Clouded Judgement

JANUARY 6, 2023

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. This was the worst tone that we’ve heard in years from large AWS/Azure partners, a group that usually expresses different shades of optimism about AWS/Azure growth.”

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

Clouded Judgement

JULY 28, 2023

AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. This week we had two of the hypserscalers report (Microsoft / Azure and Google / GCP), and everyone was eager to see their results. Overall, the rate of deceleration is definitely slowing (good thing!).

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

MAY 10, 2024

” For now, some the credit card companies are describing the spending environment as holding up / strong, so there’s definitely some mixed signals. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

Clouded Judgement

MAY 31, 2024

That figure is still quite bad, but the environment in software land definitely got worse in April. The challenge is, while FCF has definitely improved across the board, there are still many companies who’s growth has slowed significantly and FCF generation hasn’t followed suit (or the FCF generation is just low).

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

Clouded Judgement

MAY 26, 2023

Azure / Confluent / Datadog reported a few weeks back (they all had March quarter ends), and their commentary suggested the worst was behind us. An element of re-acceleration is definitely priced in to current 2024 estimates, so we may see 2024 estimates fall. This means we got commentary for the first time on May trends.

Cloud 144

Cloud Azure Trends Forecasting 144

ProfitWell

MAY 15, 2020

Some PaaS examples include Windows Azure, Google App Engine, and Force.com. Let’s get right into each direct benefit you’ll definitely appreciate once you transition to SaaS. Let’s get right into each direct benefit you’ll definitely appreciate once you transition to SaaS. However, the subscription model is flexible.

SaaS Payments 75

SaaS Payments Payment Services Payment Solutions Payments 75

Clouded Judgement

NOVEMBER 3, 2023

However - what we’ve seen so far in general from software earnings is that companies are definitely NOT saying they will see any re-acceleration in Q4. Maybe with the exception of hyperscalers (particularly Azure). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Software Review 167

Software Review Cloud Software Azure 167

Clouded Judgement

FEBRUARY 3, 2023

Dovish Fed : Powell definitely had a more dovish tone. In the short term, enjoy the ride as the chase continues 😊 Kind of related to all of this - we now have seen the Q4’s from AWS, Azure and Google Cloud. Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 130

Cloud Azure AWS Generative AI 130

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. Most public companies don’t disclose ARR (and when they do, it’s often not the same definition of ARR as we use for private companies). Because of this we have to use an implied ARR metric.

Cloud 167

Cloud Software Benchmarks Scale 167

Stax

APRIL 18, 2024

SaaS companies deliver software applications over the internet on a subscription basis, simplifying access and management for users. SaaS, or Software as a Service, companies host and deliver software applications over the internet on a subscription basis. Primarily through direct-to-user subscriptions and third-party distributors.

Outsourcing Services 88

Outsourcing Services SaaS Payments Payment Services Payment Methods 88

BetterCloud

JANUARY 8, 2021

The following issues are incredibly common in a RBAC environment: Lack of a standard definition. Lack of a standard definition. RBAC requires role definitions and governance. For example, with Azure RBAC you can: Allow one user to manage virtual machines in a subscription and another user to manage virtual networks.

Azure 52

Azure Technical Review AWS Scale 52

BetterCloud

FEBRUARY 9, 2021

For example, in March 2019, security researchers found that dozens of major tech companies and corporations had inadvertently exposed sensitive data through misconfigured Box accounts. Researchers discovered bank account and Social Security numbers, passwords, employee lists, and financial data like invoices, receipts, and customer data.

SaaS 64

SaaS Cloud Technical Review Systems Review 64

Sales Hacker

MARCH 25, 2025

Ray Smith: Yeah, I think it’s two years ago, it was definitely termed the moonshot project because the whole thesis was the future of AI is not going to be just this chatty interface or LLM that we’re going to interact with. They fundamentally disrupted how they did this invoice processing that involved BPLs for.

AI Search 65

AI Search AI Scale Software 65

Audacix

OCTOBER 5, 2019

If you don't have this expertise within your team and your external penetration testing partner doesn't offer it, talk to us about our subscription-based pentest-as-a-service plans. Do you have a security architecture strategy? Will you do our security analysis for us? Why, you ask?

Enterprise readiness 52

Enterprise readiness Enterprise Cybersecurity DevOps as a Service 52

Audacix

OCTOBER 5, 2019

If you don't have this expertise within your team and your external penetration testing partner doesn't offer it, talk to us about our subscription-based Cloud Warrior continuous application security plans. Do you have a security architecture strategy? Will you do our security analysis for us? Why, you ask?

Cloud 45

Cloud Enterprise Software Review Cybersecurity 45

SaaStr

AUGUST 22, 2020

Aaron Levie: So, I think there’s definitely a lot of cognitive dissonance if you’ve been doing this for so long, but the reality is most of the world hasn’t been doing this for more than the past couple of years or the past couple of weeks. Aaron Levie: That shift is definitely starting. Jason Lemkin: Day one.

Sales Recruiting 184

Sales Recruiting Cloud CTO Hire Sales Hiring 184

Payrix

FEBRUARY 18, 2025

This documentation can then be shared with customers and partners as proof of compliance, demonstrating the company’s commitment to securing payment data. So, if we think about something like a hosting provider, Azure, Amazon, or Google, their attestation of compliance for cloud functions will say we do hosting services.

Payment Services 130

Payment Services Merchant Services Payments compliance 130

How To Buy Saas

FEBRUARY 27, 2025

was trained with more data and new techniques on OpenAIs Azure supercomputers , making it an even more robust AI assistant. Definitely. is available through ChatGPT Pro (the $200/month subscription tier) Pro users can select GPT-4.5 If you have access to it, its definitely worth trying out to see the difference.

ChatGPT 40

ChatGPT AI Search Software Review AI 40