#FactorInvesting #SmartBeta #FreeCashFlow
September 25, 2026 at 12:12 PM
#FactorInvesting #SmartBeta #FreeCashFlow
worked when the formula was written.
#FactorInvesting #SmartBeta #FreeCashFlow
#FactorInvesting #SmartBeta #FreeCashFlow
September 25, 2026 at 12:10 PM
worked when the formula was written.
#FactorInvesting #SmartBeta #FreeCashFlow
#FactorInvesting #SmartBeta #FreeCashFlow
was funktionierte, als die Formel geschrieben wurde.
#FaktorInvesting #SmartBeta #FreeCashflow
#FaktorInvesting #SmartBeta #FreeCashflow
September 25, 2026 at 12:11 PM
was funktionierte, als die Formel geschrieben wurde.
#FaktorInvesting #SmartBeta #FreeCashflow
#FaktorInvesting #SmartBeta #FreeCashflow
Schon gesehen? Der Aktienscreener von aktien.guide wurde mal wieder um sehr sinnvolle Filter-Kriterien erweitert wie FreeCashflow-Wachstum, erwartetes Umsatzwachstum. Ermöglicht damit spannende neue Use-Cases bei der Investment-Ideenfindung. :-)
March 20, 2025 at 12:58 PM
Schon gesehen? Der Aktienscreener von aktien.guide wurde mal wieder um sehr sinnvolle Filter-Kriterien erweitert wie FreeCashflow-Wachstum, erwartetes Umsatzwachstum. Ermöglicht damit spannende neue Use-Cases bei der Investment-Ideenfindung. :-)
#FreeCashFlow #AICapex #EarningsQuality
September 22, 2026 at 10:00 AM
#FreeCashFlow #AICapex #EarningsQuality
DocuSign FCF margins are quietly impressive.
Mostly high-20s to mid-30s for nearly 3 years.
Some noise. No cracks. Just durable cash generation.
#DocuSign #FCF #FreeCashFlow #SaaS
Mostly high-20s to mid-30s for nearly 3 years.
Some noise. No cracks. Just durable cash generation.
#DocuSign #FCF #FreeCashFlow #SaaS
December 23, 2025 at 12:02 AM
DocuSign FCF margins are quietly impressive.
Mostly high-20s to mid-30s for nearly 3 years.
Some noise. No cracks. Just durable cash generation.
#DocuSign #FCF #FreeCashFlow #SaaS
Mostly high-20s to mid-30s for nearly 3 years.
Some noise. No cracks. Just durable cash generation.
#DocuSign #FCF #FreeCashFlow #SaaS
descrivano davvero le macchine che si stanno installando.
#FreeCashFlow #AICapex #EarningsQuality
#FreeCashFlow #AICapex #EarningsQuality
September 22, 2026 at 10:02 AM
descrivano davvero le macchine che si stanno installando.
#FreeCashFlow #AICapex #EarningsQuality
#FreeCashFlow #AICapex #EarningsQuality
Datadog FCF % QoQ:
• Mostly ~20–35% since 2022
• Multiple 30%+ quarters
• Low volatility
Growth + cash generation.
#Datadog #FreeCashFlow #SaaS
• Mostly ~20–35% since 2022
• Multiple 30%+ quarters
• Low volatility
Growth + cash generation.
#Datadog #FreeCashFlow #SaaS
April 17, 2026 at 1:31 AM
Datadog FCF % QoQ:
• Mostly ~20–35% since 2022
• Multiple 30%+ quarters
• Low volatility
Growth + cash generation.
#Datadog #FreeCashFlow #SaaS
• Mostly ~20–35% since 2022
• Multiple 30%+ quarters
• Low volatility
Growth + cash generation.
