2023 Azure Cloud Payment Features 
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. On Tuesday, Azure and Google spooked the market.
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.
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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.
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?
Clouded Judgement
JANUARY 27, 2023
Every week I’ll provide updates on the latest trends in cloud software companies. Azure (Microsoft) Quarter The week the first of the cloud giants reported - Azure. Early Look at 2023 Guides Given the Azure weakness reported on Tuesday, all software tumbled Wednesday morning with most names down 5-10%.
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. .
Clouded Judgement
MAY 26, 2023
Every week I’ll provide updates on the latest trends in cloud software companies. Azure / Confluent / Datadog reported a few weeks back (they all had March quarter ends), and their commentary suggested the worst was behind us. Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.
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