Cloudflare Q2 2022 Earnings Report - August 21, 2022

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Rating: 4.8 (3721 reviews)

08/21/22 • 39 min

Cloudflare beat revenue projections for Q2 and raised estimates for the remainder of the year. More significantly, they demonstrated a renewed commitment to deliver positive free cash flow, reversing the backsliding in Q1's report.
This is the audio summary. For the full report check out SoftwareStackInvesting.com.

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GitLab - the One DevOps Platform - July 23, 2022

GitLab stock has nearly doubled since bottoming in May and reporting strong Q1 FY2023 results on June 6th. As we are three quarters into their life as a public company, I wanted to dig into the story and begin considering it for an investment. Personally, I have used the product with a previous engineering team and was impressed by the ease of use and integration of multiple steps in the software development lifecycle. Since then, GitLab has expanded their offering and are setting a broader vision to become the "One DevOps Platform".
This is the audio summary, the complete article with greater detail can be found at softwarestackinvesting.com. #StackInvesting

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Snowflake Q2 Earnings FY2023 - August 31, 2022

After two quarters of mixed results, Snowflake reignited investor sentiment with their Q2 earnings report. Revenue beat prior estimates for the quarter by a large margin, with management upping forward projections as well.
This is the audio summary. For a more detailed view, check out the post at softwarestackinvesting.com.