Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Digital Transformations vs Covid Pull Forward Reflecting on digital transformations vs pull forward for cloud software over the long weekend - I think we've largely seen 3 different ways cloud software was affected by Covid:
CaC payback calculation: Can you please explain why are you multiplying the ratio by 12? isn't it on quarterly basis and there you will need to divide this figure by 4? (assuming I have ARR figures and not a proxy)
Such an interesting point about the split between those three categories. Could not agree more.
CaC payback calculation: Can you please explain why are you multiplying the ratio by 12? isn't it on quarterly basis and there you will need to divide this figure by 4? (assuming I have ARR figures and not a proxy)
I agree with categorising DataDog as being in bucket 3, but what other companies would you have in that bucket?