Episode 411: Jamin Ball on Cloud Earnings
Software Defined Talk
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The Impact of Q4 on the Investing World
Every quarter public companies report their financials for the quarter, right? Everything kind of from revenue down to net income. And so every quarter I'll aggregate all the performance, did companies beat estimates, misestimates,. What are free cash flow margins or other SaaS metrics?" "What we've seen over the last few quarters is that about 90% of companies are beating consensus estimates and the average is about 2%. That's a big impact to the number of companies who are raising the next quarter"
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