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work productivity

Notes - Dropbox 4Q23
DBX

Notes - Dropbox 4Q23

15 min read 18 Feb 2024
Monday.Com: 4Q22 Update & Deep Dive Revisit
MNDY
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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