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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.” Where was redundant spend that could be consildated. Costoptimizations were everywhere.
Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. It’s always great that the hyper scalers report first, I’ll keep an eye on all of the upcoming reports to see what trends emerge. Follow along to stay up to date!
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