2023 Azure Payment Features Sales 
Clouded Judgement
FEBRUARY 17, 2023
Retail sales / PPI also came in very hot, supporting the “strong consumer” narrative. 9:48 PM ∙ Feb 12, 2023 158 Likes 26 Retweets To make the analogy clear to non-football fans: it’s much easier to get inflation from 6% to 4% than from 4% to 2%. However, they guided for 2023 and called for 23-24% growth.
Clouded Judgement
AUGUST 11, 2023
“New logo and new product bookings and deal cycles haven't been impacted by the period of optimization and we continue to see healthy growth on the sales side. The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs). However, it’s not showing up in the data yet.
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Clouded Judgement
JUNE 20, 2023
The real headwinds to software (tougher expansion, longer sales cycles / procurement, slower new business, budget crunches / RIFs, etc) started last August. But what we’re really looking for is budgets expanding, shortening sales cycles, less pressure on expansion, etc. This makes it an “easier” comp.
Full Session
NOVEMBER 16, 2022
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