A Look Back at Q1 '24 Public Cloud Software Earnings
Clouded Judgement
JUNE 19, 2024
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).
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