A Look Back at Q4 '23 Public Cloud Software Earnings
Clouded Judgement
APRIL 11, 2024
net retention and CAC payback). 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. Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. Is Software Rebounding?
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