A Look Back at Q1 '24 Public Cloud Software Earnings
Clouded Judgement
JUNE 19, 2024
It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up). I’ll get into more data later on - but forward estimates largely remained unchanged coming out of Q1 earnings (meaning full year 2024 estimates stayed the same pre / post earnings).
Let's personalize your content