Quarterly Growth

Below is quarterly revenue and percent change for some popular holdings plus ZI.

Symbol			Jan-19	Apr-19	Jul-19	Oct-19	Jan-20	Apr-20	Jul-20	Oct-20	Jan-21
CRWD			80.5	96.1	108.1	125.1	152.1	178.1	199	232.5	264
Change				19.4%	12.5%	15.7%	21.6%	17.1%	11.7%	16.8%	13.5%
											
Symbol				Mar-19	Jun-19	Sep-19	Dec-19	Mar-20	Jun-20	Sep-20	Dec-20
DDOG				70.1	83.2	95.9	113.6	131.2	140	154.7	177.5
Change					18.7%	15.3%	18.5%	15.5%	6.7%	10.5%	14.7%
											
Symbol				Mar-19	Jun-19	Sep-19	Dec-19	Mar-20	Jun-20	Sep-20	Dec-20
NARI				6.9	10.1	14.2	19.9	27	25.4	38.7	48.6
Change					46.4%	40.6%	40.1%	35.7%	-5.9%	52.4%	25.6%
											
Symbol				Mar-19	Jun-19	Sep-19	Dec-19	Mar-20	Jun-20	Sep-20	Dec-20
NET				61.7	67.4	73.9	83.9	91.3	99.7	114.2	125.9
Change					9.2%	9.6%	13.5%	8.8%	9.2%	14.5%	10.2%
											
Symbol	Jul-18	Oct-18	Jan-19	Apr-19	Jul-19	Oct-19	Jan-20	Apr-20	Jul-20	Oct-20	Jan-21
OKTA	94.6	105.6	115.5	125.2	140.5	153	167.3	182.9	200.4	217.4	234.7
Change		11.6%	9.4%	8.4%	12.2%	8.9%	9.3%	9.3%	9.6%	8.5%	8.0%
											
Symbol				Apr-19	Jul-19	Oct-19	Jan-20	Apr-20	Jul-20	Oct-20	Jan-21
SNOW				43.7	60.3	73	87.7	108.8	133.1	159.6	190.5
Change					38.0%	21.1%	20.1%	24.1%	22.3%	19.9%	19.4%
											
Symbol	Jun-18	Sep-18	Dec-18	Mar-19	Jun-19	Sep-19	Dec-19	Mar-20	Jun-20	Sep-20	Dec-20
TWLO	147.8	168.9	204.3	233.1	275	295.1	331.2	364.9	400.8	448	548.1
Change				14.1%	18.0%	7.3%	12.2%	10.2%	9.8%	11.8%	22.3%
											
Symbol			Dec-18	Mar-19	Jun-19	Sep-19	Dec-19	Mar-20	Jun-20	Sep-20	Dec-20
ZI			40.8	54.6	68.5	79.1	91.1	102.2	110.9	123.4	139.7
Change				33.8%	25.5%	15.5%	15.2%	12.2%	8.5%	11.3%	13.2%
											
Symbol	Jul-18	Oct-18	Jan-19	Apr-19	Jul-19	Oct-19	Jan-20	Apr-20	Jul-20	Oct-20	Jan-21
ZS	56.2	63.3	74.3	79.1	86.1	93.6	101.3	110.5	125.9	142.6	157
Change		12.6%	17.4%	6.5%	8.8%	8.7%	8.2%	9.1%	13.9%	13.3%	10.1%

Below is the average change of the two most recent quarters, sorted from high to low.

Avg. Last 2 Qtr.	Symbol
39.0%	                NARI
31.7%                   DDOG
19.6%	                SNOW
17.1%           	TWLO
15.2%	                CRWD
12.4%	                NET
12.2%	                ZI
11.7%	                ZS
8.2%	                OKTA

BLancaster
-In God we trust, everyone else must bring data.

50 Likes

Below is the average change of the two most recent quarters, sorted from high to low.


**Avg. Last 2 Qtr.	Symbol**
**39.0%	                NARI**
**31.7%                   DDOG**
**etc** 

Hi BLancaster, a rather large typo there on DDOG. Its average sequential gain the last two quarters was 12.6%, putting it far down the list, not 31.7% putting it up close to the top.

Actually nobody is close to NARI in first place, with 2nd place coming in at half NARI’s rate of sequential growth.

Saul

PS - Part of Twilio’s large 22% gain last quarter came from an acquisition (giving it a two quarter average of 17.1%). It’s always hard to decided whether or not to include the acquisition revenue as if it was real growth revenue.

45 Likes

Hi BLancaster, a rather large typo there on DDOG. Its average sequential gain the last two quarters was 12.6%, putting it far down the list, not 31.7% putting it up close to the top.

Saul of course is correct. Table victimized in sorting. This one should be correctly aligned.

Avg. Last 2 Qtr.	Symbol
39.0%	                NARI
19.6%	                SNOW
17.1%	                TWLO
15.2%	                CRWD
12.6%	                DDOG
12.4%	                NET
12.2%	                ZI
11.7%	                ZS
8.2%	                OKTA

BLancaster

31 Likes