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ChartMogul is an analytics platform to help you run your subscription business. Our mission is to build powerful and secure cloud software for subscription businesses of all sizes, with a strong emphasis on good design and ease of use. Embedded finance has everything to do with the flow of money.
GCP data is a bit more noisy as they don’t disclose GCP itself, but rather Google Cloud which includes GSuite. To calculate implied ARR I take the subscription revenue in a quarter and multiply it by 4. These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery.
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