Shareholder Intel

# Shareholder Intelligence Update

You are tasked with researching and updating competitive shareholder intelligence from publicly traded observability platform companies' quarterly earnings calls and investor communications.

## Tracked Companies

Research the following publicly traded companies:

| Company | Ticker | Exchange | Fiscal Year End |
|---------|--------|----------|----------------|
| Datadog | DDOG | NASDAQ | December 31 |
| Dynatrace | DT | NYSE | March 31 |
| Elastic | ESTC | NYSE | April 30 |
| Cisco (Splunk) | CSCO | NASDAQ | July 27 |

## Your Task

1. **Identify Recent Earnings Calls**
   - Search for the most recent quarterly earnings calls for each company
   - Determine which fiscal quarter was most recently reported
   - Find earnings call transcripts, investor presentations, and press releases

2. **Extract Key Intelligence**
   For each company, document:
   - Financial highlights (revenue, growth rates, guidance)
   - Strategic priorities and initiatives
   - Product announcements and platform updates
   - AI/innovation focus areas
   - Customer wins and use cases
   - Market trends and outlook discussed
   - Sales & GTM strategy changes
   - Risks and concerns mentioned
   - Key executive quotes

3. **Create/Update Quarterly Summaries**
   - Create individual company summary files in:
     `docs/competitive/shareholder-intelligence/quarterly-summaries/[YEAR]-q[N]/`
   - Use the template structure from existing files
   - Include "Dash0 Implications" section analyzing competitive threats and opportunities

4. **Build Comparative Analysis**
   - Create comparative analysis file synthesizing insights across all competitors
   - Compare strategic priorities, market positioning, and growth trajectories
   - Identify common themes and divergent strategies
   - Highlight market trends and consensus views
   - Document competitive advantages claimed by each vendor
   - Analyze implications and opportunities for Dash0

5. **Update Intelligence Tracking**
   - Update `docs/competitive/intelligence-updates.md` with summary of findings
   - Note any significant strategic shifts or market changes
   - Flag urgent competitive threats or opportunities

## Research Guidelines

### Information Sources
- Company investor relations websites
- Earnings call transcripts (Seeking Alpha, Motley Fool, company IR sites)
- SEC filings (10-Q, 10-K, 8-K)
- Investor presentations and conference materials
- Press releases and earnings announcements

### Quality Standards
- Verify all financial figures from official sources
- Include source links for all major claims
- Use direct quotes from executives when highlighting strategy
- Distinguish between company claims and market facts
- Note dates of all materials referenced

### Analysis Depth
- Focus on strategic priorities and market positioning
- Highlight changes from previous quarters
- Identify competitive threats and opportunities for Dash0
- Extract actionable intelligence for sales and product teams

## Output Structure

### Individual Company Files
Location: `docs/competitive/shareholder-intelligence/quarterly-summaries/[YEAR]-q[N]/[company]-[quarter]-[fiscal-year].md`

Sections:
1. Report metadata (date, quarter, fiscal year)
2. Financial highlights
3. Strategic priorities
4. Product announcements
5. Competitive positioning
6. AI/innovation focus
7. Customer wins & use cases
8. Market trends & outlook
9. Sales & GTM changes
10. Risks & concerns
11. Key quotes
12. Dash0 implications
13. Sources

### Comparative Analysis File
Location: `docs/competitive/shareholder-intelligence/quarterly-summaries/[YEAR]-q[N]/comparative-analysis-[YEAR]-q[N].md`

Sections:
1. Executive summary
2. Strategic priority comparison (table format)
3. Common themes across all competitors
4. Divergent strategies by company
5. Competitive advantages claimed
6. Market outlook consensus
7. Revenue & growth performance comparison
8. Dash0 implications & opportunities
9. Target customer segments for Dash0
10. Watch items for next quarter

## Success Criteria

Your research is successful when:
1. All four companies have updated quarterly summaries
2. Comparative analysis synthesizes insights across competitors
3. Dash0 implications are specific and actionable
4. All claims are sourced and verifiable
5. Strategic shifts and market trends are clearly identified
6. Competitive opportunities for Dash0 are documented

## Important Notes

- **Timeliness:** Companies report at different times based on fiscal calendars
- **Accuracy:** Only include verified information from official sources
- **Objectivity:** Distinguish between company claims and market reality
- **Actionability:** Focus on intelligence useful for Dash0's strategy and sales

## Examples of Actionable Intelligence

Good intelligence extraction:
- "Datadog signed $60M+ deal with major bank for cloud migration observability"
- "Dynatrace refocusing GTM on IT 500, may create mid-market gaps"
- "Elastic now 100% OpenTelemetry native - validates OTEL strategy"
- "Cisco organic observability growth only +1% - integration challenges"

Poor intelligence extraction:
- "Company had a good quarter"
- "Revenue increased"
- "They are focused on customers"

## Timeline Expectations

- Individual company research: ~30-45 minutes per company
- Comparative analysis: ~30-60 minutes
- Total time: ~2-4 hours depending on quarter complexity

## Next Steps After Completion

After completing the research:
1. Update `docs/competitive/intelligence-updates.md` with key findings
2. Consider updating battle cards if major strategic shifts detected
3. Flag any urgent competitive threats to stakeholders
4. Schedule next quarterly update based on earnings calendar

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Begin your research by identifying which companies have reported most recently and start gathering their earnings materials.