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Clouded Judgement 10.11.24 - Budget Flush

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. We all know 2020 and 2021 was the year of excessive software buying fueled by ZIRP. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Subscribe now Budget Flush Coming? First - what is a budget flush?

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A Look Back at Q1 '24 Public Cloud Software Earnings

Clouded Judgement

Q1 earnings season for cloud businesses is now behind us. These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery. GCP data is a bit more noisy as they don’t disclose GCP itself, but rather Google Cloud which includes GSuite.

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Gartner: SaaS Spending Will Grow Another 40% in Next 2 Years Alone

SaaStr

Just how fast is SaaS and Cloud growing? Cloud software spending grew a stunning 23% in 2021, from $270 billion to $330 billion. No matter what, the wave of enterprise spending that fueled 100 SaaS and Cloud unicorns is just getting bigger and strong. One thing we know — Fast. But that’s just the start.

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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). Subscribe now Share Clouded Judgement Leave a comment

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The State of Cloud Marketplaces: A Look into the Data, Trends, and Findings for Software Sellers

OpenView Labs

So, it’s no wonder that it has been a massive year in the Cloud Marketplace business. We thought it would be great to take a look back at our State of the Cloud Marketplaces Report and share some of the key findings for those who may be planning to launch their Cloud Marketplace business in 2022. .

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BetterCloud Is Now Available on Google Cloud Marketplace

BetterCloud

At the start of 2020, Forrester predicted that 17% of the $13 trillion in B2B spend would flow through marketplaces by 2023. However, as B2B e-commerce continues to boom amid the COVID-19 pandemic, Forrester now believes this could become reality as early as this year. Why Google? How this benefits you.

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Understanding Multi-tenancy, the Keystone of SaaS

CloudGeometry

2020 left no doubt: the growth of cloud computing is firmly grounded in the SaaS business model. The Fundamental Goal of SaaS Tenant Isolation Selling the same software to different users relies on using cloud-based resources that can be leveraged across different customers. Optimize cloud economics and drive Business Goals.