SaaStr

MAY 16, 2022

So follow AWS, Azure and Google Cloud. And it is stressful, especially if you invested at those peaks or as founders raised money at relatively high valuations and multiples. Let’s look a whole level up to the real canaries-in-the-coalmine: AWS, Azure and Google Cloud. In 2023, it will be $750B.

Cloud 253

Cloud Azure AWS Engineering 253

SaaStr

OCTOBER 13, 2022

In June 2023, we’re heading back to London for SaaStr Europa and we wanted to give a special shout-out to some of the companies that will be there with us! Secureframe allows companies to get compliant within weeks, rather than months and monitors 100+ services, including AWS, GCP, and Azure. Grab tickets here. .

GCP(Google Cloud Platform) 191

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 191

Clouded Judgement

OCTOBER 27, 2023

Subscribe now Cloud Giants Report Q3 ‘23 Not a great signal for software this week from the Cloud Giants (AWS, Azure and Google Cloud)…After Q2 (3 months ago), the tone from the Cloud Giants around optimizations was largely: optimizations have started to ease, and net new workloads have picked up. Staggering scale already.

Cost optimization & reporting 152

Cost optimization & reporting Cloud Azure AWS 152

Clouded Judgement

MAY 10, 2024

After a strong finish in Q4, we saw a return to weaker demand conditions in the first quarter, similar to what we experienced in 2023. This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S. Securities and Exchange Commission.

Cloud 161

Cloud Software GCP(Google Cloud Platform) Azure 161

Clouded Judgement

JANUARY 6, 2023

Cloud Downgrades This week UBS came out with a couple research reports citing concerns in AWS / Azure growth. As I’ve talked about before, the big risk for 2023 are fundamentals - are forward estimates too high? This brings me back to AWS / Azure downgrades. Follow along to stay up to date!

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

SaaStr

DECEMBER 26, 2022

The role of AWS, Azure, and Google Cloud Marketplace is becoming increasingly important. “45% Categories like customer success, learning management platforms, and onboarding software are witnessing increased investments. . The value of community expertise: Invest in advocacy and connecting customers with each other. .

Software Review 192

Software Review Software Azure Cloud 192

Clouded Judgement

FEBRUARY 3, 2023

A 2023 recession feels less likely, with 2024 being the more realistic timing if we do in fact get to a deeper recession. From the S&P to software, consensus was 2023 estimates were too high, and set to fall meaningfully. Let’s imagine a world where we don’t have a recession in 2023. The market was offsides.

Cloud 130

Cloud Azure AWS Generative AI 130