Clouded Judgement
OCTOBER 11, 2024
When companies reported Q4 ‘23 quarters, sentiment started to emerge that software was “bouncing back.” We all know 2020 and 2021 was the year of excessive software buying fueled by ZIRP. Cost optimizations were everywhere. So why was it stronger than normal last year?
Clouded Judgement
MAY 3, 2024
Subscribe now Cloud Giants Report Q1 + Early Look at Software Results Q1 earnings seasons has officially kicked off! First, companies have largely completed the lion's share of their cost optimization and turned their attention to newer initiatives. We’ve already had ~20% of software companies report Q1.
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Clouded Judgement
JUNE 19, 2024
The 62 companies that I’ll discuss here (which is not an exhaustive list, but is still comprehensive) all reported quarterly earnings sometime between April 24th – June 10th. These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery.
CloudGeometry
MARCH 3, 2022
Cloud cost optimization and technical debt The speed and versatility of the SaaS model are a two-edged sword. The variable cost model of the cloud doesn’t just mean that you can buy services at various price points. Giving customers some breathing room works better as an upsell opportunity than penalties and limits.
SmartKarrot
DECEMBER 16, 2021
Over 80% of business leaders agree that CX offers a competitive edge — this remains unchanged across 2015 to 2020. In 2020, with so many of us facing inconvenience in daily purchases, a glitch-free purchase and support journey is a major differentiator. 2020 will see businesses face several roadblocks to BAU operations.
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