operating margin

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 8, 2024 by Aaron Levie · across every show →

Everything said about operating margin, oldest first

Feb 8, 2024 negative
Insight
Levie: Gross margins structurally dictate whether a company achieves software operating margins
“Your gross margin will ultimately determine your operating margin. There's almost no way that, that you can kind of make those two you know, kind of get out of sync. And so if you're subsidizing something or, you know, or in just such a commodity business and …”
Aaron Levie Feb 8, 2024 ▶ 13:51 BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02 · Bg2 Pod
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