Thread by @mariogabriele

The IPO Bonanza in 1 thread.

Resources on:

- Snowflake
- Asana
- GoodRx
- Palantir
- Unity
- JFrog
- Opendoor

/thread 👇👇

1. Snowflake

- Revenue is at ~$500M run-rate (+ 132% YoY)
- Great net dollar retention at 158%
- Margins somewhat squeezed by AWS, GCP
- Fighting against behemoths

Thread 👇

Snowflake Discussion

For a more in-depth discussion, check out this video featuring @AnnikaSays @aashaysanghvi_ and @dlwei17.

2. Asana

- Task management software
- Founded by two ex-FB employees
- $143M in revenue for FY20
- 85% YoY revenue growth
- $120M in net losses for FY20
- 86% gross margins

Thread 👇

Asana Discussion

Another great convo I was lucky to be a part of. @BUSlNESSBARISTA @Stewbradley @pranc_ and @nanduanilal broke down the productivity space.

3. GoodRx

Awesome thread from @DrugChannels

4. Palantir

- Founded in 2003
- Revenue run rate of $962M
- Growth of 49% in first half of 2020
- Lost $580M in 2019
- Founders maintaining strict control

Thread 👇

Palantir Discussion

A bit of a controversial one, as you can see by the comments. @laureltouby @cm_brown90 @daveambrose @dburben, and Matt F dug into the ethical dilemma.

5. Unity

- The engine that powers +50% of the world's games
- Revenue of $541M in '19, up 42% YoY
- Land and expand is working
- Not profitable
- Formidable rival in Epic

Thread 👇

Unity Discussion

For a deeper riff on the metaverse, check out the conversation between @patrick_oshag, @daveambrose, @itsmeeraclark, @adam_keesling, and @packyM.

6. JFrog

Haven't found in thread form, but nice summary write-up from @jaminball. Great source for SaaS analysis.

7. Opendoor

As usual, great report from @packyM. Now we just gotta get him to do a thread ;)

What resources should have been in here?

Who else is writing great Twitter-native analysis?

Would love to learn about them.

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