Another Data Trend I'm Watching This Year
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Top 10 EV / NTM Revenue Multiples To…
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Morgan Stanley Quarterly CIO Survey …
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Impact of Interest Rates on Growth S…
Analysis of the Week - SBC Benchmarking Stock Based Compensation (SBC) is a hidden cost in Non-GAAP financials of cloud software businesses. Incentiviz…
Q2 earnings season for cloud businesses is now behind us. The 66 companies that I’ll discuss here (which is not an exhaustive list, but is still compre…
Today GitLab their initial S-1 statement. A S-1 is a document companies file with the SEC in preparation for listing their shares on an exchange like t…
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Top 10 EV / NTM Revenue Multiples To…
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