Clouded Judgement

OCTOBER 27, 2023

Subscribe now Cloud Giants Report Q3 ‘23 Not a great signal for software this week from the Cloud Giants (AWS, Azure and Google Cloud)…After Q2 (3 months ago), the tone from the Cloud Giants around optimizations was largely: optimizations have started to ease, and net new workloads have picked up. Staggering scale already.

Cost optimization & reporting 150

Cost optimization & reporting Cloud Azure AWS 150

Clouded Judgement

APRIL 11, 2024

It looks at the YoY dollar change in quarterly revenue from the hyperscalers (just looking at Azure / AWS because the data goes back further) going back a few years. If we break this down and look at Azure and AWS independently (graphs below), you’ll see how the AWS “swings” were a lot more volatile.

Cloud 174

Cloud Software Azure AWS 174

Tom Tunguz

NOVEMBER 28, 2023

“Yes, we actually saw quite a bit of energy coming from the Azure platform this quarter. " Here’s another insight : Google’s cloud is more expensive for customers than others : " One of the reasons why GCP is not as big as just so much more expensive for our customers to operate in GCP than it is in AWS and Azure.

GCP(Google Cloud Platform) 132

GCP(Google Cloud Platform) Azure Data Startup 132

Clouded Judgement

APRIL 28, 2023

AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. Azure reported on Tuesday and gave us that glimmer of hope. Azure : Coming into the quarter, a growth rate that would have satisfied the market would have been ~29%. Azure came in at 31% (constant currency). Follow along to stay up to date!

Cloud 130

Cloud Azure AWS AI Search 130

Clouded Judgement

NOVEMBER 3, 2023

Said another way, I believe that software valuations were holding up so well in the face of a ~5% 10Y because the market expected acceleration and 2024 numbers to come up. Maybe with the exception of hyperscalers (particularly Azure). And now, it’s unclear when that re-acceleration will happen. And the median guide is 0.4%

Software Review 158

Software Review Cloud Software Azure 158

Clouded Judgement

APRIL 21, 2023

Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). Let’s double click on Azure. ” They anticipate Q1 will be the peak pressure on cloud spend, and we may see a re-acceleration heading into 2024. Q1 Earnings Season We’re on the eve of Q1 earning season.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

MAY 10, 2024

All 3 (AWS, Azure, GCP) saw positive reacceleration Quarterly Reports Summary Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months.

Cloud 158

Cloud Software GCP(Google Cloud Platform) Azure 158

Andreessen Horowitz

APRIL 5, 2024

a16z General Partner Zane Lackey and Partner Joel de la Garza recently sat down with us to discuss the state of security in 2024. For example, Microsoft’s Azure-hosted OpenAI has gained significant traction among enterprises, largely due to providing the same control stack as Azure overall.

Generative AI 101

Generative AI AI Enterprise Technical Review 101

Clouded Judgement

MAY 26, 2023

Azure / Confluent / Datadog reported a few weeks back (they all had March quarter ends), and their commentary suggested the worst was behind us. An element of re-acceleration is definitely priced in to current 2024 estimates, so we may see 2024 estimates fall. This means we got commentary for the first time on May trends.

Cloud 140

Cloud Azure Trends Forecasting 140

Clouded Judgement

FEBRUARY 3, 2023

A 2023 recession feels less likely, with 2024 being the more realistic timing if we do in fact get to a deeper recession. Meanwhile, more growth oriented indexes like WCLD rallied hard I do want to finish with this – we very well could have a recession, and a bad one, in 2024. Lots of deceleration in growth.

Cloud 130

Cloud Azure AWS Generative AI 130

Clouded Judgement

AUGUST 11, 2023

If next quarter we get similar commentary that Azure gave us this quarter (“still a couple quarters away” without any specific guidance), then we may see market loose a little patience. The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs).

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

How To Buy Saas

MARCH 21, 2024

Platforms like Microsoft Azure or Amazon Web Services are good examples in this regard. It ensures a steady revenue stream and the ability to update features without user intervention. Platform A platform offers a more comprehensive suite of services. It gives a foundation on which other applications or services can be built.

SaaS Payments 40

SaaS Payments Payment Services Payment Solutions Payment Methods 40

Clouded Judgement

NOVEMBER 10, 2023

Hyperscalers (AWS, Azure, GCP as companies look for cloud GPUs who aren’t building out their own data centers) Infra (Data layer, orchestration, monitoring, ops, etc) Durable Applications We’ve clearly well underway of the first 3 layers monetizing. 2024 will be the year of AI applications!

Cloud 180

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 180

Andreessen Horowitz

MARCH 21, 2024

In 2024, we believe the revenue opportunity will be multiples larger in the enterprise. Moreover, nearly every single enterprise we spoke with saw promising early results of genAI experiments and planned to increase their spend anywhere from 2x to 5x in 2024 to support deploying more workloads to production.

Generative AI 145

Generative AI AI Enterprise Artificial Intelligence 145

SaaStr

JUNE 26, 2024

SaaStr founder and CEO Jason Lemkin shares his take on the current SaaS landscape midway through 2024 and what might be coming next in 2025 at the opener to this year’s SaaStr Europa. You can see the growth on the platform side with Azure, Google, and AWS and how much it’s accelerating in AI. Why does 2024 in AI feel like 2021?

CTO Hire 136

CTO Hire AI Venture Capital Sales Hiring 136

User Pilot

APRIL 30, 2024

Key examples are Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform, which provide scalable resources like virtual servers and storage. Cloud services : With Azure, Microsoft offers scalable services, providing businesses with computing power, database storage, and application services. Microsoft Dynamics 365.

SaaS Payments 78

SaaS Payments Payment Methods Payment Services Payment Solutions 78