2024 Cost optimization & reporting Trends 
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?
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. Follow along to stay up to date! Time will tell if they can execute!
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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.
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!
BetterCloud
JUNE 27, 2024
This relentless pressure to tighten belts coincides with a fascinating trend in the SaaS landscape. BetterCloud’s 2024 State of SaaSOps report found that for the first time ever, SaaS growth stalled – for the first time ever. The 2024 State of SaaSOps report validates this. The loudest directive?
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