COGS
3 statements across 3 episodes · 1 bullish · 2 bearish · 3 people on the record · first statement Jul 30, 2017 by Sunil Thomas · across every show →
Everything said about COGS, oldest first
Jul 30, 2017 positive
May 12, 2020 negative
Jun 27, 2023 negative
Gauthier: Failing to Break Out COGS by Revenue Line Obscures Margins
“I see a lot of companies where they will, you know, maybe have subscription revenue and professional service revenue broken out, but they don't necessarily break out the cogs, and as a result, it makes it really difficult to understand your gross margin by rev…”