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The 62 companies that I’ll discuss here (which is not an exhaustive list, but is still comprehensive) all reported quarterly earnings sometime between April 24th – June 10th. These charts clearly show the ZIRP pull forward, the ensuing cloud costoptimizations, and then the recovery.
For the definitive explanation of product-led discovery, see this article by Dan Schoenbaum). Cloud costoptimization and technical debt The speed and versatility of the SaaS model are a two-edged sword. Customer discovery is not a one-way, one-time process. The pace of trial and error can create technical debt at a faster pace.
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