Hhhypergrowth.

A Security Cloud Emerges (Oct-21) looked at products announced at last year's Fal.con, like XDR and CrowdXDR Alliance. XDR series (Mar/Apr-22) was a multi-part series that explained how EPP/EDR platforms are evolving into XDR, and shifted into cloud protection, data lakes, and identity protection.Premium: Automating the workflows. A look at team workflow management tools, and how they are becoming the building blocks that can stitch together workflows across all the tools used.By Luke Lango May 3, 2023. Folks, you’ve made it to the FINAL (for now) episode of Hypergrowth Investing… and it’s a bitter sweet moment. Sweet because the markets are up; bitter because we ...SNOW Snowflake is a SaaS data platform available on all 3 major cloud providers.The Biden administration is pushing forward a number of policies that will be friendly to clean energy stocks, marijuana and much more. It's official. Joseph Robinette Biden Jr. has been sworn ...

Riot Blockchain: Implied sales growth of 4,231% by 2023. The last hypergrowth stock expected to deliver insane revenue growth in the coming years is cryptocurrency mining company Riot Blockchain ...Oct 23, 2021 · Considering that Auth0 closed on May 3rd, and that Okta's fiscal year ends Jan 31st, it should contribute $110-120M over the remaining 9 months of the FY (May-Jan). This leaves the FY guidance for organic growth at around +32-34% now. [This was a good estimate on Auth0 contribution, who contributed 38M in Q222. Rule #1 Sell First and Ask Questions Later. In most cases market share is determined during an industry’s hypergrowth phase. Once growth has slowed and the leaders have emerged, shares don’t ...

Jun 30, 2023 · Data warehouses have gone from being key for business intelligence (BI) to becoming the critical center of business operational data. The Modern Data Stack is enabling new forms of app services across its ecosystem, such as Customer Data Platforms (CDPs), reverse ETL, and headless BI. Rule #1 Sell First and Ask Questions Later. In most cases market share is determined during an industry's hypergrowth phase. Once growth has slowed and the leaders have emerged, shares don't ...

A look at Data & Analytics announcements out of AWS re:Invent in Nov/Dec-22.Li Auto (NASDAQ: LI) is thriving, nearly doubling its stock value with further potential, according to Wall Street. Analysts have this stock's one-year upside potential pegged at around 30%, but ...You've successfully subscribed to HHHYPERGROWTH Great! Next, complete checkout for full access to HHHYPERGROWTH Welcome back! You've successfully signed in. Unable to sign you in. Please try again. Success! Your account is fully activated, you now have access to all content.Dec 12, 2019 · Datadog in observability [monitoring], like CrowdStrike in endpoint protection [cybersecurity], is having THE MOST success, as seen in their hypergrowth while the competition lags at (still respectable) 30-40% level of growth. I am content not knowing what exactly distinguishes Datadog's platform over the competition.

These stocks combine high revenue growth with enticing profit margins. InMode ( INMD ): This company delivers growth you have to see to believe. Fortinet ( FTNT ): This company is a leader in the ...

Premium: Datadog Q223. A look at earnings from Datadog. Observability DDOG.

Zscaler built ZIA, a Secure Web Gateway (SWG) product for securing outgoing traffic to SaaS services, in a unique way. They built their own global private network, now across 150+ data centers, to serve as a gateway between the user and the service being requested.HHHYPERGROWTH.COM. Jul 2020 - Present3 years 4 months. Chapel Hill, North Carolina, United States. Covering the technologies powering today's hypergrowth stories... from an investment angle.Partners: Partner program is called CrowdStrike Elevate. Falcon Connect API = enables partner integration. Falcon Orchestrator = open-source tool built on Connect API to automate workflows and SOAR integrations into actions for DF/IR, forensics, monitoring and alerts. Falcon Streaming API = enables SIEM integration.Premium: The next big thing in 2022. What will be the next big thing in 2022? Probably the same things that have driven the major tech trends over the past 2-3 years.A look at the ramifications of Generative AI, and what areas of investment are most interesting. Data & Analytics Next-gen Security Observability Operational Tooling Hyperscalers. muji 26 Apr 2023 • 18 min read. Earnings.HCP wants to sit across all app stack layers, across all environments and clouds. They report a TAM of $41.7B in 2021, growing to $72.5B in 2026 with the rising trends in cloud adoption. That TAM is composed of: Terraform TAM rising from $2.1B -> $12.0B. Vault TAM rising from $16.3B ->$20.8B.

