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The DDOG cohort data nobody cites
Durable growth plus FCF margin is a profile the market still discounts.
Today's market movers
Delayed quotes · 3 up · 3 downLatest in Software & SaaS
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NET — consumption is stabilising
Net revenue retention is basing, and that's the variable that re-rates the stock.
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The SNOW cohort data nobody cites
Durable growth plus FCF margin is a profile the market still discounts.
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CRM: net retention is the whole story
Subscribers get the full thesis, the levels, and my positioning on CRM. Subscribe to read on.
Paid 6 min read
Reading CRM past the bookings noise
Subscribers get the full thesis, the levels, and my positioning on CRM. Subscribe to read on.
Free 9 min read
NET: rule-of-40 back in range
Net revenue retention is basing, and that's the variable that re-rates the stock.