Microsoft as a Mirror - What We Can Expect for SaaS in 2023
Tom Tunguz
JANUARY 23, 2023
I’m watching public company earnings to identify early weaknesses in the software market. We saw moderated consumption growth in Azure and lower-than-expected growth [elsewhere]. Spending Won’t Ramp Again Until Optimization Stops in about a Year Customers are optimizing their cloud spend in 2023.
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