Clouded Judgement 1.26.24 - Q4 Earnings Season Kicks Off
Clouded Judgement
JANUARY 26, 2024
Many public software companies don’t report ARR, so I’ll take the quarterly subscription revenue and multiply it by 4 to approximate ARR. There have been many companies who’ve seen their quarterly net new ARR decrease each quarter through 2023. … And with regard to Gen AI, the momentum is outstanding.
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