Clouded Judgement 3.22.24 - ERR vs ARR and the Conundrum of AI Revenue Streams Today
Clouded Judgement
MARCH 22, 2024
This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. Headcount planning, budgeting, fundraising, etc can often be largely based on a top line plan. Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.
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