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Meme's avatar

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.

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Hadi Al Rashid's avatar

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?

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Scarzilla's avatar

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.

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muji's avatar

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

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Scarzilla's avatar

you are very quiet right now.. did you see the latest earnings from Datadog?

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mingdom's avatar

Very informative, looking forward to the next quarter’s analysis!

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David7722's avatar

Great summary of Cloud Software Q4, thanks!

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Joe Kanner's avatar

Great post Jamin!

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Semir Jahic's avatar

"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!

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