forward revenue multiple
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jan 22, 2026 by Rory O'Driscoll · across every show →
Everything said about forward revenue multiple, oldest first
Jan 22, 2026 neutral
O'Driscoll: Software Stocks Face Long Flat Periods Transitioning to Cash Flow
“It's a long journey from the hope and the sizzle of a revenue, a forward revenue multiple at a high growth rate. To the steady anchor of, you know, 12 times free cash flow. It's a long and tedious journey. And there's a long flat period for the stock while tha…”