i dont understand how a company like datadog who is hitting on all cylinders atm , can have a reduced guidance for 2023 when somelike samsara guidance is increased with with a negative free cash flow margin hmmmm.
because DDOG is not hitting on all cylinders ... complete 2d outage, security products having slow uptake ... meanwhile all the competitors have caught up in a unified platform
"Fewer companies are beating consensus estimates, and the magnitude of the median beat has gone down from ~5% to ~2.5% (first chart). At the same time, forward guides are also weakening."
This is concerning. Seems like there's still runway down. Great post!
Would be nice if you include table like data which can be processed and not a screen shot which is useless for any analysis. Thanks.
Apologies if I got this wrong but for your gross margin CAC Payback formula why are you multiplying by 12 if your S&M and new ARR is quarterly?
For public software companies your formula is using annualized new ARR but using quarterly S&M expense and then multiplying this by 12?
i dont understand how a company like datadog who is hitting on all cylinders atm , can have a reduced guidance for 2023 when somelike samsara guidance is increased with with a negative free cash flow margin hmmmm.
because DDOG is not hitting on all cylinders ... complete 2d outage, security products having slow uptake ... meanwhile all the competitors have caught up in a unified platform
you are very quiet right now.. did you see the latest earnings from Datadog?
Very informative, looking forward to the next quarter’s analysis!
Great summary of Cloud Software Q4, thanks!
Great post Jamin!
"Fewer companies are beating consensus estimates, and the magnitude of the median beat has gone down from ~5% to ~2.5% (first chart). At the same time, forward guides are also weakening."
This is concerning. Seems like there's still runway down. Great post!