@Princeton ‘24 | Growth @PublicComps
Princeton, NJ
Joined May 2020
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Aneesh Tekulapally retweeted
Upstart $UPST Q3'21
📈$228m rev (+250% YoY)
💸$95.9m contribution profit (46% margin)
Up 152% since listing yet down 72% from all-time highs, $UPST has had quite the turbulent run in the public markets
A multi-thread on why (1/9) 👇
blog.publiccomps.com/upstart…
Aneesh Tekulapally retweeted
What a tumultuous year it's been and a bleak start to 2022 for cloud software.
Unsurprisingly, it's no longer the 2020 case where everyone's a winner - there's new rate hikes, maturing S-curves, and pullback from retail investors.
Quick recap we did of 2021 👇 w/ @aneesh_tek
Aneesh Tekulapally retweeted
Snowflake $SNOW Q3 FY'22
💸Revenue: $334.4M (+110% YoY)
🔥GM: $220.2M (70% margin)
🙏RPO: $1.8B (+94% YoY)
👏Total customers: 5,416 (+52% YoY)
💯NRR: 173%
💰Non-GAAP operating income: $8.5M (3% margin)
🙏Guiding next Q revenue: $345M-$350M (+94% to +96% YoY)
📈Shares AH +12%
Aneesh Tekulapally retweeted
Crowdstrike $CRWD Q3 '22
Rev: $380.1M (+63% YoY)
ARR: $1.51B (+67% YoY)
Net new ARR: $170.0M (+46% YoY)
FCF: $123.5M (32.4% margin)
Cash: $1.91B
Total sub customers: 14,687 (+75% YoY)
Acquired SecureCircle, to further extend Zero Trust security to endpoint data
Shares +1.8% AH
Aneesh Tekulapally retweeted
Salesforce $CRM Q3 FY'22
- Rev: $6.86B (+27% YoY)
- Current RPO: $18.8B (+23% YoY)
- Non-GAAP operating margin: 19.8%
- FY22 guidance: $26.4B (+24% YoY)
- Q1 FY23 guidance: $7.2B (+21% YoY)
Shares -6% after hours & -10% net market close
Aneesh Tekulapally retweeted
Zscaler $ZS Q4'21
- Revenue: $230.5M (+62% YoY)
- Gross margin: 77%
- Non-GAAP operating income: $23.9M (10% margin)
- Free cash flow: $83.4M (36% margin up from 30% last year)
- Calculated billings: $247.7M (+62% YoY)
- Next Q guidance: $241M (+53% YoY)
Shares AH +5%, net +2%
Will be posting a $BIGC Q3 ‘21 earnings teardown on the @publiccomps blog and newsletter sometime this weekend as well!
The Investment Thesis:
@aneesh_tek has been covering this one for @publiccomps. This is a very well-done thread (before) earnings.
This thread and write-up should give anyone a good understanding and overview to $BIGC Competitive strengths.
teapawt.org/aneesh_tek/status/1456…
Aneesh Tekulapally retweeted
The Investment Thesis:
@aneesh_tek has been covering this one for @publiccomps. This is a very well-done thread (before) earnings.
This thread and write-up should give anyone a good understanding and overview to $BIGC Competitive strengths.
teapawt.org/aneesh_tek/status/1456…
Ahead of earnings tomorrow, we broke down @BigCommerce $BIGC. 📈
1⃣ Analyzed the key metrics, market dynamics, competition
2⃣ Looked at catalysts and outlined the investment thesis
3⃣ Modeled out revenue till 2026 (+26% 5-year IRR from current price)
blog.publiccomps.com/bigcomm…
Aneesh Tekulapally retweeted
$BIGC might have potential:
Growth Past Qtr's:
Q4: 39%
Q1: 41%
Q2:35%
Q3: 49%
Q4 Guide: 50%
+ Highest growth ever in Enterprise: 30%
+ ARR Subscription big boost: 36%> 42% >59%
+ Losses keep shrinking, single digits + Strong Ops Leverage
$BIGC might have LEGS. Watch this one
Aneesh Tekulapally retweeted
$BIGC BigCommerce Earnings Q3 '21 🚀🔥
- Rev: $59.3M (+49% YoY)
- ARR: $253.5M (+52% YoY)
- Subscription Rev: $42.1M (+59% YoY)
- % ARR from Enterprise Accounts: 63% (+9% YoY)
- ARPA of accounts >$2000 ACV: $17,960 (+30% YoY)
- Adj EBITDA: -$3.1M (-5.2% margin)
Shares +17% AH📈
Ahead of earnings tomorrow, we broke down @BigCommerce $BIGC. 📈
1⃣ Analyzed the key metrics, market dynamics, competition
2⃣ Looked at catalysts and outlined the investment thesis
3⃣ Modeled out revenue till 2026 (+26% 5-year IRR from current price)
blog.publiccomps.com/bigcomm…
Ahead of earnings tomorrow, we broke down @BigCommerce $BIGC. 📈
1⃣ Analyzed the key metrics, market dynamics, competition
2⃣ Looked at catalysts and outlined the investment thesis
3⃣ Modeled out revenue till 2026 (+26% 5-year IRR from current price)
blog.publiccomps.com/bigcomm…
23/ Applying a 15x multiple on 2026 forward earnings of $813M and discounting at 15.0% leads us to our present value calculation with a 5-year 26.6% IRR.