The Razor’s Edge
The Razor’s Edge
Shortman Studios
The Razor's Edge #17: The Guidance Question For SaaS - Zoom vs. Slack and PagerDuty
55 minutes Posted Jun 11, 2020 at 8:00 am.
minute mark – Digging into Zoom's guidance
– The timing of PagerDuty and Slack's earnings (two days after Zoom's).
– What about the expansion in large clients for Zoom and potential new verticals
– How did Zoom's report affect PagerDuty/Slack's reports
– Why isn’t guidance going higher for some of these SaaS names?
– The longer onboarding cycle for Slack/PagerDuty
– The convergence of the attention economy
– The Dropbox angle
– Ramping up of adoption curves
– Macro and sector context to keep in mind
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Show notes
We visit the software as a service sector for the third time in a row, as the earnings week we were waiting for came to pass. Zoom reported the so-called 'greatest quarter ever in software', and skewed expectations for peers like PagerDuty and Slack. So, does the market have the reaction right, and where do we go from here? Akram's Razor and Daniel Shvartsman break it down.
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