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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.
It’s easy to get lost in the noise of “SaaS monetization makes the world go round,” “Subscriptions mean printing money,” and other hype. The more you can learn what value these features deliver to your customers at a lower cost? Optimize cloud economics and drive Business Goals.
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