This exercise is a high level analysis on key financials and business metrics shared by WSO2 and its comparison with top public Open Source Software (OSS) and open core players in the space.
Objective of this exercise is to understand the financial and business performance of WSO2 and the main publicly listed OSS and open core players.
** Posting an older analysis I did during the OKTA S-1 fillings, March 2017 **
Okta plans to initially raise $100m by offering some of its Class-A Common Stocks through its IPO, price of its shares are not yet disclosed:
Similar to Mulesoft (2017), TalenD (2016) and Duo World (2016) which went/ or filed for IPO, Okta filled under the federal law Jumpstart Our Business Startups Act (JOBS), enabling young companies that generate less than $1b in revenue to file for IPOs.
Pre-IPO funding: total money raised ~$228m through funding, since it’s launch 8 years ago.
Valuation: the Company…
In February 2017, MuleSoft announced that they have filed a registration statement on Form S-1 with the U.S. SEC for the proposed IPO of its Class A common stock.
MuleSoft plans to raise $100m by offering some of its Class-A Common Stocks through its IPO, price of its shares are not yet disclosed.
The analysis below looks at…
In March 2017, Cloudera, a U.S. based software firm that deals with machine learning and advanced analytics, filed for its public offering on the New York Stock Exchange under the ticker symbol CLDR — hoping to raise >$200m.
The company has raised over $1b in the private market from investors such as Intel, T. Rowe Price Group Inc., Michael Dell’s investment firm and Google Inc.’s venture arm, making it an estimated $4b+ valuation (pre-IPO).
The analysis below evaluates the company’s funding history, M&As, financials performance, positioning, stability, competitive landscape, and Cloudera’s position within it.
Cloudera hoped to raise…