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Clouded Judgement 2.3.23

Clouded Judgement

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.

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Clouded Judgement 1.27.23

Clouded Judgement

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. Subscribe now Share Clouded Judgement Leave a comment

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Clouded Judgement 1.20.23

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a commentFollow along to stay up to date!

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Clouded Judgement 1.13.23

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a commentFollow along to stay up to date! CPI Update December CPI figures came out yesterday. Here were the results: Headline inflation was +6.5%

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Product Transformation: Adapting Your Solutions for Cloud Models

Speaker: Ahmad Jubran, Cloud Product Innovation Consultant

In order to maintain a competitive advantage, CTOs and product managers are shifting their products to the cloud. Many do this by simply replicating their current architectures in the cloud. Those previous architectures, which were optimized for transactional systems, aren't well-suited for the new age of AI. Whether you're a seasoned CTO or an industry trailblazer, this webinar will help make your product ready to meet the competition by adopting an architecture that is optimized for AI innovation. Join Ahmad Jubran, Cloud Product Innovation Consultant, and learn how to adapt your solutions for cloud models the right way.

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Clouded Judgement 1.6.23

Clouded Judgement

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. Subscribe now Share Clouded Judgement Leave a comment

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Clouded Judgement 12.23.22

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a commentFollow along to stay up to date! Weakness in Software We’re now through Q3 earning season.

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Clouded Judgement 12.16.22

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. We are, in fact, starting to see forward estimates revised downward for cloud software companies. Subscribe now Share Clouded Judgement Leave a comment

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Clouded Judgement 12.9.22

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a commentFollow along to stay up to date! Can High Growth Businesses Become Profitable?

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Clouded Judgement 11.25.22

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a commentFollow along to stay up to date! Hope everyone had a great Thanksgiving! I’ll be back with more commentary next week.

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5 Things a Data Scientist Can Do to Stay Current

DataRobot together with Snowflake – a leading cloud data platform provider — is helping data scientists stay current with the latest technology and data science best practices so that they can excel in an increasingly AI-driven workplace. Five Things a Data Scientist Can Do to Stay Current offers data scientists guidance for thriving in AI-driven enterprises.

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Clouded Judgement 12.2.22

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a commentFollow along to stay up to date!

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Clouded Judgement 11.18.22

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. I looked at the period of 2015 - 2020 (right up until Covid, so excluding the Covid bubble) and picked out all of the cloud software companies that at one point in time were trading at >10x NTM revenue.

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Clouded Judgement 11.11.22

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a commentFollow along to stay up to date! CPI Update Yesterday we got October CPI numbers which provided a big positive catalyst for the market.

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Clouded Judgement 10.28.22

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. All of these broadly falling into the bucket of customers looking to spend less, with a similar marginal cost structure for the cloud providers (hence the lower operating margin from AWS).

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Product Sales Training – Transformed for Results

Effective product sales training delivers features, benefits, and sales focused content so reps become strategic advisors and develop unique solutions for informed buyers. On-demand cloud-based training is the preferred solution. Managers and sales reps confirm that in this whitepaper. Download the whitepaper today!

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Clouded Judgement 11.4.22

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a commentFollow along to stay up to date! Fed Update On Wednesday the fed hiked rates 75bps. This was expected.

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Clouded Judgement 10.21.22

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. When just looking at the numbers, the median cloud software NTM revenue multiple is 5.0x. Subscribe now Share Clouded Judgement Leave a comment

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Clouded Judgement 10.7.22

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. The chart below only graphs cloud software businesses with >15% LTM FCF margins, and as you can see the R^2 is 0.85 (which is quite high for this kind of correlation).

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Clouded Judgement 10.14.22

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a commentFollow along to stay up to date! Tail Risk What a week.

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Best Practices for Deploying & Scaling Embedded Analytics

Today, sophisticated capabilities such as adaptive security, predictive analytics, workflow, and writeback are taking analytics far beyond basic dashboards and reports. With cutting-edge capabilities like these, application teams are able to differentiate their products from the competition.

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Clouded Judgement 9.30.22

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a commentFollow along to stay up to date!

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Best Cloud Storage Services

The Daily Egg

The best cloud storage service is Google Drive. For a more in-depth look at the best cloud storage services, check out reviews of our five favorites below. The post Best Cloud Storage Services appeared first on The Daily Egg.

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Intercom included on the Forbes Cloud 100 for sixth consecutive year

Intercom, Inc.

We’re delighted to share that Intercom has been named to the Forbes Cloud 100 2022 , landing at #35 on the definitive ranking of the top 100 private cloud companies in the world. We’re honored to see so many Intercom customers featured in the Cloud 100, as well.

