A Look Back at Q4 '23 Public Cloud Software Earnings
Clouded Judgement
APRIL 11, 2024
This has all resulted in the median stock price declining 5% YTD. It looks at the YoY dollar change in quarterly revenue from the hyperscalers (just looking at Azure / AWS because the data goes back further) going back a few years. What’s going on with rates (the 10Y has gone from 3.9% Are forward estimates “de-risked.”
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