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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. A budget flush occurs when companies rush to spend remaining budgeted funds before the fiscal year ends, often due to a "use it or lose it" mentality. We all know 2020 and 2021 was the year of excessive software buying fueled by ZIRP.

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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. The unlock here of “group + triage + agent” will be the backbone for the next wave of software. Cloud Giants Report Q4 ‘24 We now have the quarterly reports from Amazon, Microsoft and Google.

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A Flare Across the Clouds : Cloudflare's Earnings Report

Tom Tunguz

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. This is likely due to a move up-market where larger buyers seek professional services to deploy infrastructure. Yesterday, Cloudflare announced earnings. Channel sales have become stronger.

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5 Security Changes Your Company Needs to Make to Land Enterprise Deals from Secureframe

SaaStr

Some well-known providers of SSO include Google Cloud Identity for companies using GSuite, Azure Active Directory for companies using Office 365, and Okta if you’re a larger company with more complex needs. . SOC 2 has many requirements around your version control system and how you review code.

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What to Know About the Software Buying Landscape in 2023: What’s Changed, What’s the Same, and What Your Buyers Want with G2 CMO Amanda Malko (Video)

SaaStr

Amanda Malko is CMO at G2, a software marketplace and review site that reaches over 60 million buyers annually across 2000 software categories. In this session, she shares insights and trends from research conducted this year that can help software buyers and sellers make smarter decisions about software and the market. .

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Clouded Judgement 10.20.23 - Hyperscaler Q3 Preview

Clouded Judgement

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!

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Clouded Judgement 11.3.23 - No Sign of Re-Acceleration in Software

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Some of these drops rival one of the worst ever software earnings reaction of Tableau in 2016! On Thursday the software index (WCLD) was up ~3%! So what’s holding up software stocks valuations?? Atlassian was down ~10%.