What did you think of the docu earnings? I loved about everything except it seems CLM is further away than I hoped. The CFO in the CC noted "So, I would expect it to be a few years before it’s really a meaningful contributor. And when you think about kind of the results that we posted the last few quarters, they are primarily driven by eSignature. And just given the scale and the growth rate kind of on the core piece, it’s going to take a while for Agreement Cloud, even if it’s growing quickly within to really have be a meaningful contributor from a top-line perspective."
May 2021 Portfolio Review
Ouch on that $ETSY sell.. Great write-up as usual!
What did you think of the docu earnings? I loved about everything except it seems CLM is further away than I hoped. The CFO in the CC noted "So, I would expect it to be a few years before it’s really a meaningful contributor. And when you think about kind of the results that we posted the last few quarters, they are primarily driven by eSignature. And just given the scale and the growth rate kind of on the core piece, it’s going to take a while for Agreement Cloud, even if it’s growing quickly within to really have be a meaningful contributor from a top-line perspective."
Great stuff, as always. Don't keep us in suspense....what did you think of Zoom earnings? Still on the team?
These writeups never disappoint
Good, detailed overview, thanks!