Clouded Judgement 4.26.24 - Azure Gives Positive Infra Software Preview
Clouded Judgement
APRIL 26, 2024
This is good news for the broader infrastructure software universe. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Net new ARR is simply the ARR of the current quarter, minus the ARR of the previous quarter.
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