Clouded Judgement 12.8.23 - Q3 Earnings Preview
Clouded Judgement
DECEMBER 8, 2023
Every week I’ll provide updates on the latest trends in cloud software companies. Companies have reduced headcount, but new bookings aren’t getting any easier Quarterly net new ARR growth : Some green-shoots! Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.
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