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Cool Stuff Under 20 Dollars – PagerDuty Earnings Review And The COVID-19/Y2K Parallel (Podcast Transcript)
SummaryPagerDuty’s report disappointed investors, but was that a matter of what was in the report or bad timing?We discuss why the purported nits to pick – billings growth and net dollar based retention – may just be excuses, and overrated in this context.With blow-out euphoria on September 1st and a COVID-19 spending bubble that may…
Cool Stuff Under 20 Dollars –
Summary
PagerDuty’s report disappointed investors, but was that a matter of what was in the report or bad timing?
We discuss why the purported nits to pick – billings growth and net dollar based retention – may just be excuses, and overrated in this context.
With blow-out euphoria on September 1st and a COVID-19 spending bubble that may turn into a hangover, there’s a lot at play.
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Create Your Free Account Now!Editors’ Note: This is the transcript of the podcast we posted last week. Please note that due to time and audio constraints, transcription may not be perfect. We encourage you to listen to the podcast,
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