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MNDY

Reflections: Platform Vs. Point BoB In Enterprise Tech

Reflections: Platform Vs. Point BoB In Enterprise Tech

Summary * The debate between focused startups and compounded startups in the enterprise tech industry continues, with differing views among investors. * Focused startups argue that specialization and excellence in one area is key to competitive edge and survival. * Compounded startups believe that creating a platform of interdependent solutions can provide better performance, user experience, and total cost of ownership. Focused vs. Compounded During 2021-22, internally, with clients, and

14 min read 14 Apr 2024

Updates: PLTR – The LLM Enabler For Enterprise (Pt.2)

28 min read 31 Mar 2024

Updates: PLTR – The LLM Enabler For Enterprise (Pt.2)

Summary * AIP is PLTR's catalyst to roaring success, though in reality this was a low bar innovation by them. * AIP takes the limelight, but as we have been saying since January 2021, it is the ontology that is the key to successful LLM implementation. * We also compare PLTR

Updates: Monday 4Q23 - Continued Great Execution

22 min read 22 Feb 2024

Updates: Monday 4Q23 - Continued Great Execution

Summary * MNDY continues with excellent execution at the top and bottom lines. * During this update we make a number of comparisons between MNDY and ASAN to help investors better understand MNDY's strengths. * We dive into mondayDB and how it may impact the vendor's gross margins. We

Investor Guide: Forecasting Terminal FCF Margin Of B2B Software Companies (Pt.3)

44 min read 04 Feb 2024

Investor Guide: Forecasting Terminal FCF Margin Of B2B Software Companies (Pt.3)

Summary * The report introduces the Terminal Opex & Capex Framework for estimating a software company's terminal opex and capex - part of the overarching Terminal FCF margin Framework. * The framework takes into account market factors such as market type, revenue model, market concentration, and software criticality, as well

Revenue Per Employee Vs Head Count Growth Analysis

5 min read 22 Sep 2023

Revenue Per Employee Vs Head Count Growth Analysis

Summary * Comparing revenue per employee and head count growth is useful for identifying efficient businesses that are not yet profitable. * This analysis includes 37 stocks across cybersecurity, productivity, and data. * The report on the DevOps landscape assessment is coming soon, along with a lot more research in the next couple

Updates: MNDY 2Q23 - Finding Great Operating Leverage

30 min read 25 Aug 2023

Updates: MNDY 2Q23 - Finding Great Operating Leverage

Summary * MNDY continues to delight investors by delivering excellent operating leverage while not letting. * We review MNDY's new products, such as monday CRM, monday Dev,. * Specifically, mondayDB, MNDY's new backend architecture, could be a significant catalyst for CRM and its efforts in GenAI. * We discuss a

Monday.Com: 4Q22 Update & Deep Dive Revisit

26 min read 21 Mar 2023

Monday.Com: 4Q22 Update & Deep Dive Revisit

Summary * There is extremely dense competition in the work productivity space but as we’ve explained in prior reports, it is a space primed for a (few) winner(s) takes all scenario. * The deteriorating funding landscape for startups (exacerbated by the SVB collapse), give leading work management players like MNDY

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