
Inflation Cools & Big Tech Breakdown
MRKT Matrix
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The Trends in Quarterly Growth Rates
The last two earning seasons, the final growth rate of the quarter is actually finished below the expectations at the start of the quarter. And this is really unprecedented. If you go back over the last 40 quarters, we've only had three quarters where the final growth rates have been lower than what they were expected to be in Q4 2022 and Q3 2022. The starting season obviously will have to wait until it plays out. But there's not a guarantee that we're going to see a smaller loss or any or, you know, then this earning season,.
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