Authority · 263 articles in the corpus
OnlyCFO
Articles
Showing 101–125 of 263
2025
· 25
- The AI Growth Endurance Problem
- Understand the Balance Sheet
- Did I Commit Insider Trading? A CFO's Guide to MNPI, Rules, and Enforcement
- Wealthfront S-1 Analysis: Fintech IPO with Strong Profitability but Decelerating Growth
- 10 Reasons Why I'm Churning: AI-Driven Vendor Churn in 2026
- ARR is Dead: Rethinking SaaS Financial Metrics in the AI Era
- 11x AI SDR Company Accused of Revenue Fraud: ARR Definition, Process Failures, and Metric Transparency Crisis
- $32B Wiz Acquisition: Employee Equity Wealth Creation & VC Distribution Analysis
- Rippling Sues Deel for Corporate Espionage: Financial and Governance Implications
- Building Great Finance Teams: People, Tools, and Processes by Stage
- IPOs Are Terrible Investments! Retail Investor Returns Analysis & Lockup Period Volatility
- Win with 'Zero-Based Everything': Rethinking Budget, Operations, and Strategy in the AI Platform Shift
- Software Moats Are Gone! What Competitive Advantages Remain in the AI Era
- Do Gross Margins Matter? When and why to care about gross margins. And what is AI's impact on gross margin
- The State of M&A in 2025
- IPO Preparation Guide
- The Future of Software Pricing: Why Your Pricing Model Is Killing Deals
- Fastly's Collapse: Lessons in Broken Unit Economics and SaaS Valuation Destruction
- Lessons From Amplitude's Fall: Direct Listings, Extended PTEPs, and NRR Death Spirals
- The NRR Death Spiral: Contextualizing Net Revenue Retention Against GTM Efficiency
- Will AI Take My Job? Career Building and Job Security in an AI-Driven Finance World
- DeepSeek's Impact on SaaS Valuation: Uncertainty, Long-Term Forecasts, and the Rule of 40
- Pivot, Sell, or Shutdown: Navigating Failure and M&A in 2025
- Getting Software Budget Approved: How CFOs Are Thinking About Software Purchases in 2025
- OnlyCFO's 3 Predictions for 2025: Growth vs Profitability, Gross Margins, and M&A Environment