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Clouded Judgement 10.27.23 - Cloud Giants Report Q3 '23

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. You can see some quotes from Azure / AWS in my Q2 recap , and pasted below. I believe one of the bigger reasons software has held up despite the run up in the 10Y to 5% is the expectation for re-acceleration (ie numbers / forecasts going up).

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Clouded Judgement 1.6.23

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. 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. Subscribe now Share Clouded Judgement Leave a comment

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A Look Back at Q4 '23 Public Cloud Software Earnings

Clouded Judgement

Q4 earnings season for cloud businesses is now behind us. 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. This is the data point shown for Q4 ‘23. So what are these consensus estimates and who creates them?

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Clouded Judgement 7.28.23 - Optimization Cycles and Economy Update

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. Powell said the Fed staff no longer is forecasting a recession. Subscribe now Share Clouded Judgement Leave a comment

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How Much Should You Expect Your Startup to Slow in 2022?

Tom Tunguz

AWS’s growth rate is the slowest of the three largest public infrastructure clouds. Results from these clouds suggest the market isn’t as soft as the 30% estimate - at least not yet. With about 39% market share, AWS reigns supreme as the largest provider. GCP reported 37% growth & Microsoft 40%. Q/Q Growth Rate Change.

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Clouded Judgement 5.26.23

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Azure / Confluent / Datadog reported a few weeks back (they all had March quarter ends), and their commentary suggested the worst was behind us. There’s a lot more volatility baked into these models, and they’re quite hard to forecast.

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Sync Your MRR Movements with Amazon S3, Google Cloud Storage, or Azure Blob Storage

Chart Mogul

Configure Amazon S3, Google Cloud Storage, or Azure Blob Storage as a destination in ChartMogul and export your activities for further analysis. Export activities to predict churn and generate forecasts. ChartMogul is only one part of a larger ecosystem of tools an organization with recurring revenue uses.

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