Snowflake位居云软件榜首。专注于收入KPI：贝尔德

2024-10-10 01:39

Investment firm Baird has looked at management compensation and incentives across the cloud software space and has found that they are increasingly including revenue-related key performance indicators, "with an increasing focus on profitability and cash flow over the past few years."
The firm looked at Akamai Technologies (NASDAQ:AKAM), Confluent (NASDAQ:CFLT), Datadog (DDOG), Dynatrace (NYSE:DT), Fastly (FSLY), Informatica (INFA), MongoDB (MDB), Snowflake (NYSE:SNOW), Bandwidth (BAND), DocuSign (DOCU), Amdocs (DOX), 8x8 (EGHT), Five9 (FIVN), RingCentral (RNG), Twilio (TWLO), Zoom (ZM), Apple (AAPL) and Axon Enterprise (AXON) for the study and found that many of them have both short-term and long-term incentives, with Snowflake leading the way with 100% of its short-term incentive KPI weighted towards revenue.
Other companies that have weightings of greater than 50% for revenue include Confluent (75%), Fastly (67%), Five9 (75%) and Zoom (80%). Three companies — Akamai, RingCentral and Apple — have weightings of 50%.
Conversely, MongoDB is the only company with a 100% weighting of its long-term incentive KPIs focused on revenue, while 100% of the weighting for Apple and Fiven9's long-term incentive KPI are focused on total shareholder return. 100% of the long-term incentive KPI for 8x8 is focused on its market cap and stock price.

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