A dog-leg in golf is a hole that veers out of sight from the tee so that you cannot see your target. It seems an apt term for a company that is shifting left and right in ways we can't yet see the final outcome. Today, let's take a look at what Datadog announced during its Dash customer conference in Oct-22. 👁️🗨️.Hypergrowth is the growth hacking agency accelerating startups and enterprises across Europe. We use metric-driven marketing to put your business in front of the right people. We drive your success. Growth is a process and we can help you make sense of it. From the freshest ideas on the frontlines of emerging technologies like AI, Blockchain ...— muji @ hhhypergrowth (@hhhypergrowth) October 8, 2020 Some thoughts on what Edge Compute might drive. Enterprise Security. Cloudflare recently pivoted their platform to include an entirely different security focus; what started as application protection (WAF, DDoS) shifted to include enterprise traffic protection (SWG, Zero Trust) as well.A look at its cybersecurity product lines. This is part of the Flavors of Security series, in particular Part 2’s investment focus on what drives the hypergrowth stories within the cybersecurity space. If you need to learn the security terms & product abbreviations, you can look up the terms that first post.Sep 15, 2023 · A look at OpenAI's evolution and the spread of LLMs across Microsoft's product lines. Hyperscalers Next-gen Security Data & Analytics MSFT. muji 28 Apr 2023 • 22 min read. Companies that provide data and analytical capabilities. Hypergrowth vs. Tech Debt. Huw Rogers. February 24, 2022. In the last several months, Paxos has hit a stage of development commonly known as "hypergrowth" due to the mainstream adoption of digital assets. Under heavy acceleration, tech companies need to rapidly evolve software systems from earlier-stage minimal viable products to enterprise ...The modern workflow for creating and deploying applications is shifting, with the entire software development lifecycle (SDLC) now being referred to as the DevOps lifecycle as the developer and operations sides merge more closely together. Enterprises seek to manage, secure, and monitor this lifecycle.A fresh look at new CIO spending intent surveys in security and data.Apr 1, 2022 · How Palo Alto pivoted its next-gen firewalls into XDR, Cloud Security, and Zero Trust & SASE. Join Peter Offringa from softwarestackinvesting.com, Muji from hhhypergrowth.com, and 7investing Advisor Austin Lieberman as they discuss investing in high-g...Premium: Datadog Q223. A look at earnings from Datadog. Observability DDOG.6 Sep 2020 ... Muji Hhhypergrowth: All About Edge Networks - Investing City. Understanding edge networks is outside the traditional scope of agriculture ...May 11, 2021 · Hypergrowth Strategies by Fastest-Growing Companies. Here are some strategies that have helped fastest-growing companies fuel hypergrowth. As per he World Economic Forum, here are what 200 high-growth businesses prioritise for hypergrowth. I first bought into Okta in Oct-18, and have followed it extensively since. This company is so well positioned from its technology stance, but the financials tell a slightly different story -- it has been slowly leaving its hypergrowth behind, and is now entering its next phase around profitability.Let's look at why investors would do well to buy these two stocks before they fly higher. 1. ASML. ASML underperformed the tech sector so far in 2023 with gains of 21.6%. But this is an ...Success! Your account is fully activated, you now have access to all content.The Biden administration is pushing forward a number of policies that will be friendly to clean energy stocks, marijuana and much more. It's official. Joseph Robinette Biden Jr. has been sworn ...Feb 25, 2020 · Hypergrowth is a phase of rapid expansion companies experience as they scale – specifically, where a company’s compound annual growth rate (CAGR) is 40% or greater.1,2. The term “hypergrowth” was first used by Alexander V. Izosimov in a 2008 issue of Harvard Business Review to describe, “The steep part of the S-curve that most young ... By Luke Lango May 3, 2023. Folks, you’ve made it to the FINAL (for now) episode of Hypergrowth Investing… and it’s a bitter sweet moment. Sweet because the markets are up; bitter because we ...CrowdStrike is a SECaaS providing cloud-native endpoint protection, that leverages crowdsourced data and cloud analytics to stop threats. Cloud-based architecture - customers can immediately implement & scale. Modular products can be used depending on need, or their managed service. AI over threat detection.A glance at Cloudflare's earnings, in contrast to Datadog.Premium: Moving fast with AI. A look at GitLab's just announced AI features, and the implications at the app layers. DevOps Tooling GTLB DDOG PANW. muji 9 May 2023 9 min read. A look at Datadog's results and what the clouds are telling us.Hypergrowth Investing is a weekly podcast that picks the brain of investment analyst Luke Lango! Each week we will take an in-depth look at emerging tech and investment innovations. Electric ...Datadog ticks off many boxes in what I look for in hypergrowth. It provides necessary tooling for development, and has been experiencing hypergrowth since IPOing. It is excelling at Land and Expand, as shown in its high customer growth and NRR consistently over 130%, with the number of enterprise customers growing +50% YoY, while having …In this step, we will define your market and the decision maker to target. In this step, AI will help you discover all the ultimate motivations that may drive customers to buy your offer. Divide your market into groups with the same need that triggers the purchase of your solution and position your offer for maximum impact.The modern workflow for creating and deploying applications is shifting, with the entire software development lifecycle (SDLC) now being referred to as the DevOps lifecycle as the developer and operations sides merge more closely together. Enterprises seek to manage, secure, and monitor this lifecycle.That's more than 10 times its $615 million in revenue in 2020. 