The Razor’s Edge
The Razor’s Edge
Shortman Studios
The Razor's Edge #15: SaaS Earnings And Work From Home Vs. Work From Everywhere Plays
1 hour 12 minutes Posted May 21, 2020 at 8:00 am.
minute mark – What explains a big move like Twilio's
The broader valuation context
The prevailing dynamic of competition
Valuation pair mismatches – DDOG/NEWR, PD/EVBG, WORK/ZM
– Leaving the 10x EV/sales barrier in the past
– Where does Slack go when the light bulb turns on?
– the NFLX parallel for Zoom and the search for a pivot
– Slack earnings preview
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Show notes
The software as a service sector has passed its first recession test in flying colors, as the nature of the coronavirus market has led to a increased business for these companies. With two of the most popular names - Slack and Zoom - due to report in a couple weeks, Akram's Razor and Daniel Shvartsman check in on the state of the sector and whether work from home is a benefit or a liability.
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