Jamin Ball (@jaminball) 's Twitter Profile
Jamin Ball

@jaminball

Partner at Altimeter partnering with software businesses at the earliest stages of product market fit. Dad to 4 amazing kids. No investment advice

ID: 3796408126

linkhttps://cloudedjudgement.substack.com/ calendar_today27-09-2015 20:22:45

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Jamin Ball
@jaminball

3 years ago

Revenue multiples mean nothing if companies can't hit long term FCF margin targets. In Q4, the best cloud software companies had FCF margins >29%. This should be the LT target for every software company at maturity

Revenue multiples mean nothing if companies can't hit long term FCF margin targets. In Q4, the best cloud software companies had FCF margins >29%. This should be the LT target for every software company at maturity