Several weeks ago, the stock of Ellie Mae, a SaaS that automates the grueling task of underwriting residential mortgages, got hammered when the company reported revenue weakness on lower than expected industry refinancing volumes and longer than expected ramp times for larger enterprise customers, prompting management to dramatically cut its full year revenue growth guidance […]
Category Archives: [ELLI] Ellie Mae
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[scuttleslops] Cloudflare wants bots to pay; OpenAI’s ad ambitions; Memory chip competition; Muse is a proactive assistant; the Wintel of cars and robots; Atlassian as a coordinating layer
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[ROL – Rollins] The exterminator’s dilemma
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[scuttleslops] AAPL, SHOP, Databricks, Lonza
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[CoStar] Homes are different
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[scuttleslops] Chatbot advertising, AMZN, ROP, China EV’s and Humanoid Robots, APH
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