Clouded Judgement

APRIL 11, 2024

The first few months of this year felt like a lot of churning in the market. 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. I consider >120% best in class for companies selling to SMBs (like Bill.com).

Cloud 177

Cloud Software Azure AWS 177

Clouded Judgement

MARCH 22, 2024

At contract expiration these customers either renew (sign another contract with same annual value), expand (sign another contract with higher annual value), contract (sign another contract with lower annual value), or churn (stop being a customer and spend goes to zero). It’s probably better described as re-occurring vs recurring.

AI 183

AI Revenue Cloud Technical Advisors 183

Clouded Judgement

JUNE 20, 2023

On the Microsoft earnings call they said (related to Azure): “But at some point, workloads just can't be optimized much further. For businesses selling predominantly to SMB customers, these benchmarks are all slightly lower given the higher-churn nature of SMBs.

Cloud 161

Cloud Software Benchmarks Scale 161