Clouded Judgement

OCTOBER 11, 2024

For software companies, this phenomenon can be a tailwind, as it drives accelerated deal closures and increased sales velocity, sometimes with less price sensitivity from buyers looking to quickly deplete their budgets. When companies reported Q4 ‘23 quarters, sentiment started to emerge that software was “bouncing back.”

Cloud 167

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

SaaStr

JULY 1, 2025

So ICONIQ Growth is back with their 2025 State of AI Report: Survey Overview It has some great data from 300 high growth software companies building AI products. The report notes cost has jumped dramatically in importance due to “commoditization of the model layer with the rise of more cost-efficient models.”

AI 202

AI Software Review Technical Review Scale 202

SaaStr

JUNE 30, 2025

The major SaaS providers have announced another round of significant price increases for 2025, continuing a trend that’s putting pressure on enterprise software budgets across the board. After years of relatively stable pricing, these companies are leveraging their market positions to drive revenue growth through higher per-seat costs.

Pricing 295

Pricing Payments Payment Solutions SaaS Payments 295

Clouded Judgement

JUNE 19, 2024

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. These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery.

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

Clouded Judgement

DECEMBER 1, 2023

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. On the former - we’ll see a lot of these experiments translate to production facing apps in 2024. This year, there was tons of experimentation.

AWS 299

AWS Cloud AI Search Cost optimization & reporting 299

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.

Cost optimization & reporting 157

Cost optimization & reporting Cloud Azure AWS 157

BetterCloud

JUNE 27, 2024

BetterCloud’s 2024 State of SaaSOps report found that for the first time ever, SaaS growth stalled – for the first time ever. In this mini-release, we want to delve into this eye opening finding from this year’s report ( coming July 9! ). The 2024 State of SaaSOps report validates this. The loudest directive?

Technical Review 52

Technical Review Cost optimization & reporting Systems Review Software Review 52