Clouded Judgement 1.6.23
Clouded Judgement
JANUARY 6, 2023
Cloud Downgrades This week UBS came out with a couple research reports citing concerns in AWS / Azure growth. We know software is impacted from macro - but how bad will it get? This brings me back to AWS / Azure downgrades. Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.
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