AWS Forecasting Investment Payment Features 
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.
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.
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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.”
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.
Intercom, Inc.
APRIL 28, 2021
We evaluate each and every opportunity in our backlog against this framework, using known blockers and constraints as effort inputs, and prioritizing projects based on projected return per investment. This helps us catch any low-level hygiene problems causing costs to spike, and sets shareholder expectations about our upcoming invoices.
Chart Mogul
NOVEMBER 30, 2023
Decision-makers still rely on ChartMogul charts and segments to analyze our subscription data, but as we started collecting a lot more different types of data from a lot more sources, we needed a sustainable data management plan for our growing team. We used our daily AWS RDS snapshots and loaded them daily to Snowflake tables.
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. Many companies want to migrate their subscription or perpetual business to consumption pricing models; however, it doesn’t always result in incremental business.
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