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IT Spending, Public Cloud, Observability, Cybersecurity Demand For 2023 Is Concerning According To This Analyst

Mizuho analyst Gregg Moskowitz recently hosted a conference call with a senior account executive at a large tech transformation vendor.  The expert cited a generally softer demand environment in April and May due to macro challenges. He became bullish in recent months, characterized by solid demand in June and July. 

CRWD