Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Q3 ‘23 Earnings Summary Preview The vast majority of all software companies have now reported Q3. I’ll put together a deeper dive review in a week or two, but wanted to provide a preview here. Overall, I’d describe the tagline of Q3 software performance as “stabilizing trends with some green-shoots starting to show up.” Here’s a summary of the quarter in 4 charts:
Hi Jamin, I think there maybe a mistake in the Hashicorp's numbers in this week's report. I see -1% LTM Rev Growth and 49% NTM Revenue Growth and the LTM Revenue of $433 which does not sound correct. Maybe some copy-paste mistake...
As one of your newest members, I applaud the quality and depth of your analysis. I will be seeking to integrate your data into the selection process for managing my portfolio. Have you considered entering your spreadsheet data in a format that can be downloaded to Excel. Thanks in advance. Graydrake
Love your perspective and charts🔥
Hi Jamin, I think there maybe a mistake in the Hashicorp's numbers in this week's report. I see -1% LTM Rev Growth and 49% NTM Revenue Growth and the LTM Revenue of $433 which does not sound correct. Maybe some copy-paste mistake...
As one of your newest members, I applaud the quality and depth of your analysis. I will be seeking to integrate your data into the selection process for managing my portfolio. Have you considered entering your spreadsheet data in a format that can be downloaded to Excel. Thanks in advance. Graydrake