Is the software recession over??
Is the software recession over?? Nice discussion! In the episode they looked at one of the charts I put together that showed net new ARR growth YoY finally picking back up.
I wanted to dig a little deeper on the data behind that chart, and show how net new ARR growth has trended for high, medium and low growth companies (see next tweets)
Here's the original chart (updated for the final set of companies who reported earnings today)
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Here's the same chart, but looking only at high growth software companies. As you can see, the re-acceleration this quarter was stronger!
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Here's the chart for medium growth software companies
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And finally, the chart for slow growth software companies
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https://twitter.com/jaminball/status/1732963996712808937
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