article thumbnail

Clouded Judgement 7.28.23 - Optimization Cycles and Economy Update

Clouded Judgement

This week we had two of the hypserscalers report (Microsoft / Azure and Google / GCP), and everyone was eager to see their results. What happened in 2021 is that phase 2 (expansion of usage) was turbo charged. The bars represent the YoY revenue growth, and the yellow line is the stock price. AWS reports next week.

Cloud 130
article thumbnail

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

OpenView Labs

It’s clear that buyers are racing to the Cloud Marketplace, like those offered by AWS, Azure, GCP, and IBM / Red Hat, and sellers are eager to tap into the Cloud budget to help their buyers get started fast or scale contracts fueled by cloud budget growth. But pr oduct-led growth and usage-based pricing are complex to implement and execute.