forward guidance

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement May 16, 2024 by Brad Gerstner · across every show →

Everything said about forward guidance, oldest first

May 16, 2024 bearish

Assertion Supported

Gerstner: 54% of software companies issued forward guidance below consensus

“And 54% of software companies disappointed in the quarter. And that's the worst quarter I think we've had since twenty-twenty-two in terms of their view as to the future.”

Brad Gerstner May 16, 2024 ▶ 57:12 Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod

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forward guidance

Everything said about forward guidance, oldest first

Turn any episode into a week of clips.