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). The “power of the bundle / platform” is very real.

Cloud 177

Cloud Software GCP(Google Cloud Platform) AI 177

Clouded Judgement

OCTOBER 28, 2022

Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Follow along to stay up to date! The economy grew 2.6%

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

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

Clouded Judgement

SEPTEMBER 19, 2023

Iceberg is open source, and is the leading table format, having been adopted by Snowflake, AWS, GCP, Databricks, Confluent and many others, with contributions and usage coming from some of the largest organizations like Netflix, Apple, LinkedIn, Adobe, Salesforce, Stripe, Pinterest, AirBNB, Expedia and many others.

Data 130

Data Government Scale GCP(Google Cloud Platform) 130