SaaStr

OCTOBER 13, 2022

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. .

GCP(Google Cloud Platform) 257

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 257

Clouded Judgement

MAY 31, 2024

This can lead to an airpocket of valuation as companies transition to a different primary valuation metric Outside of the hypserscalers (Azure, AWS, GCP) who have uniquely benefited from AI revenue (mainly selling compute), everyone else has largely struggled. The “power of the bundle / platform” is very real.

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

Clouded Judgement

OCTOBER 28, 2022

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

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

AUGUST 11, 2023

The good news is gross retention (ie churn) stayed constant. 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).

Trends 130

Trends Cloud Azure GCP(Google Cloud Platform) 130