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!

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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.

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Cloud Azure AWS Software Review 161

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

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.

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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!

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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.

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Trends Cloud Azure AWS 130

SaaStr

MARCH 31, 2022

And it’s one of the three large cloud vendors that we all know: Microsoft, AWS, and Google. Azure’s marketplace has over 4 million monthly visitors. AWS’s marketplace has seen 1.5 Like I said, we run 100% of our platform on AWS, so the fit was great. It was pretty easy to drive that from our side.

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Scale Marketplace as a Service Cloud SaaS Payments 200

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.

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AI Revenue Cloud Technical Advisors 183

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).

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Cloud Trends Azure GCP(Google Cloud Platform) 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.

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Cloud SMB Azure AWS 90

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 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

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

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.

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Software Review Software Azure Cloud 197

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?

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Outsourcing Services SaaS Payments Payment Services Payment Methods 88

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.

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Cloud Enterprise Azure AWS 53

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 Scale Technical Review 52

Audacix

JULY 28, 2022

A cloud server, like an AWS EC2 instance, is still a server. The only difference is that it is sitting in AWS' datacentres, rather than in your office. Everything that you read here is relevant to you whether you host your own web applications or use a cloud platform like AWS. Not really.

Cybersecurity 52

Cybersecurity Underperforming Technical Team AWS 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

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 212

AI Search AI Artificial Intelligence Scale 212

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

Audacix

MAY 11, 2023

This can allow access all customer-sensitive information and spoof identities in virtual environments. During this process, it collects information about inputs, outputs, and potential attack vectors. This is known as code injection which enables an attacker to take control of a business system once a user executes the code.

Underperforming Technical Team 52

Underperforming Technical Team Software Cloud Software Engineering 52

Audacix

NOVEMBER 14, 2023

AWS, Azure or GCP. The vulnerability testing tool provides developers with results, which include information on vulnerabilities like SQL injection and XSS, and guidance for resolving those issues. This software testing tool helps development teams to address security issues early in the development lifecycle.

Underperforming Technical Team 40

Underperforming Technical Team GCP(Google Cloud Platform) Mobile Cloud 40

Audacix

OCTOBER 5, 2019

The only way to convince them that you have mitigated this insider threat is to show them your information security and security incident management policies and procedures. You probably host it on AWS/Google Cloud/Azure - brands that are well known for prioritising your and their own security. Don't stop there though.

Enterprise readiness 52

Enterprise readiness Enterprise Cybersecurity SaaS 52

Audacix

OCTOBER 5, 2019

The only way to convince them that you have mitigated this insider threat is to show them your information security and security incident management policies and procedures. You probably host it on AWS/Google Cloud/Azure - brands that are well known for prioritising your and their own security. Don't stop there though.

Cloud 45

Cloud Enterprise Software Review Cybersecurity 45

SaaStr

MARCH 17, 2023

Software wasn’t important, and CRM was new, so websites didn’t provide the information buyers needed. 7% said vendor websites are unreliable sources of information. Only 1 in 3 buyers consider vendor websites the information source they trust the most. There wasn’t a shortlist of five options. There were only five options.

Marketplace as a Service 205

Marketplace as a Service Software Review Technical Review Azure 205

Sales Hacker

OCTOBER 7, 2019

Go to vidyard.com/saleshacker for more information. Add video to emails to stand out in the inbox, for free, with Vidyard. Vidyard helps you easily record, send and track who is viewing your video content in three easy steps.

Cloud 44

Cloud Artificial Intelligence Scale GCP(Google Cloud Platform) 44

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 Services Payment Methods Payment Solutions 104

SaaStr

APRIL 28, 2021

Some well-known providers of SSO include Google Cloud Identity for companies using GSuite, Azure Active Directory for companies using Office 365, and Okta if you’re a larger company with more complex needs. . For password management, 1Password and LastPass are popular options. 3 – Get a Mobile Device Management (MDM) Solution.

Enterprise 204

Enterprise Software Review Azure GCP(Google Cloud Platform) 204

Audacix

JULY 18, 2022

Then, agree on how they will communicate and share information and learnings to transform your culture to one that aligns to DevOps principles. Naturally, your first choice is likely to be between choosing between AWS DevOps or Azure Devops. There is no wrong answer to this riddle.

DevOps as a Service 52

DevOps as a Service Technical Review CTO Coach Underperforming Technical Team 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). 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?

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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.

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

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.)

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Well Architected Framework SaaS AWS Construction 130

Audacix

AUGUST 11, 2023

We will update this article with new information as it becomes available. What are the fundamental components of the Digital Personal Data Protection Bill, 2023 that concern information security teams? Overall the bill expands compliance requirements for information security teams around personal data protection.

Outsourcing Services 52

Outsourcing Services Technical Review Cybersecurity Data 52

SaaStr

MAY 15, 2020

Guru is the knowledge management solution that delivers the information you need when and where you need it. Guru lets your team capture information instantly, wherever it surfaces. And I remember AWS was growing really quickly. And at the time there was a big debate of, will big companies ever really use AWS?

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Sales Hiring Scale Technical Review Outsourcing Services 195

Chart Mogul

DECEMBER 22, 2021

This year, we added: New API export endpoints — added/upgraded endpoints to be able to a) extract activities based on the time frame they took place and/or their type, b) create CSV exports in addition to the usual JSON, and c) retrieve account-level information (via API) such as the account’s name, currency, time zone, etc.

Software Review 52

Software Review Systems Review Payment Features PayPal 52

Sales Hacker

MARCH 10, 2020

Tackle can give you access to the AWS, Azure, and Google Cloud platforms and your end customer can purchase your solution through those marketplaces, which can streamline the entire process and help you skip a bunch of steps. Sam Jacobs: Hey everybody, it’s Sam Jacobs. Welcome to the Sales Hacker Podcast.

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Sales Hiring Scale Marketing AWS 73

SaaS Metrics

JUNE 10, 2019

Ability to access apps and information from anywhere is one of the main reasons behind the popularity of SaaS, but it also poses security risks. According to recent data, almost half of companies are concerned about data security when it comes to storing, managing and accessing information from the cloud. Access-from-anywhere.

VPCs (Virtual Private Cloud) 40

VPCs (Virtual Private Cloud) Technical Review SaaS Systems Review 40