Public recap
Friday recap · 28 Aug 2026.
After the week. What printed. What we passed. House synthesis. Not a recommendation.
This is not the ranked open. It is not the Weekend Letter. Those stay on the paid desk. This is a recap you can forward.
What printed
Friday, 28 August. ESTC. Sales-led subscription acceleration. 20% CC cRPO two quarters running. FY raise. That was the primary on the public sheet. If we would size it that morning, it was on the sheet. House synthesis. Not a recommendation.
The public specimen: Monday letter, 31 Aug 2026.
What we passed
AAOI. We published a Q2 2026 earnings preview. Capacity ramp. Binary on the guide. It was not Friday’s open. If we wouldn’t size it that morning, it isn’t on the sheet.
The public specimen: AAOI Q2 2026 earnings preview.
The Friday list
The free Friday list is not operational. Weekday letter mail is seat mail only. Take a seat if you want the open.
Open a seat · Pricing · House rules · Terms.