Clouded Judgement 1.26.24 - Q4 Earnings Season Kicks Off
Clouded Judgement
JANUARY 26, 2024
Every week I’ll provide updates on the latest trends in cloud software companies. Many public software companies don’t report ARR, so I’ll take the quarterly subscription revenue and multiply it by 4 to approximate ARR. For the first time in a decade, IT services will become bigger than communication services in 2024.
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