Vendor results can be a telling indicator of what might lie ahead
We regularly connect with the ITAM Review as a reliable source of information in the software domain and of interest this month is a comprehensive report from Rich Gibbons on the financial performance of some key software vendors - from the $5.6B loss of Google Cloud to the 29% rise in operating income (Q2) of Microsoft.
You'll find the full report here.
In summary ...
Some marked differences in performance - particularly in the cloud space, with a watch and ready advice for some of the poorer performers - we all know where they head when times are tight ...