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software companies

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Feb 8, 2024 by Aaron Levie · across every show →

Everything said about software companies, oldest first

Feb 8, 2024
Insight
Levie: Software firms with 90% retention cannot reach high-margin cash flow
“One has a 90% retention rate or something. which means that sales and marketing is required forever to refuel the customer base because of the churn rate of that product. And it means you'll never actually converge on, you'll never actually converge on, on ca…”
Aaron Levie Feb 8, 2024 ▶ 22:30 BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02 · Bg2 Pod
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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