Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Highlight of the Week - [xx] net new ARR Retention growth Quarterly Reports Summary Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement
Excellent post. Shocking that 5 companies showed contracting ARR. How can this even happen, that means a lot of failed renewals and very little attainment across the sales org. I'm shocked. Great post!
Clouded Judgement 5.19.23 - Reflections on Q1 Earnings
Nice post and analysis. Out of curiosity , how do you get the data?
Excellent post. Shocking that 5 companies showed contracting ARR. How can this even happen, that means a lot of failed renewals and very little attainment across the sales org. I'm shocked. Great post!