ShipBob: TikTok's $500M/year Fulfillment Arm
TL;DR: ShipBob hit $500M in revenue in 2023 as the fulfillment arm both of SMB ecommerce merchants and high-growth businesses like TikTok Shop....
102 Views
Why HubSpot Acquired Clearbit
On Wednesday, HubSpot (NYSE: HUBS) announced that it was acquiring data enrichment platform Clearbit and its data on 20 million companies and 500...
130 Views
Braze: Potential For A More Profitable SaaS Company By FY25, But Macro Is Still Challenging
Braze shares could outperform its peers in 2023, and the company’s management sees signs of stabilization. I see shares as undervalued and would be...
599 Views
Klaviyo IPO Preview and Valuation Analysis: A Fast-Growing Marketing Automation Unicorn
Klaviyo, a fast-growing marketing automation unicorn, filed to go public and may raise ~$286M. IPO valuation looks attractive, and I see 30%+...
913 Views
Customer.Io's Path To $100M
TL;DR: Customer.io has grown annual recurring revenue (ARR) to $50M, up 35% year-over-year, riding the rise of product-led growth. Now, they’re...
105 Views