2. Peloton. Peloton Interactive ( PTON 0.59%) has grown sales of its interactive exercise equipment rapidly over the last several ...Kafka allows companies to maintain a giant, reliable (highly-available, fault tolerant) pipeline that can handle a massive amount of data (high performance, at scale). It is a clustered platform that provides data streaming capabilities, allowing for data to flow between all of a company's systems and applications.Hallmarks of hypergrowth. The World Economic Forum report discovered that hypergrowth companies do three things differently. 1. Scalability. Hypergrowth companies focus on the scalability of their ...Our Services. Guerrilla marketing tailored to your project - Hypergrowths' deep understanding of the Social Networks such as Twitter, Instagram, Tik Tok, and Telegram groups, provides our clients with an advantage in best growing your social media accounts while maintaining high engagement. Our team works with various influencers to ensure your message is visible to those you wish to see it.Sep 11, 2020 · The world is awash in data, and it ever grows. Companies have to measure and track everything: data from sales, data from marketing campaigns, data from the supply chain, data from customers, data from partners, data from finance, data from infrastructure, data from software teams, and data from every SaaS application & service that their business is built upon. A fresh look at new CIO spending intent surveys in security and data.Revisiting the issues seen in Fastly's management. Premium: Update. Where things stand after the first month, and some clues on what will be covered over the next 2-3 months.While revenue growth is expected to moderate to 8.8% next year from 12% this year, analysts see growth reaccelerating over the long run. Consensus estimates call for 16.3% growth in 2025 and 21.1% ...That means this is an AI stock you buy when geopolitical tensions are on the rise. Based on total government and commercial sector spending on data analysis tools, Palantir pegs its total ...You've successfully subscribed to HHHYPERGROWTH Great! Next, complete checkout for full access to HHHYPERGROWTH Welcome back! You've successfully signed in. Unable to sign you in. Please try again. Success! Your account is fully activated, you now have access to all content.Premium: The next big thing in 2022. What will be the next big thing in 2022? Probably the same things that have driven the major tech trends over the past 2-3 years. CRWD ZS NET DDOG Operational Tooling.Behind the Scenes Premium: Ch-ch-ch-changes. A look at some new features coming soon, and a few noteworthy bits of news that I have been watching (like AWS outages and Log4Shell).Posts around companies providing developer & infrastructure tooling for development workflows or testing, being the building blocks for app/api development. Also, see also "Observability".— muji @ hhhypergrowth (@hhhypergrowth) January 9, 2021. Snowflake has made it clear in its latest earnings and recent Data Cloud Summit user conference, it wants ALL the partners. If Alteryx wants to truly impress, and really deepen its partnership, they really need to go deeper than being a SQL client over a cloud database.Rule of 40. The hypergrowth rule is a standard for measuring and thinking about profitability at any growth rate. It's inspired, in part, by the Rule of 40, a SaaS rubric for growth that Revenue Growth % + Free Cash Flow % = 40.There is a high correlation between level of attainment of this combined metric and company valuation - although …Premium: Cloudflare Q223. A look at earnings from Cloudflare, and its potential for AI. Edge Networks NET.Any investor interested in the stock should keep these in mind as part of their evaluation. 2. Skillz. Skillz ( SKLZ -6.59%) is a unique gaming platform that allows players to wager real money on ...Premium: Expanding Observability. A look into what observability platforms are providing around APM and AIOps, and where they are expanding. DDOG DTZscaler built ZIA, a Secure Web Gateway (SWG) product for securing outgoing traffic to SaaS services, in a unique way. They built their own global private network, now across 150+ data centers, to serve as a gateway between the user and the service being requested.Adam Osborne (March 6, 1939 - March 18, 2003) was a British American author, software publisher, and computer designer who founded several companies in the United States and elsewhere. He introduced the Osborne 1, the first commercially successful portable computer.Next, complete checkout for full access to HHHYPERGROWTH. Welcome back! You've successfully signed in. Unable to sign you in. Please try again. Success! Your account is fully activated, you now have access to all content. Success! Your billing info is updated.Next-gen Security Premium: XDR face-off. A look at earnings from the XDR platforms: Palo Alto, CrowdStrike, and SentinelOne. (And what the signs are for Zscaler next week.)May 22, 2019 · CrowdStrike is a SECaaS providing cloud-native endpoint protection, that leverages crowdsourced data and cloud analytics to stop threats. Cloud-based architecture - customers can immediately implement & scale. Modular products can be used depending on need, or their managed service. AI over threat detection. So, what is GROW with SAP for scaleups? Whether you're early stage or preparing for exit, your growth trajectory requires a constant evolution of skills, systems, and future planning. Kick off and support