Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Q2 Earnings Recap Preview We’re now through Q2 earnings season! I’ll post a much longer recap soon, but today I wanted to post the highlights. Overall, I’d describe Q2 as “Buying environment didn’t get worse, but we’re not out of the woods yet.” We saw some green shoots in AWS and a few other consumption names, and overall sentiment seemed more positive. I’ve put together a number of charts below to show how metrics from this quarter compared to prior quarters.
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Clouded Judgement 9.8.23 - Early Q2 '23…
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Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Q2 Earnings Recap Preview We’re now through Q2 earnings season! I’ll post a much longer recap soon, but today I wanted to post the highlights. Overall, I’d describe Q2 as “Buying environment didn’t get worse, but we’re not out of the woods yet.” We saw some green shoots in AWS and a few other consumption names, and overall sentiment seemed more positive. I’ve put together a number of charts below to show how metrics from this quarter compared to prior quarters.