Q2 earnings season has delivered many surprises on the one hand and continuations of trends on the other hand. For SaaS companies, that has meant continued drifting.
Last week, Okta, MDB, and Veeva reported, and we break down each of those companies on this week's the Razor's Edge (you can also read Akram's take here). We get into the challenges each of those companies face, but also the broader difference between "legacy" SaaS companies like Salesforce and the newer all cloud products like Okta.
Topics Covered
2:30 minute mark - Okta’s earnings – what went wrong and what differentiates the Oktas from the Salesforces
10:00 – The value of “the suits” and the challenge of building a microservice-based business model
23:00 – The presumption that software is a great model
28:00 – MDB’s earnings
40:00 – Cutting to profitability amidst the tech recession
52:00 – The consolidation calvary is not about to arrive, and what else to watch
58:00 – Notes on Veeva
1:04:00 – Docusign preview

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