Atlassian and Twilio Crush the Quarter, Accelerate. Is the SaaSpocalypse Over? (opens in new tab)

So this week two of the more important bellwether names in B2B software reported earnings. And neither of them just “beat.” Both accelerated. Materially. At $7B and $5.6B+ run rates respectively. They crushed the quarter, in fact. This really matters right now. Because for the past 18 months the narrative on public software stocks in... Continue Reading