Clouded Judgement

AUGUST 11, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. While it is too early to call an end to cloud optimization and a significant level of macro uncertainty remains, these new trends, along with the tenor of our customer interactions are encouraging.” Follow along to stay up to date!

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

Clouded Judgement

MAY 3, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. We now have results from the three hypersclaers (AWS / Azure / GCP). ” Full quote below: “We're seeing a few trends right now. This post and the information presented are intended for informational purposes only.

Cost optimization & reporting 193

Cost optimization & reporting Cloud Software AWS 193

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

Cost optimization & reporting 170

Cost optimization & reporting Cloud Azure AWS 170

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

Cloud 170

Cloud Azure AWS Software Review 170

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. Azure came in at 31% (constant currency).

Cloud 130

Cloud Azure AWS AI Search 130

Clouded Judgement

SEPTEMBER 27, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Microsoft launched Azure in 2010, and Google launched GCP to the public in 2011 (they launched a preview of Google App Engine in 2008, but made it publicly available in 2011). Follow along to stay up to date! Securities and Exchange Commission.

Cloud 179

Cloud GCP(Google Cloud Platform) AWS Azure 179

Clouded Judgement

AUGUST 2, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! This post and the information presented are intended for informational purposes only. Follow along to stay up to date! Today it’s ~5x.

Cloud 159

Cloud Azure GCP(Google Cloud Platform) AWS 159

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

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. Follow along to stay up to date!

Cloud 193

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 193

Clouded Judgement

APRIL 11, 2024

It looks at the YoY dollar change in quarterly revenue from the hyperscalers (just looking at Azure / AWS because the data goes back further) going back a few years. If we break this down and look at Azure and AWS independently (graphs below), you’ll see how the AWS “swings” were a lot more volatile.

Cloud 187

Cloud Software Azure AWS 187

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. This brings me back to AWS / Azure downgrades. This post and the information presented are intended for informational purposes only.

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

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

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

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 146

Cloud Azure Pricing Payment Features 146

Clouded Judgement

MAY 10, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. This post and the information presented are intended for informational purposes only. Follow along to stay up to date! So far - you’re either tied to AI tailwinds, or it’s rough out there. Securities and Exchange Commission.

Cloud 170

Cloud Software GCP(Google Cloud Platform) Azure 170

Clouded Judgement

MARCH 22, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. This post and the information presented are intended for informational purposes only. This analysis does two things.

AI 193

AI Cloud Revenue Technical Advisors 193

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

MAY 31, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. And people thought that trend would continue in to Q1. This post and the information presented are intended for informational purposes only. Follow along to stay up to date! Coming in to Q1 there was broader optimism.

Cloud 187

Cloud Software GCP(Google Cloud Platform) AI 187

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 146

Cloud Azure Trends Forecasting 146

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 week we had two of the hypserscalers report (Microsoft / Azure and Google / GCP), and everyone was eager to see their results.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Neil Patel

JANUARY 25, 2021

You have to arrange your data, explain it, present it properly, and then derive a conclusion from it. It can identify market trends, uncover insights, determine outliers, and monitor crucial business metrics. Why are there so many data analytics tools? Which one is worth your money? If it sounds complicated, that’s because it is.

Data Analysis 131

Data Analysis Software Data Scale 131

Clouded Judgement

NOVEMBER 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Maybe with the exception of hyperscalers (particularly Azure). This post and the information presented are intended for informational purposes only. Follow along to stay up to date! Already we’ve seen huge earnings move.

Software Review 170

Software Review Cloud Software Azure 170

Clouded Judgement

FEBRUARY 17, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 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. This post and the information presented are intended for informational purposes only.

Cloud 130

Cloud Azure Payment Features Subscription 130

User Pilot

JULY 14, 2024

Business intelligence analysts help gather and clean data, analyze it to find trends, and then translate those insights into clear reports and visuals. Data Analysis and Storytelling : Once the data is prepped, they leverage their analytical skills and tools to uncover trends, patterns, and hidden insights.

Artificial Intelligence 98

Artificial Intelligence Business Payments Sales Recruiting 98

Clouded Judgement

FEBRUARY 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 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. Follow along to stay up to date! It’s a place I collect my thoughts.

Cloud 130

Cloud Azure AWS Generative AI 130

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. The rise of foundation models and generative AI only furthers this trend. The majority of this post will be centered around the data lakehouse architecture.

