Remove Azure Remove Metrics Remove Trends
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A Look Back at Q1 '25 Public Cloud Software Earnings

Clouded Judgement

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 277
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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. The hyperscalers (AWS, Azure, GCP) are always some of the first companies to report earnings during earnings season (coming up in 2 weeks), and there’s always a read through for consumption names (meaning people believe there’s a correlation).

Cloud 167
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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. They each have some of the largest cloud businesses in the world in AWS, Azure and Google Cloud respectively. I created this subset to show companies where FCF is a relevant valuation metric. Follow along to stay up to date!

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Top Tools for Monitoring API Performance

Teamgate

By combining logs, metrics, and traces, Middleware offers actionable insights into API performance. Developers can set business-critical metrics and receive immediate alerts whenever an API call fails. Industry users have praised Live Traffic Alerts for giving teams greater control over alert settings and improving data trend analysis.

Scale 52
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Global AI Race: Top 7 Countries Leading Full-Stack AI in 2025

How To Buy Saas

This fuels a robust ecosystem of AI chips (Nvidia, AMD), cloud AI services (AWS Sagemaker, Azure AI, Google Cloud AI), and SaaS integration (Salesforce Einstein, Microsoft 365 Copilot, Adobe Firefly). Key Metrics & Reports U.S. Subscribe to our blog for more analysis on AI and SaaS trends. In 2025, U.S.

AI 69
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ProProfs Knowledge Base Review: A Comprehensive Knowledge Management Solution

How To Buy Saas

Article Performance Metrics : Evaluate individual content pieces: Most viewed articles Articles with highest and lowest ratings Time spent on page and drop-off rates Identify which articles are engaging and which ones need revision. Single Sign-On & Authentication Integrations : SSO integration (Okta, Azure AD, etc.)

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GTM 139: AI Agents Are Changing Everything — Microsoft’s VP of AI Agents on the New Era of Work and Software | Ray Smith

Sales Hacker

And then I want you to go into this tool, pull out usage metrics. and that’s, we’re going to see more and more of a trend. cloud infrastructure and you know, many thousands, hundreds of thousands of startups, you know, built on top of Azure. So pulling in usage metrics. No one knows our business quite like us.