Premium: A Mad Dash of Products. A look at all the products from Datadog's DASH, and how they fit into the platform puzzle and expand the audience.Even with considerable resources available, many big organizations find it challenging to achieve double-digit revenue growth for new products and services—a range that for many start-ups and scale-ups would be dangerously low. But established companies can expand the market reach of their new businesses quickly and effectively by gaining an understanding of how scale-ups and start-ups ...You've successfully subscribed to HHHYPERGROWTH Great! Next, complete checkout for full access to HHHYPERGROWTH Welcome back! You've successfully signed in. Unable to sign you in. Please try again. Success! Your account …Premium: An Interconnected Cloud. A look at Cloudflare's moves into Zero Trust & SASE, becoming the one cloud to rule them all. Next-gen Security NET ZSKafka allows companies to maintain a giant, reliable (highly-available, fault tolerant) pipeline that can handle a massive amount of data (high performance, at scale). It is a clustered platform that provides data streaming capabilities, allowing for data to flow between all of a company's systems and applications.Premium: The SASE front. A look at earnings from SSE provider Zscaler, as well as what Palo Alto and Cloudflare are doing. ZS PANW NET CRWD

Premium: Wandering through the watchlist. Let's walk through how Samsara, Confluent, Zscaler, and Okta are doing. Next-gen Security Data & Analytics IOT CFLT ZS OKTA

Premium: Wandering through the watchlist. Let's walk through how Samsara, Confluent, Zscaler, and Okta are doing. Next-gen Security Data & Analytics IOT CFLT ZS OKTAThe modern workflow for creating and deploying applications is shifting, with the entire software development lifecycle (SDLC) now being referred to as the DevOps lifecycle as the developer and operations sides merge more closely together. Enterprises seek to manage, secure, and monitor this lifecycle.Data & Analytics Premium: The latest from Snowflake. A look at how Snowflake is expanding their ecosystem and programmability, in order to drive more usage.This was a Q&A Conversation between Francis and Muji exploring the differences in Technology and GTM Strategies for Fastly and Cloudflare.Recaps from the Vid...The first step to scaling culture is to define each company value or belief into two or three behaviors that people can observe. For example, "respect" can be defined as 1) being a great ...May 13, 2022 · HCP wants to sit across all app stack layers, across all environments and clouds. They report a TAM of $41.7B in 2021, growing to $72.5B in 2026 with the rising trends in cloud adoption. That TAM is composed of: Terraform TAM rising from $2.1B -> $12.0B. Vault TAM rising from $16.3B ->$20.8B. Li Auto (NASDAQ: LI) is thriving, nearly doubling its stock value with further potential, according to Wall Street. Analysts have this stock's one-year upside potential pegged at around 30%, but ...

Let's take a look at three promising hyper-growth stocks that investors should consider buying today before the bulls come back: Snowflake ( SNOW -0.69%), CrowdStrike ( CRWD -0.97%), and ...

Li Auto (NASDAQ: LI) is thriving, nearly doubling its stock value with further potential, according to Wall Street. Analysts have this stock's one-year upside potential pegged at around 30%, but ...

