Clouded Judgement 9.13.24 - 2024 Estimates
Clouded Judgement
SEPTEMBER 13, 2024
Every week I’ll provide updates on the latest trends in cloud software companies. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.
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