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Clouded Judgement 11.3.23 - No Sign of Re-Acceleration in Software

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Some of these drops rival one of the worst ever software earnings reaction of Tableau in 2016! On Thursday the software index (WCLD) was up ~3%! So what’s holding up software stocks valuations?? Follow along to stay up to date!

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ISVs vs SaaS: What’s the Difference?

Stax

Independent Software Vendors (ISVs) and Software-as-a-Service Providers (SaaS) operate within the same market, thus creating a push-and-pull revenue dynamic. TL;DR ISVs develop and distribute software products independently and often collaborate with hardware manufacturers and platform providers. Learn More What are ISVs?

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Clouded Judgement 10.20.23 - Hyperscaler Q3 Preview

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

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Clouded Judgement 6.9.23 - Recap of Consumption Trends in Q1 '23

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Let’s take a look back at the 6 main consumption players in software and how they preformed. They guided to 26-27% growth in Azure in Q2 (with 1% coming from AI). Follow along to stay up to date! Will we see re-acceleration soon?

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Clouded Judgement 3.22.24 - ERR vs ARR and the Conundrum of AI Revenue Streams Today

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now ARR (Annual Recurring Revenue) vs ERR (Experimental Runrate Revenue) ARR (Annual Recurring Revenue) is one of the most popular SaaS (Non-GAAP) metrics. Why do software companies get “credit” simply for revenue?

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Clouded Judgement 11.10.23 - OpenAI Updates + Datadog Gives the All-Clear?

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. ” Now that we’re getting through this initial wave of experimentation and AI buildout, there’s quite a bit of sticker shock when the OpenAI bills come due! Datadog Gives Software the All Clear? So what happened?

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6 SaaS Development Services Your Startup Needs In 2024

How To Buy Saas

One way to think of Software as a Service (SaaS) is as renting software instead of owning it. This is much the same but with software: you subscribe and get access to it (hosted on the cloud) without worrying about installation, maintenance, or updates. Which Businesses Need SaaS Software? What Is SaaS?