Archive | day91 Newsletter

Day91 Special Edition: Public Fintech

Sep 24, 2026

The biggest fintech story of the quarter doesn't appear in any filing. In the filings themselves, companies are pricing more cleverly: take rates, membership tiers and accounting choices are doing work that volume growth used to do.

Day91 Special Edition: Public HR Tech

Sep 21, 2026

Headcount is flat, and HR tech revenue is growing anyway. The companies doing best are the ones whose pricing doesn't depend on how many employees their customers have.

Day91 Brief — Issue 007

Sep 21, 2026

A quiet week for earnings and a loud one for filings. Oracle's 10-Q says what the backlog headline did not, one old number finally closes, and the week's biggest move in software had no document behind it at all. Sourcing: 4 read · 3 unpulled · 1 no document — 50% of this issue is not fully verified, and it says which parts.

Day91 Brief — Issue 006 B2B SaaS edition · 2026-09-14

Sep 16, 2026

Six companies reported, one repriced, and last week's issue got two things wrong. Almost every headline this week needed a second number beside it to mean anything. Sourcing: 7 read · 2 unpulled · 1 no document — 30% of this issue is not fully verified, and it says which parts.

Day91 Brief — Issue 005

Sep 7, 2026

Nine companies reported in eight days. At almost every one, the headline metric and the metric underneath it disagreed — and the gap was disclosed. Sourcing: 8 read · 1 unpulled · 1 no document — 20% of this issue is not fully verified, and it says which parts.

Day91 Brief — Issue 004

Sep 1, 2026

B2B SaaS edition · 2026-08-31 Five companies closed the same quarter on 31 July. The twelve-month number agreed with all of them. The part past twelve months did not.

Day91 Brief — Issue 003

Aug 24, 2026

One filing contradicts itself on page 8. Plus nine more — and the four with no document behind them say so.