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Clouded Judgement 11.3.23 - No Sign of Re-Acceleration in Software

Clouded Judgement

Maybe with the exception of hyperscalers (particularly Azure). Namely, two large customers caused a huge issue (New Relic account growing very slowly post their acquisition, and a gaming company going back on prem - which I’m guessing means going to self managed Kafka?). All the headwinds that have persisted continue to persist.

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Navigating Apttus’ Return to Salesforce: A Quick Guide for Future Customers

Navint

In 2015, Apttus and Steelbrick were the two major Configure, Price, Quote (CPQ) vendors built on the Force.com platform. The acquisition sent shockwaves through the Salesforce ecosystem and vendor community. Prior to the acquisition, Apttus had been positioning for an IPO. Tale of Two CPQ Providers: A Brief History.

Azure 40
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Top 30 SaaS Companies in India

SmartKarrot

Found in 2015 by Vijay Yalamanchili, Keka, Keka is an HR and payroll management software designed for modern organizations. Talview offers various services including talent acquisition, online assessments, asynchronous and live video interviews, talent management, remote proctoring, behavioral insights, recruitment marketing, and more.