Clouded Judgement

APRIL 11, 2024

Q4 earnings season for cloud businesses is now behind us. 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 consider >120% best in class for companies selling to SMBs (like Bill.com).

Cloud 177

Cloud Software Azure AWS 177

Clouded Judgement

JUNE 9, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Very healthy new business (new customer) acquisition. Usage on Snowflake is driven by queries run on Snowflake Azure: Neutral Tone With Strength in AI Overall I’d characterize Azure’s quarter as a net positive.

Trends 130

Trends Cloud Azure AWS 130

Clouded Judgement

MARCH 22, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. For SaaS businesses that target smaller SMB customer segments, gross retention is typically in the mid to low 80’s with net expansion in the ~105% range. Subscribe now Share Clouded Judgement Leave a comment

AI 183

AI Revenue Cloud Technical Advisors 183

Clouded Judgement

JUNE 20, 2023

Q1 earnings season for cloud businesses is now behind us. On the Microsoft earnings call they said (related to Azure): “But at some point, workloads just can't be optimized much further. As you can see from the data below most cloud businesses beat the consensus estimates for Q1.

Cloud 161

Cloud Software Benchmarks Scale 161

SaaStr

SEPTEMBER 13, 2020

373: Bessemer’s 5th Annual State of the Cloud Report returns for a definitive look at the cloud industry today. We want to take you through the cloud journey over the last several years. Now, the cloud index fell along with it. If you go back to before 2014, what you see is the power of the cloud.

Sales Hiring 151

Sales Hiring Scale Payments Cloud 151

SaaStr

AUGUST 26, 2022

What’s their acquisition channel? I think Azure’s like 7,000, Google. Salesforce was a very rudimentary SMB app for a brief period of time, but it was. I try to do it from a founder’s perspective, and you can learn from these. What’s their NRR? How do they get their customer? What’s their deal size?

Sales Hiring 194

Sales Hiring Scale Sales Recruiting Scaling 194