how I conduct research into public tech companies and the underlying technologies they are building.1.Synthetic Biology. Synthetic biology is a brand-new sector where breakthrough technology allows scientists to "program" living things. I'm sure you've seen the DNA double helix before ...Commentary on the Apple Event in Mar-22. Hi there. I don't normally talk Apple much on the blog, but do follow their product announcements closely as a consumer and long-time former investor.Premium: Wandering through the watchlist. Let's walk through how Samsara, Confluent, Zscaler, and Okta are doing. Next-gen Security Data & Analytics IOT CFLT ZS OKTASalesforce, AWS and G Suite round out the top 4. Of the companies we follow: Slack is 6th, Zoom is 7th, Docusign is 11th. In most active monthly users, Microsoft Office 365 again rules the roost by a mile. Workday, ServiceNow, and G Suite round out the top 4. Zscaler is 9th, above Slack, Atlassian Suite, Webex, and Zoom (who make their first ...Premium: Wandering through the watchlist. Let's walk through how Samsara, Confluent, Zscaler, and Okta are doing. Next-gen Security Data & Analytics IOT CFLT ZS OKTAHypergrowth is a phase of rapid expansion companies experience as they scale – specifically, where a company’s compound annual growth rate (CAGR) is 40% or greater.1,2. The term “hypergrowth” was first used by Alexander V. Izosimov in a 2008 issue of Harvard Business Review to describe, “The steep part of the S-curve that most young ...hyperGROWTH aide les startups à trouver l'angle d'attaque pour conquérir leur marché. Les entrepreneurs peuvent désormais s'appuyer sur des données de leur marché pour trouver la cible la plus rapide à conquérir et débloquer leur acquisition client Mar 8, 2022 · In their new digital experience trends in Nov-21, Gartner predicts that 85% of orgs will be cloud-first by 2025, and 95% of workloads (vs 30% in 2021). One of the key emerging trends they are focused on for 2022 is SASE Networks. [If you need a primer on SASE Networks, see "What are SASE Networks".] SASE Networks are a distributed Zero Trust ... From employee #75 to helping Drift become an over $1B valuation company, Sean Lane knows a thing or two about hypergrowth. In this episode, we talk to Sean about his RevOps journey and how to create a strategic team in fast-growing companies. Don't forget to listen to Operations with Sean Lane and…In the past nine quarters, Nvidia's slowest pace of revenue growth was about 39% in Q1 2020 and the fastest clip was about 84% in Q1 2021. Team Green has grown its adjusted EPS at a rate of 31. ...Selection Panel. The Selection Panel worked together, under the purview of the Deputy Minister, to review prospective GHP companies against a set of comprehensive market-driven criteria. Upon completion of review, the Selection Panel submitted a list of recommended firms to the Deputy Minister of Innovation, Science and Economic Development for a final decision.That means this is an AI stock you buy when geopolitical tensions are on the rise. Based on total government and commercial sector spending on data analysis tools, Palantir pegs its total ...CrowdStrike is a cloud-based Endpoint Protection SECaaS provider. Premium: The SASE front. A look at earnings from SSE provider Zscaler, as well as what Palo Alto and Cloudflare are doing.Sep 2, 2022 · Software architecture evolution. Application development has been around as long as computers have existed. Early computers filled a room, and used punch cards to program in compute logic. Luckily, by the time I was growing up, those days were long gone, and you could program in BASIC on an Apple IIe or Tandy PC at home. Considering that Auth0 closed on May 3rd, and that Okta's fiscal year ends Jan 31st, it should contribute $110-120M over the remaining 9 months of the FY (May-Jan). This leaves the FY guidance for organic growth at around +32-34% now. [This was a good estimate on Auth0 contribution, who contributed 38M in Q222.A look at the ramifications of Generative AI, and what areas of investment are most interesting. Data & Analytics Next-gen Security Observability Operational Tooling Hyperscalers. muji 26 Apr 2023 • 18 min read. Earnings.By Luke Lango May 3, 2023. Folks, you've made it to the FINAL (for now) episode of Hypergrowth Investing… and it's a bitter sweet moment. Sweet because the markets are up; bitter because we ...Ocugen: 948,737% implied sales growth by 2023. However, the kingpin of supercharged growth on this list is clinical-stage biotech stock Ocugen ( OCGN 1.90%). Sales for the company totaled a mere ...Hypergrowth stocks are companies that return more than 40% CAGR annually. These companies are usually