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Clouded Judgement 6.14.24 - Is Seat Based Pricing Dead?

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Historically, cloud software businesses charged a recurring fee based on the number of users of their software - the SaaS model. Or Snowflake who charges based on compute used or data stored. Follow along to stay up to date!

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Salesforce Data Cloud Primer

CloudKettle

As part of a Salesforce Data Cloud series, this initial article sets out to clarify and explain exactly what Data Cloud actually is, what it’s not, and why it’s a game changer.

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A Look Back at Q4 '23 Public Cloud Software Earnings

Clouded Judgement

Q4 earnings season for cloud businesses is now behind us. In this post, I’ll take a data-driven approach in evaluating the overall group’s performance, and highlight individual standouts along the way. One of my favorite data sets from the quarter was one my colleague Thomas pulled together. this quarter.

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Clouded Judgement 2.24.23

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. This week Walmart and Home Depot reported earnings (I know, not the usual cloud software suspects!). All of this data gave those arguing for the soft-landing more ammo. Follow along to stay up to date! So far, it’s more of the same.

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Clouded Judgement 9.29.23 - Rates Keep Going Up

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Given those two data points alone I’d expect the median multiple today to be closer to 4x! You can find the article here The Fed is making some bold claims about a soft landing. Do they have different sources of data?

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A Look Back at Q3 '23 Public Cloud Software Earnings

Clouded Judgement

Q3 earnings season for cloud businesses is now behind us. In this post, I’ll take a data-driven approach in evaluating the overall group’s performance, and highlight individual standouts along the way. .” Let’s get into some high level data. Of course, the above chart shows historical (ie lagging) data.

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Oracle unleashes cloud-based data science platform

IT World

Oracle Wednesday staked its claim in the data science platform space with the availability of the Oracle Cloud Data Science Platform. The platform, built on the foundation of DataScience.com acquired by Oracle in 2018, is geared for teams of data scientists working collaboratively.

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