Forget Snowflake — This Is the Software IPO That Caught My Eye

Last month, investors went absolutely bananas for software initial public offerings, or IPOs. No company highlighted the craze more than Snowflake (NYSE:SNOW) — shares of which have more than doubled from their initial price. 

But in the Snowflake-induced haze of IPO stocks, another company caught my attention: JFrog Ltd. (NASDAQ:FROG). This company checks off a lot of boxes that I look for in an investment: founder-led, strong balance sheet, and a barbell approach that seems to be working very well.

That said, two issues give me pause. Read below to get the whole story.

Cloud online storage technology concept. with magnifying glass

Image source: Getty Images

First, the company from 30,000 feet

I’m a big fan of solid mission statements. When those mission statements can easily convey what a technology company does to a non-techie like myself, I like it even more. JFrog’s mission is “to power a world of continuously updated, version-less software.”  The company calls this “Liquid Software.”

If that still sounds confusing, think of it this way. Back in 2000, when I used TurboTax to do my taxes, I had to go to the store, buy the CD-ROM with the most up-to-date version (there are always tax changes), and install it on my computer. Only then could I actually start putting my information in. 

Today, TurboTax has moved to the web. There’s no physical CD to buy; the software is all updated by the time tax season starts. Huge parts of the process have been eliminated.

But JFrog wants to take it one step further: eliminate even periodic updates, allow software to be continuously and instantaneously updated. The company has six different modules that customers can use to do this, ranging from its core Artifactory (where coding packages can be stored) to Xray (scanning and securing software updates) to the actual distribution of those

There’s More To Intelligent Automation Than Meets The Eye

Shawn is a 20-year veteran of the retail industry and the Director N.A. Sales for SmartSight, Zebra’s intelligent automation retail service.

Brick-and-mortar retailers are no strangers to change. They’ve spent the last several years trying to remain relevant amidst the rise in ecommerce competition. Enhancing the “offline” in-store customer experience while establishing a sustainable online business has not been easy or economical for most brands. The shift to ecommerce fulfillment models is eroding margins by the minute. Yet retailers know that if they can’t figure out a way to become relevant in the digital realm, then the consequences of brand erosion will be far greater.

With Covid-19 accelerating consumer adoption of curbside and delivery services, retailers and grocers must find a way to differentiate the customer experience in stores and online. Moreover, they must do so while improving profitability — or at least without broadening financial deficits beyond recovery potential.

The ‘Benefit Of Bulk’ Is Bygone

The acceleration of ecommerce adoption has forced brick-and-mortar retailers to use stores as online order fulfillment centers to meet shopper demands for convenience and delivery speed. The cost of having to handle individual items versus pallets in the stores has become quite significant. It has also become expensive to maintain a wider product assortment and increase store staffing to facilitate omnichannel fulfillment actions.

The “labor headwinds” of turning stores into fulfillment centers can eat up 2%-3% of a retailer’s profitability on its own, per McKinsey and Co.’s estimations. Of course, some of that can be recovered by leveraging analytics tools to improve inventory management (1%-2% profitability boost) and focusing on ways to improve the in-store customer experience (which has the potential of providing another 1%-2% profitability increase).

Yet much of what goes into the latter can be addressed via intelligent automation, which,

6 SEO Trends to Keep an Eye on for 2020-2021

Anyone familiar with SEO knows how fast it can all change. Updates are often rolled with no warning, leaving thousands of struggling websites in their wake. This is why it’s important to constantly stay on top of the recent changes in the industry so you can take the proper measures and avoid methods that could not only be obsolete, but detrimental. Let’s take a look at some of the main SEO trends to keep an eye on for 2020-2021.

More Google Updates

If it seems like Google is updating all the time, it’s because it is. It’s not uncommon to see multiple updates every year and the trend is showing no signs of slowing down. Some websites are still trying to figure out what happened to them with the core update and Google announced that it’s preparing an update that will focus on ‘Core Web Vitals’ 2021.

For those who don’t know, these are factors such as page speed and mobile-friendliness but could include much more. Like anything else, Google stays very secretive about its algorithms and there’s no true way to tell what will be in this update. But one sure bet would be to start working on improving your site’s user experience right away.

It can be difficult to understand what good user experience is, however, let alone improve it yourself. This is why you may want to look for outside help. Services like WSI Digital Ltd, for instance, will be able to look at your site and help you see where you could make corrections. It can only take one small change sometimes to make a big difference. This could be all it takes to save you from this next update and similar ones after.

E-A-T

We can also thank the latest core update for propelling E-A-T