Episode 411: Jamin Ball on Cloud Earnings
Software Defined Talk
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The Top 10 Metrics That Stand Out
A lot of the top performers today are able to generate those, kind of what I would call more terminal like free cashflow margins. While still growing quite quickly, right? 30, 40, 50 percent plus. That's something that could fundamentally shift how we think about the value of these software businesses where typically they follow an arc of growth and not profitable in the early days.
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