Clouded Judgement

AUGUST 4, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Update “What we're seeing in the quarter is that those cost optimizations, while still going on, are moderating and many maybe behind us in some of our large customers. Follow along to stay up to date!

Cloud 130

Cloud Azure Cost optimization & reporting AWS 130

Clouded Judgement

APRIL 11, 2024

Q4 earnings season for cloud businesses is now behind us. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., We then dipped below the trendline as we hit the period of “cloud optimizations,” and things have started to rebound.

Cloud 177

Cloud Software Azure AWS 177

Clouded Judgement

APRIL 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. Azure reported on Tuesday and gave us that glimmer of hope. Then AWS appeared to add fuel to that hope before giving us a huge rug pull.

Cloud 130

Cloud Azure AWS AI Search 130

Clouded Judgement

MAY 10, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. It shows the number of months it takes for a SaaS business to payback their fully burdened CAC on a gross profit basis. Subscribe now Share Clouded Judgement Leave a comment View draft history Settings Follow along to stay up to date!

Cloud 161

Cloud Software GCP(Google Cloud Platform) Azure 161

Tom Tunguz

OCTOBER 27, 2022

Microsoft Azure. Google Cloud Platform. Infrastructure revenue growth averaged 33% this quarter, which is astounding considering we’re talking about businesses that sum to more than $50b of revenue per quarter. A year ago, these business units grew at 44% annually. Amazon Web Services.

Cloud 227

Cloud GCP(Google Cloud Platform) Azure AWS 227

Clouded Judgement

JANUARY 6, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Cloud Downgrades This week UBS came out with a couple research reports citing concerns in AWS / Azure growth. This brings me back to AWS / Azure downgrades. Follow along to stay up to date!

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

Clouded Judgement

OCTOBER 20, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 161

Cloud Azure AWS Software Review 161

Clouded Judgement

OCTOBER 28, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. Overall, it wasn’t pretty… AWS grew 28% when expectations were 30-31%.

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Tom Tunguz

JULY 26, 2022

Today, Microsoft & Google revealed the health of their infrastructure business units. Microsoft Azure. Google Cloud Platform. Microsoft Azure grew 40% y/y, tying the fastest quarterly growth rate in the past 5 quarters. Microsoft Azure grew 40% y/y, tying the fastest quarterly growth rate in the past 5 quarters.

GCP(Google Cloud Platform) 189

GCP(Google Cloud Platform) Cloud Azure AWS 189

Clouded Judgement

APRIL 21, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). Let’s double click on Azure. Follow along to stay up to date! The Q4 ‘22 growth rate was 38% YoY.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Tom Tunguz

JULY 28, 2022

AWS announced earnings earlier today and reported 33% growth. AWS’s growth rate is the slowest of the three largest public infrastructure clouds. With about 39% market share, AWS reigns supreme as the largest provider. With about 39% market share, AWS reigns supreme as the largest provider.

GCP(Google Cloud Platform) 272

GCP(Google Cloud Platform) AWS Startup Azure 272

Clouded Judgement

JULY 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Busy week! AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. Cycle of Cloud Optimizations Q2 earning season has officially kicked off!

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

SaaStr

FEBRUARY 10, 2022

Aiven provides managed open source data technologies on all major clouds. Meanwhile, we do what we do best; manage cloud data infrastructure. We enable customers to drive business results from open source that trigger true transformations. With Aiven, developers can do what they do best: create applications. Grab tickets here.

Cloud 200

Cloud GCP(Google Cloud Platform) Payments SaaS Payments 200

IT World

AUGUST 9, 2022

Usually, when it comes to a business cloud decision, you're going to go with one of the big players: Amazon Web Services (AWS) , Google Cloud Services , IBM Cloud , or Microsoft Azure. But the bigger clouds aren't always suitable for everyone or every job. You know their names.

Cloud 104

Cloud Azure AWS Business 104

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

AUGUST 11, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. The weakness they called out was from larger cloud-native businesses. However, they called out strength when looking at new business (ie net new customer signups). Follow along to stay up to date! On the surface, it wasn’t good.

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

SaaStr

MARCH 31, 2022

Jessica Alexander, Senior Director Cloud Technology & OEM Partnerships, Crowdstrike. So for the audience, cloud giants are turbocharging startup sales, and the predominant reason for this is because they’re fundamentally changing IT budgets at the customers that we’re all selling to. Rico Mallozzi, Sr.

Scale 194

Scale Marketplace as a Service Cloud SaaS Payments 194

Clouded Judgement

FEBRUARY 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. We have companies like BuzzFeed and C3 making loose announcements about how they will incorporate generative AI into their business, sending their stocks up 50-100%+. Subscribe now Share Clouded Judgement Leave a comment

Cloud 130

Cloud Azure AWS Generative AI 130

Clouded Judgement

MARCH 22, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. In it's truest form, ARR is used by pure SaaS business models to describe the aggregate annual value of the entire customer set. With stable gross retention and net expansion figures, it’s actually quite easy to model SaaS businesses.

AI 183

AI Revenue Cloud Technical Advisors 183

Clouded Judgement

NOVEMBER 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. I think we’re about to see an explosion of good business model AI applications in the near future. Most likely Datadog is seeing trends more unique to their own business. Follow along to stay up to date!

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

SaaStr

NOVEMBER 3, 2022

ChartMogul is an analytics platform to help you run your subscription business. Our mission is to build powerful and secure cloud software for subscription businesses of all sizes, with a strong emphasis on good design and ease of use.

Payments 217

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions 217

How To Buy Saas

MAY 15, 2024

In today’s world, cloud computing has become very popular among businesses of all sizes because of its effective tech services. Cloud computing services have helped businesses conveniently access and utilize tools to perform different tasks. You can get them all through cloud computing. Therefore, keep reading!

