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Clouded Judgement 5.3.24 - Hyperscalers Report Q1 + Early Look at Software Reports

Clouded Judgement

We now have results from the three hypersclaers (AWS / Azure / GCP). The most notable change in tone was Andy Jassy talking about AWS. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

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Clouded Judgement 2.2.24 - Cloud Giants Report Q4 '23

Clouded Judgement

Amazon on AWS : “…customers are continuing to shift their focus towards driving innovation and bringing new workloads to the cloud. Azure (excluding Azure AI) continued to decelerate, and while AWS did come in ahead of expectations, it wasn’t a blow out.

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FastSpring at Game Developers Conference 2024!

FastSpring

Join us at the Moscone Center in San Francisco from March 18-22nd, for an extraordinary event dedicated to continually defining market innovations and providing insight into the future of games. The GDC Expo showcases the latest game development tools and services from leading technology companies such as AWS, Epic, and Google.

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Join FastSpring at SaaS North 2023!

FastSpring

Looking to join SaaS founders and tech enthusiasts who are discussing the most innovative trends for SaaS companies? It is the largest in-person event in the country—2,000+ attendees, 800+ companies, and 100+ speakers—along with features such as Betakit Keynote Stage, AWS Pitchfest, Workspaces Tradeshow.

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6 Questions Founders Should Ask Themselves to Drive Value from Generative AI with Base10 Partners

SaaStr

The Pace of AI is Increasing Dramatically Something ground-shifting has been happening over the last five years — the pace of innovation. If we project out and keep the pace of innovation, think about what will happen in the next five years. The pace of innovation is dramatically fast. ARPU, ACV, and LTV are increasing.

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Transforming the Technology Industry: The Power of Usage-Based Pricing

Blulogix

Traditional pricing models, such as fixed subscriptions and one-time purchases, no longer align with the dynamic and ever-evolving nature of this sector. Subscription Billing The Evolution of Pricing Models in the Technology Industry The technology industry has undergone significant transformations in recent years.

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What Are SaaS Products + 22 Successful SaaS Companies to Follow

User Pilot

Quickbooks and Xero are accounting SaaS products that help you send invoices, track expenses, and process payroll. Microsoft offers enterprise solutions, productivity suites, and cloud services for both B2B and B2C sectors, emphasizing innovation and efficiency. You don’t handle maintenance or updates. Xero expense overview.