SaaS valuation Rule of 40 – October ’23 Update
As we head into earnings season, we have analyzed the Rule of 40 relavative to valuation for the major software…
Semiconductor and Enterprise Software Financial News and Earnings Call Takeaways
As we head into earnings season, we have analyzed the Rule of 40 relavative to valuation for the major software…
Intel disclosed in a press release and conference call that it will spin off its PSG business unit (Programmable Solutions…
Quick take: October Q revenue guidance largely in line at $9.3B, up 5% y/y. Gen AI driving y/y growth, with Gen…