SaaS Economics
Cloud Cost Economics: Why Your Bill Explodes
Cloud cost economics, decoded: why $0.09/GB egress, cross-AZ fees, and idle capacity inflate the bill, and which levers actually cut it. Filing-cited.
#gross margin
6 articles
Tech Business
How Spotify Makes Money (and Finally Profits)
How Spotify makes money: a thin music-streaming margin widened by price hikes, ads, and audiobooks into €2.2B FY2025 operating profit, read through filings.
FAANG Strategy
NVIDIA: How the AI Chip Leader Makes Money
NVIDIA data center revenue gross margin AI infrastructure decoded: ~75% margins, 90% from one segment, and the customer concentration that makes it fragile.
SaaS Economics
Why SaaS Gross Margin Is Destiny
SaaS gross margin sets the ceiling on CAC payback, R&D budget, free cash flow, and valuation. See why 80% vs 55% margin builds two different companies.
SaaS Economics
CAC Payback Period: The SaaS Metric That Matters
CAC payback period is the SaaS metric that matters most: months of gross profit to earn back a customer. Benchmarks, the gross-margin lever, and a payback ladder.
IPO & M&A
AI Startup Valuation: Cost Structure Matters
AI startup valuation turns on cost structure: gross margin, inference compute, and who controls the cost floor. Why software multiples meet utility economics.