Episode 411: Jamin Ball on Cloud Earnings
Software Defined Talk
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Net New ARR New Bookings in Q4 2022
The last two quarters, we've actually seen less than half of the software universe has beaten consensus estimates. Median guide this last quarter was actually 1% below consensus. Net new ARR is a great leading indicator of what's to come. The median software company added 20% less net new ARR and Q4 2022 than they did in Q4 2021.
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