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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. which feels unlikely.

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A Look Back at Q4 '23 Public Cloud Software Earnings

Clouded Judgement

Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., This metric is more self-explanatory, so I won’t go into detail.

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Clouded Judgement 1.6.23

Clouded Judgement

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.”

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Clouded Judgement 7.28.23 - Optimization Cycles and Economy Update

Clouded Judgement

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.

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20 quick insights on Customer Success and SaaS metrics with Dave Kellogg

ChurnZero

Did you catch our Customer Success and SaaS metrics crash-course webinar with leading SaaS expert Dave Kellogg, of Dave Kellogg Consulting ? We’d like to extend a huge thanks to Dave for his expert insights below, which will help you choose and use Customer Success and SaaS metrics in a more nuanced and purposeful way.

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How to Categorize Expenses in a SaaS Startup v2.0

Baremetrics

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. While not a GAAP-metric, it’s widely adopted and understood (examples here , here and here ). This is a v2.0 What’s their new CAC Payback Time?

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Building a Data Engineering Stack That Boosts Scalability

Chart Mogul

The challenge The solution Data warehouse ETL processes How we visualize data Future plans, closing thoughts The challenge: why we needed a data engineering team ChartMogul integrates with various billing systems, normalizes and aggregates the received data, and then visualizes SaaS metrics into charts and tables.