Navigating Consistency in Tech Metrics

This chapter explores the crucial role of consistency in messaging and metrics for technology companies as they evolve in a rapidly changing landscape. It discusses the importance of transparent financial storytelling and the adaptation of performance metrics during transitions to new business models like Software as a Service (SaaS). The conversation emphasizes the necessity for companies to maintain clarity and credibility to build investor confidence while navigating complex growth trajectories.

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Irrespective of the numbers, financial storytelling and strategic communication play a massive role in influencing market perceptions. Hamza Fodderwala, Executive Director at Morgan Stanley, joins CJ to discuss the critical role of CFOs in shaping and communicating a company's financial story. Hamza explains the role of storytelling in driving stocks, the significance of aligning company narratives with prevailing market themes, the metrics that software investor analysts do and don’t want to see, the delicate balance of transparency in financial disclosures, and the art and science of giving good guidance. Hear how to balance long-term thinking with short-term market pressures and whether you should focus on managing expectations or results.

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SPONSORS:

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LINKS:

Hamza Fodderwala on LinkedIn: https://www.linkedin.com/in/hamza-fodderwala-66997526/

Morgan Stanley:

https://www.morganstanley.com/

CJ on X (@cjgustafson222): https://x.com/cjgustafson222

Mostly metrics:

http://mostlymetrics.com

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TIMESTAMPS:

(00:00) Preview and Intro

(02:03) Sponsor – NetSuite | Planful | Subscript