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A Look Back at Q4 '23 Public Cloud Software Earnings

Clouded Judgement

Is Software Rebounding? 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. I’m calculating FCF by taking the Operating Cash Flow and subtracting CapEx and Capitalized Software Costs.

Cloud 177
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Picking Teams in AI

Tom Tunguz

Clouds are picking teams in one of the most important dislocations in software. It’s unclear how the Databricks acquisition might change that relationship. Five years ago, many startups defaulted to AWS for the generous credits, broad catalog, & rapid pace of innovation.

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Clouded Judgement 6.9.23 - Recap of Consumption Trends in Q1 '23

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Let’s take a look back at the 6 main consumption players in software and how they preformed. Very healthy new business (new customer) acquisition. Follow along to stay up to date! Will we see re-acceleration soon?

Trends 130
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Clouded Judgement 3.22.24 - ERR vs ARR and the Conundrum of AI Revenue Streams Today

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Enterprise software businesses strive for 90-95% gross retention (generally the percent of revenue that sticks with you vs churns altogether), with net expansion in the 120%+ range (the aggregate change in expansion - contraction - churned revenue).

AI 183
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Top SaaS applications from IT and automation leaders in 2024

BetterCloud

One key area of focus was the applications that IT leaders see as the most important in their current software landscape. Amazon Web Services (AWS) : A leader in cloud computing, offering a wide array of services for storage, databases, networking, and more.

SaaS 52
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Four Sales Compensation Tactics for Consumption-Based GTM with MongoDB’s SVP of Sales

SaaStr

What Is A “Consumption” Business In the old days of software, you had a company like Oracle that popularized the perpetual license where customers own the software and vendors own the market. What’s evolved over the years and is driven by hyper-scalers like Google Azure, AWS, Twilio, and Stripe is the consumption-based model.

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The Week in Cloud: March 17, 2019

SaaStr

The Week in Cloud: A look at the stories in Cloud, SaaS, and business software that we found particularly useful and interesting. Acquisition multiples in SaaS/Cloud doubled last year. Big or small. __. Microsoft is doing a strong job of being the alternative for folks simply worried about Amazon. That’s a lot.

Cloud 171