Clouded Judgement 6.9.23 - Recap of Consumption Trends in Q1 '23
Clouded Judgement
JUNE 9, 2023
They were also more constructive on cloud optimizations bottoming. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. Last quarter their tone was quite negative with respect to macro headwinds, but this quarter they were a lot more measured. Overall Stats: Overall Median: 5.7x
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