Hinting at the strength of the Duolingo learning experience, paid subscribers were up 59% to 5.2 million at the end of June 2023. The resulting full-year fiscal 2023 …Mar 8, 2022 · In their new digital experience trends in Nov-21, Gartner predicts that 85% of orgs will be cloud-first by 2025, and 95% of workloads (vs 30% in 2021). One of the key emerging trends they are focused on for 2022 is SASE Networks. [If you need a primer on SASE Networks, see "What are SASE Networks".] SASE Networks are a distributed Zero Trust ... Aug 11, 2023 · Premium: Ramifications of AI. A look at the ramifications of Generative AI, and what areas of investment are most interesting. Data & Analytics Next-gen Security Observability Operational Tooling Hyperscalers Hypergrowth vs. Tech Debt. Huw Rogers. February 24, 2022. In the last several months, Paxos has hit a stage of development commonly known as "hypergrowth" due to the mainstream adoption of digital assets. Under heavy acceleration, tech companies need to rapidly evolve software systems from earlier-stage minimal viable products to enterprise ...Next-gen Security Premium: A green light for Zero Trust. The United States government is finally getting serious about cyber attacks, and has immediate plans for adopting Zero Trust, EDR, MFA, encryption, and better log management.Premium: The expanding Federal opportunity. How the Federal opportunity is expanding into broader adoption across State & Local gov, gov vendors, and the rest of the private sector.Considering that Auth0 closed on May 3rd, and that Okta's fiscal year ends Jan 31st, it should contribute $110-120M over the remaining 9 months of the FY (May-Jan). This leaves the FY guidance for organic growth at around +32-34% now. [This was a good estimate on Auth0 contribution, who contributed 38M in Q222.Abnormally excessive growth results from perturbation of a complex interplay of genetic, epigenetic, and hormonal factors that orchestrate human growth. Overgrowth syndromes generally present with inherent health concerns and, in some instances, an increased risk of tumor predisposition that necessitate prompt diagnosis and appropriate referral. In this review, we introduce some of the more ...Aside from the power of story for startups, this confluence of linear versus exponential growth has two key truths that Halim surfaces for his clients. The first has to do with the law of startup physics as applied to an executive team: 1. Your startup will outpace most of its executives if it starts to grow.

You've successfully subscribed to HHHYPERGROWTH Great! Next, complete checkout for full access to HHHYPERGROWTH Welcome back! You've successfully signed in. Unable to sign you in. Please try again. Success! Your account is fully activated, you now have access to all content.Nov 27, 2021 · Kafka allows companies to maintain a giant, reliable (highly-available, fault tolerant) pipeline that can handle a massive amount of data (high performance, at scale). It is a clustered platform that provides data streaming capabilities, allowing for data to flow between all of a company's systems and applications. Join Peter Offringa from softwarestackinvesting.com, Muji from hhhypergrowth.com, and 7investing Advisor Austin Lieberman as they discuss investing in high-g...Premium: Wandering through the watchlist. Let's walk through how Samsara, Confluent, Zscaler, and Okta are doing. Next-gen Security Data & Analytics IOT CFLT ZS OKTAInstagram:https://instagram. cal poly spring finals schedulelorain county jail inmatesoctapharma plasma aurora reviewsinfinite survival i can plunder passive skills Nov 29, 2022 · A Security Cloud Emerges (Oct-21) looked at products announced at last year's Fal.con, like XDR and CrowdXDR Alliance. XDR series (Mar/Apr-22) was a multi-part series that explained how EPP/EDR platforms are evolving into XDR, and shifted into cloud protection, data lakes, and identity protection. geauga county dog shelteratf eform 4 wait times Operational Tooling Premium: Automating the workflows. A look at team workflow management tools, and how they are becoming the building blocks that can stitch together workflows across all the tools used. san mateo hourly weather Join Peter Offringa from softwarestackinvesting.com, Muji from hhhypergrowth.com, and 7investing Advisor Austin Lieberman as they discuss investing in high-g...Secure Access Service Edge (SASE) Networks provide security and networking in a single solution that no longer tries keeping a perimeter - the platform IS the perimeter. It focuses on all interconnection and access happening through a single control plane, regardless of the location of the user or service.Podcast and other media appearances. See also the recorded conversations on Twitter Spaces. 202112/3/21 Podcast: Value Hive Podcast on hypergrowth investing 7/5/21 Podcast & YouTube: 7Investing Podcast w/ Simon Erickson: Tech's Best Investment Opportunities (Part Two) on DevOps environments, Snowflake, and Cybersecurity tailwinds (SNOW, CRWD,