Clouded Judgement

OCTOBER 27, 2023

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. which feels unlikely.

Cost optimization & reporting 157

Cost optimization & reporting Cloud Azure AWS 157

SaaStr

AUGUST 10, 2023

They had open cores and created enterprise features around it to protect the business model until it got torpedoed by AWS early on. You should have a good forecasting methodology for how each quarter will go and total visibility to slice and dice all segmentations across the customer set. That would have been counterproductive.

Scale 243

Scale Scaling Sales Hiring Cloud 243

Clouded Judgement

JANUARY 6, 2023

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. This was the worst tone that we’ve heard in years from large AWS/Azure partners, a group that usually expresses different shades of optimism about AWS/Azure growth.”

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

Blulogix

MAY 21, 2025

The CFOs View: Visibility, Forecasting, Control CFOs dont need to know the technical ins and outs of your infrastructurethey need to know: What services are being used By whom At what cost And how those costs are changing over time A modern chargeback platform provides exactly that. Heres a breakdown. Heres the cost trend.

AWS 52

AWS AI Search Azure Finance 52

Intercom, Inc.

APRIL 28, 2021

Thanks to the evolution of our cost program, we now spend only one hour a week on cost management, with great success” We’ve built our own in-house AWS cost monitoring, but there are plenty of solutions on the market to do this for you, as well as your cloud provider’s own tooling.

Management 211

Management Government Cost optimization & reporting Engineering 211

Clouded Judgement

APRIL 11, 2024

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. If we break this down and look at Azure and AWS independently (graphs below), you’ll see how the AWS “swings” were a lot more volatile.

Cloud 184

Cloud Software Azure AWS 184

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.” Powell said the Fed staff no longer is forecasting a recession. AWS reports next week.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

User Pilot

AUGUST 22, 2024

By putting every piece of information in context, Clari Capture empowers revenue teams to make more reliable sales forecasts and accelerate deals. As the tracked data changes and forecasts evolve, Clari makes it easy to track changes to the forecast.

Forecasting 105

Forecasting AWS Revenue Data 105

Sales Hacker

DECEMBER 3, 2019

Base decisions on performance rather than appearance, gut instinct, or forecasts. Official Unintelligence – While artificial intelligence has huge potential for improving sales planning, forecasting accuracy, and new rep ramp time, we’re not there yet. Only 3% of men are 6’2″ or taller, but 30% of CEOs are 6’2” or taller.

Sales Enablement 111

Sales Enablement Artificial Intelligence Branding Sales Hiring 111

Baremetrics

OCTOBER 28, 2021

If you’ve seen our recent articles on AWS migration, the updated stripe integration and the acquisition of Flightpath Finance, it will come as no surprise to you that our team is getting pretty busy! You may have noticed some exciting things happening here at Baremetrics.

AWS 94

AWS Forecasting Onboarding Finance 94

Outseta

AUGUST 23, 2017

By Geoff Roberts 15 min read Forecasts, budgets, and performance targets; these activities have long been seen by business people as critical activities in the operation of companies of almost any size. Simply put, activities like budgeting and forecasting are not compatible with self management.

Forecasting 52

Forecasting Scale Underperforming Technical Team Technical Review 52

Andreessen Horowitz

SEPTEMBER 22, 2023

Can you accurately forecast your business within +/-10% 4 quarters out—and meet or beat it? ” —Deputy CISO, AWS “In my career, the deployment of the CrowdStrike Falcon platform was perhaps the easiest global security rollout I’ve seen.” Can you accurately forecast your business?

Travel 113

Travel Forecasting Pricing Scale 113

Tom Tunguz

NOVEMBER 4, 2014

AWS, Twilio, Heroku, etc. This keeps morale high and creates a very predictable revenue forecast. So does Expensify, which decreases the time to file expenses. With cost-based pricing, startups mark up the product they sell by some margin. Many infrastructure as a service companies do this.

Pricing 125

Pricing Startup SaaS Payments Payment Methods 125

Baremetrics

DECEMBER 7, 2023

The main benefits of categorizing your SaaS company’s expenses are more accurate metrics and forecasts, and getting a better understanding of your company’s overall spending. Although the conversion rates would eventually drop as lower quality leads would come to your site, you could account for that in your forecast. This is a v2.0

Startup 90

Startup Merchant Services DevOps as a Service SaaS 90

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 warehouse is then optimized for efficient access (typically through SQL) to that data, with a number of other properties layered in (like governance, access, security, etc).

