A Look Back at Q4 '23 Public Cloud Software Earnings
Clouded Judgement
APRIL 11, 2024
Who are the real AI winners. 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. For businesses selling predominantly to SMB customers, these benchmarks are all slightly lower given the higher-churn nature of SMBs.
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