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Run the Numbers Podcast
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Netskope IPO: S1 Breakdown

Aug 24, 2025

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28 min read

Netskope IPO: S1 Breakdown

Weekly benchmarks for operators: 8/24/25

CJ Gustafson
CJ Gustafson
Does IPO Timing Matter More Than Performance? StubHub Thinks So

Aug 17, 2025

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12 min read

Does IPO Timing Matter More Than Performance? StubHub Thinks So

Weekly benchmarks for operators: 8/17/25

CJ Gustafson
CJ Gustafson
Figma IPO: S1 Breakdown

Jul 2, 2025

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14 min read

Figma IPO: S1 Breakdown

From multiplayer design tool to the OS for digital product creation.

CJ Gustafson
CJ Gustafson
Chime IPO: S1 Breakdown

May 18, 2025

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22 min read

Chime IPO: S1 Breakdown

Payments is a volume business. And trust is the moat.

CJ Gustafson
CJ Gustafson
Stubhub IPO: S1 Breakdown

Mar 23, 2025

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16 min read

Stubhub IPO: S1 Breakdown

3/23/25 Benchmarks for Operators

CJ Gustafson
CJ Gustafson
Klarna IPO: S1 Breakdown

Mar 16, 2025

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20 min read

Klarna IPO: S1 Breakdown

3/16/25 Benchmarks for Operators

CJ Gustafson
CJ Gustafson
CoreWeave IPO: S1 Breakdown

Mar 9, 2025

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22 min read

CoreWeave IPO: S1 Breakdown

3/9/25 Benchmarks for Operators

CJ Gustafson
CJ Gustafson
Sailpoint IPO: S1 Breakdown

Jan 26, 2025

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23 min read

Sailpoint IPO: S1 Breakdown

1/26/25 Benchmarks for Operators

CJ Gustafson
CJ Gustafson
ServiceTitan IPO: S1 Breakdown

Nov 24, 2024

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13 min read

ServiceTitan IPO: S1 Breakdown

11/24/24 Benchmarks for Operators

CJ Gustafson
CJ Gustafson
OnlyFans Financials Revealed

Oct 3, 2024

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13 min read

OnlyFans Financials Revealed

Breaking down OnlyFans' financial statements, business model, and efficiency metrics

CJ Gustafson
CJ Gustafson
Solera IPO: S1 Breakdown

Jul 2, 2024

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17 min read

Solera IPO: S1 Breakdown

An automotive data giant goes public

CJ Gustafson
CJ Gustafson
Rubrik IPO: S1 Breakdown

Apr 2, 2024

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16 min read

Rubrik IPO: S1 Breakdown

When Backup & Recovery meets Cybersecurity

CJ Gustafson
CJ Gustafson
Reddit IPO: S1 Breakdown

Feb 27, 2024

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17 min read

Reddit IPO: S1 Breakdown

A social media giant goes public

CJ Gustafson
CJ Gustafson

yo, btw…

none of this is intended to be financial or legal advice. do your own homework. call your mom once a week. and make sure to hydrate.

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