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A Look Back at Q1 '24 Public Cloud Software Earnings

Clouded Judgement

The 62 companies that I’ll discuss here (which is not an exhaustive list, but is still comprehensive) all reported quarterly earnings sometime between April 24th – June 10th. These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery.

Cloud 318
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7 Ways to build Enterprise Readiness into your SaaS roadmap

CloudGeometry

Think about iconic logos for reference customers, certification to IT industry standards like HIPAA or SOC2, even an improved exit valuation. 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 How do you respond?