2020 Cost optimization & reporting Metrics 
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. I created this subset to show companies where FCF is a relevant valuation metric.
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. Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. net retention and CAC payback).
CloudGeometry
MARCH 3, 2022
Billing events and unit metrics The variable cost model of cloud platforms has forever changed how compute resources are bought and paid for and consumed. From the perspective of cloud architecture, the variable cost model means translating an incremental unit of cloud resources into an incremental unit of customer value.
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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