Winners in Supply Chain Disruption, MDB & BASE, FT’s Fastest Growing Companies, and The Roth Conference
Uncovering Winners in Supply Chain Disruption: Air Freight and Logistics
Bull, bear, and trend cases in air freight and logistics
BattleFin’s DataPalooza hosted Jed Gore, Canalyst’s Senior Product Manager | Data Science and Python Workflows, for a look at parcel carriers, freight forwarders, and air carriers to identify COVID-related and supply chain-related trends.
The scenario analysis on bull, bear, and trend cases leveraged our python library Candas and our recently launched Air Freight and Logistics Dashboard. Canalyst’s sector specific dashboards take our unique, as-reported models and map significant KPIs across companies within each sector. Watch the full demonstration here.
Uncertain Times Call for Fundamental Certainty
Identifying the relevant KPIs for two SaaS names using the durability of earnings as a guide
At a time when value strategies appear to hold higher importance than growth for investors, several names in the Enterprise Software space have proven otherwise. In our latest blog series, we take a look at MongoDB (NASDAQ: MDB) and Couchbase (NASDAQ: BASE) and how they are positioning their DBaaS offerings for end market adoption.
MDB reported its last set of results on March 8, extending a string of earnings outperformance. Its FQ4/22 results (three months ended January 31, 2022) beat expectations across the board and set the stage for further optimism around the structural drivers in the DevOps space. On the same day (March 8), the Nasdaq composite closed down -20.3% from its peak on November 19, 2021 making it officially a Bear Market. Read on here.
Canalyst in top 10% of The Americas’ Fastest Growing Companies
With a 170% CAGR, we’re pleased to share that Canalyst has been ranked #49 on Financial Times list of The Americas’ 500 Fastest-Growing Companies 2022! For the full list, and more on the methodology, visit here.
And speaking of growth, we’re hiring across all teams! There are a number of open roles at Canalyst, so if you know someone who would be a strong fit, please send them our way.
The 34th Annual Roth Conference
Roth Capital Partners hosted its 34th Annual Conference back entirely in-person at The Ritz Carlton in Dana Point, California after meeting virtually the past two years. The three-day flagship investor conference took place from March 13-15, 2022, and brought together senior executives from approximately 500 private and public companies whose sectors ranged from AgTech, Consumer, Energy, Health & Wellness, Healthcare, Industrial Growth, Metals and Mining, Sustainability, Services, and Technology.
As an event sponsor of the event, Canalyst was happy to offer free models to attendees of the 121 presenting companies within our coverage universe. Read more about the event here.