[–] AnodicElegy 23d ago ↗ (Requires a free FT account to access.)The discussion manages to entirely skip over one of the elephants in the room: subscriptions. Any calculation of gross operating margin will have to blend API and subscription costs and revenue, which I imagine will be less positive than API alone.
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[ 0.30 ms ] story [ 7.4 ms ] threadThe discussion manages to entirely skip over one of the elephants in the room: subscriptions. Any calculation of gross operating margin will have to blend API and subscription costs and revenue, which I imagine will be less positive than API alone.