Clouded Judgement

MAY 3, 2024

Subscribe now Cloud Giants Report Q1 + Early Look at Software Results Q1 earnings seasons has officially kicked off! First, companies have largely completed the lion's share of their cost optimization and turned their attention to newer initiatives. We’ve already had ~20% of software companies report Q1.

Cost optimization & reporting 183

Cost optimization & reporting Cloud Software Azure 183

Clouded Judgement

FEBRUARY 2, 2024

Subscribe now Cloud Giants Report Q4 ‘23 Two quotes from the Amazon and Microsoft earnings call really stood out to me this week. Similar to what we shared last quarter, we continue to see the diminishing impact of cost optimizations. Every week I’ll provide updates on the latest trends in cloud software companies.

Cost optimization & reporting 161

Cost optimization & reporting Cloud Azure AWS 161

Clouded Judgement

OCTOBER 27, 2023

Subscribe now Cloud Giants Report Q3 ‘23 Not a great signal for software this week from the Cloud Giants (AWS, Azure and Google Cloud)…After Q2 (3 months ago), the tone from the Cloud Giants around optimizations was largely: optimizations have started to ease, and net new workloads have picked up.

Cost optimization & reporting 152

Cost optimization & reporting Cloud Azure AWS 152

Clouded Judgement

AUGUST 4, 2023

Subscribe now Cloud Giants Update “What we're seeing in the quarter is that those cost optimizations, while still going on, are moderating and many maybe behind us in some of our large customers. And now we're seeing more progression into new workloads, new business. So those balanced out in Q2.

Cloud 130

Cloud Azure Cost optimization & reporting AWS 130

Clouded Judgement

DECEMBER 1, 2023

.” And Adam Selipsky at Amazon said “many customers have completed their cost optimization, and we’re hopeful for increased growth. It shows the number of months it takes for a SaaS business to payback their fully burdened CAC on a gross profit basis. We’re still in the early days of the cloud.”

AWS 293

AWS Cloud AI Search Cost optimization & reporting 293

Clouded Judgement

OCTOBER 28, 2022

Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. It’s always great that the hyper scalers report first, I’ll keep an eye on all of the upcoming reports to see what trends emerge. Quarterly Reports Summary Earning season is upon us!

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

CloudGeometry

MARCH 3, 2022

First, SaaS is a business strategy, not a technology strategy. The challenge is to build common ground between business and architecture so as to translate business assumptions into critical technical solution inputs. The more you can learn what value these features deliver to your customers at a lower cost?

Well Architected Framework 130

Well Architected Framework VPCs (Virtual Private Cloud) SaaS Cloud 130