Clouded Judgement

AUGUST 2, 2024

Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! The information provided is believed to be from reliable sources but no liability is accepted for any inaccuracies. This is for information purposes and should not be construed as an investment recommendation.

Cloud 159

Cloud Azure GCP(Google Cloud Platform) AWS 159

Clouded Judgement

OCTOBER 28, 2022

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. Azure called out an incremental $800m of costs expected throughout the year (they just finished their Fiscal Q1).

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

MAY 10, 2024

All 3 (AWS, Azure, GCP) saw positive reacceleration Quarterly Reports Summary Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months.

Cloud 170

Cloud Software GCP(Google Cloud Platform) Azure 170

Clouded Judgement

AUGUST 4, 2023

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). This post and the information presented are intended for informational purposes only.

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

NOVEMBER 10, 2023

Hyperscalers (AWS, Azure, GCP as companies look for cloud GPUs who aren’t building out their own data centers) Infra (Data layer, orchestration, monitoring, ops, etc) Durable Applications We’ve clearly well underway of the first 3 layers monetizing. Subscribe now Share Clouded Judgement Leave a comment

Cloud 193

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 193

Clouded Judgement

APRIL 21, 2023

Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). Let’s double click on Azure. This post and the information presented are intended for informational purposes only. Q1 Earnings Season We’re on the eve of Q1 earning season.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

MAY 31, 2024

This can lead to an airpocket of valuation as companies transition to a different primary valuation metric Outside of the hypserscalers (Azure, AWS, GCP) who have uniquely benefited from AI revenue (mainly selling compute), everyone else has largely struggled. Coming in to Q1 there was broader optimism. Q4’s were generally good!

Cloud 187

Cloud Software GCP(Google Cloud Platform) AI 187

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. Satya at Microsoft said “Every AI app starts with data and having a comprehensive data and analytics platform is more important than ever.” ” Data is more important than ever! AWS reports next week.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

AUGUST 11, 2023

If next quarter we get similar commentary that Azure gave us this quarter (“still a couple quarters away” without any specific guidance), then we may see market loose a little patience. The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs).

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

Clouded Judgement

SEPTEMBER 19, 2023

Typical data lake storage solutions include AWS S3, Azure Data Lake Storage (ADLS), Google Cloud Storage (GCS) or Hadoop Distributed File System (HDFS). The information provided is believed to be from reliable sources but no liability is accepted for any inaccuracies. A natural question is “why do we have two tiers?

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

OpenView Labs

JANUARY 24, 2022

Our goal is to give our customers and the market the data they need to build a solid case and make informed decisions about when they should take advantage of Cloud Marketplaces. .

Marketplace as a Service 98

Marketplace as a Service Cloud Trends Software 98

Neil Patel

DECEMBER 24, 2020

It helps if the information makes sense, so your DevOps, executives, or other people who have access to the data know what to do with it. Real user monitoring (RUM) gathers information from real website users. Site24x7 supports Ruby, Java, PHP,NET, Node.js, and mobile platforms for apps. Reports & Analytics.

DevOps as a Service 145

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

CloudGeometry

FEBRUARY 7, 2022

That, of course, dictates the isolation models used for information and access management. Some of these include: Create a cluster of nodes per tenant Use IAM and other platform constructs to prevent tenant boundary-crossing. The tenants can then access compute resources (Lambda or Azure Functions, etc.)

Well Architected Framework 130

Well Architected Framework SaaS AWS Construction 130

User Pilot

APRIL 29, 2024

Service providers like Amazon Web Services (AWS), Google Cloud Platform, and Microsoft Azure offer server hosting and load-balancing services. Service providers like Amazon Web Services (AWS), Google Cloud Platform (GCP), and Microsoft Azure offer infrastructure services that support backend development.

Azure 52

Azure GCP(Google Cloud Platform) AWS Construction 52

User Pilot

JULY 28, 2024

They act as translators, transforming raw data sets into clear and actionable information that businesses can use to make better decisions. They act as translators, transforming raw data sets into clear and actionable information that businesses can use to make better decisions. What decisions will the insights inform?

Data 52

Data Azure Data Analysis Machine Learning 52

User Pilot

JULY 28, 2024

TL;DR A data scientist is someone who uses their knowledge of statistics, programming, and specific industry expertise to extract meaningful information from data. A data scientist is someone who uses their knowledge of statistics, programming, and specific industry expertise to extract meaningful information from data.

Data 52

Data Technical Review Machine Learning Artificial Intelligence 52

Audacix

JULY 28, 2022

Book My Discovery Call But my web app is hosted on AWS/Azure/Google Cloud and they look after my security You’re not completely wrong, because to an extent these hosting platforms do provide a level of security. These massive cloud hosting platforms typically offer protections against large-scale DDOS attacks and the like.

Cybersecurity 52

Cybersecurity Underperforming Technical Team AWS Scale 52

User Pilot

JULY 14, 2024

TL;DR A data scientist is someone who uses their knowledge of statistics, programming, and specific industry expertise to extract meaningful information from data. A data scientist is someone who uses their knowledge of statistics, programming, and specific industry expertise to extract meaningful information from data.

Data 52

Data Technical Review Machine Learning Artificial Intelligence 52

Audacix

MAY 11, 2023

This can allow access all customer-sensitive information and spoof identities in virtual environments. During this process, it collects information about inputs, outputs, and potential attack vectors. This is known as code injection which enables an attacker to take control of a business system once a user executes the code.

Underperforming Technical Team 52

Underperforming Technical Team Software Cloud Software Engineering 52

Audacix

NOVEMBER 14, 2023

This automated vulnerability testing tool can scan web applications even behind the login credentials page, helps you automate end-to-end API security as well as helps you secure your cloud platform console, eg. AWS, Azure or GCP. SQLMap SQLmap can perform various types of SQL injection attacks, including blind SQL injection.

Underperforming Technical Team 40

Underperforming Technical Team GCP(Google Cloud Platform) Mobile Cloud 40

Sales Hacker

OCTOBER 7, 2019

Alison Wagonfeld is the Chief Marketing Officer for Google Cloud. She’s responsible for both GCP, which is the Google Cloud Platform and for G-Suite, which is Gmail, Calendar, Sheets, Docs, all the stuff that we all use everyday. Go to vidyard.com/saleshacker for more information.

Cloud 48

Cloud Artificial Intelligence Scale GCP(Google Cloud Platform) 48

Scytale

JUNE 5, 2025

AWS, GCP, and MS Azure all have product offerings that address IAM and IdP requirements and security concerns. This information can be used to change your security systems or implement new and more effective controls. It analyzes the amount and types of attacks.

compliance 98

compliance Wireless Underperforming Technical Team Identity management 98