Clouded Judgement

APRIL 28, 2023

AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. Azure reported on Tuesday and gave us that glimmer of hope. Azure : Coming into the quarter, a growth rate that would have satisfied the market would have been ~29%. 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

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

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. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against.

Cloud 130

Cloud Azure Cost optimization & reporting AWS 130

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

JANUARY 27, 2023

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

Cloud 141

Cloud Azure Pricing Subscription 141

Clouded Judgement

JUNE 9, 2023

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 guided to 26-27% growth in Azure in Q2 (with 1% coming from AI). This post and the information presented are intended for informational purposes only.

Trends 130

Trends Cloud Azure AWS 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. This post and the information presented are intended for informational purposes only.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

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. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 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. I created this subset to show companies where FCF is a relevant valuation metric.

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

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

SaaStr

NOVEMBER 4, 2021

The SaaS “Rule of 40” has gained popularity due to its simplicity, requiring only two common financial metrics to be added together. KBCM helpfully presents a very detailed comparison of “Rule of 40” Qualifiers (i.e. Ultimately, the “Rule of 40” is ONLY a metric.

SaaS 269

SaaS Technical Review Benchmarks Azure 269

Clouded Judgement

NOVEMBER 3, 2023

Maybe with the exception of hyperscalers (particularly Azure). So if you’re not valued like a growth stock you get valued more like a value stock - and the valuation metrics there look more like FCF or PE multiples. I created this subset to show companies where FCF is a relevant valuation metric. And the median guide is 0.4%

Software Review 161

Software Review Cloud Software Azure 161

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. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against.

Cloud 141

Cloud Azure Trends Retention 141

Clouded Judgement

FEBRUARY 3, 2023

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. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against.

Cloud 130

Cloud Azure AWS Generative AI 130

Clouded Judgement

FEBRUARY 17, 2023

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. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against.

Cloud 130

Cloud Azure Revenue Subscription 130

Neil Patel

JANUARY 25, 2021

You have to arrange your data, explain it, present it properly, and then derive a conclusion from it. These tools should help you understand your business in more detail, including important metrics, inventory, and sales numbers. It can identify market trends, uncover insights, determine outliers, and monitor crucial business metrics.

Data Analysis 128

Data Analysis Software Data Scale 128

Clouded Judgement

JUNE 20, 2023

Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., This metric is more self-explanatory, so I won’t go into detail.

Cloud 161

Cloud Software Benchmarks Scale 161

Clouded Judgement

SEPTEMBER 19, 2023

Then I’ll weave in where Tabular / Iceberg fit, and why they’re already playing a prominent role in the future (and present) of data infrastructure. Typical data lake storage solutions include AWS S3, Azure Data Lake Storage (ADLS), Google Cloud Storage (GCS) or Hadoop Distributed File System (HDFS).

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

All that Saas

SEPTEMBER 5, 2021

This allowed us to access all of the sales, marketing (and even the training content), and create a captivating presentation offline. We were able to make presentations that were customized to our preference, and we were able to share the content that was specially selected through an email/copy link. Presenting and Sharing.

Software Review 52

Software Review Systems Review Pricing Sales Enablement 52

ProfitWell

MAY 15, 2020

Some PaaS examples include Windows Azure, Google App Engine, and Force.com. Depending on how sensitive your data is, storing it offsite with a SaaS service may present problems with compliance. Before purchasing a software subscription, research the capabilities you need and ensure they are present.

SaaS Payments 75

SaaS Payments Payment Services Payment Solutions Payments 75

Chart Mogul

DECEMBER 22, 2021

And we know how important it is for you to be able to track your metrics on the move. They also have a VC feature that lets you track metrics for multiple ChartMogul accounts at once. We will support exports to Amazon S3, Microsoft Azure Blob, and Google cloud storage. 7 new or upgraded billing system integrations.

Software Review 52

Software Review Systems Review Payment Features PayPal 52

Full Session

NOVEMBER 6, 2022

This visual presentation makes it easier to interpret data and allows you to notice details you might miss otherwise. Mixpanel has a relatively complex implementation process, including creating an account, and project organization, adding tracking code to the page, and setting up events, metrics, and tracking plans.

Software Review 52

Software Review Underperforming Technical Team Business Technical Review 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

User Pilot

JULY 17, 2023

Customize surveys to match brand presentation: With Userpilot’s extensive customization options, you can seamlessly align your surveys’ visual design and branding with your overall product presentation. It lets you track mood metrics, identify keywords, and gain comprehensive insights from customer responses.

Software Review 18

Software Review Software AI Search AI 18

Neil Patel

DECEMBER 24, 2020

Consider also that the Google algorithm ranks websites by load speed, among other metrics. From here, the script collects data from users across various performance metrics and reports back to the RUM interface. The tool also monitors Windows, Linux, Docker, VMware, FreeBSD, GCP, and Azure for servers.

DevOps as a Service 145

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

SaaStr

SEPTEMBER 13, 2020

If you would like to find out more about the show and the guests presented, you can follow us on Twitter here: Jason Lemkin. Azure has been gaining on them rapidly and is growing a double that rate. Number two, we really want companies to report and track these metrics early. You can read the podcast transcript below.

Sales Hiring 158

Sales Hiring Scale Payments Cloud 158

SaaStr

MAY 15, 2020

If you would like to find out more about the show and the guests presented, you can follow us on Twitter here: Jason Lemkin. I mean, them and Azure, they’ve just had tremendous success. It’s way easier to compare business metrics. This podcast is an excerpt from Michelle’s session at SaaStr Summit. Harry Stebbings.

Sales Hiring 195

Sales Hiring Scale Technical Review Outsourcing Services 195

SmartKarrot

JANUARY 18, 2022

The company is presently working on incubation cells, gaming certificates, and setting up a variety of gaming cafes. Companies can create content that increases conversions and dialogues by using the tool’s metrics. The SaaS company arranges and promotes a variety of e-sports leagues for gamers. Capillary Technologies.

SaaS Payments 11

SaaS Payments Payment Solutions Payment Methods Payments 11