Next Big Teng

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Earnings remained strong but revenue beats are getting harder & significantly less companies are guiding above consensus. Is this conservatism at play or an early signal of weakening fundamentals?
Janelle Teng
2
NewTopCommunity
Product-led growth is now popular across the software landscape, creating a new category of tools and tech stack custom-made for driving PLG operational…
Janelle Teng
1
Cloud valuations are now more correlated to efficiency score (ARR growth + FCF margin) than growth, but which component is more impactful and how has…
Janelle Teng
8
1
Bessemer explores where the private cloud economy is headed, & uncovers the successful strategies that drove top private cloud companies, such as…
Janelle Teng
2
Bessemer reveals insights into the 2022 Cloud 100 cohort—valuation marks aren’t always a true indicator of fundamental performance and Centaurs are…
Janelle Teng
1
In 1H22, cloud valuations were decimated as investors responded to Fed rate hikes. Is there more impact ahead or even a SaaSacre Part 2 from additional…
Janelle Teng
Many investors rewarded "pandemic winners", assuming a new growth baseline had been set. But Covid's impact was not one-dimensional, & 3 nuanced growth…
Janelle Teng
10
1
A lot of advice is being bandied about on how to navigate the current market. What's the "so what"? I distill 6 key takeaways from a curated reading…
Janelle Teng
3
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