SaaS entity
earnings is the sole category represented across all 1 tracked stories. Acacia Research is the most frequent co-covered peer, appearing in 1 of the 1 tracked story. David Obstler appears in 1 tracked SaaS story from August 14, 2026. The tracked stories average 3 original sources each.
Last mentioned: Aug 14, 2026
Entity pulse
Coverage balance Positive coverage leads. Positive coverage exceeds negative coverage by 100 percentage points.
Figures are computed live from our source-verified story record — see our methodology for how impact and sentiment are derived.
earnings is the sole category represented across all 1 tracked stories. Acacia Research is the most frequent co-covered peer, appearing in 1 of the 1 tracked story. David Obstler appears in 1 tracked SaaS story from August 14, 2026. The tracked stories average 3 original sources each.
Computed from the 1 stories linked to this entity, with beat comparisons drawn from all 5 SaaS stories published in the same date window. Shares are omitted below five stories and comparisons below a twenty-story baseline.
Coverage cohort
Other entities that clear the same relevance threshold in stories also covering David Obstler. Shared-story counts are live from our verified record — not editorial picks.
MP Materials and Maravai Q2 2026 transcripts released
Call transcripts were published for the rare-earth and life-science companies.
Acacia Research Q2 2026 Earnings Call
Record $114.6M revenue from IP licensing settlement; Life Sciences write-down disclosed.
Datadog's Q2 2026 call, led by CEO Olivier Pomel and CFO David Obstler, focused on product capabilities and cloud market opportunities. The cluster also includes Acacia's $114.6M IP settlement, highlighting software-adjacent IP monetization.
David Obstler is linked from 1 story on this site, each scored at or above our 35% relevance threshold — see how these pages are built.
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