Clouded Judgement

APRIL 11, 2024

Q4 earnings season for cloud businesses is now behind us. This has all resulted in the median stock price declining 5% YTD. 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. Are forward estimates “de-risked.”

Cloud 177

Cloud Software Azure AWS 177

Clouded Judgement

AUGUST 4, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Update “What we're seeing in the quarter is that those cost optimizations, while still going on, are moderating and many maybe behind us in some of our large customers. Follow along to stay up to date!

Cloud 130

Cloud Azure Cost optimization & reporting AWS 130

Clouded Judgement

OCTOBER 20, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 161

Cloud Azure AWS Software Review 161

Tom Tunguz

JULY 26, 2022

Microsoft Azure. Google Cloud Platform. Microsoft Azure grew 40% y/y, tying the fastest quarterly growth rate in the past 5 quarters. That suggests the cloud market is quite strong. Here are some hypotheses: Google may have greater customer concentration in GCP than Azure. Amazon Web Services.

GCP(Google Cloud Platform) 193

GCP(Google Cloud Platform) Cloud Azure AWS 193

Clouded Judgement

APRIL 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. Azure reported on Tuesday and gave us that glimmer of hope. Azure came in at 31% (constant currency). Follow along to stay up to date!

Cloud 130

Cloud Azure AWS AI Search 130

Clouded Judgement

JANUARY 6, 2023

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

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

Clouded Judgement

OCTOBER 28, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. At the same time, Azure came in below expectations. Subscribe now Share Clouded Judgement Leave a comment

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

JANUARY 27, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Azure (Microsoft) Quarter The week the first of the cloud giants reported - Azure. Early Look at 2023 Guides Given the Azure weakness reported on Tuesday, all software tumbled Wednesday morning with most names down 5-10%.

Cloud 141

Cloud Azure Pricing Subscription 141

Clouded Judgement

APRIL 21, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). Let’s double click on Azure. Follow along to stay up to date! Q1 Earnings Season We’re on the eve of Q1 earning season.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Tom Tunguz

FEBRUARY 13, 2023

AI companies] have a real use case for the cloud which is somewhat different than what we see from some other companies. As Google also reported, usage-based pricing models may weather downturns betterbecause the products they meter grow irrespective of headcount growth, a positive sign for infrastructure.

Cloud 231

Cloud Azure Headcount Software Review 231

SaaStr

NOVEMBER 6, 2023

If you’re selling cloud infrastructure, for the most part, growth may be down a smidge but is still strong, e.g., MongoDB. On top of that, inflation and price increases are eating into overall IT budgets. Growth in public cloud services (AWS, Azure, Google Cloud, Snowflake, etc.)

Merchant Services 270

Merchant Services Azure Software AWS 270

Clouded Judgement

JULY 28, 2023

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. Cycle of Cloud Optimizations Q2 earning season has officially kicked off! Follow along to stay up to date!

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

AUGUST 11, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. The weakness they called out was from larger cloud-native businesses. The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs). Follow along to stay up to date!

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

Clouded Judgement

MAY 26, 2023

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. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 141

Cloud Azure Trends Retention 141

Clouded Judgement

FEBRUARY 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. There’s a real chance the fed funds rate isn’t going >5%, and a soft landing or delayed recession is certainly possible (maybe even being priced in). Follow along to stay up to date! It’s a place I collect my thoughts.

Cloud 130

Cloud Azure AWS Generative AI 130

Clouded Judgement

JUNE 9, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Usage on Snowflake is driven by queries run on Snowflake Azure: Neutral Tone With Strength in AI Overall I’d characterize Azure’s quarter as a net positive. They were also more constructive on cloud optimizations bottoming.

Trends 130

Trends Cloud Azure AWS 130

Tom Tunguz

JULY 25, 2023

At last, we see a change in slope in the annual growth rates of the cloud services. Both Google & Microsoft announced growth rates in GCP & Azure that held steady from one quarter to the next. With about 365m Office users & a price point of $29 per user per month, a 10% cross-sell into the customer base would add $12.7b

Azure 204

Azure GCP(Google Cloud Platform) AI Cloud 204

Clouded Judgement

MARCH 22, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. But this is changing - many categories are becoming commoditized leading to massive pricing pressure.

AI 183

AI Revenue Cloud Technical Advisors 183

Clouded Judgement

NOVEMBER 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. The cost decrease is very meaningful - it’s lowers the barrier to experiment with AI, and also lowers the barrier for these AI functionalities to be pushed into production (because vendors don’t have to increase price nearly as much).

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

SaaStr

DECEMBER 27, 2023

So is it possible to be too efficient in SaaS and Cloud? Many have used Digital Ocean at the cheaper, simpler version of AWS-Azure-Digital Ocean to get going fast and quickly. Even small cloud customers worked to bring down their spend in 2023. #5. And if so, maybe that’s Digital Ocean. It’s gotten crazy good.

Scale 231

Scale AWS Azure Cloud 231

Clouded Judgement

FEBRUARY 17, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. As you can tell, there’s a BIG drop-off projected in 2023 Like Azure, they called for a big slowdown of consumption trends in the month of December. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 130

Cloud Azure Revenue Subscription 130

SaaStr

MARCH 31, 2022

Jessica Alexander, Senior Director Cloud Technology & OEM Partnerships, Crowdstrike. So for the audience, cloud giants are turbocharging startup sales, and the predominant reason for this is because they’re fundamentally changing IT budgets at the customers that we’re all selling to. Rico Mallozzi, Sr.