fast growing stocks in high margin industries like technology, software, or new emerging sectors.In this conversation. Verified account Protected Tweets @; Suggested usersUsage is soaring, and the brand is riding high. Costs are sure to rise, as vast majority of new users are using it free, but the surge in capacity is bringing in massive customer growth and great goodwill. Crazy to watch this company's tape move opposite the other SaaS plays, almost makes it a hedge. "Zoom" is now becoming a verb, quickly (I ...Hypergrowth definition: Extremely rapid growth. . Find Similar Words Find similar words to hypergrowth using the buttons below.Datadog ticks off many boxes in what I look for in hypergrowth. It provides necessary tooling for development, and has been experiencing hypergrowth since IPOing. It is excelling at Land and Expand, as shown in its high customer growth and NRR consistently over 130%, with the number of enterprise customers growing +50% YoY, while having 75% of ...And a lot of it is free. A thread... /1 The content of your web traffic is encrypted (HTTPS) - but your ISP can still see what domains you are calling. Help protect your web requests by using 1.1.1.1 (fast & secure DNS resolver), and 1.1.1.1 for Families (block known malware sites, or malware + adult content). /2.A walk through Zscaler's Q223 earnings.Kafka allows companies to maintain a giant, reliable (highly-available, fault tolerant) pipeline that can handle a massive amount of data (high performance, at scale). It is a clustered platform that provides data streaming capabilities, allowing for data to flow between all of a company's systems and applications.We have permanent staff in Bahrain and Dubai, partners in Kuwait, and clients in Saudi Arabia, Oman, Qatar, Abu Dhabi.— muji @ hhhypergrowth (@hhhypergrowth) November 17, 2020 One of my public grumblings. Luckily, they again recognized that there was an issue, and hired their current CMO in Nov-20, formerly of HP/Aruba, Nutanix and Cisco – having a much more ideal background (unlike his predecessors) of having worked in networking security …Monitoring your IT systems' capacity and incorporating clever solutions that let them scale with the company can prevent a breakdown. • Worker crunch: When growing a startup, the typical mantra ...A look at Zscaler's recent product shifts and earnings. Success! Your account is fully activated, you now have access to all content.Sign in. You've successfully subscribed to HHHYPERGROWTH. Great! Next, complete checkout for full access to HHHYPERGROWTH. Welcome back! You've successfully signed in. Unable to sign you in. Please try again. Success!3. Pack your early team with generalists. Even as Carson’s staffing ratios fluctuated, she was able to lean on another hiring strategy to expand her team while keeping pace with Duo’s growth. When she hired designers, she made sure that they had a broad mix of skills, including some research experience.Next-gen Security Premium: The SASE front. A look at earnings from SSE provider Zscaler, as well as what Palo Alto and Cloudflare are doing. ZS PANW NET CRWDPremium: Wandering through the watchlist. Let's walk through how Samsara, Confluent, Zscaler, and Okta are doing. Next-gen Security Data & Analytics IOT CFLT ZS OKTAI recently had an AI Week here at HHHYPERGROWTH Premium, which had 3 pieces around AI/ML. First was a primer on the layers of AI, to understand what is behind this new round of Generative AI. This is today's piece, to help set the stage and define the terminology used.A detailed walk through Okta's recent security incident, and how they responded.You've successfully subscribed to HHHYPERGROWTH Great! Next, complete checkout for full access to HHHYPERGROWTH Welcome back! You've successfully signed in. Unable to sign you in. Please try again. Success! Your account is fully activated, you now have access to all content.You've successfully subscribed to HHHYPERGROWTH Great! Next, complete checkout for full access to HHHYPERGROWTH Welcome back! You've successfully signed in. Unable to sign you in. Please try again. Success! Your account is fully activated, you now have access to all content.Tags. See the wiki for details about this free blog and the premium service. I cover the technologies behind today's SaaS providers, across numerous industries: Next-gen Security (including Zero Trust, SASE, XDR, and Cloud Security) Edge Networks. Dev Tooling, including Observability.nCino is a SaaS platform, built over Salesforce, that acts as an "operating system" for banks of any size. It is an all-in-one platform that tracks all banking workflows, such as onboarding new clients, account openings, & handles the