Clouded Judgement

JUNE 19, 2024

It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up). It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up). Let’s get into some high level data.

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

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 157

Cost optimization & reporting Cloud Azure AWS 157

Clouded Judgement

APRIL 11, 2024

This has all resulted in the median stock price declining 5% YTD. It looks at the YoY dollar change in quarterly revenue from the hyperscalers (just looking at Azure / AWS because the data goes back further) going back a few years. Heading into Q4 earnings, analysts had expectations for how each business would perform in 2024.

Cloud 184

Cloud Software Azure AWS 184

Clouded Judgement

APRIL 28, 2023

AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. Azure reported on Tuesday and gave us that glimmer of hope. Azure : Coming into the quarter, a growth rate that would have satisfied the market would have been ~29%. Azure came in at 31% (constant currency). Follow along to stay up to date!

Cloud 130

Cloud Azure AWS AI Search 130

Andreessen Horowitz

MARCH 21, 2024

In 2024, we believe the revenue opportunity will be multiples larger in the enterprise. Moreover, nearly every single enterprise we spoke with saw promising early results of genAI experiments and planned to increase their spend anywhere from 2x to 5x in 2024 to support deploying more workloads to production.

Generative AI 145

Generative AI Enterprise AI Artificial Intelligence 145

Clouded Judgement

NOVEMBER 3, 2023

Said another way, I believe that software valuations were holding up so well in the face of a ~5% 10Y because the market expected acceleration and 2024 numbers to come up. Maybe with the exception of hyperscalers (particularly Azure). And now, it’s unclear when that re-acceleration will happen. And the median guide is 0.4%

Software Review 167

Software Review Cloud Software Azure 167

Clouded Judgement

MAY 26, 2023

Azure / Confluent / Datadog reported a few weeks back (they all had March quarter ends), and their commentary suggested the worst was behind us. An element of re-acceleration is definitely priced in to current 2024 estimates, so we may see 2024 estimates fall. This means we got commentary for the first time on May trends.

Cloud 144

Cloud Azure Trends Forecasting 144

Clouded Judgement

APRIL 21, 2023

Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). Let’s double click on Azure. ” They anticipate Q1 will be the peak pressure on cloud spend, and we may see a re-acceleration heading into 2024. Q1 Earnings Season We’re on the eve of Q1 earning season.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

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. There’s a real chance the fed funds rate isn’t going >5%, and a soft landing or delayed recession is certainly possible (maybe even being priced in). But what’s happened since?

Cloud 130

Cloud Azure AWS Generative AI 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

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

AUGUST 11, 2023

If next quarter we get similar commentary that Azure gave us this quarter (“still a couple quarters away” without any specific guidance), then we may see market loose a little patience. The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs).

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

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. Maybe endless price increases,” Jason says. You can see the growth on the platform side with Azure, Google, and AWS and how much it’s accelerating in AI.

CTO Hire 144

CTO Hire AI Venture Capital Sales Hiring 144

Valuize Consulting

SEPTEMBER 30, 2024

Offer customized pricing models or add-on services that align with the specific needs and budgets of different customer segments. Microsoft Azure: Microsoft Azure offers a wide range of cloud services, including computing, analytics, storage, and networking. Scientific Research Publishing, [link] Accessed 11 September 2024.

Customer Success 52

Customer Success Strategy Azure Technical Review 52

User Pilot

APRIL 30, 2024

Key examples are Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform, which provide scalable resources like virtual servers and storage. Most SaaS companies offer a scalable pricing model that adjusts based on usage – ideal for managing budgets effectively. What are the benefits of the SaaS model?

SaaS Payments 104

SaaS Payments Payment Methods Payment Services Payment Solutions 104

Valuize Consulting

SEPTEMBER 30, 2024

Offer customized pricing models or add-on services that align with the specific needs and budgets of different customer segments. Microsoft Azure: Microsoft Azure offers a wide range of cloud services, including computing, analytics, storage, and networking. Scientific Research Publishing, [link] Accessed 11 September 2024.

Customer Success 52

Customer Success Strategy Azure Technical Review 52

How To Buy Saas

MARCH 21, 2024

Platforms like Microsoft Azure or Amazon Web Services are good examples in this regard. Plus, check out how similar services are priced. It may be a good idea to plan out different pricing levels if that makes sense. It ensures a steady revenue stream and the ability to update features without user intervention.

SaaS Payments 40

SaaS Payments Payment Services Payment Solutions Payment Methods 40

How To Buy Saas

MAY 27, 2025

Pro (Feb 2024) matched Gemini 1.0 In 2024 Anthropic released Claude 3 (family: Opus, Sonnet, Haiku) , and in 2025 Claude 4 (Opus 4 & Sonnet 4). In April 2024 Meta released Llama 3 with 8B and 70B parameter versions, trained on ~15 trillion tokens. In late 2024 they launched Mistral Large 24.11 (123B parameters).

Artificial Intelligence 40

Artificial Intelligence AI Search AI Software Review 40

Clouded Judgement

NOVEMBER 1, 2024

” “Azure OpenAI usage more than doubled over the past 6 months” “GitHub Copilot enterprise customers increased 55% quarter-over-quarter” Google on AI “Gemini API calls have grown nearly 14x in a 6-month period.” This will be the fastest business in our history to reach this milestone.”

AI 167

AI Cloud Technical Advisors AWS 167

How To Buy Saas

JUNE 3, 2025

Access and integration : Some LLMs offer public APIs or cloud deployment (ChatGPT, Claude, Mistral on Azure), while open models can be self-hosted. LLM Performance Benchmark Comparison (2025) Model MMLU HumanEval GSM8K / AIME Context Window Token Speed Pricing (per 1M tokens) DeepSeek R1-0528 84.9% Pricing per token is tiered (e.g.

Artificial Intelligence 59

Artificial Intelligence Software Review Development Team Review Technical Review 59