Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Q4 Earnings Summary This week wrapped up Q4 earning season. I’ll post a more fulsome recap later, but will give a short summary here. The TLDR for Q4 earnings is that “things aren’t getting worse, but not quite getting better yet.”
Curious as to whether the improvement in Net New ARR growth was driven by just a few companies or pretty broad?