A Look Back at Q4 '23 Public Cloud Software Earnings
Clouded Judgement
APRIL 11, 2024
The first few months of this year felt like a lot of churning in the market. 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. To calculate implied ARR I take the subscription revenue in a quarter and multiply it by 4.
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