Analysis of the Week - SBC Benchmarking Stock Based Compensation (SBC) is a hidden cost in Non-GAAP financials of cloud software businesses. Incentivizing employees with equity over cash compensation increases future dilution while reducing short term cash outflows. Which companies "spend" the most on SBC? See below. Many of the companies to the far left of the chart are recent IPOs - many equity grants hit at IPO, driving SBC up
Nice and informative post as usual. Thanks!
I am wondering if there are any ETF that tracks these cloud companies.
BVP Nasdaq Emerging Cloud Index
Nice and informative post as usual. Thanks!
I am wondering if there are any ETF that tracks these cloud companies.