$CRM reports earnings tonight. The # of new organizations detected using Salesforce in the past 3 months is down -35% from the same period a yr ago. Meanwhile, the # of new orgs detected using Slack Enterprise in the past 3 months is down -18% from the same period a year ago

$SNOW continues to lose market share to Databricks. The # of companies mentioning $SNOW in a job posting is down -9% from last yr, but is up 5% for Databricks. Similarly, sales related hiring has slowed down more for $SNOW while it has remained unchanged for Databricks

While demand for $ADBE and Figma skills have declined in the past year, one design tool is still growing strong: Canva. Jobs mentioning Canva in a job opening is up 32% in the past year, even while overall graphics design jobs are down 25%

Total job openings for the Big 5 Tech companies are down 68% YoY overall, though there might be signs of a plateau. $MSFT and $GOOG lead the decline with job openings down 95% and 68% YoY. For $AAPL and $AMZN the decline is a bit less with total job openings down 57% and 52% YoY

$MU reports earnings tonight and hiring continues to slow down tremendously. Total job openings for Micron are down -90% YoY and -60% since the start of the year.

$ADBE reports earnings today. The # of new organizations detected using $ADBE enterprise products in the past 3 full months is up 8.7% vs the same period last year. Total job openings are down -73% YoY, with engineering roles down much more then sales-related roles.

$CRWD Hiring for salespeople is outpacing engineering roles. While the # of engineering job openings for Crowdstrike are near an all-time low, sales-related job openings are still up vs 2 years ago. Total job openings overall are up 29% since the start of the year (though down…

@IrnestKaplan @Crussian17 No problem, Irnest, thanks!

As for hiring trends, total job openings for $SNOW is down -30% YoY but remains elevated compared to 2 years ago. Total job openings for Databricks are down -39% YoY and are at the same level as 2 years ago.

$SNOW might be losing market share to Databricks. The number of companies mentioning Snowflake in a job opening is down -7% YoY, while for Databricks it is up 8.5% YoY. Amazon Redshift continues to lose share to both of them, dropping -29% YoY.

$SQ reports earnings after the bell. Total job openings are down -50% YoY, following others in the fintech space like $PYPL (-63% YoY) and Stripe (-86% YoY). Adyen is the one of the few bucking the trend with total job openings down just -13% YoY.

While most SaaS/cloud companies are cutting down on hiring this year, several companies haven't shown signs of reducing their job openings. These include payroll companies like $PAYC and $PCTY and cybersecurity companies like $FTNT and $CYBR

$MNDY reports earnings tomorrow premarket. The # of new organizations detected using in the past 3 full months has basically remained the same YoY (just down -2%). Mentions of in job openings are also up 12% YoY vs -28% for its…

@FbBagholder Incrementally? $MSFT. I don’t think TikTok can take share much more share from $META

$AYX reports earnings today after market close. Total job openings have fallen off a cliff and are down -80% YoY, with a decline in both engineering and sales-related roles.

$FRSH reports earning after market close. The # of new organizations detected using Freshworks in the past 3 months has decelerated into the new year and is down -23% YoY. Hiring has also slowed down with total job openings down -60% YoY.

$TEAM is starting to slow down hiring as total job openings are down -38% YoY. Meanwhile, the # of new organizations detected using Atlassian in the past 3 months is down -23% YoY though January was the best month since July. $TEAM reports earnings after close.

@wrathofrasputin That might be true but I am unsure about what they use for letting customers publish content on Twitter. afaik, there is no enterprise api for that.

Basically a huge blow for $SPT. Hurts $SEMR $CXM and $HUBS too but to a much smaller extent.

$PTON is set to report earnings tomorrow. We just sent out an email to free subscribers on Peloton user engagement trends for January. If you are interested in free monthly updates, just subscribe to the link in my pinned profile tweet (last month’s data shown below)

$INTC reports earnings after the bell. Hiring has grinded to a halt for both Intel and AMD. Total job openings are down -90% YoY for $INTC and -74% YoY for $AMD.

$NOW reports earnings after the bell. Total job openings are down 55% YoY, with both engineering and sales roles down the same %. The # of new organizations using ServiceNow in the past 3 months has been fairly consistent YoY (down 7% YoY).