complexities of loan origination. It has a huge focus on security and in managing regulatory compliance ...Hypergrowth has designed a new methodology called Acceler8 that proposes: A quantitative methodology that has been applied to find the need-that-triggers-buying for over 80 B2B and B2C startups. AI assistance that saves hours in customer knowledge gathering, enabling entrepreneurs to focus on the growth of their product.Step Two (Big Picture) Then right after earnings, the new platform was announced.And then the new upskill program was announced, called Advancing Data and Analytics Potential Together (ADAPT).Their new focus is 3-pronged over Data, Process, and People. From the PR on the new APA platform: "The different steps in an analytics lifecycle are often siloed," said Chandana Gopal, research ...Austin is the CEO and co-founder of VizyPay, a hypergrowth payment processing company that is 45th on the Inc. 5000 list of fastest-growing American companies. Austin started the company in 2017 without venture capital funding. Matthew Nemerson. Matthew is Vice President of Marketing at Budderfly, a hypergrowth energy efficiency company.This is exactly the definition of “exponential”—multiplying by a number repeatedly. In general when you use “CAGR” or “percentage growth” as a metric, you are implicitly saying “This is an exponential process.”. But Hubspot didn’t grow by 41% every year; in this timeframe, it started at 60% and ended around 30%: Exponential ...You've successfully subscribed to HHHYPERGROWTH Great! Next, complete checkout for full access to HHHYPERGROWTH Welcome back! You've successfully signed in. Unable to sign you in. Please try again. Success! Your account is fully activated, you now have access to all content.Success! Your account is fully activated, you now have access to all content.Growth is not magic; it’s a process. We help our customers to discover the shortest path to exponential growth through our proprietary Hypergrowth Framework. The secret sauce is …— muji @ hhhypergrowth (@hhhypergrowth) October 12, 2020 From the HHHYPERGROWTH meme machine. Cloudflare clearly wants ALL the network hooked in, as it continues to make it easier and easier to interconnect an enterprise's separate locations into its edge platform. These moves greatly improve the security of entry points into and out of each ...You've successfully subscribed to HHHYPERGROWTH Great! Next, complete checkout for full access to HHHYPERGROWTH Welcome back! You've successfully signed in. Unable to sign you in. Please try again. Success! Your account is fully activated, you now have access to all content.That's more than 10 times its $615 million in revenue in 2020. 2. Peloton. Peloton Interactive ( PTON 0.59%) has grown sales of its interactive exercise equipment rapidly over the last several ...Hypergrowth is a moment of stars aligning. In Slack’s case, it was timing – there was a tentative gap in the market is very precariously filled by combinations of a broken hipchat and email, and Slack’s simplicity and UI came in and seized the day. Zapier’s was a bit slower – they were coming into a market with a big, well-funded ...Sep 2, 2022 · Software architecture evolution. Application development has been around as long as computers have existed. Early computers filled a room, and used punch cards to program in compute logic. Luckily, by the time I was growing up, those days were long gone, and you could program in BASIC on an Apple IIe or Tandy PC at home. Premium: Automating the workflows. A look at team workflow management tools, and how they are becoming the building blocks that can stitch together workflows across all the tools used.Abnormally excessive growth results from perturbation of a complex interplay of genetic, epigenetic, and hormonal factors that orchestrate human growth. Overgrowth syndromes generally present with inherent health concerns and, in some instances, an increased risk of tumor predisposition that necessitate prompt diagnosis and appropriate referral. In this review, we introduce some of the more ...The Elastic Stack (nee ELK stack) consists of Elasticsearch (search database), Kibana (visualization, dashboard and ML interface), Beats (open-ended ingestion interface), and Logstash (file conversion). This is available as the open source or enterprise supported release, in order to run self-managed instances on whatever infrastructure desired.A look at Cloudflare's new Zero Trust & SASE directions from GA & Birthday Week.Introductory aside... There are a lot of tech- and non-tech folks not up on the whys and wherefores of NoSQL databases. (Even a former DBA was very confused recently.)You've successfully subscribed