A Look Back at Q1 '25 Public Cloud Software Earnings
Clouded Judgement
JUNE 17, 2025
In this post, I’ll take a data-driven approach in evaluating the overall group’s performance, and highlight individual standouts along the way. Let’s get into some high level data. Of course, the above chart shows historical (ie lagging) data. The median beat was ~2.2% above consensus.
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