Clouded Judgement 6.9.23 - Recap of Consumption Trends in Q1 '23
Clouded Judgement
JUNE 9, 2023
Every week I’ll provide updates on the latest trends in cloud software companies. Let’s take a look back at the 6 main consumption players in software and how they preformed. They were also more constructive on cloud optimizations bottoming. They guided to 26-27% growth in Azure in Q2 (with 1% coming from AI).
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