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Ophir Gottlieb Profile picture
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22 Sep, 6 tweets, 2 min read
A thread

Bain Technology Reporrlt is out

bain.com/insights/topic…

/1
DevOps

/2
And more DevOps

/3
And more DevOps...

Only one in five companies say they have the right tools and
automation to scale DevOps.

/4
Job skills

/5
The US and China Are Decoupling,
and Other Countries Are Following

/6

• • •

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More from @OphirGottlieb

Ophir Gottlieb Profile picture
21 Sep
@BatsGlobal @cboe has a bad price in $BIGC and the market API is stale.
Error:

Open":55.93,"Close":54.74,"High":56.03,"Low":52.88,"Last":54.74,

Those are yesterday's values.
Also wrong for $CURI
Read 4 tweets
Ophir Gottlieb Profile picture
21 Sep
Google Search 'tax' on successful companies is filthy and profitable. Amazon does same.

"Oh, your brand name carries weight? Good. Now others can use it as a search term. How much you gonna bid to keep yourself first in a search for... yourself?"

At some point, this shit ends
2/n
How much money does Amazon hand to Google for this ad a year?

Say... 100 million clicks x $3?

What's the value proposition offered here for consumers, exactly?
3/
Of course, when Googling 'Google,' no ads.
Read 4 tweets
Ophir Gottlieb Profile picture
10 Sep
A quick thread

$AMZN $ROKU

In house Fire TV Omni Series and 4-Series pricing is:

* Omni: $410 - $1,100
* 4- S: $370 - $520

/1
$AMZN $ROKU

@Stephens_Inc

"Fears that [Amazon] would look to subsidize the smart TV offering with aggressive price points to maintain and grow the Fire TV OS user base "appear to be unfounded."

Source: thefly.com/landingPageNew…

/2
$ROKU $AMZN

KeyBanc analyst Justin Patterson said he believes the new Amazon devices appear similar to Roku's offerings, which he sees as an "incremental positive" for [Roku].

...

/3
Read 5 tweets
Ophir Gottlieb Profile picture
9 Sep
$ROKU ‘The Streaming Decade,’ Roku’s Annual Survey, Shows Industry Has Passed a “Tipping Point” cmlviz.com/stocks/ROKU/ne…
2/
Thread

From $ROKU

TV streaming is nearly
universal among younger
generations, but it’s not just
young people—the majority
of Boomers are streaming
too, and getting even
more involved.
3/
7 in 10
streamers have ad-supported services.
37% of AVOD viewers even said they went with the ad-supported subscription option because they don’t mind ads.
Read 6 tweets
Ophir Gottlieb Profile picture
7 Sep
$DOCN DigitalOcean Acquires Serverless Platform Provider Nimbella cmlviz.com/stocks/DOCN/ne…
CEO:

"Serverless computing is the next evolution of cloud that further removes the need for developers to manage complex infrastructure"

Very much their ethos.
$DOCN

"[G]obal function-as-a-service (FAAS) market generated $3.01 billion in 2018, and is estimated to reach $24.00 billion by 2026, registering a CAGR of 29.7% from 2020 to 2026."

This is a high margin acquisition for DigitalOcean.

Source: globenewswire.com/news-release/2…
Read 4 tweets
Ophir Gottlieb Profile picture
2 Sep
Thread

$PD Very strong quarter

1/n
$PD

This is a different company than Wall Street thought it was.

This is enterprise changing.

* Rev: $67.5M vs $65.55M
* EPS: -0.13 vs -$0.15
* Customers: 16,800 vs 15,716 🤯
* DBNER: 126% vs 121.5% 🤯
* Operating Inc: -9.9M vs -11.8M

* FY Rev: $274.5M vs $270.44M

/2
$PD

Two keys:
* Customers: 18,000 vs 15,716
* DBNR: 126% vs 121.5%

These two beats are a very big deal for
@pagerduty
$PD

Other metrics...

* Rev: $67.5M vs $65.55M
* EPS: -0.13 vs -$0.15
* Operating Inc: -9.9M vs -11.8M

* FY Rev: $274.5M vs $270.44M

3/n
Read 10 tweets

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