Clouded Judgement

MAY 3, 2024

Subscribe now Cloud Giants Report Q1 + Early Look at Software Results Q1 earnings seasons has officially kicked off! We now have results from the three hypersclaers (AWS / Azure / GCP). The most notable change in tone was Andy Jassy talking about AWS. We’ve already had ~20% of software companies report Q1.

Cost optimization & reporting 183

Cost optimization & reporting Cloud Software Azure 183

Clouded Judgement

FEBRUARY 2, 2024

Subscribe now Cloud Giants Report Q4 ‘23 Two quotes from the Amazon and Microsoft earnings call really stood out to me this week. Amazon on AWS : “…customers are continuing to shift their focus towards driving innovation and bringing new workloads to the cloud. Follow along to stay up to date!

Cost optimization & reporting 161

Cost optimization & reporting Cloud Azure AWS 161

Clouded Judgement

OCTOBER 27, 2023

Subscribe now Cloud Giants Report Q3 ‘23 Not a great signal for software this week from the Cloud Giants (AWS, Azure and Google Cloud)…After Q2 (3 months ago), the tone from the Cloud Giants around optimizations was largely: optimizations have started to ease, and net new workloads have picked up.

Cost optimization & reporting 152

Cost optimization & reporting Cloud Azure AWS 152