Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! CPI Update Yesterday we got the October CPI numbers which provided a big positive catalyst for the market. First, the numbers: Headline CPI:
I noticed in the today's email JFrog's FCF margin jumped from 2% to 10% (it use to be 2% since August). I haven't done annual calculations by for the last quarter (Q3) they reported $3.8M FCF on $72M revenue (~5%). Something does not add up.