Clouded Judgement

SEPTEMBER 27, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. 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. Follow along to stay up to date! However, a couple things happened.

Cloud 176

Cloud GCP(Google Cloud Platform) AWS Azure 176

Clouded Judgement

MAY 3, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. 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). Subscribe now Share Clouded Judgement Leave a comment

Cost optimization & reporting 190

Cost optimization & reporting Cloud Software AWS 190

SaaStr

FEBRUARY 2, 2023

CloudKeeper from TO THE NEW, is a cloud spend optimization solution that guarantees to cut down your AWS bills by 5-15%. With CloudKeeper, we have helped 200+ of our customers optimize their AWS spend with a guaranteed reduction in their AWS bills. No lock-ins. Savings from Day 1. RI pricing for On-demand usage.

Cloud spend optimization 257

Cloud spend optimization AWS Scale compliance 257

Clouded Judgement

OCTOBER 20, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. This post and the information presented are intended for informational purposes only.

Cloud 167

Cloud Azure AWS Software Review 167

Clouded Judgement

AUGUST 2, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! This post and the information presented are intended for informational purposes only. Follow along to stay up to date! Today it’s ~5x.

Cloud 157

Cloud Azure GCP(Google Cloud Platform) AWS 157

Intercom, Inc.

DECEMBER 2, 2021

Liam Geraghty: To connect all of this with a concrete example, Jamie presents this one. And because we are not scared of shipping code to production on a Friday, I approved a pull request adding a subnet to our VPC AWS that Friday evening. This time, some automation that was owned by AWS. Being one with the data models.

Engineering 178

Engineering Technical Review Underperforming Technical Team Systems Review 178

SaaStr

NOVEMBER 3, 2022

You get a complete overview of your global subscriber base; MRR, ARPU, ASP, churn and LTV are presented in a beautiful and easy to use dashboard. Our mission is to build powerful and secure cloud software for subscription businesses of all sizes, with a strong emphasis on good design and ease of use.

Payments 258

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions 258

SaaStr

OCTOBER 6, 2022

The platform automates the provisioning of your application to the cloud (AWS, GCP, Azure), integrating cloud ops, DevOps, and security/compliance with 24×7 monitoring and support. The software runs in your cloud account and is accessed thru our UI, Terraform or API.

GCP(Google Cloud Platform) 245

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 245

Tom Tunguz

APRIL 6, 2023

I presented those questions & my views on their answers at Saastr’s Workshop Wednesday. I started with a few sentences, uploaded them to gamma.app to outline the presentation, popped over to Midjourney to generate images along the story line, & published it in IA Presenter. The video is here. The video is here.

Generative AI 228

Generative AI AI GCP(Google Cloud Platform) Startup 228

Clouded Judgement

AUGUST 4, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Update “What we're seeing in the quarter is that those cost optimizations, while still going on, are moderating and many maybe behind us in some of our large customers. Follow along to stay up to date!

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

OCTOBER 28, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. 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%. Follow along to stay up to date!

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

JANUARY 6, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 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. Subscribe now Share Clouded Judgement Leave a comment

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

Clouded Judgement

APRIL 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. Then AWS appeared to add fuel to that hope before giving us a huge rug pull. All eyes shifted to the AWS report on Thursday. They grew 16%!!

Cloud 130

Cloud Azure AWS AI Search 130

Clouded Judgement

SEPTEMBER 8, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. ” We saw some green shoots in AWS and a few other consumption names, and overall sentiment seemed more positive. ” We saw some green shoots in AWS and a few other consumption names, and overall sentiment seemed more positive.

Cloud 176

Cloud Software Review AWS Trends 176

Clouded Judgement

APRIL 11, 2024

Q4 earnings season for cloud businesses is now behind us. 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. This post and the information presented are intended for informational purposes only.

Cloud 184

Cloud Software Azure AWS 184

SaaStr

OCTOBER 13, 2022

You get a complete overview of your global subscriber base; MRR, ARPU, ASP, churn and LTV are presented in a beautiful and easy to use dashboard. Our mission is to build powerful and secure cloud software for subscription businesses of all sizes, with a strong emphasis on good design and ease of use.

GCP(Google Cloud Platform) 252

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 252

Clouded Judgement

MAY 31, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. I’m as excited as ever about the long term cloud software markets. This post and the information presented are intended for informational purposes only. Subscribe now Share Clouded Judgement Leave a comment

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

Clouded Judgement

APRIL 21, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). On AWS, in their Q4 earnings call they said AWS was growing “mid teens” in January (down from 20% in Q4).

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

JULY 26, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. If we rewind the clock back to the cloud buildout, the competition between the 3 main players has lead to numerous price changes. This post and the information presented are intended for informational purposes only. Meta released Llama 3.1.

Cloud 144

Cloud Technical Review Software Review Artificial Intelligence 144

Clouded Judgement

MAY 10, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. This post and the information presented are intended for informational purposes only. Subscribe now Share Clouded Judgement Leave a comment View draft history Settings Follow along to stay up to date! Securities and Exchange Commission.

