throwawaycow

3 ms·

1. 1.▲
   by throwawaycow 6y ago

   Asana's is better: - 86% gross margins (122,725 / 142,606) - 86% YoY rev growth (76,770 to 142,606) - 75k paying customers (easy come, easy go) - one-off sale pitches vs one-off lines of code https://www.sec.gov/Ar
2. 2.▲
   by throwawaycow 6y ago

   Similar structure usually, here's a few others by Wilson Sonsini: - Palantir: https://www.sec.gov/Archives/edgar/data/1321655/000119312520... - Cloudflare: https://www.sec.gov/Archiv
3. 3.▲
   by throwawaycow 6y ago

   These financials are awful for a software business. Gross margin of 67%, even with pilot costs lumped into Sales&Marketing. If you add these pilot costs to COR, you'd get better numbers manufacturing furniture. -- 2019 Financials (