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. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.
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