Strictly Business: bill, Cloudflare, and TransMedics Earnings Recap

Thoughts on BILL, NET, and TMDX's recent reports.

BILL 4.57%↑ – As mentioned pre-earnings, BILL’s revenue mix always makes it tougher to estimate how its quarter will go. I was carrying $225M in revenue with a $241M Q2 guide. BILL posted $229.9M and…