Clouded Judgement

APRIL 26, 2024

Subscribe now Azure Report - Cloud Infra Looks Good! For software, all eyes were on Azure - which grew 31% YoY (ahead of expectations closer to 29%). Azure doesn’t disclose exact Azure quarterly revenue (they disclose growth rate in absolute terms and in constant currency), but there are good estimations.

Azure 177

Azure Cloud Software AI 177

Clouded Judgement

NOVEMBER 3, 2023

Some of these drops rival one of the worst ever software earnings reaction of Tableau in 2016! Maybe with the exception of hyperscalers (particularly Azure). This is very reminiscent of the Tableau drop in 2016. Bill.com dropped ~30%. Confluent dropped ~40%. Atlassian was down ~10%. Procore was down ~15%. JFrog was up ~20%.

Software Review 161

Software Review Cloud Software Azure 161

Chart Mogul

DECEMBER 22, 2021

Our mission is to build the world’s most powerful subscription analytics platform for the SaaS community. Building the leading subscriptions analytics platform means listening to our customers, and implementing changes to the product that bring them the most value. What’s new in ChartMogul in 2021? ChartMogul is a product-led company.

Software Review 52

Software Review Systems Review Payment Features PayPal 52

SmartKarrot

JANUARY 18, 2022

Found by Manoj Dawane in 2016, VTION is an Indian-origin media technology innovation company that aims at measuring media audiences by analyzing consumer trends and behaviors. Found by Abhijit Pattanaik in 2016, Playtonia is an e-sports platform technology company that helps online gamers connect and develop communities. Hippo Video.

SaaS Payments 11

SaaS Payments Payment Solutions Payment Methods Payments 11