ARPU!TSMC: Ending Semiconductor Cyclicality Through HPCEach week ARPU! will deliver a business breakdown on a technology company, in plain English. If you want the articles to be delivered…13 min read·Jun 25, 2022----
ARPU!Okta: Product, Business Model, GrowthEach week I will deliver a business breakdown on a technology company, in plain English. If you want the articles to be delivered straight…13 min read·Jun 8, 2022----
ARPU!Why Alibaba is actually an advertising companyIn this article, I will explain: why Alibaba is actually an advertising company; the evolution of Alibaba and its business segments;7 min read·May 24, 2022----
ARPU!Twilio: Product, Business Model, GrowthIn this article, I will dissect Twilio’s value proposition, its go-to-market motion, its gross margins versus typical SaaS companies, and…7 min read·May 16, 2022----
ARPU!Spotify: Product, Business Model, CompetitorsWe will look at Spotify by unpacking its trajectory, its go-to-market strategy, key financial metrics, competitive landscape, and more11 min read·May 15, 2022----
ARPU!Snowflake: Product, Business Model, CompetitorsEach week I will deliver a business breakdown on a technology company, in plain English. If you want the articles to be delivered straight…14 min read·May 12, 2022----
ARPU!SaaS Companies: An Investment PerspectiveI have long been partial to SaaS companies from an investment perspective, because I have been a product manager for years and come to…3 min read·Apr 30, 2022----
ARPU!Dropbox and Box: A Tale of Two BoxesWhat does Dropbox and Box have in common, other than sharing the same word in their names and having a similar business? Hint: something to…4 min read·Apr 19, 2022----
