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Clouded Judgement 10.28.22

Clouded Judgement

Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. At the same time, Azure came in below expectations. Azure called out an incremental $800m of costs expected throughout the year (they just finished their Fiscal Q1). The economy grew 2.6%

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Clouded Judgement 8.11.23 - Datadog Consumption Trends

Clouded Judgement

. “New logo and new product bookings and deal cycles haven't been impacted by the period of optimization and we continue to see healthy growth on the sales side. From a new logo bookings perspective, we had our largest Q2 and second largest quarter ever, only behind the seasonally larger Q4 2022.”

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Clouded Judgement 2.17.23

Clouded Judgement

Retail sales / PPI also came in very hot, supporting the “strong consumer” narrative. They just reported Q4 ‘22, and in the full year 2022 they grew 63%. As you can tell, there’s a BIG drop-off projected in 2023 Like Azure, they called for a big slowdown of consumption trends in the month of December.

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Getting Clarity around COGs Benchmarks in 2022

OPEXEngine

Just as SaaS companies are aware that hosting, professional services, customer support, and third-party licenses, sit squarely in COGs—so too are there continuing questions about whether customer success, sales commissions, and R&D expenses should sit in COGs or should be in OPEX.

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ChartMogul 2021: Year in Review

Chart Mogul

Our mission is to build the world’s most powerful subscription analytics platform for the SaaS community. Building the leading subscriptions analytics platform means listening to our customers, and implementing changes to the product that bring them the most value. What’s new in ChartMogul in 2021? ChartMogul is a product-led company.

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Mixpanel Vs Google Analytics: Which is Best for Your Product Optimization?

Full Session

Improving marketing and sales funnels. You can increase conversions , traffic and sales by using our advanced analytics to improve your website. Mixpanel also offers a decent list of integrations, with over 50 apps, including Amazon Web Services, Microsoft Azure, Google Cloud, Hubspot, Slack, Snowflake, and Zendesk.

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Mixpanel Vs Amplitude: Which Analytics Tool is Best for Your Business?

Full Session

Improving marketing and sales funnels. Mixpanel connects to 50+ popular software, including Google Cloud, Amazon Web Services, Hubspot, Microsoft Azure, Optimizely, Slack, Snowflake, and Zendesk. Mixpanel has three subscription plans: Starter – it’s free, and you can use it to track up to 100 000 users/month. Reducing churn.