Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! ServiceNow Kicks Off Q4 Earnings Season ServiceNow kicked off Q4 earnings season on Wednesday (they are almost always the first software company to report), and I thought I’d dig in to see if they left any clues for what we should expect for the broader software market.
I love the "NTM Rev Growth vs NTM Rev Multiple" chart. Can you think of a calculation/metric that would represent in a number each point on the chart? Would it be Growth Percent divided by Rev Multiple? For example MNDY is about 27.9%/16.8x = 1.7. In this way I could apply this to a watchlist and sort by these numbers.
I love the "NTM Rev Growth vs NTM Rev Multiple" chart. Can you think of a calculation/metric that would represent in a number each point on the chart? Would it be Growth Percent divided by Rev Multiple? For example MNDY is about 27.9%/16.8x = 1.7. In this way I could apply this to a watchlist and sort by these numbers.
This is a great update. Question regarding the EV/NTM Revenue median. What companies is that a median of ?