Clouded Judgement

OCTOBER 28, 2022

Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. Overall, it wasn’t pretty… AWS grew 28% when expectations were 30-31%. Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date!

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

MAY 31, 2024

.” As growth starts to slow, it gets harder and harder to justify using revenue multiples as a primary valuation metric. And when this happens, growth companies transition to more of a value based valuation metric (FCF or PE). I created this subset to show companies where FCF is a relevant valuation metric.

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

Clouded Judgement

AUGUST 11, 2023

From a new logo bookings perspective, we had our largest Q2 and second largest quarter ever, only behind the seasonally larger Q4 2022.” The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs). However, it’s not showing up in the data yet.

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

ChurnZero

JUNE 24, 2022

2022 continues to be a grave reminder that change is constant. In our webinar, 2022 SaaS retention benchmarks , SaaS Capital Manager Director Rob Belcher shares the results from their 11th annual B2B SaaS benchmarking survey. I mean AWS or whatever might be going up too. What does this mean for B2B SaaS businesses?

Benchmarks 52

Benchmarks Retention Software Review Technical Review 52

SaaStr

JUNE 26, 2024

The message in 2022 was to keep going. You can see the growth on the platform side with Azure, Google, and AWS and how much it’s accelerating in AI. You couldn’t raise at 27x ARR anymore because that era ended. Last year, the message was that it’s harder, so what is the theme for many SaaS companies this year? Just build.

CTO Hire 147

CTO Hire AI Venture Capital Sales Hiring 147

Clouded Judgement

SEPTEMBER 19, 2023

Typical data lake storage solutions include AWS S3, Azure Data Lake Storage (ADLS), Google Cloud Storage (GCS) or Hadoop Distributed File System (HDFS). The warehouse is then optimized for efficient access (typically through SQL) to that data, with a number of other properties layered in (like governance, access, security, etc).

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

Chart Mogul

NOVEMBER 30, 2023

The challenge The solution Data warehouse ETL processes How we visualize data Future plans, closing thoughts The challenge: why we needed a data engineering team ChartMogul integrates with various billing systems, normalizes and aggregates the received data, and then visualizes SaaS metrics into charts and tables.

Engineering 52

Engineering K8S orchestration (Kubernetes) Data AWS 52

ProfitWell

SEPTEMBER 10, 2020

By almost all key metrics, now is a great time to get into the SaaS business model. billion by 2022. 28% of IT spending will shift to the cloud by 2022. Get ProfitWell Metrics. ProfitWell Metrics is a free analytics tool that was designed specifically for the SaaS market. Track the below metrics.

SaaS Payments 66

SaaS Payments Trends Merchant Services Payments 66

Chart Mogul

JUNE 23, 2022

After a brilliant run up to 2022, SaaS valuations got hammered in the public markets lately. After a brilliant run up to 2022, SaaS valuations got hammered in the public markets lately. — Josh Kopelman (@joshk) May 18, 2022. — Travis.web1 (@coloradotravis) May 22, 2022. Source: [link]. Just sayin.

SaaS 52

SaaS DevOps as a Service Marketplace as a Service Forecasting 52

Chart Mogul

DECEMBER 22, 2021

And we know how important it is for you to be able to track your metrics on the move. They also have a VC feature that lets you track metrics for multiple ChartMogul accounts at once. Exclusion of transaction fees from metrics — added the ability to exclude transaction fees from your MRR and cash flow calculations.

Software Review 52

Software Review Systems Review Payment Features PayPal 52

Frontegg

MARCH 22, 2023

The user experience with passwords is never good and can be downright awful. This can include any measurable metric including fingerprints, facial geometry, vocal patterns, eyeballs (retinas and iris), or even gait. The Trouble with Passwords We all know why passwords are a pain. A coping tactic is to use easy-to-remember passwords.

Technical Review 52

Technical Review Software Review Systems Review Merchant Services 52

Intercom, Inc.

JANUARY 12, 2022

. “[Our research] opened up new markets for this product without them having to go through the other kinds of experimentation they were originally planning” After doing a bunch of analysis and digging into it, they realized the videos were too slow in certain countries because of where their data centers or AWS environments were located.

Data 151

Data Airlines AWS Underperforming Technical Team 151

Chart Mogul

JULY 18, 2023

This way we managed to: Context ChartMogul receives millions of webhooks from various billing systems daily, normalizes and stores them in aggregated tables, and then presents subscription analytics as metrics and charts. A few years ago, ChartMogul was in hyper growth, which increased the volume of processed and stored data.

AWS Database Migration 52

AWS Database Migration AWS Data Software Review 52

Sales Hacker

SEPTEMBER 14, 2021

We expect to be about 1200, 1,250 before the clock turns to 2022. I actually was supposed to go to AWS and he called me and he said, “Hey, I’m going to go work for Paul Allen.” We made a commitment at the beginning of this year in the local news here in Utah, that we’d hire 500 people by the end of the year.

Sales Recruiting 106

Sales Recruiting Sales Hiring Marketing Underperforming Technical Team 106