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Clouded Judgement 12.1.23 - Net New ARR Starts to Rebound + AWS ReInvent Recap

Clouded Judgement

Subscribe now Amazon ReInvent This week Amazon had their annual AWS ReInvent conference. There were also quite a few questions around cost and compliance. ” AWS fully embracing the breadth over depth approach. Looking at the mid to long term, we feel very optimistic about the outlook for strong AWS growth.

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Clouded Judgement 2.2.24 - Cloud Giants Report Q4 '23

Clouded Judgement

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!

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Clouded Judgement 10.27.23 - Cloud Giants Report Q3 '23

Clouded Judgement

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.

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Clouded Judgement 8.4.23 - Cloud Giants Q2 Update

Clouded Judgement

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. ” These are two quotes about AWS on the Amazon earnings call. Follow along to stay up to date!

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Clouded Judgement 10.28.22

Clouded Judgement

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%. The other piece is higher energy costs (to service their data centers). Follow along to stay up to date!

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Monetization: What SaaS platform builders need to know to prepare for growth, Part 2

CloudGeometry

Cloud cost optimization and technical debt The speed and versatility of the SaaS model are a two-edged sword. Lift and shift changes can also introduce costs around spiky network traffic or data egress/ingress charges across secure VPCs or Availability Zones. There are tools , but it can be really hard to add well after launch.

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Strategic Finance in Today’s Market: A Tactical Guide to Building & Scaling Your Team with IVP

SaaStr

The Accounting Team Responsibilities: Financial recording and reporting Compliance, Audits Accounts Payable/Accounts Receivable Tax, Treasury Your accounting team makes sure every financial transaction is recorded correctly and categorized. Cost Optimization Identify and implement strategies to improve margins.

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