Clouded Judgement 12.1.23 - Net New ARR Starts to Rebound + AWS ReInvent Recap
Clouded Judgement
DECEMBER 1, 2023
There were also quite a few questions around cost and compliance. And on the latter - there will be more guardrails and structure in place to appease some of the compliance questions. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).
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