Remove 2022 Remove GCP(Google Cloud Platform) Remove Payment Features Remove Sales
article thumbnail

Clouded Judgement 10.28.22

Clouded Judgement

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
article thumbnail

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.”

Cloud 130