#Datadog #FreeCashFlow #SaaS
saisissent un trait durable de la façon dont les marchés valorisent les entreprises, ou seulement un instantané de ce qui fonctionnait au moment où la formule a été écrite. #InvestissementFactoriel #SmartBeta #FreeCashFlow
September 25, 2026 at 12:12 PM
saisissent un trait durable de la façon dont les marchés valorisent les entreprises, ou seulement un instantané de ce qui fonctionnait au moment où la formule a été écrite. #InvestissementFactoriel #SmartBeta #FreeCashFlow
#InfrastructureSpatiale #FreeCashFlow #SIIC
September 20, 2026 at 6:21 PM
#InfrastructureSpatiale #FreeCashFlow #SIIC
wird. Die Frage lautet nun, ob die in diesem Jahr festgeschriebenen Abschreibungspläne jene Maschinen beschreiben, die tatsächlich installiert werden. #FreeCashflow #KIInvestitionen #Ergebnisqualität
September 22, 2026 at 10:01 AM
wird. Die Frage lautet nun, ob die in diesem Jahr festgeschriebenen Abschreibungspläne jene Maschinen beschreiben, die tatsächlich installiert werden. #FreeCashflow #KIInvestitionen #Ergebnisqualität
Nutanix FCF % QoQ:
• 2022: volatile / low
• 2023: inflects positive
• 2024–25: ~25–40%
Clear operating leverage over time.
#Nutanix #FreeCashFlow #SaaS #Metrics
• 2022: volatile / low
• 2023: inflects positive
• 2024–25: ~25–40%
Clear operating leverage over time.
#Nutanix #FreeCashFlow #SaaS #Metrics
May 6, 2026 at 1:02 AM
Nutanix FCF % QoQ:
• 2022: volatile / low
• 2023: inflects positive
• 2024–25: ~25–40%
Clear operating leverage over time.
#Nutanix #FreeCashFlow #SaaS #Metrics
• 2022: volatile / low
• 2023: inflects positive
• 2024–25: ~25–40%
Clear operating leverage over time.
#Nutanix #FreeCashFlow #SaaS #Metrics
Cloudflare FCF % QoQ:
• 2023–2025: 5–14%
• Consistent positive cash flow despite growth investments
• Shows disciplined scaling, not just spending
#Cloudflare #FreeCashFlow #SaaS
• 2023–2025: 5–14%
• Consistent positive cash flow despite growth investments
• Shows disciplined scaling, not just spending
#Cloudflare #FreeCashFlow #SaaS
January 28, 2026 at 3:02 AM
Cloudflare FCF % QoQ:
• 2023–2025: 5–14%
• Consistent positive cash flow despite growth investments
• Shows disciplined scaling, not just spending
#Cloudflare #FreeCashFlow #SaaS
• 2023–2025: 5–14%
• Consistent positive cash flow despite growth investments
• Shows disciplined scaling, not just spending
#Cloudflare #FreeCashFlow #SaaS
Pegasystems FCF QoQ:
• 2023: positive but choppy (7–17%)
• 2024: step-change with a 54% spike
• 2025: repeat pattern - 43% peak, double-digit follow-through
This isn’t noise.
It’s operating leverage starting to compound.
#Pegasystems #FreeCashFlow #SaaS
• 2023: positive but choppy (7–17%)
• 2024: step-change with a 54% spike
• 2025: repeat pattern - 43% peak, double-digit follow-through
This isn’t noise.
It’s operating leverage starting to compound.
#Pegasystems #FreeCashFlow #SaaS
January 21, 2026 at 3:02 AM
Pegasystems FCF QoQ:
• 2023: positive but choppy (7–17%)
• 2024: step-change with a 54% spike
• 2025: repeat pattern - 43% peak, double-digit follow-through
This isn’t noise.
It’s operating leverage starting to compound.
#Pegasystems #FreeCashFlow #SaaS
• 2023: positive but choppy (7–17%)
• 2024: step-change with a 54% spike
• 2025: repeat pattern - 43% peak, double-digit follow-through
This isn’t noise.
It’s operating leverage starting to compound.
#Pegasystems #FreeCashFlow #SaaS
Procore FCF % QoQ:
• 2022: mostly negative
• 2023: mixed, improving
• 2024–25: largely positive
That’s a real cash-flow transition.
#Procore #FreeCashFlow #SaaS
• 2022: mostly negative
• 2023: mixed, improving
• 2024–25: largely positive
That’s a real cash-flow transition.