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HostGator Cloud Review

The Daily Egg

Speed and uptime are a cloud hosting service’s priorities. HostGator Cloud aligns its hosting service with these priorities that website owners have come to expect from cloud hosting. The post HostGator Cloud Review appeared first on The Daily Egg.

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A Look Back at Q3 '22 Public Cloud Software Earnings

Clouded Judgement

Q3 earnings season for cloud businesses is now behind us. As you can see from the data below most cloud businesses beat the consensus estimates for Q3. This quarter more than half of cloud software businesses missed next quarters consensus.

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Bonus Clouded Judgement - 11.4.22 (End of Day Update)

Clouded Judgement

Subscribe now Share Clouded Judgement Leave a commentLots of movement today, so thought I’d update the charts / tables for the days close. Today felt like a double whammy from the more hawkish Fed + market saying forward estimates need to come down more.

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Best Cloud-Based Phone Systems

The Daily Egg

Cloud VoIP phone solutions help you move your business phone system to the cloud to streamline communications, leverage more advanced features, and operate at a higher level of security. The post Best Cloud-Based Phone Systems appeared first on The Daily Egg.

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Cloud Stocks May Be Down. But the Cloud Remains on Fire. That Matters More.

SaaStr

But at end of the day, in Cloud, the question is if CIO and related spend will slow down. So follow AWS, Azure and Google Cloud. So there’s much angst and even panic with so many SaaS and Cloud public stocks down 50% or more from their peaks. They are the Cloud.

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a16z Podcast: Cloud Wars & Company Wars

Andreessen Horowitz

… The post a16z Podcast: Cloud Wars & Company Wars appeared first on Andreessen Horowitz. AI, machine & deep learning cloud computing enterprise & SaaS open source book launches (and book pods) cloud growing pains cloud infrastructure corporate development

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Best Cloud Web Hosting Plans

The Daily Egg

Whether you’re starting a new website from scratch or looking to upgrade your existing plan, cloud web hosting is an excellent option to consider. Cloud hosting is known for providing high uptime rates […]. The post Best Cloud Web Hosting Plans appeared first on The Daily Egg.

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The Cloud Killed Infrastructure, Long Live Infrastructure!

Andreessen Horowitz

Verticals clouds are on the rise, as traditional clouds give way to specialization. The infrastructure narrative of the last 15 years has been dominated by the cloud. enterprise & SaaS cloud computing

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The Best Cloud ERP Services

SaaS Metrics

Cloud ERP services are quickly becoming the preferred choice for small businesses that want an enterprise-level business management solution without purchasing and maintaining expensive software. The post The Best Cloud ERP Services first appeared on SaaS Metrics.

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Ecommerce Businesses Need Salesforce Commerce Cloud for Successful Operations

SaaS Metrics

This is made possible with the introduction of Salesforce Commerce Cloud, a new product for B2C (Business to customer) websites. Read more The post Ecommerce Businesses Need Salesforce Commerce Cloud for Successful Operations first appeared on SaaS Metrics.

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Cloud and SaaS Are Up 1000%, Now Worth $2 Trillion

SaaStr

We’ve used various bits of the BVP Nasdaq Index and metrics since they launched a few years ago to highlight trends in SaaS and Cloud. This week even after a pullback, public SaaS and Cloud companies are up an eve 1000% (!) SaaS and Cloud are up +1000% since 2013.

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Shopify Says eCommerce is Back. But AWS Says Cloud Under More Scrutiny.

SaaStr

o this was an interesting week in terms of reading the tea leaves on what’s going on in SaaS, Cloud, the economy, and all that. The Cloud infra side grew nicely, but growth did slow. Google Cloud actually accelerated growth at a $27B run-rate.

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Google Says Cloud Will Triple Again in Next 5 Years

SaaStr

We did a deep dive on Google Cloud’s incredible numbers the other day here but there was one point in particular it’s worth doing a deep dive on. Do what it takes if you have something good in SaaS and Cloud right now.

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Bessemer: $1 Trillion in Cloud Market Cap Lost Year-to-Date

SaaStr

There are many ways to slice-and-dice public market data, but the headline one Bessemer called out is the most visceral I’ve seen: Public SaaS and Cloud companies lost $1 Trillion in market cap so far in 2022. And the number of public SaaS and Cloud decacorns has fallen from 50 to 17.

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Predicting Cloud Growth Rates for 2023

Tomasz Tunguz

Google: [We] are pushing Google Cloud to Profitability. One surprising nuance from the Google call: Revenue growth in GCP was again greater than Google Cloud, reflecting strength in both infrastructure and platform services.

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We Are Living In the Cloud Now

SaaStr

There are some mysteries no doubt, but not in Cloud / SaaS. Cloud stocks are on fire since March 15 because since Covid-19, we are living in the Cloud: We don’t fly. And because we can’t do so many things together, we are living in the Cloud.

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