SoftwareIQ @software__iq

A modern research platform purposefully built for the software industry. Sign-up today! softwareiq.io Joined January 2024

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SoftwareIQ @software__iq

2 weeks ago

Crowdstrike reporting after the bell comping a prior year NNARR $218M. Net new ARR has been challenged following their outage and their commercial response. RPO has maintained momentum despite headwinds.

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SoftwareIQ @software__iq

2 weeks ago

Snowflake out this afternoon looking to follow-up on a strong Q1. Looking for momentum in bookings to drive revenue re-acceleration (likely needed to maintain multiple). Q2 a seasonal step-up from Q1.

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SoftwareIQ @software__iq

2 weeks ago

$Okta out after the bell. Interesting report following a blowout Q4 and generally soft Q1. Business is increasingly backend loaded with a large step-up from Q1 to Q2. Job postings steady into Q3.

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SoftwareIQ @software__iq

2 weeks ago

MongoDB $MDB reporting after the bell. Following up on Q1 acceleration Atlas (26%) and customer count (16%). RPO / large customers remains an indicator to watch for up market success. Job postings steady/growing into Q3.

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SoftwareIQ @software__iq

2 weeks ago

Weekly job posting 28 day trends: Intapp top of the list which aligns with a Q4 beat / new fiscal. Asana with a strong ramp in quota bearing reps, Five9 ramping post sales roles. Check out company specific trends today!

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SoftwareIQ @software__iq

2 weeks ago

Remarkable change in bookings reacceleration for Amplitude (typically these stories take years...). Still a ways to go on building an efficient/sustainable business.

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SoftwareIQ @software__iq

2 weeks ago

Netskope $NTSK S-1 out yesterday. Disclosure was light on quarterly trends. Business growing >30% and GM ramping nicely, decent GTM efficiency. Other oddity is multi-year billings overstates FCF revenue is ratable. Solid book of business with a mix of long-term deals.

SoftwareIQ @software__iq

2 weeks ago

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SoftwareIQ @software__iq

2 weeks ago

ServiceNow continues investment into the CRM category... smartrecruiters.com/servicenow/744…

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SoftwareIQ @software__iq

2 weeks ago

Netskope really going to do a multi-year to annual billings transition first year in the public markets? Also another GRR without down sell. What's the point, does anyone use this metric internally...

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SoftwareIQ @software__iq

3 weeks ago

We've opened up our metric dashboard for all users now accessible without an account. Check it out to see our metric coverage! Below customer growth metrics may prove to be a leading indicator of AI success. Infra SW showing strength through Q2.

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SoftwareIQ @software__iq

3 weeks ago

Thrilled to release our first alt data source: job postings now live on the platform! Track industry WoW changes and executive level posting across our coverage. Visualize trends by software function to track quota bearing roles, cs, product Check it out today on our pro tier!