SNOW
Themes: Open-Core And Long-Term Alpha (Pt.2)
Summary
* Open-core data companies are thriving due to the unique demand landscape for the modern data stack that requires open-source instead of close-source SaaS productivity tools.
* Early innovators have experienced bumpy rides towards IPOs and commercial success. Due to substantial changes, business models and collaborations across the value chain are
Snowflake: Apple Of MDS (Part 3) & 1Q24 Update
Q1 CY23 Overview Of Key Cybersecurity Players. PANW, FTNT, S, NET, ZS & SNOW
Summary
* Quarterly reviews and valuation overview.
* Key tailwinds summary for key cybersecurity players.
* Next report is revisiting the thesis on Okta.
Here are the public companies we cover – mostly cybersecurity names but a few names in adjacent markets. Cybersecurity has not been unaffected by the deteriorating economic climate, but it
Snowflake - Apple Of MDS - Part 2
Summary
* SNOW's lead on the computer engine side is still there, but not guaranteed as others are catching up fairly quickly.
* SNOW's proprietary storage format plus native support for Iceberg is a strong strategy against Databricks and many other players.
* SNOW's moat and business
Snowflake - The Apple Of MDS -Part 1
Summary
* SNOW is positioned very well at the centre of OLAP (Online Analytical Processing), the Modern Data Stack (MDS), and the growthy areas of the data sector.
* There is substantial amount of competition across all disaggregated stacks, catalysed by the Cambrian-like explosion of MDS.
* The market should be big enough
(Free) Twitter Spaces: AI/ML & Data Discussion - SNOW, PLTR, Databricks
Click the link below to listen to the discussion with Francis [@InvestiAnalyst] and us guys, Convequity. Skip the first 7 minutes because we were waiting for more of an audience to join us.