Clouded Judgement

AUGUST 4, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. You can see more detail about their net new ARR added each quarter below Azure Growth came in at 27%, and guided to 25-26% growth for Q3. That means we very well could see 27% be the bottom for them as well (assuming they beat their guidance).

Cloud 130

Cloud Azure Cost optimization & reporting AWS 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. Follow along to stay up to date! Top 5 Median: 15.8x

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

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! The Q4 ‘22 growth rate was 38% YoY.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

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. This week we had two of the hypserscalers report (Microsoft / Azure and Google / GCP), and everyone was eager to see their results.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Audacix

SEPTEMBER 20, 2022

Building a culture of security in you software development teams is not an easy task, but its crucial if you want to minimise the chances of unforeseen cybersecurity disasters and unfortunate media appearances. Then, based on your responses, we will show you how to: Do regular software security activities to reduce your overall burden.

Software Development 52

Software Development GCP(Google Cloud Platform) Development Software 52

Clouded Judgement

AUGUST 11, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. This is all important because on a relative basis, high growth software is expensive. So on a growth adjusted basis, high growth software is expensive. Follow along to stay up to date! On the surface, it wasn’t good.

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

Clouded Judgement

NOVEMBER 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Datadog Gives Software the All Clear? This week software stocks shot up on Tuesday, largely a result of Datadog’s quarterly earnings. This doesn’t mean the rest of the software universe will follow suite. So what happened?

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

How To Buy Saas

MAY 15, 2024

This helps you cut down on costly upfront capital investments in hardware and software and save on recurring maintenance fees. Enterprises can buy or lease only the services they need, thus reducing maintenance and upfront charges. IaaS services allow you to opt for only what you require and pay accordingly. Why would you need PaaS?

DevOps as a Service 52

DevOps as a Service Marketplace as a Service Cloud SaaS 52

Audacix

MAY 11, 2023

A vulnerability assessment tools or virtual app scanning for your software team has become as important as your git repository or your ticket management system. API vulnerability scanner API security testing ensures business data packets that move between two software applications and ip addresses are secure.

Underperforming Technical Team 52

Underperforming Technical Team Software Cloud Software Engineering 52

Audacix

JULY 28, 2022

In fact, smart and fast-growing cloud software companies who outperform their peers usually share this common trait: they consistently grow sales and build their brand by turning their security standards into a key differentiator and selling point. It probably will also help you land your next (or first) big enterprise customer for your SaaS.

Cybersecurity 52

Cybersecurity Underperforming Technical Team AWS Scale 52

SaaStr

APRIL 28, 2021

That is, until you’ve got a major enterprise deal close to the finish line. At Secureframe , we help companies get enterprise ready by streamlining SOC 2 compliance and get them ready within weeks, rather than months. . Security, besides having a password that isn’t “password123”, is probably not a major priority. .

Enterprise 210

Enterprise Software Review Azure GCP(Google Cloud Platform) 210

SaaStr

OCTOBER 6, 2022

We help B2B SaaS marketers turn organic search into a source of repeatable revenue through software and coaching. DuploCloud offers an end-to-end DevOps software platform for dev teams that don’t have dedicated DevOps engineers and augments those that do. Prismatic is the integration platform for B2B software companies.

GCP(Google Cloud Platform) 197

GCP(Google Cloud Platform) Azure AWS compliance 197

Audacix

FEBRUARY 4, 2024

But before we talk about tools, let me help you understand the nuances of SaaS security; its challenges and the software security best practices you can follow to protect cloud infrastructure and applications. There's no doubt you need the right security practices, including thorough software security reviews.

Outsourcing Services 52

Outsourcing Services Cloud Outsourced Development Software Review 52

Clouded Judgement

SEPTEMBER 19, 2023

As Frank Slootman (Snowflake CEO) said, “Enterprises are also realizing that they cannot have an AI strategy without a data strategy to base it on.” ” Similarly, Satya Nadella (Microsoft CEO) said “Every AI app starts with data, and having a comprehensive data and analytics platform is more important than ever.”

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

Neil Patel

DECEMBER 24, 2020

There is also an Enterprise plan for custom check intervals and several monitors. You can also combine the capabilities of both monitoring options with their Enterprise plan. 3 – AppDynamics – Best Software Monitoring Service For WebApps. The tool also captures important debug data to speed up the software debugging process.

DevOps as a Service 145

DevOps as a Service Software Review GCP(Google Cloud Platform) Systems Review 145

OpenView Labs

JANUARY 24, 2022

Every year Tackle surveys sellers and buyers at software companies across the spectrum—from less than $10M to over $1 billion in ARR, across multiple industries, and in roles like alliances/partnerships, sales, operations, product/development, finance, marketing, IT, and more.

Marketplace as a Service 77

Marketplace as a Service Cloud Trends Software 77