Asana’s trimming hard:

S&M spend ↓ from 80% → 60%
R&D ↓ from 57% → 42%

Efficiency’s up - growth still the question.

Full context in last week’s State of SaaS episode →https://youtu.be/4Vwk5jM6haE

#SaaS #OperatingMargins #Efficiency #Asana

Palantir’s edge = capital efficiency.

Op. margins pulled ahead of peers in 2021
FCF margin outperformance since FY22
$2.3B+ in total free cash flow

They scaled without overspending.

Full breakdown here - https://youtu.be/kKdAXeoRLCg

#Palantir #FreeCashFlow #OperatingMargins #SaaS

Palantir isn’t just lean - it’s printing cash.

$2.3B+ in FCF over 4 yrs
25% FCF margin vs. peers’ 6%
Outperforming on op. margins since late 2021

Turns out, spending less can pay off big.

Full vid here - https://youtu.be/kKdAXeoRLCg

#Palantir #FreeCashFlow #OperatingMargins

Nutanix just hit 3 straight quarters of positive op margins - a first for them.

Q1 came in at 8%, after years of red ink. Signs of real efficiency or just a temporary blip?

Chart below 👇

#SaaS #Nutanix #OperatingMargins #TechStocks #HybridCloud #StartupMetrics