#Procore #FreeCashFlow #SaaS
February 11, 2026 at 12:02 AM
Procore FCF % QoQ:
• 2022: mostly negative
• 2023: mixed, improving
• 2024–25: largely positive
That’s a real cash-flow transition.
#Procore #FreeCashFlow #SaaS
• 2022: mostly negative
• 2023: mixed, improving
• 2024–25: largely positive
That’s a real cash-flow transition.
#Procore #FreeCashFlow #SaaS
Twilio FCF % QoQ:
• 2022–early 2023: negative
• Mid-2023: turns positive
• 2024–25: ~15–20%
Clear turnaround to cash generation.
#Twilio #FreeCashFlow #SaaS #Metrics
• 2022–early 2023: negative
• Mid-2023: turns positive
• 2024–25: ~15–20%
Clear turnaround to cash generation.
#Twilio #FreeCashFlow #SaaS #Metrics
May 4, 2026 at 1:02 AM
Twilio FCF % QoQ:
• 2022–early 2023: negative
• Mid-2023: turns positive
• 2024–25: ~15–20%
Clear turnaround to cash generation.
#Twilio #FreeCashFlow #SaaS #Metrics
• 2022–early 2023: negative
• Mid-2023: turns positive
• 2024–25: ~15–20%
Clear turnaround to cash generation.
#Twilio #FreeCashFlow #SaaS #Metrics
Atlassian FCF % QoQ:
• Early-year: ~40–47%
• Mid/late year: single digits–20s
• Repeating pattern
Strong cash flow.
Highly seasonal.
#Atlassian #SaaS #FreeCashFlow
• Early-year: ~40–47%
• Mid/late year: single digits–20s
• Repeating pattern
Strong cash flow.
Highly seasonal.
#Atlassian #SaaS #FreeCashFlow
April 20, 2026 at 1:31 AM
Atlassian FCF % QoQ:
• Early-year: ~40–47%
• Mid/late year: single digits–20s
• Repeating pattern
Strong cash flow.
Highly seasonal.
#Atlassian #SaaS #FreeCashFlow
• Early-year: ~40–47%
• Mid/late year: single digits–20s
• Repeating pattern
Strong cash flow.
Highly seasonal.
#Atlassian #SaaS #FreeCashFlow
📊 #TechnicalAnalysis #Bullish #Markets #Investing #Equities #TransportTech
#UBER #Earnings #Buyback #AI #Autonomy #NVIDIA #Mobility #Delivery #Freight #FreeCashFlow #Options #TechnicalAnalysis #Bullish #Markets #Investing #Equities #TransportTech (10/10)
#UBER #Earnings #Buyback #AI #Autonomy #NVIDIA #Mobility #Delivery #Freight #FreeCashFlow #Options #TechnicalAnalysis #Bullish #Markets #Investing #Equities #TransportTech (10/10)
November 4, 2025 at 12:23 PM
Ce que l'on ne sait pas, c'est la durée d'utilité de ce qu'elle achète. La question est désormais de savoir si les plans d'amortissement rédigés cette année décrivent bien les machines réellement installées.
#FreeCashFlow #AICapex #EarningsQuality
#FreeCashFlow #AICapex #EarningsQuality
September 22, 2026 at 10:02 AM
Ce que l'on ne sait pas, c'est la durée d'utilité de ce qu'elle achète. La question est désormais de savoir si les plans d'amortissement rédigés cette année décrivent bien les machines réellement installées.
