Clouded Judgement 8.11.23 - Datadog Consumption Trends
Clouded Judgement
AUGUST 11, 2023
Every week I’ll provide updates on the latest trends in cloud software companies. The good news is gross retention (ie churn) stayed constant. The broadly was a reversal from the trend in Q1. The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs).
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