Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Consumption Chart Last week I talked a bit about consumption trends. Came across an interesting chart I wanted to share. Growth Deceleration of Consumption Companies
Another great issue, simple and good visualization of performance. Sorry for the ignorance but I don’t understand why companies like Snowflake and Datadog are classified as ‘consumer’ subscription? I would imagine they would be enterprise/business...
Hi Jamin, super helpful report as always. Thanks for this!
One minor data issue - the weekly share price performance seems off. Guessing that's the performance over the last 52 weeks.
Another great issue, simple and good visualization of performance. Sorry for the ignorance but I don’t understand why companies like Snowflake and Datadog are classified as ‘consumer’ subscription? I would imagine they would be enterprise/business...
Love the Consumption vs Subscription revenue model chart!