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

12 hours ago

Most richly valued SW continues to be expensive! Requirements include a good story, momentum and decent FCF margins (excl. ORCL). There is a high variance in growth rates from teens to 40s.

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The $OKTA story remains an execution story for H2. Performance YTD has been soft after a strong Q4, with stable hiring trends. Not sure any incremental disclosure will drive stock without execution (especially given Okta's past GTM inconsistency). Bookings strength in FY25…

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SoftwareIQ @software__iq

3 days ago

Weekly job postings trends... Notable growth continues in ServiceNow, Wix, Braze

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SoftwareIQ @software__iq

a week ago

Median software valuations continue to be below historical valuation levels despite some improvement in share price performance. Large cap and high momentum software continues to be expensive. Wide spread between cap weight and median.

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The Full Stack Analyst @pinjalim

a week ago

$MNDY: Spending my downtime watching MNDY explain how they 20x'd engineering productivity with AI. Here is my stream of consciousness on the MNDY investor day. open.substack.com/pub/pinjalim/p…

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SoftwareIQ @software__iq

a week ago

Always felt Intapp is an underfollowed company in vertical software. <6x sales, solid unit economics and accelerating NNARR in Q4. Cloud now nearly 80% of ARR tailwinds in AI solutions.

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SoftwareIQ @software__iq

a week ago

ServiceNow hiring

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SoftwareIQ @software__iq

4 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

4 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

a month 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

a month 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

a month 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!