Clouded Judgement 10.11.24 - Budget Flush
Clouded Judgement
OCTOBER 11, 2024
When companies reported Q4 ‘23 quarters, sentiment started to emerge that software was “bouncing back.” We all know 2020 and 2021 was the year of excessive software buying fueled by ZIRP. Cost optimizations were everywhere. So why was it stronger than normal last year? Snowflake is up 14%.
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