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Clouded Judgement 10.20.23 - Hyperscaler Q3 Preview

Clouded Judgement

Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. These are thought to be the early AI winners, largely due to all of the compute they’re selling to power GenAI applications.

Cloud 167
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Best Applicant Tracking Systems for 2025

How To Buy Saas

From cloud-based SaaS solutions to on-premise enterprise software , businesses worldwide are leveraging ATS technology to build efficient, fair, and scalable hiring pipelines. Cloud ATS are ideal for most businesses due to their convenience and continuous innovation by vendors. Breezy also offers automation (e.g.,

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Clouded Judgement 3.22.24 - ERR vs ARR and the Conundrum of AI Revenue Streams Today

Clouded Judgement

” Let’s look at consumption revenue - this is also not technically recurring! This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. The most egregious is to take truly one time revenue, “annualize” it, and call it “ARR.”

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Moving ChartMogul to AWS and Kubernetes

Chart Mogul

A few months ago, we retired our last pieces of infrastructure on DigitalOcean, marking our migration to AWS as complete. Our journey was not your regular AWS migration as it involved moving our infrastructure from classic VMs to containers orchestrated by Kubernetes. Ultimately, we decided to go with AWS. Team expertise.

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What is an ISV Partner? Here’s Everything You Need to Know About Independent Software Vendors

Stax

AWS, Microsoft, Salesforce) to integrate, co-market, and grow together. Partner programs typically include technical integration, co-selling opportunities, and revenue-sharing models. An ISV partner is a software vendor that formally collaborates with a larger technology provider. What is an ISV Partner? What does your app do?

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SaaStr Podcasts for the Week with Byron Deeter, Elliott Robinson, Henry Schuck, and Jason Lemkin

SaaStr

It’s also been a powerful moment for technology to be a force for good. We’ve all seen AWS and what they’ve done with their platform. Azure has been gaining on them rapidly and is growing a double that rate. If you look at the IAS vendors, they passed $130 billion revenue milestone this year. It is staggering.

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ISVs vs SaaS: What’s the Difference?

Stax

ISVs vs SaaS: An Overview Technically speaking SaaS companies are also ISVs because they develop software. As such, all SaaS companies are ISVs (since they create software), BUT not all ISVs are SaaS companies, due to the differences in how they offer their software to end users. Consider Stax’s partner program.