DevOps as a Service 52

DevOps as a Service Marketplace as a Service Cloud SaaS 52

SaaStr

OCTOBER 13, 2022

ChartMogul is an analytics platform to help you run your subscription business. Our mission is to build powerful and secure cloud software for subscription businesses of all sizes, with a strong emphasis on good design and ease of use. appeared first on SaaStr.

GCP(Google Cloud Platform) 186

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 186

IT World

FEBRUARY 3, 2020

The ongoing shift to the cloud is affecting nearly all types of IT environments—including Microsoft platforms and applications that companies have been relying on for years to support key business processes. Also on InfoWorld: VMware Cloud on AWS? These customers are all in ].

Azure 56

Azure Cloud AWS Enterprise 56

Intercom, Inc.

DECEMBER 31, 2019

Google, too, saw a smooth transfer of power from its founders to a new CEO, Sundar Pichai, while also strengthening its core business of search advertising and reorganizing under Alphabet. Rise of the cloud and SaaS businesses. Big tech takes over. .

Payment Solutions 259

Payment Solutions Payment Methods Software SaaS Payments 259

Stax

APRIL 18, 2024

While they operate under different business models, ISVs and SaaS share similarities in software development, cross-platform accessibility, and industry reach. ISVs, or Independent Software Vendors, are businesses that develop and distribute software products to end-users. Some may use cloud platforms for online solutions.

Outsourcing Services 88

Outsourcing Services SaaS Payments Payment Services Payment Methods 88

ProfitWell

MAY 12, 2020

The three major cloud service models are SaaS, PaaS, and IaaS. Many business owners do not know the difference between these offerings and are therefore unaware of which option is best for their company. Cloud service models in 2020. We are not considering those in our comparison of cloud services. What is SaaS?

Cloud 59

Cloud Azure SaaS Underperforming Technical Team 59

Blulogix

OCTOBER 11, 2023

MSPs typically manage a myriad of services, from cloud infrastructure to software applications and more. Consistent service quality as the business expands. Software Applications: Monitor software usage, licenses, and user activity to calculate usage-based charges accurately. Efficient management of new services and clients.

Payment Features 52

Payment Features Management Azure AWS 52

Blulogix

NOVEMBER 8, 2023

Take your business further with BluIQ’s flexible, scalable, enterprise-grade intelligent billing solutions. With the shift from one-time software licenses to subscription-based models, businesses and consumers have become accustomed to the idea of paying for technology services on a recurring basis.

Technology 52

Technology Pricing Payment Features Subscription 52

Audacix

JULY 28, 2022

But it's also true that it's never too late to secure your cloud-based web app. In fact, smart and fast-growing cloud software companies who outperform their peers usually share this common trait: they consistently grow sales and build their brand by turning their security standards into a key differentiator and selling point.

Cybersecurity 52

Cybersecurity Underperforming Technical Team AWS Scale 52

Neil Patel

APRIL 8, 2021

Cloud computing has taken over in recent years, and it offers many opportunities for businesses and users. Along with PaaS and SaaS , these acronyms describe the different ways businesses can use cloud technology, and choosing the right one for your e-commerce store can make a big difference.

Outsourcing Services 119

Outsourcing Services Cloud Outsourced Development Azure 119

Audacix

OCTOBER 24, 2019

But it's also true that it's never too late to secure your cloud-based web app. In fact, smart and fast-growing cloud software companies who outperform their peers usually share this common trait: they consistently grow sales and build their brand by turning their security standards into a key differentiator and selling point.

Cloud 49

Cloud Cybersecurity Scale Transportation 49

BetterCloud

JANUARY 8, 2021

There are a variety of root causes that we could spend days analyzing, but there’s one harsh reality that IT constantly faces: It’s really hard to craft access control policies that fit your business and evolve with it as the organization grows. Examples of cloud provider role-based access control. The solution for many IT teams?

Azure 52

Azure AWS Scale Technical Review 52

ProfitWell

MAY 15, 2020

It seems as though more and more companies are jumping on the cloud bandwagon…and for good reason. If you haven’t transitioned to SaaS yet, I promise moving to a cloud-based computing system sounds more complicated than it actually is. Simply, any company that sells software via a central, cloud-based system can be considered SaaS.

SaaS Payments 75

SaaS Payments Payment Services Payment Solutions Payments 75

Baremetrics

DECEMBER 7, 2023

This series attempts to give practical advice to SaaS CEOs and Founders on how to organize and automate their financial backend , giving them freedom to spend time with more value-adding parts of their business like financial planning. Keep an eye on the Type column, and scroll down to see what do you currently have stowed away in there.

Merchant Services 90

Merchant Services Startup DevOps as a Service SaaS 90

Audacix

OCTOBER 5, 2019

As enterprises increasingly become more open to introducing cloud software to their environments, you as a cloud provider must proactively anticipate their concerns and address them. Why are enterprise buyers' concerned about cloud software security? What security questions stop enterprise buyers from buying your cloud software?

Cloud 45

Cloud Enterprise Software Review Cybersecurity 45

Sales Hacker

OCTOBER 7, 2019

This week on the Sales Hacker podcast, we talk to Alison Wagonfeld, CMO of Google Cloud. The 2 things every successful business has in common. About Alison Wagonfeld and Google Cloud (01:52). What Every Success Business Has Common (12:35). Alison Wagonfeld is the Chief Marketing Officer for Google Cloud.

Cloud 44

Cloud Artificial Intelligence Scale GCP(Google Cloud Platform) 44