SaaStr

APRIL 26, 2024

You give the model information and what you’re trying to predict. Then, it takes that information and makes a prediction. So, if you have bad or dirty examples where a negative case isn’t as informative as an almost positive one, you’ll struggle. When you train a model, it’s trial and error.

AI Search 283

AI Search AI Artificial Intelligence Scale 283

Clouded Judgement

MAY 3, 2024

We now have results from the three hypersclaers (AWS / Azure / GCP). The most notable change in tone was Andy Jassy talking about AWS. The information provided is believed to be from reliable sources but no liability is accepted for any inaccuracies. ” Full quote below: “We're seeing a few trends right now.

Cost optimization & reporting 193

Cost optimization & reporting Cloud Software AWS 193

Clouded Judgement

APRIL 28, 2023

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. Azure came in at 31% (constant currency). They then guided to 26-27% Azure growth in Q2.

Cloud 130

Cloud Azure AWS AI Search 130

Clouded Judgement

OCTOBER 20, 2023

Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. The information provided is believed to be from reliable sources but no liability is accepted for any inaccuracies. Said another way, the 10Y today is double what it averaged from 2010 to 2020.

Cloud 170

Cloud Azure AWS Software Review 170

Clouded Judgement

APRIL 11, 2024

It looks at the YoY dollar change in quarterly revenue from the hyperscalers (just looking at Azure / AWS because the data goes back further) going back a few years. If we break this down and look at Azure and AWS independently (graphs below), you’ll see how the AWS “swings” were a lot more volatile.

Cloud 187

Cloud Software Azure AWS 187

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

JANUARY 6, 2023

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. This post and the information presented are intended for informational purposes only. Follow along to stay up to date!

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

SaaStr

DECEMBER 26, 2022

Only 1 in 3 buyers consider vendor websites the information source they trust most.”. The role of AWS, Azure, and Google Cloud Marketplace is becoming increasingly important. “45% Today, the focus is less on companies advocating for themselves but rather on building people advocates.

Software Review 245

Software Review Software Azure Cloud 245

Clouded Judgement

SEPTEMBER 27, 2024

Subscribe now Foundation Models Are to AI what S3 was to the Public Cloud Many people look at 2006 as the birth of the public cloud - the year Amazon launched AWS. Microsoft launched Azure in 2010, and Google launched GCP to the public in 2011 (they launched a preview of Google App Engine in 2008, but made it publicly available in 2011).

Cloud 179

Cloud GCP(Google Cloud Platform) AWS Azure 179

Clouded Judgement

AUGUST 2, 2024

Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! The information provided is believed to be from reliable sources but no liability is accepted for any inaccuracies. This is for information purposes and should not be construed as an investment recommendation.

Cloud 159

Cloud Azure GCP(Google Cloud Platform) AWS 159

Clouded Judgement

AUGUST 4, 2023

” 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%. You can see more detail about their net new ARR added each quarter below Azure Growth came in at 27%, and guided to 25-26% growth for Q3.

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

AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. ” Then at AWS Summit they called out “Your data is your differentiator when it comes to Generative AI.” AWS reports next week. ” Data is more important than ever!

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

JUNE 9, 2023

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 guided to 26-27% growth in Azure in Q2 (with 1% coming from AI). This post and the information presented are intended for informational purposes only.

Trends 130

Trends Cloud Azure AWS 130

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 170

Cloud Software GCP(Google Cloud Platform) Azure 170

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. Subscribe now Share Clouded Judgement Leave a comment

Cloud 193

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 193

Blulogix

MAY 19, 2025

GASB standards require that interdepartmental or interagency transactions be supported by: Accurate cost allocation Documented pricing logic Audit trails Ledger-ready entries Informal internal billing processesespecially those reliant on manual reporting or static spreadsheetsoften fall short of these standards.

Traceability 59

Traceability Payment Features compliance Finance 59

Clouded Judgement

MARCH 22, 2024

This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. The information provided is believed to be from reliable sources but no liability is accepted for any inaccuracies. This post and the information presented are intended for informational purposes only.

AI 193

AI Cloud Revenue Technical Advisors 193

Clouded Judgement

MAY 31, 2024

This can lead to an airpocket of valuation as companies transition to a different primary valuation metric Outside of the hypserscalers (Azure, AWS, GCP) who have uniquely benefited from AI revenue (mainly selling compute), everyone else has largely struggled. Coming in to Q1 there was broader optimism. Q4’s were generally good!

Cloud 187

Cloud Software GCP(Google Cloud Platform) AI 187

Clouded Judgement

FEBRUARY 3, 2023

In the short term, enjoy the ride as the chase continues 😊 Kind of related to all of this - we now have seen the Q4’s from AWS, Azure and Google Cloud. This post and the information presented are intended for informational purposes only. Lots of deceleration in growth.

Cloud 130

Cloud Azure AWS Generative AI 130

IT World

MAY 24, 2022

But I'm not here to talk about hyper-scale, public clouds such as Amazon Web Services (AWS), Azure, or Google Cloud. Instead, most organizations need a way to store our documents and data so we, and our teammates, can easily get our information whether we're at home or sitting at a convention center in Valencia, Spain.

Cloud 90

Cloud SMB Azure AWS 90

Clouded Judgement

AUGUST 11, 2023

If next quarter we get similar commentary that Azure gave us this quarter (“still a couple quarters away” without any specific guidance), then we may see market loose a little patience. The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs).

