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A Look Back at Q1 '24 Public Cloud Software Earnings

Clouded Judgement

The 62 companies that I’ll discuss here (which is not an exhaustive list, but is still comprehensive) all reported quarterly earnings sometime between April 24th – June 10th. These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery.

Cloud 318
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Using Data-Driven Time Insights to Unlock CSM Scale and Efficiency 

Valuize Consulting

This level of insight enables personalization at scale, more accurate forecasting, and a more intentional customer experience. Optimizing Resource Capacity: Proactive Planning, Not Reactive Chaos As teams scale, resource planning must become predictivenot reactive.

Scaling 52