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

Baremetrics

JANUARY 25, 2022

A key aspect of the analysis stage of your FinOps program is the prediction of future cloud resource requirements, known as usage forecasting. Examples of cost management software include in-platform cost optimization modules like GCP Billing and AWS Cost Explorer. Alternatively, you can employ custom cost optimization software.

Payment Services 97

Payment Services SaaS Payments Payment Solutions Scaling 97

Baremetrics

FEBRUARY 19, 2018

Proper expense categorization improves your visibility into your company’s spending while enabling more accurate metrics and forecasting. As a result, we typically spend the first couple of weeks with a new startup helping their bookkeeper to re-categorize their expenses before we can even begin forecasting or calculating metrics.

Startup 81

Startup DevOps as a Service Customer Lifetime Value SaaS 81

User Pilot

SEPTEMBER 1, 2024

Pros of per-user pricing model Predictable revenue : Businesses can easily forecast their income based on the number of users. Amazon AWS is one of the best SaaS pricing examples with this model. AWS allows users to select the specific services they need and then use the pricing calculator to estimate their total yearly costs.

Pricing 104

Pricing Strategy SaaS Scale 104

Sales Hacker

MARCH 29, 2021

As a result, more products are being discovered and sold through online marketplaces, like the Salesforce AppExchange and the AWS Marketplace. Displaying high quality analytics, reporting, and forecasting to internal teams and partners. An ecosystem of related products and channel partners exist around every B2B product.

Payments 113

Payments SaaS Payments Payment Solutions Payment Services 113

ChurnZero

MARCH 31, 2022

tech ops, AWS, technical support). As discussed, it’s about comparing the actual result to an honest forecast. ” But that all depends on an honest forecast, which needs to be made by CS ops or sales ops – and not by the person who’s being paid to beat it! I want you to do as well as the average CSM.

Customer Success 98

Customer Success Metrics Technical Review Scale 98

Chart Mogul

NOVEMBER 30, 2023

Analyze our performance and identify problem points Highlight the best performing lead sources Run sales forecasting Facilitate strategic decision-making Run our sales process and communicate with customers In addition, ChartMogul teams use various tools to manage go-t0-market functions, including Zendesk, Customer.io, and Livestorm.

Engineering 52

Engineering K8S orchestration (Kubernetes) Data AWS 52

Sales Hacker

MAY 19, 2020

What we observed is that an awful lot of top sellers already do this stuff. How have you adjusted your forecast or have you made different decisions? They make sure that they understand what needs to happen between now and the customer’s ultimate success, and they share that with the customer.

Scale 113

Scale Payment Methods Payment Services Sales Hiring 113

OpenView Labs

MARCH 16, 2021

AWS takes this a step further by allowing a customer to commit in advance, but still pay for their usage as it happens. Forecasting consumption-based revenue. In a usage-based model, forecasting isn’t as visible as in a pure subscription model. IPO-ready FP&A teams treat forecasting as a data science exercise.

Pricing 52

Pricing Payments SaaS Payments Payment Solutions 52

Baremetrics

DECEMBER 7, 2023

The goal of the series is to provide practical advice on organizing and automating your financial backend, which results in more accurate forecasts and a faster feedback loop through a quicker closing of the books. I don’t really care how much I pay Google as a whole, but I do care how much our hosting costs are on Google vs AWS.

Banking 52

Banking Outsourcing Services SaaS Payments Advertising 52

OPEXEngine

OCTOBER 25, 2019

Meanwhile, this week, the IMF cut its global growth forecast for 2019 to 3%, potentially the weakest in a decade. Meanwhile, the global public cloud software as a service (SaaS) market is hitting an annual run rate of $100B in 2019 and forecast to grow to US $157 billion in 2020, more than doubling the market size from 2014.

Trends 40

Trends Marketing SaaS Azure 40

Frontegg

OCTOBER 14, 2020

Before AWS, engineering teams had to scale their own infrastructure. Katie Costello, Meghan Rimol: “Gartner Forecasts Worldwide Public Cloud Revenue to Grow 17% in 2020”. Before Kubernetes, DevOps teams were confined to assembling their own container orchestration and management solutions.