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

CloudGeometry

FEBRUARY 7, 2022

The AWS Well-Architected Framework is one such approach that helps adopt architectural best practices (whether or not you run on AWS) and adapt continuously. That, of course, dictates the isolation models used for information and access management. The tenants can then access compute resources (Lambda or Azure Functions, etc.)

Well Architected Framework 130

Well Architected Framework SaaS AWS Construction 130

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). The information provided is believed to be from reliable sources but no liability is accepted for any inaccuracies. A natural question is “why do we have two tiers?

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

Frontegg

JUNE 17, 2021

This will allow you to make sure that the right information is going to your users without any unintentional mix ups or data leaks. Going the Amazon Web Services (AWS) route? Your SaaS tech stack should ideally be powered by Python, React, and AWS programming combo. Related: Common Security Pitfalls of User Management.

ECS (Elastic Container Service) 97

ECS (Elastic Container Service) multi-cloud Kubernetes K8S orchestration (Kubernetes) EKS (Elastic Kubernetes Service) 97

User Pilot

JULY 14, 2024

While a bachelor’s degree in a relevant field like computer science, information systems, or statistics is often preferred, it’s not always a strict requirement. Strategic Decision Support : Ultimately, such data-driven insights can empower informed business decisions. Business intelligence analyst salary Source: Glassdoor.

Artificial Intelligence 98

Artificial Intelligence Business Payments Sales Recruiting 98

OpenView Labs

JANUARY 24, 2022

Our goal is to give our customers and the market the data they need to build a solid case and make informed decisions about when they should take advantage of Cloud Marketplaces. .

Marketplace as a Service 98

Marketplace as a Service Cloud Trends Software 98

IT World

NOVEMBER 20, 2019

IBM is addressing this challenge with its Cloud Pak for Security, which features open-source technology for hunting threats, automation capabilities to speed response to cyberattacks, and the ability integrate customers’ existing point-product security-system information for better operational safekeeping – all under one roof.

Cloud 53

Cloud Enterprise Azure AWS 53

User Pilot

APRIL 29, 2024

Service providers like Amazon Web Services (AWS), Google Cloud Platform, and Microsoft Azure offer server hosting and load-balancing services. Service providers like Amazon Web Services (AWS), Google Cloud Platform (GCP), and Microsoft Azure offer infrastructure services that support backend development.

Azure 52

Azure GCP(Google Cloud Platform) AWS Construction 52

User Pilot

JULY 28, 2024

They act as translators, transforming raw data sets into clear and actionable information that businesses can use to make better decisions. They act as translators, transforming raw data sets into clear and actionable information that businesses can use to make better decisions. What decisions will the insights inform?

Data 52

Data Azure Data Analysis Machine Learning 52

User Pilot

APRIL 30, 2024

Key examples are Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform, which provide scalable resources like virtual servers and storage. Data security concerns : Storing data in the cloud means that sensitive company information is managed by a third party, which can raise concerns about data security and privacy.

SaaS Payments 104

SaaS Payments Payment Methods Payment Services Payment Solutions 104

BetterCloud

JANUARY 8, 2021

Rouse adds, “[It] lets employees have access rights only to the information they need to do their jobs and prevents them from accessing information that doesn’t pertain to them.”. For example, with Azure RBAC you can: Allow one user to manage virtual machines in a subscription and another user to manage virtual networks.

Azure 52

Azure AWS Technical Review Scale 52

ProfitWell

MAY 15, 2020

Google Compute Engine (GCE), Digital Ocean, and Amazon Web Services (AWS) are all good examples of IaaS. Some PaaS examples include Windows Azure, Google App Engine, and Force.com. This increases the risk for hackers and people stealing your information. 4 benefits & advantages of choosing SaaS.

SaaS Payments 75

SaaS Payments Payment Services Payment Solutions Payments 75

Stax

APRIL 18, 2024

Some well-known examples are Adobe, a design and creator platform, Autodesk, a leading construction management system; and Meditech, a healthcare information systems solution. Microsoft Azure, Amazon Web Services (AWS), or Salesforce AppExchange). What are SaaS companies?

Outsourcing Services 88

Outsourcing Services SaaS Payments Payment Services Payment Methods 88

User Pilot

JULY 25, 2024

TL;DR This is a problem-solver who uses technical skills to uncover insights from data, translating raw data sets into actionable information for businesses. They act as translators, transforming raw data sets into clear and actionable information that businesses can use to make better decisions. Let’s get started!

Artificial Intelligence 52

Artificial Intelligence Data Azure Machine Learning 52

How To Buy Saas

SEPTEMBER 5, 2024

Industry Cloud Consulting A team of industry cloud professionals can have considerable experience with insurance cloud-native systems and competence in top hyperscalers like AWS and Azure. This enables you to improve operations, lower costs, and provide better client experiences.

Blockchain 52

Blockchain Technical Review Underperforming Technical Team Systems Review 52

User Pilot

JULY 28, 2024

They act as translators, transforming raw data sets into clear and actionable information that businesses can use to make better decisions. They act as translators, transforming raw data sets into clear and actionable information that businesses can use to make better decisions. What decisions will the insights inform?

Data 52

Data Machine Learning Artificial Intelligence Data Analysis 52