Clouded Judgement

MAY 10, 2024

All 3 (AWS, Azure, GCP) saw positive reacceleration Quarterly Reports Summary Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months.

Cloud 161

Cloud Software GCP(Google Cloud Platform) Azure 161

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) 193

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 193

Clouded Judgement

AUGUST 4, 2023

And now we're seeing more progression into new workloads, new business. ” These are two quotes about AWS on the Amazon earnings call. .” ” These are two quotes about AWS on the Amazon earnings call. AWS grew 16% in Q1, but called out growth in April (first month of Q2) was 11%.

Cloud 130

Cloud Azure Cost optimization & reporting AWS 130

Clouded Judgement

OCTOBER 28, 2022

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%. At the same time, Azure came in below expectations. Follow along to stay up to date!

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

APRIL 21, 2023

Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). Let’s double click on Azure. On AWS, in their Q4 earnings call they said AWS was growing “mid teens” in January (down from 20% in Q4). The Q4 ‘22 growth rate was 38% YoY.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

JULY 28, 2023

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. Satya at Microsoft said “Every AI app starts with data and having a comprehensive data and analytics platform is more important than ever.” AWS reports next week.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

AUGUST 11, 2023

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). ” It’s really important that new business is still healthy, and a sign of overall market health. However, it’s not showing up in the data yet.

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

Clouded Judgement

NOVEMBER 10, 2023

Hyperscalers (AWS, Azure, GCP as companies look for cloud GPUs who aren’t building out their own data centers) Infra (Data layer, orchestration, monitoring, ops, etc) Durable Applications We’ve clearly well underway of the first 3 layers monetizing. 2024 will be the year of AI applications!

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

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. Pros of IaaS Services Gives businesses complete control over the infrastructure.

DevOps as a Service 52

DevOps as a Service Marketplace as a Service Cloud SaaS 52

Audacix

JULY 28, 2022

There are the most obvious and often quoted reasons for investing in robust application security standards and processes: It helps to protect your business. It helps to protect your customers' business. A cloud server, like an AWS EC2 instance, is still a server. Great question. Prevention is always better than cure.

Cybersecurity 52

Cybersecurity Underperforming Technical Team AWS Scale 52

User Pilot

APRIL 29, 2024

Your tech stack not only defines the backbone of your business operations but also influences your ability to innovate, scale, and deliver exceptional value to your customers. Service providers like Amazon Web Services (AWS), Google Cloud Platform, and Microsoft Azure offer server hosting and load-balancing services.

Azure 52

Azure GCP(Google Cloud Platform) AWS Construction 52

Sales Hacker

OCTOBER 7, 2019

The 2 things every successful business has in common. Google’s Marketing Message and stance on competitors. 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. What Every Successful Business Has in Common.

Cloud 44

Cloud Artificial Intelligence Scale GCP(Google Cloud Platform) 44

Audacix

MAY 11, 2023

API vulnerability scanner API security testing ensures business data packets that move between two software applications and ip addresses are secure. They also help to keep out unauthorized devices from a business network. Password Vulnerabilities using weak passwords compromises critical business assets.

Underperforming Technical Team 52

Underperforming Technical Team Software Cloud Software Engineering 52

SaaStr

JULY 19, 2022

Calendly works with Google, Office 365 and Outlook calendars and apps like Salesforce, Stripe, PayPal, Google Analytics, GoToMeeting and Zapier for a seamless user experience. Drift® , the Conversation Cloud company, helps businesses connect with people at the right time, in the right place with the right conversation.

GCP(Google Cloud Platform) 220

GCP(Google Cloud Platform) Artificial Intelligence Enterprise readiness Azure 220

Andreessen Horowitz

SEPTEMBER 25, 2023

Is it the business line? It will be like AWS, GCP, and Azure. Then they say, “Hey, don’t trust Ben because he’s not handling data the right way.” But I’m building my GenAI and it’s unclear who owns GenAI. Is it the product line? There is huge politics going on inside the large enterprise.

AI 108

AI Enterprise Artificial Intelligence Generative AI 108

SaaStr

OCTOBER 6, 2022

Organic search is the single most important channel for growing your business, but the tech and tactics in the space are over two decades old. DuploCloud offers an end-to-end DevOps software platform for dev teams that don’t have dedicated DevOps engineers and augments those that do. Our mission is simple : We help others grow.

GCP(Google Cloud Platform) 197

GCP(Google Cloud Platform) Azure AWS compliance 197

Audacix

FEBRUARY 4, 2024

Now this is a very generalized security checklist for cloud security, but this area of cyber security is becoming increasingly important as enterprise applications and workloads move to public clouds and business processes become more dependent on cloud services. But it's not just a cyber attack that causes disruption.

Outsourcing Services 52

Outsourcing Services Cloud Outsourced Development Software Review 52

Clouded Judgement

SEPTEMBER 19, 2023

Typical data lake storage solutions include AWS S3, Azure Data Lake Storage (ADLS), Google Cloud Storage (GCS) or Hadoop Distributed File System (HDFS). You will not rely on any such forward-looking statements for any investment, financial, business, or operational decision or for any other purpose.

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

CloudGeometry

FEBRUARY 7, 2022

2020 left no doubt: the growth of cloud computing is firmly grounded in the SaaS business model. This is a not one-sided convenience to just make life easier for the technology side: it’s a delivery model that structures how resources within the SaaS platform serve your customers. Optimize cloud economics and drive Business Goals.

Well Architected Framework 130

Well Architected Framework SaaS AWS Construction 130

OpenView Labs

JANUARY 24, 2022

So, it’s no wonder that it has been a massive year in the Cloud Marketplace business. We thought it would be great to take a look back at our State of the Cloud Marketplaces Report and share some of the key findings for those who may be planning to launch their Cloud Marketplace business in 2022. .

Marketplace as a Service 77

Marketplace as a Service Cloud Trends Software 77