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Over the past decade, the technology industry has been undergoing a massive transition from on-premises hardware and software that customers buy, to services in the cloud that they rent. Organizations find themselves at different points in this transition to the cloud.
$228.11
+$18.89 (+9.03%)
Price from 6 days ago
The business is unprofitable at the operating level (-9.56% margin). The thesis depends entirely on whether and when it reaches sustainable profitability.
Revenue grew 29.8%, still solid.
Insufficient data to identify specific risks. Treat any missing metrics as a data gap, not a clean bill of health.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$2.33B
▲ +29.8% YoY
Net Income (TTM)
-$87M
▼ -29.8% YoY
Op. Margin
-9.27%
▼ -0.3pp YoY
ROIC
-4.35%
Cash Flow & Balance Sheet
FCF (TTM)
$321M
▲ +47.1% YoY
Op. Cash Flow (TTM)
$616M
▲ +58.5% YoY
Net Debt
-$1.93B
Net Cash Position
Cash & Equiv.
$4.16B
5Y CAGR: +38.1%
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