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

Clouded Judgement

FEBRUARY 16, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. ” From AWS (paraphrased): They said they expect the reaccleration they saw in Q4 to continue into 2024 2024 Estimate Updates One important metric I’m tracking this quarter is the change in 2024 estimates pre / post earnings.

Cloud 167

Cloud AWS Payment Features Metrics 167

Clouded Judgement

NOVEMBER 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. This post and the information presented are intended for informational purposes only. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Altimeter is an investment adviser registered with the U.S.

Cloud 190

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 190

Clouded Judgement

MARCH 22, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. This post and the information presented are intended for informational purposes only. This analysis does two things.

AI 190

AI Cloud Revenue Technical Advisors 190

Chargify

AUGUST 17, 2020

Backed by an army of developers, data engineers, and finance professionals, this events-based billing model allowed these large companies to directly link the value that their services provided with the cost presented on a customer’s invoice. How AWS Does It.

AWS 98

AWS Payment Services SaaS Payments Payments 98

Clouded Judgement

FEBRUARY 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 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. Subscribe now Share Clouded Judgement Leave a comment

Cloud 130

Cloud Azure AWS Generative AI 130

Clouded Judgement

JULY 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 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.”

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Intercom, Inc.

FEBRUARY 26, 2018

The arrival of cloud computing, IaaS, PaaS etc. This is a philosophy worthy of its own presentation. Cloud computing is dominant. Our engineers also write a lot of Ruby code, which knits together a lot of AWS, infrastructure, platform and SaaS technologies that form the core of Intercom’s backend infrastructure.

Outsourcing Services 224

Outsourcing Services Software Review Software Outsourced Development 224

Clouded Judgement

JUNE 9, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. They were also more constructive on cloud optimizations bottoming. This post and the information presented are intended for informational purposes only. Subscribe now Share Clouded Judgement Leave a comment

Trends 130

Trends Cloud Azure AWS 130

Clouded Judgement

MARCH 31, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. The majority of COGS (revenue less COGS = gross profit) fall in hosting costs (ie AWS), and some customer support. This post and the information presented are intended for informational purposes only. Follow along to stay up to date!

Cloud 130

Cloud Sales Hiring AI Headcount 130

Clouded Judgement

AUGUST 11, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. The weakness they called out was from larger cloud-native businesses. The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs). Follow along to stay up to date!

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

Clouded Judgement

SEPTEMBER 15, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. AWS growth seems to be re-accelerating, and qualitative feedback from a number of companies in Q2 (especially those with July quarter ends) suggested new customer bookings conversations were picking up. Follow along to stay up to date!

Software Review 130

Software Review Cloud Software AWS 130

Frontegg

JUNE 30, 2021

A multi-tenant architecture is a cloud-oriented application architecture that involves a single instance of the application but serves multiple clients or organizations. We will see later that the technologies integrated into AWS allow this difficulty to be quickly resolved. How to Build a Multi-tenant SaaS Application on AWS?

AWS 88

AWS SaaS Payments Payment Methods Enterprise 88

SaaStr

OCTOBER 31, 2019

Bessemer Venture Partners’ Alex Ferrara takes a look at trends and predictions for the cloud industry in 2019. One of the most popular sessions from SaaStr Annual, this presentation will provides an in-depth look at the cloud computing industry across Europe and globally. Want to see more content like this? A few more.

Cloud 105

Cloud Scale AWS Artificial Intelligence 105

Sales Hacker

AUGUST 7, 2020

When it comes time to book a speaker for your next panel, presentation, or podcast there’s a lot to consider. Fortunately, more organizers than ever before are consciously seeking out female sales experts for panels, presentations, and podcasts. Cloud Solutions Executive. Amazon Web Services (AWS). Salesforce. Bloomreach.

VP of Engineering 130

VP of Engineering Sales Recruiting Sales Hiring Payment Services 130

Clouded Judgement

SEPTEMBER 19, 2023

Before diving into more specifics about what Tabular does, I’d like to start with a brief overview of how cloud-native data architectures have evolved over the last decade. Then I’ll weave in where Tabular / Iceberg fit, and why they’re already playing a prominent role in the future (and present) of data infrastructure.

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

SaaStr

SEPTEMBER 13, 2020

373: Bessemer’s 5th Annual State of the Cloud Report returns for a definitive look at the cloud industry today. If you would like to find out more about the show and the guests presented, you can follow us on Twitter here: Jason Lemkin. We want to take you through the cloud journey over the last several years.

Sales Hiring 210

Sales Hiring Scale Payments Cloud 210

CloudGeometry

APRIL 25, 2022

Optimize cloud economics and drive Business Goals. Start assessing what you will need to do by reviewing the AWS Well-Architected Security Pillar design principles and Google’s DevOps tech: Shifting left on security. #2 One reason is that many enterprises do not run everything on public clouds. How do you respond?

Enterprise readiness 130

Enterprise readiness Enterprise Technical Review Software Review 130