Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Q3 Earnings Recap This week I published my quarterly earnings recap. In this post you can see how cloud companies performed relative to consensus estimates, how they guided for next quarter, and how their key metrics stack up. A summary:
Jamin, love you data -thank you! At the end of the day, the bucket of high growth stocks have seen their valuation extend and have been the big winners. But I've seen you mention that if you take out those companies that IPO'd in the last year (I believe it was), the numbers change meaningfully. Are we seeing similar disparities by the fact that the top decile companies Growth Rates are perhaps unprecedented? How do valuations compare for specific growth cohorts such as 40% or 50% I wonder?
Jamin, love you data -thank you! At the end of the day, the bucket of high growth stocks have seen their valuation extend and have been the big winners. But I've seen you mention that if you take out those companies that IPO'd in the last year (I believe it was), the numbers change meaningfully. Are we seeing similar disparities by the fact that the top decile companies Growth Rates are perhaps unprecedented? How do valuations compare for specific growth cohorts such as 40% or 50% I wonder?