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Clouded Judgement 5.3.24 - Hyperscalers Report Q1 + Early Look at Software Reports

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Report Q1 + Early Look at Software Results Q1 earnings seasons has officially kicked off! We now have results from the three hypersclaers (AWS / Azure / GCP). Follow along to stay up to date!

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Predicting Cloud Growth Rates for 2023

Tom Tunguz

I’m watching public company earnings to identify early weaknesses in the software market. Yesterday, Google & Amazon announced earnings which completes the picture. A year ago, AWS, GCP, & Azure averaged 44% annual growth. Google: [GCP] saw slower growth of consumption as customers optimized GCP costs.

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Clouded Judgement 5.10.24 - Software Weakness Across the Board

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Q1 Software Earnings Are… Not Good We’re about halfway through Q1 earnings season, and it’s not been pretty. Follow along to stay up to date! Revenue multiples are a shorthand valuation framework.

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Snow Angels Come Early to Data : Snowflake's Strength Spells Success for Startups

Tom Tunguz

Snowflake announced earnings yesterday, echoing the strength within software companies more broadly & underscoring the shift in enterprise buyer behavior to normal after three quarters of extensive cost cuts. “Yes, we actually saw quite a bit of energy coming from the Azure platform this quarter.

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Microsoft's Billion Dollar AI Business

Tom Tunguz

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. Yesterday, Microsoft & Google announced earnings. Google Cloud Platform (GCP) & Microsoft Azure had strong quarters with about 28% annual revenue growth each.

AI Search 201
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The Health of Cloud Spending in Mid-2022

Tom Tunguz

I’m watching public company earnings to identify early weaknesses in the software market. This week Microsoft, Google/ Alphabet, & Amazon report their figures. Today, Microsoft & Google revealed the health of their infrastructure business units. Microsoft Azure. Google Cloud Platform.

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Grey Skies in Cloud Earnings

Tom Tunguz

I’m watching public company earnings to identify early weaknesses in the software market. This week Microsoft, Google/ Alphabet, & Amazon reported their third quarter figures. Microsoft Azure. Google Cloud Platform. Meanwhile, Azure has declined in a more steady cadence.

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