Clouded Judgement 5.24.24 - Software Environment Remains Strained
Clouded Judgement
MAY 24, 2024
Every week I’ll provide updates on the latest trends in cloud software companies. We expect these dynamics to persist in the near term, which is reflected in our revised FY '25 subscription revenue guidance. Quarterly Reports Summary Guidance for Snowflake and Workday are product rev and subscription rev, respectively.
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