2
points
jaynate
Joined 1,313 karma
- Try Pendo instead…
- There are revenue recognition rules that govern what Revenue is on the P&L. Same with costs/expenses. But I would say if anything, profits are easier to manipulate than revenue.
- Depending on what you’re optimizing for could be revenue (high growth) or Net income per share (lower growth).
Reality is once you’ve established a baseline it’s difficult to move from one to the other or have substantial changes to the negative for either.
- Had me hooked right up to this point: “When we get the check, we pay a commission to this representative. Assume the commission is $500.”
I’ve never seen a software company pay 50% commissions on a software sale. I know it’s and example but the percentages are wrong even for the perpetually licensed days. Should be closer to 8-15%.
Totally sales and marketing spend could indeed be higher in this model because autodesk moved to direct positioning with end buyers rather than distributors.
- “The transaction positions EA to accelerate innovation and growth to build the future of entertainment.”
Unless some of that cash is staying on the balance sheet, they will NOT be investing in growth and innovation.
PE is not what I normally think of when I think of innovation and (non-financially engineered) growth.
- Often, that off-topic content was garbage anyway. Not really deep or helpful or expert in any way. Not always, but often.
- Nearly 10% of the s&p 500 value is one company- nvidia. The mag 7 make up a significant portion. Prosperity isn’t distributed, it’s concentrated and the stock market is not even close to the only measure of the health of the American economy.
- Wow, Chesterton’s fence parable could apply in so many places (not the least of which, politics).
- Great concept, and love the approach of solving your own problem. There is a wide gulf between consuming something (tokens, emails sent, etc) and outcomes.
There has to be a translation layer the customer 1) can understand, and 2) agrees with.
Most companies settle for a consumption-based proxy to value and outcomes.
- Yes, but those were on-prem deployments of Sharepoint, not Microsoft's infratructure.
- Geocities and Angelfire are how I learned to program for the web. Amazing how much of the fundamentals of the web are still exactly the same as they were back then (90s). Just with a lot more layers of libraries today.
- 3 points
- 1 point
- The repo three comma club
- They also burnt a hell of a lot more cash. That’s a disadvantage.
- They need Churnkey
I’ve received some sensitive/PII content over the years.
I’ve wondered if this person has access to any of my information?
Not necessarily related to this post, but wonder why and how this could happen.