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In Practise Profile picture
@_inpractise
Oct 2, 2020 • 5 tweets • 2 min read • Read on X
NEW INTERVIEW: Atlassian: Reselling Jira and Confluence

Software is inherently sticky as companies and users hate change and are familiar with using the products



inpractise.com/articles/team-… Image
The app ecosystem and 3P integrations are crucial in driving stickiness for large enterprise customers Image
''Atlassian operates very much like Apple. You have your iPhone, which provides you with a certain value. But if you have your Apple Watch, one connects with the other, which is extremely sticky. Atlassian operates in exactly the same way." Image
However, 3P integrations and plugins in the cloud is not the same as on-premise which is a barrier for large enterprises shifting to the cloud Image
Is Jira THAT sticky that every enterprise migrating to cloud will adopt the same number of seats?

Or are there so many other options for this workflow that we could see increased churn?

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More from @_inpractise

In Practise Profile picture
Mar 26, 2024
New Research on Evolution Gaming's Asia and Crypto Risk $EVO

We’ve followed EVO closely since 2019, including throughout 2021. This work doesn't rehash old risks.

We believe we've uncovered various potential significant risks to its unregulated Asia business: Image
Firstly, our research suggests crypto provides the critical infrastructure to ~50% of EVO’s EBITDA

~30% of unregulated GGR is driven by crypto gambling but the significant majority of GGR touches crypto to facilitate deposits, transfer payments, and hide gambling

crypto isn't discussed once in EVO filings
While bulls argue $EVO is diversified by end market in Asia, our research suggests the distribution channel to get there is highly concentrated Image
Read 9 tweets
In Practise Profile picture
Nov 16, 2023
A Portfolio Head of M&A at Constellation Software on deployment runway: Image
Still enough targets in US… Image
Plus the combination of lower-IRR but larger deals… Image
Read 4 tweets
In Practise Profile picture
Aug 26, 2022
The history of AWS' Elastic Kubernetes Service is an example of the power of AWS as a platform

Containers were popularised by Docker by making it easier to scale and deploy applications...

$AMZN ImageImage
But containers created complexity.

Developers can now deploy thousands of container instances. This is a nightmare to manage.

Enter ECS: Amazon Elastic Container Service.
Given most instances are run on EC2, AWS offered ECS: a fully managed container service.

It’s also a perfect tool to migrate on-prem workloads to EC2.
Read 11 tweets
In Practise Profile picture
Jul 12, 2022
NEW ANALYSIS: Naked Wines: FY22 Results and Reflections

We've reflected on $WINE FY22 results and the 50% price decline last month

H2 22 saw the worst ever sales retention and Y1 payback...
Repeat contribution margin also declined 260bps due to raw material inflation and higher fulfillment costs
Because of the low retention and Y1 payback, ~100% of the marketing budget is used to replenish churned users

This is forecasted to be the same for FY23 - highlighting why $WINE is struggling to grow
Read 12 tweets
In Practise Profile picture
May 24, 2022
WEEKLY ANALYSIS: $CVNA Finance GPU

Read @_inpractise for FREE

Here is our shot at a balanced view of the advantages of $CVNA finance model and the challenges the company faces going fwd

Firstly, $cvna is a loan originator that sells cars.
Comparing $kmx and $cvna finance gpu isn't apples to apples because $KMX doesn't originate tier 2 and 3 loans
Comparing $cvna to $cacc helped us understand the potential advantages to $cvna integrated origination model
Read 10 tweets
In Practise Profile picture
May 3, 2022
A few reflections on the Berkshire Annual Meeting..

1) The two words Buffett mentioned the most were 'partners' and 'owners'

$BRK
2) This comment was also interesting

“If I were to do this all again, I’d do exactly the same thing: I’d go to individuals and earn their trust"
"Trust is relational, and flourishes through a set of aligned values. It is far simpler to build trust with an individual than with an institution. The corporation is effectively an intermediary between a personal relationship of two individuals"
Read 7 tweets

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