Clouded Judgement

OCTOBER 27, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. You can see some quotes from Azure / AWS in my Q2 recap , and pasted below. I believe one of the bigger reasons software has held up despite the run up in the 10Y to 5% is the expectation for re-acceleration (ie numbers / forecasts going up).

Cost optimization & reporting 152

Cost optimization & reporting Cloud Azure AWS 152

Clouded Judgement

FEBRUARY 2, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. ” Microsoft on Azure : “And I think last quarter, we said one, we are going to continue to have these cycles where people will build new workloads. Follow along to stay up to date!

Cost optimization & reporting 161

Cost optimization & reporting Cloud Azure AWS 161

Intercom, Inc.

DECEMBER 31, 2019

Putting narrative order on the past decade, a 10-year-period that has somehow remained stubbornly nameless, is quite the challenge, but it’s impossible to make sense of the 2010s without understanding the role of software. There is a great responsibility to ensure it trends towards the former, not the latter. Big tech takes over.

Payment Solutions 259

Payment Solutions Payment Methods Software SaaS Payments 259

Clouded Judgement

APRIL 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. It’s pretty well understood that consumption trends will bottom and reverse prior to seat based purchasing. Follow along to stay up to date!

Cloud 130

Cloud Azure AWS AI Search 130

Clouded Judgement

NOVEMBER 3, 2023

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?? Atlassian was down ~10%.

Software Review 161

Software Review Cloud Software Azure 161

Clouded Judgement

AUGUST 4, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. But what I would add is that we saw Q2 trends continue into July.” And most importantly, they’ve seen these positive trends continue. Follow along to stay up to date! So those balanced out in Q2.

Cloud 130

Cloud Azure Cost optimization & reporting AWS 130

Clouded Judgement

OCTOBER 20, 2023

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.

Cloud 161

Cloud Azure AWS Software Review 161

Clouded Judgement

JANUARY 6, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Cloud Downgrades This week UBS came out with a couple research reports citing concerns in AWS / Azure growth. We know software is impacted from macro - but how bad will it get? This brings me back to AWS / Azure downgrades.

Cloud 130

Cloud Azure AWS Underperforming Technical Team 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!

Cloud 130

Cloud Azure AWS Cost optimization & reporting 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 could be a trend of improving buyer dynamics? Follow along to stay up to date! Subscribe now Busy week!

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 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). If we look at the trends in their most recent quarters YoY growth rates (below) you’ll see the deceleration has been meaningful.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

NOVEMBER 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now OpenAI Updates OpenAI had their big developer day this week, and I wanted to call out two key announcements (and trends): increasing context windows and decreasing costs. Datadog Gives Software the All Clear?

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

Clouded Judgement

JANUARY 27, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 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%.

Cloud 141

Cloud Azure Pricing Subscription 141

Neil Patel

JANUARY 25, 2021

Everyone has questions when it comes to choosing data analysis software. Luckily, data analysis software can seriously simplify data analysis—provided you choose the right one. How to Choose the Best Data Analysis Software for You. Data analysis software isn’t a cheap investment, so use caution when making a selection.

Data Analysis 128

Data Analysis Software Data Scale 128

Clouded Judgement

MAY 26, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Early Look at May Consumption Trends This week kicked of Q1 earnings reports for companies with April quarter ends. This means we got commentary for the first time on May trends. Follow along to stay up to date! What did we learn?

Cloud 141

Cloud Azure Trends Retention 141

Clouded Judgement

MARCH 22, 2024

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. Follow along to stay up to date! This analysis does two things.

AI 183

AI Revenue Cloud Technical Advisors 183

Blulogix

NOVEMBER 8, 2023

Traditional pricing models, such as fixed subscriptions and one-time purchases, no longer align with the dynamic and ever-evolving nature of this sector. Subscription Billing The Evolution of Pricing Models in the Technology Industry The technology industry has undergone significant transformations in recent years.

