A Look Back at Q4 '23 Public Cloud Software Earnings
Clouded Judgement
APRIL 11, 2024
Q4 earnings season for cloud businesses is now behind us. Is Software Rebounding? We then dipped below the trendline as we hit the period of “cloud optimizations,” and things have started to rebound. I’m calculating FCF by taking the Operating Cash Flow and subtracting CapEx and Capitalized Software Costs.
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