DevOps as a Service 52

DevOps as a Service K8S orchestration (Kubernetes) Innovation New CTO 52

User Pilot

MARCH 5, 2025

Salesforce allows you to create custom dashboards and analyze customer data to make intelligent forecasts. Its hosted in AWS and SOC 2 Type 2 compliant. Data management and analytics: Whats a customer engagement tool without analytics features?

Software Review 52

Software Review Engagement Software Scale 52

Chart Mogul

JUNE 23, 2022

You might be hard-pressed by your AWS bill but you’re not going to start replacing the engine to lighten the load mid-flight. The pace of change will matter more than the headline number and focusing on rate change will help you spot inflection points, and improve your forecasting and overall trend better.

SaaS 52

SaaS DevOps as a Service Marketplace as a Service Forecasting 52

OPEXEngine

JANUARY 11, 2022

For example, technology companies like AWS, GCP, and Snowflake offer no contracts for customers interested in using their self-service option or beta-testing the solution. Thus, almost axiomatically, the model exacerbates the challenge of accurately forecasting revenue, as well as setting accurate quotas.

Pricing 52

Pricing Payment Solutions Outsourced Development Compensation 52

ProfitWell

SEPTEMBER 10, 2020

Running your own server to handle your customer's valuable data requires a huge investment to match the same level of security and reliability that comes baked into services like Amazon AWS and Microsoft Azure cloud. They beat their revenue forecast for the second quarter of 2020, hitting 21% growth over the previous quarter.

SaaS Payments 66

SaaS Payments Trends Merchant Services Payments 66

Neil Patel

FEBRUARY 5, 2021

They also have partnerships with other companies like Cloudflare, AWS, and Let’s Encrypt. It can be hard to forecast the performance of a provider, even if you understand all of the technical aspects they boast. Some providers make you pay extra for a CDN, which spreads your content over a network of servers around the globe.

Management 137

Management Technical Review Outsourced Development Engineering 137

User Pilot

JULY 23, 2020

So many factors feed into it, it can be segmented in so many different ways and it’s often so hard to forecast that SaaS businesses can find it easier to focus on other, less critical metrics. As Andrew Michael of Churn FM explains in this video (2:00 to 2:28): More often than not, when people start to look at retention, it’s really too late.

Retention 95

Retention SaaS Payments Strategy Payment Solutions 95

ChurnZero

MARCH 31, 2022

tech ops, AWS, technical support). As discussed, it’s about comparing the actual result to an honest forecast. ” But that all depends on an honest forecast, which needs to be made by CS ops or sales ops and not by the person whos being paid to beat it! A: So hard.As We think they’re going to renew at 75%.

Customer Success 52

Customer Success Metrics Scale Customer Lifetime Value 52

How To Buy Saas

APRIL 25, 2024

Platforms like Amazon Web Services (AWS), launched in 2006, offered scalable infrastructure that could handle growth without performance issues, revolutionizing IT operations. Forecasting Analytics Machine learning is good at handling voluminous data, recognizing patterns, and predicting future trends. Mobile-friendly design.

Artificial Intelligence 52

Artificial Intelligence Trends AI Machine Learning 52

ProfitWell

SEPTEMBER 25, 2019

One of the most famous lines from Citizen Kane is, “It's no trick to make an awful lot of money, if that's all you want is to do is make a lot of money.” With a revenue model, you can consolidate your target audience, figure out how to market to them, and forecast growth. If only that statement were as true as it seemed. Labor costs.

Payments 40

Payments Revenue Payment Methods SaaS Payments 40

Sales Hacker

JANUARY 7, 2025

With a background that includes leadership roles at AWS, Microsoft, and Lenovo, Fred brings a wealth of experience in building high-performing teams and driving revenue growth. I need to understand, you know, day by day, my forecast is where we’re going to land. And I remember at AWS, suddenly there’s no margin.

Outsourcing Services 116

Outsourcing Services Scale Outsourced Development AWS 116

OpenView Labs

JUNE 16, 2021

Chargify takes a closer look at the success of Digital Ocean, AWS, Mailgun, MessageBird, and Wordstream. Consumption Forecasting: What It Is and Why It Matters. Building a successful business based on a consumption model means nailing your consumption forecast—but that’s easier said than done. Miscellaneous.

Pricing 64

Pricing Scale Forecasting AWS 64