What are CFOs and CROs publicly acknowledging as headwinds? 11 recurring themes across 11 mentions.
12 companies acknowledged this.
"Our achievements in Fiscal 2025, despite an uncertain macro environment for SMBs"
"Recent policy announcements have made it difficult for companies to plan long-term investments"
"acknowledging the macroeconomic trends... with less certainty surrounding the corporate spend environment."
"accounting for increasingly tougher year-over-year comparisons... and continued macroeconomic uncertainty"
"purchasing and budget constraints across our portfolio persisted, resulting in longer sales cycles"
"while changing tariff policy is injecting caution and uncertainty into the macro environment"
"While the global macro environment remains as variable and as uncertain as ever"
"growing macroeconomic uncertainty toward the end of the quarter presented an increasingly challenging upsell environment"
4 companies acknowledged this.
"still people, a cautious spending environment out there, but there is consistency."
"frankly we're still in a pretty depressed macroeconomic environment that's been consistent for some time."
"Our business and financial performance has and may continue to be subject to the effects of worldwide macroeconomic conditions"
"compensation of our named executive officers reflects the Company’s performance in a challenging macro-economic environment"
3 companies acknowledged this.
"Net retention rate, or NRR, was 102% this quarter, which included about a two-point headwind from FX."
"Q3 billings were impacted by a roughly 100 basis points, or $3 million, headwind from FX."
"FX contributed approximately 3 points of headwind to international revenue growth."
2 companies acknowledged this.
"In terms of the... 200-basis-point headwind, it didn't manifest as fully as expected [regarding ADT]."
"I think we're gonna flush through V28 over a couple of years here."
2 companies acknowledged this.
"We obviously are monitoring it daily with the volatility in the macroeconomic environment"
"encouraged by our strong year-to-date performance amid geopolitical uncertainty and ongoing macroeconomic volatility"
2 companies acknowledged this.
"lower software and services revenue is primarily due to customer adjustments tied to prior-year delayed software"
"lower software and services revenue is primarily due to customer adjustments tied to prior-year delayed software"
2 companies acknowledged this.
"the world is a more volatile place today than it was even a quarter ago."
"assume no material change in our net dollar expansion rate... amidst ongoing macro volatility"
2 companies acknowledged this.
"While near-term uncertainty around federal budget allocation and spending persists, our broader pipeline..."
"CRs are not new, nor are government shutdowns... we've demonstrated an ability to execute in these environments."