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Q: What are your thoughts on their strong Q2 earnings? Would this be a good entry point? It may finally be ready to rally over the next quarter.
- Salesforce Inc. (CRM)
- Atlassian Corporation (TEAM)
- MongoDB Inc. (MDB)
- Elastic N.V. (ESTC)
- Snowflake Inc. Class A (SNOW)
- UiPath Inc. Class A (PATH)
Q: Please comment on ESTC most recent earnings. Thank you.
- HubSpot Inc. (HUBS)
- MongoDB Inc. (MDB)
- Datadog Inc. (DDOG)
- Palantir Technologies Inc. Class A (PLTR)
- Snowflake Inc. Class A (SNOW)
Q: These four companies are all AI-predominant companies, all are growing revenues at about 20% per year or so, have similar market caps, and are coming into profitability for the first time either last year or next.
My question is a difficult one: is there any way to tell what operating margins might eventually be for each of these companies say in 3-4 years? Do you know any way to get this projection? And how these may be ranked for eventual margins if so? Thanks.
My question is a difficult one: is there any way to tell what operating margins might eventually be for each of these companies say in 3-4 years? Do you know any way to get this projection? And how these may be ranked for eventual margins if so? Thanks.
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