Investor Guide: Forecasting Terminal FCF Margin Of B2B Software Companies (Pt.2)
Summary
* Following on from Part 1, we are going to run Confluent, Atlassian, and SentinelOne through the Terminal Gross Margin Framework.
* We estimate Confluent and SentinelOne will achieve large gross margin expansion over time thanks to their architecture and talent.
* We also discuss Atlassian's prospects of increasing its already impressive gross margin as the vendor increases its revenue from the cloud.
In Part 2 we are going to apply the Terminal Gross Margin Framework we developed
