Clouded Judgement 8.4.23 - Cloud Giants Q2 Update
Clouded Judgement
AUGUST 4, 2023
Subscribe now Cloud Giants Update “What we're seeing in the quarter is that those cost optimizations, while still going on, are moderating and many maybe behind us in some of our large customers. 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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