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A Look Back at Q1 '25 Public Cloud Software Earnings

Clouded Judgement

Q1 ‘25 earnings season for cloud businesses is now behind us. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., As you can see from the data below most cloud businesses beat the consensus estimates for Q1.

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NVIDIA Hits $4 Trillion: What Founders Can Learn from the Greatest Growth Story Ever Told

SaaStr

Every major tech company now depends on NVIDIA: OpenAI training GPT models Google powering Bard and Search AI Microsoft Azure AI services Meta’s LLaMA development Tesla’s self-driving technology The B2B Parallel : AWS becoming the infrastructure layer for the internet, or Salesforce becoming the system of record for sales teams globally.

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Clouded Judgement 10.11.24 - Budget Flush

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. The hyperscalers (AWS, Azure, GCP) are always some of the first companies to report earnings during earnings season (coming up in 2 weeks), and there’s always a read through for consumption names (meaning people believe there’s a correlation).

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Clouded Judgement 2.7.25 - "Group + Triage" AI Systems

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Cloud Giants Report Q4 ‘24 We now have the quarterly reports from Amazon, Microsoft and Google. They each have some of the largest cloud businesses in the world in AWS, Azure and Google Cloud respectively.

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Cloud-Based Solutions: The Sky Is the Limit for Retail Success

Speaker: Ryan Bryers, SVP of Global Engineering

In a rapidly evolving industry, the shift from traditional on-premise systems to cloud-based solutions has become crucial for retail success. While many businesses still rely on store-level infrastructure, it's time to embrace the unlimited potential of the cloud!

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Cloud Security Posture Management (CSPM): Top 6 Capabilities

Frontegg

Key takeaways CSPM identifies and fixes cloud misconfigurations to maintain compliance and reduce security risks. Key capabilities of CSPM include multi-cloud integration, policy enforcement, threat detection, compliance mapping, and contextualized risk analysis. What is cloud security posture management (CSPM)?

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SaaS Platform Explainer: Definition, Examples, and How to Grow in the Software as a Service Industry

Stax

TL;DR SaaS platforms are cloud-based software solutions that offer ready-to-use tools over the internet, enabling businesses to scale operations, improve efficiency, and integrate with other applications without managing infrastructure. That means less frictionand more momentumas your business evolves.