Scale 203

Scale Marketplace as a Service Cloud SaaS Payments 203

Clouded Judgement

NOVEMBER 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Maybe with the exception of hyperscalers (particularly Azure). Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Already we’ve seen huge earnings move. Q4 guides have painted a pretty stark picture.

Software Review 161

Software Review Cloud Software Azure 161

Clouded Judgement

JUNE 20, 2023

Q1 earnings season for cloud businesses is now behind us. On the Microsoft earnings call they said (related to Azure): “But at some point, workloads just can't be optimized much further. The market is clearly pricing in lower rates + reacceleration of growth. My interpretation is we’re in the bottoming phase.

Cloud 161

Cloud Software Benchmarks Scale 161

Blulogix

NOVEMBER 8, 2023

Transforming the Technology Industry: The Power of Usage-Based Pricing By BluLogix Team The technology industry is in the midst of a profound transformation. Traditional pricing models, such as fixed subscriptions and one-time purchases, no longer align with the dynamic and ever-evolving nature of this sector.

Technology 52

Technology Pricing Payment Features Subscription 52

IT World

JUNE 15, 2020

Is there anything more seductive than cloud machine price lists? There aren’t many of us old enough to remember paying a penny for a piece of candy, but cloud users enjoy prices that are even smaller. Azure charges a miniscule $0.00099 per gigabyte to store data for a month in its archival storage tier.

Cloud 75

Cloud Azure Pricing Data 75

Tom Tunguz

JUNE 9, 2018

It’s a massive acquisition at a massive price relative to other software acquisitions. Microsoft has published Linux and FreeBSD for Azure. Box-out Amazon and Google in the Cloud Wars. “Every” business is moving to the cloud. To migrate enterprise on-prem code to Azure is a huge competitive advantage.

Acquisition 200

Acquisition Azure Cloud Enterprise 200

SaaStr

DECEMBER 26, 2022

Companies are witnessing slight pricing pressure, with the average spend per product dipping slightly. . Tackle.io’s 2021 state of cloud marketplaces report highlighted a similarly dramatic shift. In a 2020 survey, 22% purchased software through a cloud marketplace versus 60% in 2021.

Software Review 200

Software Review Software Azure Cloud 200

Stax

APRIL 18, 2024

Examples of popular SaaS apps include Shopify, an eCommerce platform, Dropbox, a cloud storage service, and Stax Bill, an automated payment processing system. How companies price and distribute their solutions affects everything from revenue streams and customer interaction to product development and delivery methods.

Outsourcing Services 88

Outsourcing Services SaaS Payments Payment Services Payment Methods 88

OpenView Labs

JANUARY 24, 2022

So, it’s no wonder that it has been a massive year in the Cloud Marketplace business. We thought it would be great to take a look back at our State of the Cloud Marketplaces Report and share some of the key findings for those who may be planning to launch their Cloud Marketplace business in 2022. .

Marketplace as a Service 77

Marketplace as a Service Cloud Trends Software 77

Andreessen Horowitz

MARCH 21, 2024

We were surprised that cost wasn’t top of mind, but it reflects the leadership’s current conviction that the excess value created by generative AI will likely far outweigh its price. Cloud is still highly influential in model purchasing decisions. 2B run-rate revenue, including spend on OpenAI models via Azure.

Generative AI 145

Generative AI AI Enterprise Artificial Intelligence 145

OPEXEngine

DECEMBER 7, 2021

Dive Brief: Usage-based pricing has grown 32% this year and now 45% of software-as-a-service (SaaS) companies use it all or in part, up from 34%, an OpenView survey shows. Pricing model growth. Usage-based pricing has been growing since at least 2018, when about a quarter of companies were using it, according to OpenView’s data.

Subscription 52

Subscription Payment Features Pricing SaaS 52

User Pilot

MAY 30, 2023

This tier has custom pricing. Host in your Google Cloud for top-class privacy, security, and GDPR compliance. Host in your Google Cloud for top-class privacy, security, and GDPR compliance. Lytics pricing is not available on its website and to get a quote, you need to contact their team. Microsoft Azure dashboard.

Azure 89

Azure Government Marketplace as a Service Data 89

User Pilot

APRIL 30, 2024

Cloud computing offers three main service models: SaaS for ready-to-use software, PaaS for application development frameworks, and IaaS for scalable virtualized computing resources. Microsoft offers enterprise solutions, productivity suites, and cloud services for both B2B and B2C sectors, emphasizing innovation and efficiency.

SaaS Payments 82

SaaS Payments Payment Services Payment Methods Payment Solutions 82

All that Saas

SEPTEMBER 5, 2021

Recently, Showell has made changes to its pricing plans, especially on the Professional plan. This is to make sure that prices are affordable and scalable for organizations that want to increase the number of users. The Showell Professional and Enterprise plans provide unlimited cloud storage to users. Professional. Basic theme.

Software Review 52

Software Review Systems Review Pricing Sales Enablement 52

SaaStr

AUGUST 12, 2022

If you didn’t catch it the other day … and you can read about it on SaaStr …Microsoft and Google Cloud both had extremely strong quarters, Microsoft Azure grew 40% last quarter , and a record number of nine-figure and billion-dollar deals. Microsoft Azure’s at incredible scale and it still grew 40% last quarter.

Scale 198

Scale SaaS Payments Scaling SaaS 198

Blulogix

OCTOBER 11, 2023

Streamlining Success: Five Keys to Automating Usage-Based Billing for Managed Services Providers By BluLogix Team Don’t forget to sign up now to learn more about how to implement usage based pricing models in our upcoming webinar with MGI Research. Automating these pricing models streamlines billing and ensures consistency.

Payment Features 52

Payment Features Management Azure AWS 52