Tuesday, September 24, 2024
Monday, January 29, 2024
$60 bn company growing at 3% vs $8 bn company growing at 30% YoY
Intersection is likely in 2032-2033 i.e. in 8 years from today.
Friday, January 26, 2024
ServiceNow Quarterly Net New ARR Added ($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
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https://cloudedjudgement.substack.com/p/clouded-judgement-12624-q4-earnings I have added a quarterly pivot to understand if there is any s...
