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$12.6MFollowers
Snowflake Inc. ($SNOW) - Reporting earnings Wednesday (5/25) afternoon
Here's what I'm looking for:
- Continue improving gross and operating margins.
- Keep the free cash flow coming.
- Can total revenue and product revenue continue to grow >100% YoY?
- International revenue has gone from 7% of total revenue in fiscal year 2019 (ending 1/31/2019) to 20% in this recent fiscal year. It's been over 20% for 3 consecutive quarters. Can they speed up the growth outside the US?
- NRR, customer count, and customers generating >$1M in revenue.
- My favorite metric: RPOs. Show me the demand for business is growing faster than your revenue.
Current position:
Total cost basis: 12th highest in my portfolio
Time since first buy: 1.63 years
Number of purchases since initial position: 4
Annualized return: (45.5%)
Annualized $SPY return: 5.2%
Annualized $QQQ return: (-3.9%)
Autodesk, Inc. ($ADSK) - Reporting earnings Wednesday (5/26) afternoon
Here's what I'm looking for:
- Gross margins >90% consecutively for 3 years (11 quarters). Maintain that, please.
- Operating margin dipped a smidge in fiscal year 2022 (ending 1/31/2022). Blip or a trend?
- Recurring revenue percent >96.5%.
- Just like Snowflake, show me a really strong RPO.
- As this market requires, copious amounts of free cash flow.
Current position:
Total cost basis: 34th highest in my portfolio
Time since first buy: 0.36 years
Number of purchases since initial position: 1
Annualized return: (59.1%)
Annualized $SPY return: (34.5%)
Annualized $QQQ return: (50.0%)
Zscaler, Inc. ($ZS) - Reporting earnings Wednesday (5/26) afternoon
Here's what I'm looking for:
- They dropped full year guidance after Q2 by 2.3%. It's too much to ask for a guidance raise but maintaining 1,047.5MM at the midpoint would be nice.
- Again, the market demands FCF and ZS has been providing that. I will be watching to see what they produce this Q and on a TTM basis.
- Calculated billings.
- I don't remember if Zscaler updates customer information and DBNRR quarterly or annually. I'll be looking to see those metrics if they do quarterly.
Current position:
Total cost basis: 39th highest in my portfolio
Time since first buy: 1.46 years
Number of purchases since initial position: 4
Annualized return: (55.2%)
Annualized $SPY return: (3.4%)
Annualized $QQQ return: (14.2%)
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