Q2 earnings season for Cloud businesses is right around the corner! This Wednesday will kick off a ~2 week sprint of earnings announcements for Cloud businesses with June 30th quarter ends. The companies with July 31st quarter ends haven’t announced their earnings dates yet, but it’s fair to assume they’ll likely start reporting sometime around the end of August, and will similarly span a two week stretch. Tying it all together, we’ll have about a month and a half of earnings season! I’ll post regular updates, so follow along to stay up to date!
Fantastic post and great insight on the cloud market in general. I tend to agree with how Secular Growth Stars will emerge as clear category winners. Keen to see how earnings shake out this month and next and if we see pullback in valuations.
Great post as usual. Spotted a small typo in the last table for LivOngo
Fantastic post and great insight on the cloud market in general. I tend to agree with how Secular Growth Stars will emerge as clear category winners. Keen to see how earnings shake out this month and next and if we see pullback in valuations.
Nice post!