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A Look Back at Q1 '24 Public Cloud Software Earnings

Clouded Judgement

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. Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. net retention and CAC payback).

Cloud 315
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State of SaaSOps 2024: Consolidation is the new IT mantra

BetterCloud

BetterCloud’s 2024 State of SaaSOps report found that for the first time ever, SaaS growth stalled – for the first time ever. In this mini-release, we want to delve into this eye opening finding from this year’s report ( coming July 9! ). Think of it as a spring cleaning for your software subscriptions!