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Earnings

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A look at Confluent and Cloudflare earnings.

CFLT NET
  • muji

    muji

    Technologist, software developer, and investor.

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    muji

muji

13 Feb 2024 • 19 min read

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Earnings

Premium: Wag the dog

A look at Q4 earnings and an investor day from Datadog.

Observability Next-gen Security DDOG CRWD
  • muji
    muji
muji 16 Feb 2024 • 17 min read
Hyperscalers

Premium: Groundhog Day

A walk through hyperscaler earnings in Cloud Week.

Earnings MSFT GOOG AMZN SNOW MDB NVDA
  • muji
    muji
muji 2 Feb 2024 • 17 min read
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