Fri.Jun 02, 2023

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Clouded Judgement 6.2.23

Clouded Judgement

If we cut the data slightly differently and look at the YoY change in net new ARR (Q1 ‘23 net new ARR vs Q1 ‘22 net new ARR) it paints a similar picture So it’s clear the demand environment in Q1 was bad. Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

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