Remove 2023 Remove Cloud Remove GCP(Google Cloud Platform) Remove Investment
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Clouded Judgement 10.11.24 - Budget Flush

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. This behavior can create a surge in purchasing activity, as organizations look to make strategic investments without losing their allocated funds. Selling software remained challenging in 2023 - despite budgets starting to grow again.

Cloud 161
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Clouded Judgement 5.10.24 - Software Weakness Across the Board

Clouded Judgement

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. This is for information purposes and should not be construed as an investment recommendation.

Cloud 161
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Thanks to ChartMogul, ChurnZero, Cledara, Secureframe, and Verdane for Sponsoring SaaStr Europa 2023!

SaaStr

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! Our mission is to build powerful and secure cloud software for subscription businesses of all sizes, with a strong emphasis on good design and ease of use.

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Clouded Judgement 5.31.24 - Software Sentiment Crumbles

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Best practices around procurement, vendor evaluation and software spend management have become embedded in large organizations coming out of 2022 / 2023. The “power of the bundle / platform” is very real.

Cloud 177
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Signs We've Touched the Bottom

Tom Tunguz

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. Yesterday, Microsoft & Google announced earnings. At last, we see a change in slope in the annual growth rates of the cloud services. The cloud migration is about halfway as percentage of GDP.

Azure 188
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Clouded Judgement 8.11.23 - Datadog Consumption Trends

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. The weakness they called out was from larger cloud-native businesses. The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs). Follow along to stay up to date!

Cloud 130
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BetterCloud Is Now Available on Google Cloud Marketplace

BetterCloud

At the start of 2020, Forrester predicted that 17% of the $13 trillion in B2B spend would flow through marketplaces by 2023. However, as B2B e-commerce continues to boom amid the COVID-19 pandemic, Forrester now believes this could become reality as early as this year. Additionally, our application is already running on GCP.