GMBStaff
22 Apr 24
Ahead of Q1 earnings, investment firm Barclays has identified three key themes at a broad level for U.S. software names: Theme 1 - First Test for FY24 Guides: Barclays highlights the importance of how conservative management was in resetting the model for this FY when guiding last quarter. Theme 2 -...
Ahead of Q1 earnings, investment firm Barclays has identified three key themes at a broad level for U.S. software names: Theme 1 - First Test for FY24 Guides: Barclays highlights the importance of how conservative management was in resetting the model for this FY when guiding last quarter. Theme 2 - Macro: Enough Inflection to Shake off Investor Pessimism?: Barclays emphasizes the significance of addressing macro stability and end demand health, with a shift in investor sentiment and reseller sentiment. Theme 3 - Still Waiting on AI: Barclays notes that while 2023 was crucial for AI products, 2024 will be important to demonstrate progress on monetization.
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