Remove 2020 Remove Cost optimization & reporting Remove Investment
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Clouded Judgement 10.11.24 - Budget Flush

Clouded Judgement

This behavior can create a surge in purchasing activity, as organizations look to make strategic investments without losing their allocated funds. When companies reported Q4 ‘23 quarters, sentiment started to emerge that software was “bouncing back.” Cost optimizations were everywhere.

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

Clouded Judgement

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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A Look Back at Q1 '24 Public Cloud Software Earnings

Clouded Judgement

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.

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Monetization: What SaaS platform builders need to know to prepare for growth, Part 2

CloudGeometry

Feature value: a function of time investment of users and customers The set of problems that your SaaS solves won’t survive long in the digital age if all it does is cut prices. This has consequences both for the cost of onboarding a customer, as well as the cost of maintaining the customer during the discovery period.

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What Does it Take to Get CX Right? [It’s Not Just the Technology]

SmartKarrot

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.