Clouded Judgement 6.9.23 - Recap of Consumption Trends in Q1 '23
Clouded Judgement
JUNE 9, 2023
Very healthy new business (new customer) acquisition. They were also more constructive on cloud optimizations bottoming. Coming out of earning season I’m slightly more optimistic about a back half acceleration (August or later) than I was coming in. The Good Mongo: Very Positive - Is The Bottom Behind Them?
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