Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Data + Compute = AI Two of the largest data companies in the world, Snowflake and Databricks, held their annual conferences this week. Tons of takeaways and exciting product announcements from each, but the one quote that I believe summarizes both conferences perfectly was something Frank Slootman said in his opening keynote:
Shouldn`t the CAC Payback be: (Previous Q S&M) / (Net New ARR in Q x Gross Margin) = Number of Quarters which then times 4 should get you the number of months?
This is amazing work and really insightful! Can you please share the source data you used to create the EV/NTM Revenue and EV/NTM Revenue Multiples charts? Would love to recreate in a different format, and of course, will give you attribution credit!
I think Confluent is well-positioned here, acting as the central nervous system to pull together data from all DWHs and DBs across the enterprise in real-time. Jay Kreps glanced the subject at their Investor Day Conference. Very interesting to see how this space unfolds.
Awesome piece and one of your very best I must say
Shouldn`t the CAC Payback be: (Previous Q S&M) / (Net New ARR in Q x Gross Margin) = Number of Quarters which then times 4 should get you the number of months?
Hi Jamin,
This is amazing work and really insightful! Can you please share the source data you used to create the EV/NTM Revenue and EV/NTM Revenue Multiples charts? Would love to recreate in a different format, and of course, will give you attribution credit!
I think Confluent is well-positioned here, acting as the central nervous system to pull together data from all DWHs and DBs across the enterprise in real-time. Jay Kreps glanced the subject at their Investor Day Conference. Very interesting to see how this space unfolds.