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Congratulations to Thoma Bravo and the SailPoint Technologies management team, each of which stand to make big returns from today's deal, in our view. Brickbats to those large SailPoint shareholders who are likely to support the deal going through. We move to Sell on the stock hav...
The Invesco QQQ ETF has recovered remarkably from its recent bottom. However, we think the NASDAQ would begin consolidating at the current levels for a while. We discuss how investors should think about allocating exposure between predictable growth and speculative growth stocks. ...
We seemed to have emerged from the tech stocks bear market bottom as we moved into Q2'22. We believe the secular themes undergirding tech and growth stocks will continue to play out in Q2. We discuss the key themes that investors should focus on. For further details see: ...
Tighter product alignment and enhanced go-to-market initiatives to enable global clients to digitally transform faster Software intelligence company Dynatrace (NYSE: DT) today announced an expanded strategic partnership with Amazon Web Services, Inc. (AWS). As part of th...
Dynatrace’s deep and broad observability earns top ranking for delivering answers and intelligent automation in hybrid, multicloud environments Software intelligence company Dynatrace (NYSE: DT) today announced it has been named a Leader in the 2022 GigaOm Radar f...
Stock Based Compensation or SBC for short, has exploded over the last decade, creating massive wealth for employees and executives, but it is an often overlooked expense for shareholders. In this article, I would like to go over the basics of stock based compensation and compare curre...
Tech has been sold off mercilessly. Datadog has held up relatively well. The company is likely to grow into its valuation, with strong execution and a huge greenfield opportunity. For further details see: Datadog: Sorting Through The Rubble
The Rule of 40 is a quantitative way to measure the potential of SaaS companies' growth to create value, even if they're not profitable yet. I created a portfolio of SaaS companies that pass the Rule of 40. This article series tracks the performance of the portfolio over time. ...
85% of organizations say their ability to scale SRE practices will depend on automation and AI capabilities Software intelligence company Dynatrace (NYSE: DT) today announced the release of a new, in-depth State of SRE report, based on an independent survey of 450 site relia...
Cybersecurity is becoming a defensive industry to invest in. Regardless of how uncertain economic conditions get, security software will be one of the last pieces of a business budget to get slashed. And the frequency and cost of enduring a cyber attack is on the rise, which means cybersecu...
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Dynatrace (NYSE: DT), the leader in unified observability and security, announced today that it will report financial results for its first quarter of fiscal 2025 ended June 30, 2024 before the U.S. financial markets open on August 7, 2024. In conjunction with this report, Dynatrace will host a...
Organizations migrating workloads to the AWS cloud can seamlessly install and deploy Dynatrace for their observability needs, facilitating smooth end-user experiences Dynatrace (NYSE:DT), the leader in unified observability and security, today announced its observability platform is...