Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Cloud Giants We now have the reports from all the hyperscalers (Amazon, Google and Microsoft). Results have been quite good: AWS (Amazon): $79B run rate, growing 33% YoY (last Q growth was 37%)
Gotta say, Twilio looks particularly cheap when you consider the Rev/EV multiple, expansion rate and growth rate....Am I missing something here? Lower gross margin could be the reason for lower valuation.
Gotta say, Twilio looks particularly cheap when you consider the Rev/EV multiple, expansion rate and growth rate....Am I missing something here? Lower gross margin could be the reason for lower valuation.