#FreeCashFlow #AICapex #EarningsQuality
#FreeCashFlow #AICapex #EarningsQuality
Everpure beats on revenue and earnings but free cash flow drop sends shares lower #Technology #Business #Other hashtag 1: #EarningsReport 2: #FreeCashFlow 3: #StockMarket
https://siliconangle.com/2026/05/27/everpure-beats-revenue-earnings-free-cash-flow-drop-sends-shares-lower/
https://siliconangle.com/2026/05/27/everpure-beats-revenue-earnings-free-cash-flow-drop-sends-shares-lower/
Everpure beats on revenue and earnings but free cash flow drop sends shares lower - SiliconANGLE
Everpure beats on revenue and earnings but free cash flow drop sends shares lower - SiliconANGLE
siliconangle.com
May 28, 2026 at 1:39 AM
Everpure beats on revenue and earnings but free cash flow drop sends shares lower #Technology #Business #Other hashtag 1: #EarningsReport 2: #FreeCashFlow 3: #StockMarket
https://siliconangle.com/2026/05/27/everpure-beats-revenue-earnings-free-cash-flow-drop-sends-shares-lower/
https://siliconangle.com/2026/05/27/everpure-beats-revenue-earnings-free-cash-flow-drop-sends-shares-lower/
stiano silenziosamente dando per scontato che i mercati dei capitali restino ospitali per buona parte di un decennio.
#SpaceInfrastructure #FreeCashFlow #REITs
#SpaceInfrastructure #FreeCashFlow #REITs
September 20, 2026 at 6:10 PM
stiano silenziosamente dando per scontato che i mercati dei capitali restino ospitali per buona parte di un decennio.
#SpaceInfrastructure #FreeCashFlow #REITs
#SpaceInfrastructure #FreeCashFlow #REITs
Free Cash Flow Under the Microscope deepquarry.substack.com/p/free-cash-... #cashflow #FCF #FreeCashFlow
Free Cash Flow Under the Microscope
Evidence from 238 non-GAAP cash flow metrics and 562 reconciling adjustments reveals where S&P 500 companies diverge in their free cash flow presentations.
deepquarry.substack.com
June 26, 2026 at 3:30 AM
Free Cash Flow Under the Microscope deepquarry.substack.com/p/free-cash-... #cashflow #FCF #FreeCashFlow
operations, and which are quietly assuming capital markets stay hospitable for the better part of a decade.
#SpaceInfrastructure #FreeCashFlow #REITs
#SpaceInfrastructure #FreeCashFlow #REITs
September 20, 2026 at 6:20 PM
operations, and which are quietly assuming capital markets stay hospitable for the better part of a decade.
#SpaceInfrastructure #FreeCashFlow #REITs
#SpaceInfrastructure #FreeCashFlow #REITs
Free cash flow (FCF) is the cash a company has left over after covering its operational costs and maintaining its capital assets.
#finsurlog #finance #fcf #freecashflow
Read more at: finsurlog.com/fcf-what-is-...
#finsurlog #finance #fcf #freecashflow
Read more at: finsurlog.com/fcf-what-is-...
January 17, 2025 at 1:28 PM
Free cash flow (FCF) is the cash a company has left over after covering its operational costs and maintaining its capital assets.
#finsurlog #finance #fcf #freecashflow
Read more at: finsurlog.com/fcf-what-is-...
#finsurlog #finance #fcf #freecashflow
Read more at: finsurlog.com/fcf-what-is-...
SaaS companies have flipped from burn to build.
Free cash flow margins are up 57% YoY (14% → 22%), with names like Figma, Box & Appian swinging from negative to positive.
Full breakdown in The SaaS Report Ep. 30 → https://youtu.be/Y4Jd6o-AGPQ
#FreeCashFlow #SaaS
Free cash flow margins are up 57% YoY (14% → 22%), with names like Figma, Box & Appian swinging from negative to positive.
Full breakdown in The SaaS Report Ep. 30 → https://youtu.be/Y4Jd6o-AGPQ
#FreeCashFlow #SaaS
November 5, 2025 at 4:02 AM
SaaS companies have flipped from burn to build.
Free cash flow margins are up 57% YoY (14% → 22%), with names like Figma, Box & Appian swinging from negative to positive.
Full breakdown in The SaaS Report Ep. 30 → https://youtu.be/Y4Jd6o-AGPQ
#FreeCashFlow #SaaS
Free cash flow margins are up 57% YoY (14% → 22%), with names like Figma, Box & Appian swinging from negative to positive.
Full breakdown in The SaaS Report Ep. 30 → https://youtu.be/Y4Jd6o-AGPQ
#FreeCashFlow #SaaS