Clouded Judgement

MAY 10, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. 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. Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 161

Cloud Software GCP(Google Cloud Platform) Azure 161

Clouded Judgement

OCTOBER 27, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. You can see some quotes from Azure / AWS in my Q2 recap , and pasted below. After the cloud giants reported this week, the timing of the presumed re-acceleration is very much in question. Follow along to stay up to date! which feels unlikely.

Cost optimization & reporting 152

Cost optimization & reporting Cloud Azure AWS 152

SaaStr

NOVEMBER 3, 2022

SaaStr events couldn’t happen without our partners, and we wanted to give a special shout-out to some of our newest sponsors for SaaStr Annual 2023. ChartMogul is an analytics platform to help you run your subscription business. Join these incredible companies to experience all the value of SaaStr! appeared first on SaaStr.

Payments 220

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions 220

Clouded Judgement

JANUARY 6, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 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?

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

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! ChartMogul is an analytics platform to help you run your subscription business. At SaaStr, our partners are an integral part of our events. Grab tickets here. .

GCP(Google Cloud Platform) 188

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 188

Clouded Judgement

FEBRUARY 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 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. Market Offsides.

Cloud 130

Cloud Azure AWS Generative AI 130

Clouded Judgement

SEPTEMBER 15, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. AWS growth seems to be re-accelerating, and qualitative feedback from a number of companies in Q2 (especially those with July quarter ends) suggested new customer bookings conversations were picking up. Securities and Exchange Commission.

Software Review 130

Software Review Cloud Software AWS 130