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Earnings Smackdown: Snowflake, MongoDB, Salesforce, and the Rise of Discount Retail
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In this episode, Dave and Andrew break down the latest earnings from top SaaS and discount retail companies—Snowflake, MongoDB, Salesforce, CrowdStrike, Dollar Tree, and Five Below. They dig into cloud migration trends, SaaS valuation metrics like the Rule of 40, stock-based compensation, and the impact of economic shifts on discount retailers.
Key Topics…
The skinny
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