Technology 52

Technology Pricing Payment Features Subscription 52

Clouded Judgement

FEBRUARY 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Then we had the Fed meeting this week creating a huge move in the software market. This was part of the big move in software on Wednesday / Thursday? Not much software was owned. Follow along to stay up to date! Market Offsides.

Cloud 130

Cloud Azure AWS Generative AI 130

Clouded Judgement

FEBRUARY 17, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Datadog Quarter Datadog is one of the software darlings. 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.

Cloud 130

Cloud Azure Revenue Subscription 130

OpenView Labs

FEBRUARY 9, 2021

Software buying has evolved. Long gone are the days of executives choosing software for their employees based on IT compatibility or KPIs. Employees now find their preferred software products and start using them, usually for free. But growing with a usage-model is not as straightforward as traditional subscription SaaS.

Scale 98

Scale Pricing Scaling AWS 98

Audacix

OCTOBER 5, 2019

As enterprises increasingly become more open to introducing cloud software to their environments, you as a cloud provider must proactively anticipate their concerns and address them. Why are enterprise buyers' concerned about cloud software security? What security questions stop enterprise buyers from buying your cloud software?

Cloud 45

Cloud Enterprise Software Review Cybersecurity 45

User Pilot

APRIL 30, 2024

TL;DR A SaaS product delivers software remotely, reducing the need for local installation, maintenance, and updates. Cloud computing offers three main service models: SaaS for ready-to-use software, PaaS for application development frameworks, and IaaS for scalable virtualized computing resources.

SaaS Payments 104

SaaS Payments Payment Services Payment Methods Payment Solutions 104

Audacix

OCTOBER 5, 2019

As enterprises increasingly become more open to introducing cloud software to their environments, you as a cloud provider must proactively anticipate their concerns and address them. Why are enterprise buyers' concerned about cloud software security? What security questions stop enterprise buyers from buying your cloud software?

Enterprise readiness 52

Enterprise readiness Enterprise Cybersecurity SaaS 52

Full Session

NOVEMBER 16, 2022

You should use software that gives you insights into user behavior to learn what works or doesn’t. Google Analytics and Mixpanel might seem similar, but they’re substantially different software. User trends. Feedback trends. How can you optimize your app to give users an even better experience? How to deploy FullSession.

Software Review 52

Software Review Sales Hiring Technical Review Underperforming Technical Team 52

Neil Patel

JANUARY 21, 2021

But while it does offer lots of flexibility in features, there’s still a certain extent of functionality missing from the core software. WordPress’s core software is kind of like an incomplete puzzle. This will give you an idea of the plugin’s popularity and whether it’s still relevant to the ever-changing market trends.

Payment Methods 145

Payment Methods Software Review Scale Payments 145

Full Session

NOVEMBER 6, 2022

They give companies insight into everything from customer behavior and purchasing trends to the performance of their websites or apps. The software is also relatively easy to set up and use. Mixpanel analysis lets you set up events and track trends you consider essential. UX analytics tools allow you to gather such data.

Software Review 52

Software Review Underperforming Technical Team Business Technical Review 52

SaaStr

AUGUST 22, 2020

366: The buzz that accompanies digital transformation trends is infinite. Justin Bedecarre: Whereas if you’re a software company, you can wait until, you don’t have to compel people to come in sooner than they feel safe. I think the baseline we took was like, “Okay, well, how big is the software industry today?

Sales Recruiting 147

Sales Recruiting Cloud CTO Hire Scale 147

SmartKarrot

JANUARY 18, 2022

SaaS (Software as a service) has become a buzzword in recent years. Found in 2015 by Vijay Yalamanchili, Keka, Keka is an HR and payroll management software designed for modern organizations. The word Keka is a slang word in Telugu (founder’s native language) that translates to Perfect – how the software is. Freshworks.

SaaS Payments 11

SaaS Payments Payment Solutions Payment Methods Payments 11