Workday: The Rough Path Towards Profitability
Workday's share price is at risk of a downward multiple repricing. GAAP profitability would be very hard to achieve, according to recent rhetoric.
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The Cloud Space In Numbers: What Matters The Most
The unprecedented amount of liquidity is having profound implications for high growth tech companies. Expected topline growth rate has become the...
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Oracle: The Turning Point Of The Business
After having a go at SAP during the last earnings release in March, Oracle is due to announce its quarterly results this week. The company...
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