Clouded Judgement

OCTOBER 11, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. When companies reported Q4 ‘23 quarters, sentiment started to emerge that software was “bouncing back.” Cost optimizations were everywhere. Follow along to stay up to date! Subscribe now Budget Flush Coming?

Cloud 167

Cloud Cost optimization & reporting GCP(Google Cloud Platform) Software Review 167

Clouded Judgement

JUNE 19, 2024

Q1 earnings season for cloud businesses is now behind us. The 62 companies that I’ll discuss here (which is not an exhaustive list, but is still comprehensive) all reported quarterly earnings sometime between April 24th – June 10th. The growth shown below is a year-over-year growth for reported quarters.

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

Clouded Judgement

DECEMBER 1, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Couple takeaways for me: 2024 is shaping up to be the “prototype to production” year for AI. There were also quite a few questions around cost and compliance. We’re still in the early days of the cloud.”

AWS 299

AWS Cloud AI Search Cost optimization & reporting 299

Clouded Judgement

OCTOBER 27, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. After the cloud giants reported this week, the timing of the presumed re-acceleration is very much in question. This quarter, the messaging was more of “optimizations are continuing.” Follow along to stay up to date!

Cost optimization & reporting 157

Cost optimization & reporting Cloud Azure AWS 157