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 comprehensive) all reported quarterly earnings sometime between July 20 – September 9. In addition to the companies analyzed in the
Outstanding article. Really appreciate the efforts as a majority of my $$ is tied directly to Cloud stocks. I do have a few questions that was hopeful you could respond to: 1. VEEV, no Net Retention %. Is that something the Co. does not render ??? 2. SNOW, no Co. guidance for next quarter ??? 3. TWLO, consensus REV for next quarter is down from previous while Co. guidance is higher ?? Analysts missing something .... and 4. DOCU, Q2 - Q1 in YoY REV growth change was down 18% !!! Did I miss an alert message on this stock ??
Outstanding article. Really appreciate the efforts as a majority of my $$ is tied directly to Cloud stocks. I do have a few questions that was hopeful you could respond to: 1. VEEV, no Net Retention %. Is that something the Co. does not render ??? 2. SNOW, no Co. guidance for next quarter ??? 3. TWLO, consensus REV for next quarter is down from previous while Co. guidance is higher ?? Analysts missing something .... and 4. DOCU, Q2 - Q1 in YoY REV growth change was down 18% !!! Did I miss an alert message on this stock ??
Really great information, thank you!
Great stuff as always Jamin