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. That is not new.”

Cost optimization & reporting 157

Cost optimization & reporting Cloud Azure AWS 157

Buffer Resources

AUGUST 16, 2023

We’ve shared a number of parts of Buffer’s business transparently over the years — and one piece we’ve always wanted to expand on is where your money goes when you pay for a Buffer subscription. Our hosting costs include service providers like AWS, Cloudflare, MongoDb, Twitter, etc.

Merchant Services 98

Merchant Services Payment Services Payment Features Payments 98

Clouded Judgement

FEBRUARY 16, 2024

” From AWS (paraphrased): They said they expect the reaccleration they saw in Q4 to continue into 2024 2024 Estimate Updates One important metric I’m tracking this quarter is the change in 2024 estimates pre / post earnings. There's -- we've definitely seen more activity in the digital native space, right?

Cloud 167

Cloud AWS Metrics Payment Features 167

Clouded Judgement

APRIL 28, 2023

AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. Then AWS appeared to add fuel to that hope before giving us a huge rug pull. After all, they had a lot of AI tailwinds, and benefited tremendously from consolidation (without a headwind of a larger base of smaller startups, like AWS).

Cloud 130

Cloud Azure AWS AI Search 130

Clouded Judgement

SEPTEMBER 15, 2023

Let’s put aside the short term, and think about what the drivers will be of software valuations over the next couple quarters into the first half of 2024. Are 2024 estimates too high? Are 2024 estimates correct, and what level of re-acceleration is baked in? As you can see, for the most part 2024 estimates stayed constant.

Software Review 130

Software Review Cloud Software AWS 130

Clouded Judgement

APRIL 21, 2023

Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). On AWS, in their Q4 earnings call they said AWS was growing “mid teens” in January (down from 20% in Q4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

MAY 10, 2024

All 3 (AWS, Azure, GCP) saw positive reacceleration Quarterly Reports Summary Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months.

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

SaaStr

JUNE 26, 2024

SaaStr founder and CEO Jason Lemkin shares his take on the current SaaS landscape midway through 2024 and what might be coming next in 2025 at the opener to this year’s SaaStr Europa. It Takes Time To Bounce Back Jason was the first investor in RevenueCat , a company that automates mobile subscriptions on your phone. Just build.

CTO Hire 144

CTO Hire AI Venture Capital Sales Hiring 144

Clouded Judgement

NOVEMBER 10, 2023

Hyperscalers (AWS, Azure, GCP as companies look for cloud GPUs who aren’t building out their own data centers) Infra (Data layer, orchestration, monitoring, ops, etc) Durable Applications We’ve clearly well underway of the first 3 layers monetizing. 2024 will be the year of AI applications!

Cloud 190

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 190

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. Meanwhile, more growth oriented indexes like WCLD rallied hard I do want to finish with this – we very well could have a recession, and a bad one, in 2024. Lots of deceleration in growth.

Cloud 130

Cloud Azure AWS Generative AI 130

Clouded Judgement

AUGUST 11, 2023

The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs). Confluent, Datadog, Snowflake, Mongo don’t have the same luxury :) Microsoft also gave specific commentary that they don’t expect Office Copilot revenue to really kick in until first half of 2024.

Trends 130

Trends Cloud Azure GCP(Google Cloud Platform) 130

User Pilot

APRIL 30, 2024

Quickbooks and Xero are accounting SaaS products that help you send invoices, track expenses, and process payroll. Software as a Service (SaaS): SaaS providers have ready-to-use software applications over the internet on a subscription basis. Online invoicing : Manage and track invoices to maintain cash flow with ease.

SaaS Payments 104

SaaS Payments Payment Methods Payment Services Payment Solutions 104

Teamgate

JUNE 11, 2025

The importance of such rapid alerting was highlighted during the CrowdStrike outage in July 2024, emphasizing the need for swift responses. Don’t just focus on the subscription price – factor in any additional fees for advanced features or add-ons. Lastly, take a close look at the overall cost.

Scale 52

Scale Payment Solutions SaaS Payments Payments 52

How To Buy Saas

APRIL 25, 2024

The Development of the SaaS Field through Years Today, the software as a service market boasts tremendous global revenue and is projected to achieve a valuation of $232 billion in 2024. To evaluate these benefits, a soft launch in 2024 will allow us to observe the system’s impact without full-scale implementation.

Artificial Intelligence 52

Artificial Intelligence Trends AI Machine Learning 52

Clouded Judgement

NOVEMBER 1, 2024

” AWS on AI “AWS's AI business is a multibillion-dollar revenue run rate business that continues to grow at a triple-digit year-over-year percentage and is growing more than 3x faster at this stage of its evolution as AWS itself grew." ” No commentary on 2025 AWS CapEx Q3 CapEx: $22.6B CapEx was $17.6B

AI 167

AI Cloud Technical Advisors AWS 167

Scytale

OCTOBER 30, 2024

9 Best HIPAA Compliance Tools in 2024 Now that we’ve gone over what to look for in a HIPAA compliance tool, here are the nine best options available in 2024: 1. Not only does Scytale help you automate your HIPAA compliance process, but it also supports other vital security frameworks such as SOC 2 and ISO 27001.

Payment Services 52

Payment Services compliance Payment Solutions Payment Methods 52

How To Buy Saas

JUNE 3, 2025

Enterprise access and pricing: Claude is proprietary and offered via Anthropics API, as well as on cloud partners (AWS Bedrock, Google Vertex AI). Enterprise-Ready API : Easily accessible via Anthropic, AWS Bedrock, and Google Vertex with clear usage tiers. A free tier includes Sonnet 4 with some limits; paid plans unlock Opus 4.

Artificial Intelligence 59

Artificial Intelligence Software Review Development Team Review Technical Review 59