Clouded Judgement

AUGUST 4, 2023

” These are two quotes about AWS on the Amazon earnings call. AWS grew 16% in Q1, but called out growth in April (first month of Q2) was 11%. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. And most importantly, they’ve seen these positive trends continue.

Cloud 130

Cloud Azure Cost optimization & reporting AWS 130

Clouded Judgement

OCTOBER 28, 2022

Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. Overall, it wasn’t pretty… AWS grew 28% when expectations were 30-31%. Regardless, the misses by the hyperscalers is a good proxy for broader enterprise software demand.

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

SaaStr

APRIL 27, 2021

Enterprises are spending an additional $20B on SaaS each year. That’s $20B more budget than last year, just for enterprises alone. The SaaS companies with $1B in ARR have 1% of all total enterprise spend. E.g., if Slack at $1B is 50% enterprise, that probably means 0.5% Go grab your piece. Go make it happen.

GCP(Google Cloud Platform) 162

GCP(Google Cloud Platform) Azure AWS SaaS 162

Clouded Judgement

APRIL 21, 2023

Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). On AWS, in their Q4 earnings call they said AWS was growing “mid teens” in January (down from 20% in Q4). Every week I’ll provide updates on the latest trends in cloud software companies.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Andreessen Horowitz

SEPTEMBER 25, 2023

Ali Ghodsi, CEO and cofounder of Databricks, and Ben Horowitz, cofounder of a16z, explain the data wars happening inside and outside enterprises and how they could impact the evolution of LLMs. [00:38] 00:38] Why is it so hard for enterprise to adopt AI? [03:08] But we haven’t seen anybody with any traction in enterprise.

AI 102

AI Enterprise Artificial Intelligence Generative AI 102

Clouded Judgement

JULY 28, 2023

AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. Satya at Microsoft said “Every AI app starts with data and having a comprehensive data and analytics platform is more important than ever.” AWS reports next week. So what did we learn?

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

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. Even a DCF is riddled with long term assumptions. Top 5 Median: 14.5x

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

Audacix

SEPTEMBER 20, 2022

How to protect your cloud console with GCP/Azure/ AWS cloud console pentests. How to make your software or SaaS enterprise-ready so that you can sell more to larger B2B customers. How to prioritise and pick the right security related activities to do first.

Software Development 52

Software Development GCP(Google Cloud Platform) Development Software 52

Clouded Judgement

AUGUST 11, 2023

The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs). Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. However, it’s not showing up in the data yet. Even a DCF is riddled with long term assumptions.

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

How To Buy Saas

MAY 15, 2024

Enterprises can buy or lease only the services they need, thus reducing maintenance and upfront charges. Examples of IaaS Cloud Providers Amazon Web Services (AWS) Google Cloud Provider (GCP) IBM Cloud Microsoft Azure PaaS Taking a step ahead from IaaS, let us introduce you to PaaS or Platform-as-a-support.

DevOps as a Service 52

DevOps as a Service Marketplace as a Service Cloud SaaS 52

Audacix

JULY 28, 2022

Combine the above overarching statistic with these 10 cybersecurity questions that enterprise clients consider when evaluating cloud service providers, you'll quickly realise that you've found the illuminated runway that leads to your cloud sales goals. A cloud server, like an AWS EC2 instance, is still a server. Not really.

Cybersecurity 52

Cybersecurity Underperforming Technical Team AWS Scale 52

OPEXEngine

JANUARY 11, 2022

Many enterprise technology solutions use committed contracts to lock customers in, provide volume discounts, provide customers with budget expectations, and enable revenue predictability. In this model, unused funds are charged at the end of the contract length; however, some vendors may roll over unused funds into the next contract.

Pricing 52

Pricing Payment Solutions Outsourced Development Compensation 52

Audacix

MAY 11, 2023

Metasploit Metasploit Pros It's reliable and provides accurate enterprise-level scanning. With this AI tool, you will discover effective ways to perform enterprise-grade application security and implement security patches really fast. Limited API scanning capability. Licensing model can be restrictive.

Underperforming Technical Team 52

Underperforming Technical Team Software Cloud Software Engineering 52

Sales Hacker

OCTOBER 7, 2019

Alison Wagonfeld is the Chief Marketing Officer for Google Cloud. She’s responsible for both GCP, which is the Google Cloud Platform and for G-Suite, which is Gmail, Calendar, Sheets, Docs, all the stuff that we all use everyday. Welcome to The Sales Hacker Podcast. We’ve got a great show for you today.

Cloud 44

Cloud Artificial Intelligence Scale GCP(Google Cloud Platform) 44

SaaStr

APRIL 28, 2021

That is, until you’ve got a major enterprise deal close to the finish line. At Secureframe , we help companies get enterprise ready by streamlining SOC 2 compliance and get them ready within weeks, rather than months. . Security, besides having a password that isn’t “password123”, is probably not a major priority. .

Enterprise 202

Enterprise Software Review Azure GCP(Google Cloud Platform) 202

SaaStr

JULY 19, 2022

Reprise is the only complete demo creation platform that go-to-market teams turn to when they need to create live and guided demo experiences. Reprise provides a no-code, enterprise-ready platform that gives teams the power to control the narrative of their demos and deliver custom product experiences—without developer involvement.

GCP(Google Cloud Platform) 212

GCP(Google Cloud Platform) Artificial Intelligence Enterprise readiness Azure 212

SaaStr

OCTOBER 6, 2022

DuploCloud offers an end-to-end DevOps software platform for dev teams that don’t have dedicated DevOps engineers and augments those that do. The platform automates the provisioning of your application to the cloud (AWS, GCP, Azure), integrating cloud ops, DevOps, and security/compliance with 24×7 monitoring and support.

GCP(Google Cloud Platform) 190

GCP(Google Cloud Platform) Azure AWS compliance 190

Audacix

FEBRUARY 4, 2024

Now this is a very generalized security checklist for cloud security, but this area of cyber security is becoming increasingly important as enterprise applications and workloads move to public clouds and business processes become more dependent on cloud services.

Outsourcing Services 52

Outsourcing Services Cloud Outsourced Development Software Review 52

Clouded Judgement

SEPTEMBER 19, 2023

As Frank Slootman (Snowflake CEO) said, “Enterprises are also realizing that they cannot have an AI strategy without a data strategy to base it on.” ” Similarly, Satya Nadella (Microsoft CEO) said “Every AI app starts with data, and having a comprehensive data and analytics platform is more important than ever.”

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

Intercom, Inc.

JANUARY 24, 2019

It’s less expensive than it’s ever been in terms of actually getting a product to market, whether it’s leveraging platforms like Salesforce or GCP or AWS or Heroku. So we said, “Hey, why don’t we do that with enterprise software?” “We’re really trying to accelerate success.

Scale 151

Scale Machine Learning Artificial Intelligence AI 151

OpenView Labs

JANUARY 24, 2022

It’s clear that buyers are racing to the Cloud Marketplace, like those offered by AWS, Azure, GCP, and IBM / Red Hat, and sellers are eager to tap into the Cloud budget to help their buyers get started fast or scale contracts fueled by cloud budget growth. Tap into growing cloud spend and make your software part of the cloud budget .

Marketplace as a Service 77

Marketplace as a Service Cloud Trends Software 77