A Look Back at Q1 '25 Public Cloud Software Earnings
Clouded Judgement
JUNE 17, 2025
My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., The overall software universe quarterly YoY growth has come down meaningfully from highs, but has started to stabilize. Some software companies also have seasonality in the “payback.”
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