cloudedjudgement.substack.com/p/a-look-back-at-q4-24-public-cloud/comment/108583340

Preview meta tags from the cloudedjudgement.substack.com website.

Linked Hostnames

2

Thumbnail

Search Engine Appearance

Google

https://cloudedjudgement.substack.com/p/a-look-back-at-q4-24-public-cloud/comment/108583340

DK on Clouded Judgement

Thank you. Could you please add un-adjusted FCF by including the SBC expense next to your current FCF? It'll be great to compare with the current FCF which adds back the non cash expense. IMHO, calculating the dilution and/or per share growth is important as well.



Bing

DK on Clouded Judgement

https://cloudedjudgement.substack.com/p/a-look-back-at-q4-24-public-cloud/comment/108583340

Thank you. Could you please add un-adjusted FCF by including the SBC expense next to your current FCF? It'll be great to compare with the current FCF which adds back the non cash expense. IMHO, calculating the dilution and/or per share growth is important as well.



DuckDuckGo

https://cloudedjudgement.substack.com/p/a-look-back-at-q4-24-public-cloud/comment/108583340

DK on Clouded Judgement

Thank you. Could you please add un-adjusted FCF by including the SBC expense next to your current FCF? It'll be great to compare with the current FCF which adds back the non cash expense. IMHO, calculating the dilution and/or per share growth is important as well.

  • General Meta Tags

    16
    • title
      Comments - A Look Back at Q4 '24 Public Cloud Software Earnings
    • title
    • title
    • title
    • title

  • Open Graph Meta Tags

    9
    • og:url
      https://cloudedjudgement.substack.com/p/a-look-back-at-q4-24-public-cloud/comment/108583340
    • og:type
      article
    • og:title
      DK on Clouded Judgement
    • og:description
      Thank you. Could you please add un-adjusted FCF by including the SBC expense next to your current FCF? It'll be great to compare with the current FCF which adds back the non cash expense. IMHO, calculating the dilution and/or per share growth is important as well.
    • og:image
      https://substackcdn.com/image/fetch/w_680,h_680,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack.com%2Fnote%2Fc-108583340%2Fpreview.jpeg%3Fsize%3Dsm

  • Twitter Meta Tags

    8
    • twitter:label1
      Likes
    • twitter:data1
      1
    • twitter:label2
      Replies
    • twitter:data2
      0
    • twitter:title
      DK on Clouded Judgement

  • Link Tags

    52
    • alternate
      /feed
    • apple-touch-icon
      https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F32362fc8-8807-45aa-b8f0-3143e3e993f4%2Fapple-touch-icon-57x57.png
    • apple-touch-icon
      https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F32362fc8-8807-45aa-b8f0-3143e3e993f4%2Fapple-touch-icon-60x60.png
    • apple-touch-icon
      https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F32362fc8-8807-45aa-b8f0-3143e3e993f4%2Fapple-touch-icon-72x72.png
    • apple-touch-icon
      https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F32362fc8-8807-45aa-b8f0-3143e3e993f4%2Fapple-touch-icon-76x76.png

Links

14