
Episode 411: Jamin Ball on Cloud Earnings
Software Defined Talk
00:00
The Importance of Efficiency in Product Pricing
In 2020, the median free cash flow margin jumped from kind of call it low single digits to 10, 11%. So companies drastically increased on average. Revenue was started growing a lot faster than off X. What ended up happening then in 2021 was two things: One, the market started rewarding growth over efficiency. And we saw margins pinch. We've now seen since then right over Q3 in Q4 2022 is this renewed focus on efficiency.
Transcript
Play full episode