exponential growth with a cloud-native solution for up to six months free with partnership perks. Request a meeting to check your eligibility.Dec 23, 2020 · 1. The Edison Stage. The first stage you encounter along the Hypergrowth Curve is the Edison Stage.. To quote Drift CEO David Cancel (aka DC): “This stage of business is defined by invention. Even with considerable resources available, many big organizations find it challenging to achieve double-digit revenue growth for new products and services—a range that for many start-ups and scale-ups would be dangerously low. But established companies can expand the market reach of their new businesses quickly and effectively by gaining …Aug 11, 2023 · DDOG Datadog is a SaaS tooling provider with infrastructure, app and service monitoring capabilities. You've successfully subscribed to HHHYPERGROWTH Great! Next, complete checkout for full access to HHHYPERGROWTH Welcome back! You've successfully signed in. Unable to sign you in. Please try again. Success! Your account is fully activated, you now have access to all content.Focus on marketing. Investing in marketing initiatives such as targeted marketing campaigns, search engine optimization (SEO) and social media marketing can help your business reach potential ...MongoDB World 2019 is going on, and there were some new products announced yesterday.Top take-away? I have been a bit critical of MDB being slow to move into new directions - however these new products make it clear that MDB is paying attention to what AWS and Elastic (ESTC) are doing.To manage hypergrowth effectively, learn how to delegate and trust other people, but never fall into the trap of burdening them with more work and responsibility than they can manage. Likewise, do ...Right now, we see hypergrowth trends emerging from many sectors — 5G technologies, artificial intelligence, electric vehicles, precision medicine, 3D printing, battery technology, green energy ...Luke Lango is a growth-focused equities investor and analyst. He has developed a strong reputation for leaning into his tech background and “big-picture” investment philosophy to regularly ...Okta helps companies adapt their business operations to an ever-growing SaaS toolset, as well to the complexities of managing their infrastructure. This is especially difficult when migrating to a hybrid or multi-cloud setup (using some combination of on-prem, AWS, Azure, and Google Cloud to build your infrastructure).27 Sep 2023 ... hhhypergrowth, HiddenPivots, hiddensmallcaps, HindenburgRes, Hugh_Henne, Invesquotes, InvestiAnalyst, InvestmentTalkk, InvestorsLive, ivanhoff2 ...Jun 18, 2021 · Confluent's core philosophy -- and where they are taking their platform -- is overly covered in the S-1/A, and was expanded upon in the earlier Kafka deep dive. They see many use cases for their platform around how data must be centralized in streams, which can then be leveraged further via stream processing. Let's discuss how they got here ... Next-gen Security Premium: The Fal.con has landed. Insights from CrowdStrike's Fal.con annual conference. CRWDWhat separates a regular growth stock from a hypergrowth stock is the ability to post strong revenue increases quarter after quarter for years. Two companies doing just that are Twilio ( TWLO 2.49 ...We estimate that those trends will create about €25 billion of new annual revenue for mobility-finance providers by 2030 in the countries we analyzed, which …Hhhypergrowth founder Muji and 7investing CEO Simon Erickson dig deeper into what's powering the innovation in today's tech world. In Part 2 of their conversation, they discuss the "must have" cloud tools, cybersecurity, and Snowflake. July 1, 2021 - By Simon Erickson.You've successfully subscribed to HHHYPERGROWTH Great! Next, complete checkout for full access to HHHYPERGROWTH Welcome back! You've successfully signed in. Unable to sign you in. Please try again. Success! Your account is fully activated, you now have access to all content.Ryan Petersen, CEO and founder of Flexport. Fast growth can't last. Logistics provider Flexport is learning that hard lesson right now. The San Francisco-based firm, which landed at No. 8 on Inc ...After spending decades as a data architect, he's now founded his hhhypergrowth newsletter to focus on the technologies powering today's most innovative companies. In this exclusive conversation, Muji speaks with 7investing CEO Simon Erickson about the important trends taking shape in the tech world.A recap of Confluent, Datadog, Bill, and Cloudflare earnings this week.Hhhypergrowth delivers deep dives on the technology behind many of the leaders in software infrastructure. It also covers industry trends, product ...Secure Access Service Edge (SASE) Networks provide security and networking in a single solution that no longer tries keeping a perimeter – the platform IS the perimeter. It focuses on all interconnection and access happening through a single control plane, regardless of the location of the user or service.Abnormally excessive growth results from perturbation of a complex interplay of genetic, epigenetic, and hormonal factors that orchestrate human growth. Overgrowth syndromes generally present with inherent health concerns and, in some instances, an increased risk of tumor predisposition that necessitate prompt diagnosis and appropriate referral. In this review, we introduce some of the more ...Premium: Microsoft's Security Shifts. A detailed walkthrough of Microsoft's moves across next-gen security lines. MSFT CRWD S ZS DDOG OKTA PANW ESTC Hyperscalers GOOG HCP. muji 31 Jul 2023 • 34 min read. Data & Analytics.NIO: Implied upside of 53%. A third hypergrowth stock that Wall Street professionals believe could soar over the next year is China-based electric vehicle (EV) manufacturer NIO ( NIO 1.80% ...