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As a result, software vendors often see an uptick in revenue and bookings during these periods. When companies reported Q4 ‘23 quarters, sentiment started to emerge that software was “bouncing back.” Costoptimizations were everywhere. This concept is nothing new and has been going on for a while.
Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. At the same time, Azure came in below expectations. The other piece is higher energy costs (to service their data centers). Follow along to stay up to date! The economy grew 2.6%
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