article thumbnail

Clouded Judgement 5.19.23

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Reflections on Software Performance in Q1 Software stocks have enjoyed quite the run this year. Meanwhile, the Nasdaq is up >20%. The bright spot!

Cloud 173
article thumbnail

Clouded Judgement 4.14.23

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Net New ARR Slowdown It’s no secret that cloud software businesses have seen headwinds over the last couple quarters. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Headline CPI came in at 5.0%

Cloud 182
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Predicting Cloud Growth Rates for 2023

Tom 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. With an operating loss of $480m on 7.3b Amazon: Net sales increased $21.4

Cloud 251
article thumbnail

Clouded Judgement 3.10.23

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Consumption Chart Last week I talked a bit about consumption trends. Came across an interesting chart I wanted to share.

Cloud 244
article thumbnail

Best Practices for Deploying & Scaling Embedded Analytics

Deployment: Benefits and drawbacks of hosting on premises or in the cloud. Application Design: Depending on your capabilities, you can choose either a VM or a container-based approach. Packaging and Deployment Workflow: Embedded analytics solution should work seamlessly with your current application.

article thumbnail

Clouded Judgement 5.26.23

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Early Look at May Consumption Trends This week kicked of Q1 earnings reports for companies with April quarter ends.

Cloud 147
article thumbnail

Clouded Judgement 4.21.23

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Morgan Stanley released a report yesterday suggesting “cloud optimizations [were] an intensifying headwind in Q1.” ” They anticipate Q1 will be the peak pressure on cloud spend, and we may see a re-acceleration heading into 2024.

Cloud 130
article thumbnail

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. Join Ahmad Jubran, Cloud Product Innovation Consultant, and learn how to adapt your solutions for cloud models the right way.

article thumbnail

Zeroing in on Cloud Technical Risk for Targeted Customer Impact

The best proof of the power of cloud tools and business models? Yet keeping all the moving parts of cloud running right – especially in a fast-moving, competitive market – can cause conflict between technical and business objectives. Keeping your customers confident and loyal.

article thumbnail

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.