What's Measured is Managed : Earnings Surprise in Public Software in Q3 2023
Tom Tunguz
NOVEMBER 5, 2023
Six quarters ago, profitability became the most important factor to public software valuations. 14 public software companies have reported earnings in this quarter so far. These companies’ earnings surprise has been prodigious. Earnings surprise is the difference between how much the market expected in earnings compared to actuals. Positive surprise means a better result than expected.
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