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

User Pilot

JULY 28, 2024

Data analysis and interpretation : Apply statistical techniques and tools to analyze data, identify patterns, trends, and correlations, and derive meaningful insights that address business questions or problems. Utilize cloud-based data platforms (AWS, Azure, Google Cloud) for scalable data storage, processing, and analysis.

Data 52

Data Azure Data Analysis Artificial Intelligence 52

User Pilot

JULY 25, 2024

Whether you’re looking to deepen your expertise, stay updated with industry trends, or find practical tools to enhance your workflow, the right resources are essential for continuous growth and success. Utilize cloud-based data platforms (AWS, Azure, Google Cloud) for scalable data storage, processing, and analysis.

Artificial Intelligence 52

Artificial Intelligence Data Azure Machine Learning 52

User Pilot

APRIL 30, 2024

Key examples are Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform, which provide scalable resources like virtual servers and storage. Reports : With customizable reports , Mixpanel enables you to visualize data and track trends over time. What are the benefits of the SaaS model? Mixpanel analytical dashboard.

SaaS Payments 104

SaaS Payments Payment Methods Payment Services Payment Solutions 104

User Pilot

JULY 21, 2024

Data analysis and interpretation : Apply statistical techniques and tools to analyze data, identify patterns, trends, and correlations, and derive meaningful insights that address business questions or problems. Utilize cloud-based data platforms (AWS, Azure, Google Cloud) for scalable data storage, processing, and analysis.

Artificial Intelligence 52

Artificial Intelligence Data Machine Learning Azure 52

User Pilot

JULY 28, 2024

Data analysis and interpretation : Apply statistical techniques and tools to analyze data, identify patterns, trends, and correlations, and derive meaningful insights that address business questions or problems. Utilize cloud-based data platforms (AWS, Azure, Google Cloud) for scalable data storage, processing, and analysis.

Data 52

Data Artificial Intelligence Machine Learning Data Analysis 52

User Pilot

JULY 25, 2024

Whether you’re looking to deepen your expertise, stay updated with industry trends, or find practical tools to enhance your workflow, the right resources are essential for continuous growth and success. They are basically detectives who uncover hidden patterns and trends in data, which businesses can then use to make better decisions.

Data 52

Data Technical Review Artificial Intelligence Machine Learning 52

User Pilot

JUNE 30, 2024

Best tool for Business Intelligence (Tableau) : Tableau is a business intelligence tool that helps you transform your data into insights you can easily present to stakeholders. Carrying out extensive market research to identify patterns and trends that serve as pointers for product strategies. Looking into tools for product analysts?

VP of Engineering 52

VP of Engineering Sales Recruiting Data Analysis Underperforming Technical Team 52

SaaStr

SEPTEMBER 13, 2020

Byron Deeter and Elliott Robinson, partners at Bessemer Venture Partners, offer macro trends in the public and private cloud markets, strategic advice to cloud founders, and insights into why entrepreneurs should feel auspicious about the future. Azure has been gaining on them rapidly and is growing a double that rate. Byron Deeter.

Sales Hiring 213

Sales Hiring Scale Payments Cloud 213

User Pilot

JULY 28, 2024

They are basically detectives who uncover hidden patterns and trends in data, which businesses can then use to make better decisions. They are basically detectives who uncover hidden patterns and trends in data, which businesses can then use to make better decisions. Bonus points : Experience with cloud platforms (AWS, Azure, GCP).

Data 52

Data Technical Review Artificial Intelligence Machine Learning 52

User Pilot

MAY 27, 2025

Trends Reporting Track how specific events trend over time and across segments. Trends Track specific event or property trends over time for ongoing insights. It simplifies identifying patterns and trends with tools for tagging, annotating, and synthesizing user feedback. ” Vrutik P.

Management 52

Management Software Review AI Search Interviewing 52

User Pilot

JULY 28, 2024

Data analysis and interpretation : Apply statistical techniques and tools to analyze data, identify patterns, trends, and correlations, and derive meaningful insights that address business questions or problems. Utilize cloud-based data platforms (AWS, Azure, Google Cloud) for scalable data storage, processing, and analysis.

Artificial Intelligence 52

Artificial Intelligence Data Machine Learning Data Analysis 52

User Pilot

JULY 21, 2024

They are basically detectives who uncover hidden patterns and trends in data, which businesses can then use to make better decisions. They are basically detectives who uncover hidden patterns and trends in data, which businesses can then use to make better decisions. new features, pricing models).

Technical Review 52

Technical Review Data Artificial Intelligence Machine Learning 52