Short-Term Weakness, Long-Term Strength
The FCF conversion guidance to 80% by 2028 is a clear signal of where they see operating leverage heading.
Great write up!
Did you watch the call live? I can't get it on Quartr or Fiscal.AI, and they haven't uploaded the transcript to their IR page yet either.
I watched the recording, here you go: https://x.com/MikeLongTerm/status/2021756593151344763
Thank you!
The FCF conversion guidance to 80% by 2028 is a clear signal of where they see operating leverage heading.
Great write up!
Did you watch the call live? I can't get it on Quartr or Fiscal.AI, and they haven't uploaded the transcript to their IR page yet either.
I watched the recording, here you go: https://x.com/MikeLongTerm/status/2021756593151344763
Thank you!