A Look Back at Q1 '24 Public Cloud Software Earnings
Clouded Judgement
JUNE 19, 2024
net retention and CAC payback). The charts below show the change in quarterly revenue YoY (so Q1 ‘24 rev - Q1 ‘23 rev) going back to 2017. It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up). Subscribe now What Happened in Q1?
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