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

Clouded Judgement

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. They were also more constructive on cloud optimizations bottoming. They guided to 26-27% growth in Azure in Q2 (with 1% coming from AI).

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ISVs vs SaaS: What’s the Difference?

Stax

SaaS companies deliver software applications over the internet on a subscription basis, simplifying access and management for users. Some well-known examples are Adobe, a design and creator platform, Autodesk, a leading construction management system; and Meditech, a healthcare information systems solution. What are SaaS companies?