Coupa Software Incorporated 2019 Q4 - Results - Earnings Call Slides
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The following slide deck was published by Coupa Software Incorporated in conjunction with their 2019 Q4 earnings call.
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Comments (7)
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baseballa999
21 Mar. 2019
This thing is going to absolutely collapse. Organic growth slowed to ~25% this year (down materially from 60% and 40% the prior two years). No chance it somehow re-accelerates.M&A doesn't count as growth people...
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melweezo
22 Mar. 2019
COUP is all about saving money for business. The economy is starting to slow and Corps are going to need to cut costs to make profit margins. COUP has proven that it is good at doing this...
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halba12
26 Apr. 2019
hi, how did u calculate the organic growth figure of 25%. thanks. there must've been some acquisitions you backed out? Let me know. stock keeps bubbling up making no sense. such a bubble market for cloud.
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baseballa999
29 Apr. 2019
Yes it looks like it. They've done a number of acquisitions to obfuscate their true growth rate over the years. Most recent being Hiperos where they way outbid a bunch of PE firms to pay 5x revenue for a business growing like 15% ($20M of revenue). Back that out of their FY2020E guidance and it looks a lot less rosy...
Edward J. Roche
13 Mar. 2019
Jim Cramer hyping this on MM last night. The CEO mentioned the bottom line, so I had hope for actual EPS. But no, company is LOSING money. Financial Strength only B+. Another Cramer hype job...
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canyon
12 Mar. 2019
Deck is a good read. COUP has big potential, and makes for a good acquisition by CRM (expand from CX to other silo(s) ), SAP/ORCL/Infor, SQ, IBM, etc.
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melweezo
12 Mar. 2019
Seems as if everybody is guiding lower for the next quarter. Is the economy that bad?? I bought more COUP @ 88 today
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