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Clouded Judgement 10.28.22

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

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Clouded Judgement 8.11.23 - Datadog Consumption Trends

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. The weakness they called out was from larger cloud-native businesses. 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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Thanks to ChartMogul, ChurnZero, Cledara, Secureframe, and Verdane for Sponsoring SaaStr Europa 2023!

SaaStr

We’ll see 2,500+ of the best SaaS founders, execs, and VCs June 6-7 at 2022 SaaStr Europa ! ChartMogul is an analytics platform to help you run your subscription business. ChurnZero is the Customer Success platform and partner for growing SaaS and subscription businesses. Grab tickets here. .