Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Earnings Update So far about half of the cloud software universe has reported Q1 earnings (43 companies in the universe I track). So far 39 have beat Q1 consensus (91%) and 4 have missed. Of the 43 companies to report, 38 gave guidance for Q2. Of those, 20 companies guided Q2 above consensus (53%), and 18 guided below consensus.
Thanks for regular insightful writeups
Thank you for your brilliant insights Jamin, sir.