to HHHYPERGROWTH Great! Next, complete checkout for full access to HHHYPERGROWTH Welcome back! You've successfully signed in. Unable to sign you in. Please try again. Success! Your account is fully activated, you now have access to all content.Next-gen Security Premium: The expanding Federal opportunity. How the Federal opportunity is expanding into broader adoption across State & Local gov, gov vendors, and the rest of the private sector.Design a high-performing organization. To successfully compete in a high-growth environment, leaders must first ensure they are hiring the very best people. They then must align employees with the company's strategic objectives, measure accountability, properly allocate resources, and build an action-oriented, innovation-focused, collaborative ...Part 3: Why team-building should be your hypergrowth company’s top priority. Part 4: Shifting sands and the importance of planning. Part 5: Stepping up to the challenge. The Keys to Scaling Yourself as a Technology Leader (Nov 2015) – In 4 years, Adam Pisoni grew Yammer from a team of 5 to over 500.Operational Tooling Premium: Automating the workflows. A look at team workflow management tools, and how they are becoming the building blocks that can stitch together workflows across all the tools used.SNOW Snowflake is a SaaS data platform available on all 3 major cloud providers.Hypergrowth Investing is a weekly podcast that picks the brain of investment analyst Luke Lango! Each week we will take an in-depth look at emerging tech and investment innovations. Electric ...Premium: Digesting the Data Duel. A summary of what came out of the Data Duel week, and how it positions Snowflake vs Databricks. AI/ML SNOW DatabricksThis was a Q&A Conversation between Francis and Muji exploring the differences in Technology and GTM Strategies for Fastly and Cloudflare.Recaps from the Vid...By Luke Lango May 3, 2023. Folks, you’ve made it to the FINAL (for now) episode of Hypergrowth Investing… and it’s a bitter sweet moment. Sweet because the markets are up; bitter because we ...These are three high-growth companies to keep an eye on this year. If growth stocks have indeed returned, these hyper-growth stocks will be winners. DraftKings ( DKNG ): DraftKings' strong ...You've successfully subscribed to HHHYPERGROWTH Great! Next, complete checkout for full access to HHHYPERGROWTH Welcome back! You've successfully signed in. Unable to sign you in. Please try again. Success! Your account is fully activated, you now have access to all content.Lithium Americas (LAC) Lithium Americas (NYSE: LAC) stock has dropped 22% in the last six months, but it's a potential hidden gem. Trading near its 52-week low of $16.07, it could offer ...A look at the rising concerns from Bill.Cybersecurity & Edge Computing with Muji @ Hhhypergrowth. This week Ryan and ... Enjoy the episode! Follow Muji on Twitter: https://twitter.com/hhhypergrowth?s=20.In this blog series, we take an example ecommerce company and talk about their challenges due to hypergrowth. Their journey from running monolith applications to running cloud-native applications will provide you architecture patterns and strategies you can adopt to become more agile and innovative. Later in the series, we show you how to address immediate […]6 Sep 2020 ... Muji Hhhypergrowth: All About Edge Networks - Investing City. Understanding edge networks is outside the traditional scope of agriculture ...The Benefits of Modern Architectures. A look at some of the benefit, We’ve heard what it takes to be a “hypergrowth” company. Things like: Crushing hours; Hi, Any investor interested in the stock should keep these in mind as part of their evaluation. 2. Skillz. Skillz ( S, 2. MercadoLibre. MercadoLibre ( MELI -2.47%) stands out as a top stock for benefiting from two , hyperGROWTH aide les startups à trouver l'angle d&, A Security Cloud Emerges (Oct-21) looked at products announced at last year's , Dec 12, 2019 · Datadog in observability [monitoring], like CrowdStrike in, A look at the ramifications of Generative AI, and what areas of inve, Founded in 1993 in Alexandria, VA., by brothers David and To, Pitney Bowes Inc. (NYSE:PBI) is a global mailing and mail se, As time went on those general purpose machines were used for m, The equities that have been unjustly beaten down over the, Premium: A Kafka deep dive. A look at the vital Kafka platfor, Success! Your account is fully activated, you now have ac, HHHYPERGROWTH is not an advisory service, it is an explor, This book tells the amazing story of the rise and fall of t, Riot Blockchain: Implied sales growth of 4,231% by 2023, I recently had an AI Week here at HHHYPERGROWTH Premium, whi.