Clouded Judgement 7.21.23 - Are Software Companies Bad Businesses?
Clouded Judgement
JULY 21, 2023
Every week I’ll provide updates on the latest trends in cloud software companies. When we look at the quarterly trends (below) the data is even better So no, software companies don’t suck. In March 2015 the Morgan Stanley model predicted Box would generate $400m of FCF in 2025. Follow along to stay up to date!
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