$60 bn company growing at 3% vs $8 bn company growing at 30% YoY

 Intersection is likely in 2032-2033 i.e. in 8 years from today.

ServiceNow Quarterly Net New ARR Added ($M)

 https://cloudedjudgement.substack.com/p/clouded-judgement-12624-q4-earnings 

I have added a quarterly pivot to understand if there is any seasonality in the numbers.

I could find some lower numbers in Q2, but don't know why? 

Here are the charts:

(without clustering by quarter)

(with clustering by quarter)

Calculation sheet: https://1drv.ms/x/s!AivyNrTGX5bqgbBds93i3AeNyE-3vg?e=aLr9FL  

Internet: for the benefit of all

Government should create a conducive environment for private sector to function. Private sector, on the other hand, should refrain from price gouging and should ensure equitable exchange of value.

Internet has helped to bring in the benefits of technology advancements to people. However the access to internet depends on the availability of mobile handsets and affordable mobile plans for all. Similarly, if a person plans to use internet to study or work, a stable wired broadband and a personal computer is required.

In that end, both government and private sector is putting in efforts to create the infrastructure of wired broadband through fibre optical network. Laying down underground optical fibre cables to the vast length and breadth of a state is capital intensive. Managing and running the network is also an expense. But, the returns on such an investment are equally good. Population which has access to digital world exhibits better productivity; thus improving the gross output of goods and services.

In India, BSNL, MTNL and VSNL have helped bring broadband access to customers and businesses thus enabling digital transactions. Newer entrants like Jio are providing faster wireless connectivity and wired broadband access across the length and breadth of the country. In this light, the Kerala FON is a fresh approach of government driven effort to ensure last mile affordable digital connectivity. 

In Baltimore city of Maryland state in the United States, a similar effort to ensure last mile digital connectivity for all is in progress. https://www.bloomberg.com/news/articles/2022-06-07/baltimore-eyes-federal-funds-for-municipal-broadband 

Private sector has the speed to deploy resources and new technology and government has the wider mandate to ensure affordability and accessibility of the benefits of modern day innovations to address the needs of people. It is therefore, a decision of whether a government is able to create conducive policies to nudge industry to satisfy the needs of all. 

Unemployment analysis in India based on CMIE data

 

#unemployment

#india

#analytics

#jobs

#hobby

Please find below my analysis of the unemployment data from CMIE website.

I have created metrics for mean unemployment by states and standard deviation of the unemployment rate by states. 

Furthermore, I have also calculated the rate of change of unemployment across states of India for the duration of 2016-2021.

If you need the data for analysis, please visit: https://unemploymentinindia.cmie.com 

When flights get delayed: Rebooking flights, refreshments, Hotel Accommodation and more!

#Airlines ✈️ can reduce the hardships of delayed passengers 😣 by providing quick rebooking, and refreshments. Here is a look at how Air Asia is creating a differentiated experience for Indian air travellers. Note how #Indigo airlines has the least number of passengers affected by cancellations and denied boarding. 🤷‍♂️ Air India is the only carrier to provide Hotel Accommodation in case of cancellation.
Vistara, Indigo, SpiceJet, Air India and Air Asia compared using the DGCA dataset. For more information, do leave your comment or send an email. Thanks.

#IRROPS

Departure delays and arrival delays at the airports? Check some stats

Hi there, I have created some charts on arrival and departure delays using the Bureau of Transportation Statistics data.
All the contents are public information and the charts are also under Creative Commons with Attribution- Non Commercial. Drop a comment under this post if you have further questions regarding use of the blog materials.

Chart 1

 Chart 2

 Chart 3

 Chart 4

Thanks.

Top 50 companies of the world by number of patents filed

I have prepared a database of Top 50 companies of the world by 
number of patents filed. The database contains the R&D expenditures 
for year 2017 and 2018, and their number of patents filed in the year 
2017 and 2018. If you are interested to get a copy of the same, please 
drop in your email ID and I will give you access. 

Link to file: https://docs.google.com/spreadsheets/d/1mMcX7oX2_l0SuaQF3TmQTp9ExEbAcj_IvYQLP6HVhr0/