Now, this could be a complete co-incidence but I had posted before on another forum about the need for the company to upgrade its UI to match the kind of industry and AI focus its marketing. And lo and behold! a few months (quarters?) down the line the website got an uplift. I have also posted about the need to target developers to try their platform and not just target the management. In my experience as a developer, I have been introduced to DigitalOcean, Linode through developer centric communication. And I, in turn, often (based on requirements) suggest these and not default to AWS to my clients. And the latest investor presentation has the slide mentioning targeting AI developers for marketing. Again, it is probable that my thinking is simply well aligned with that of the management but I like that these 2 things got implemented.
I agree on the lack of management view and product roadmap communication. CEO was pretty tight lipped about it in the last concal. Would prefer more info and vision from top management including product wise breakdown of the sales numbers. The limelight is moving quickly bringing E2E to the fore. PR, product, infra scaling better be prepared! A single quarter could be make this stock a multibagger taking PE to much higher level. Although I don’t invest on market sentiment, but if the co gets highlighted like Olectra in the EV space, the short term implications on could be quite volatile.
I am quite happy with the features that are being rolled out every month like the Jupyter notebook for data scientists in June. The NVIDIA preference was mentioned but I didn’t realize that it was this exclusive. Awesome!
The weird part is that even with such a stellar customer base, the company doesn’t become a part of the conversation in the dev community. And this is something I’d absolutely love to see. The company has burnt its hands before with customer concentration risk and is looking for granularity in customer base. If that is so, they should be looking to engage devs and make it lucrative (via UI/UX, referral programs and a free tier) for them to come onboard and spreading the risk.
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