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Clouded Judgement 5.5.23

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Microsoft was more constructive that the optimization headwind would return to normal in the next couple or few quarters. I’m excited about the potential for a more constructive environment as we get closer to year end.

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SaaStr Podcast 436: The State of the Cloud 2021 with Bessemer Venture Partners

SaaStr

The Cloud is expanding and moving forward at a phenomenal rate, so we invited the team at Bessemer Venture Partners back to SaaStr to unveil their latest findings in the 2021 State of the Cloud. Is Cloud growth sustainable for the long term? Is Cloud growth sustainable for the long term? Hello Unicorns . trillion.

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Clouded Judgement 7.7.23 - Hot Economy and Rising Rates

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. The strength was driven primarily by a jump in leisure, hospitality and construction. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! That was the second largest ADP jobs report in 12 years!

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The Evolution of DevOps in Cloud Application Development

How To Buy Saas

With the rise of cloud computing DevOps has gained a partner that has propelled its growth and reshaped the landscape of application development. This piece explores how DevOps and cloud computing work hand in hand to shape application development practices. Exploring the Connection Between DevOps and Cloud Computing 1.

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Clouded Judgement 6.9.23 - Recap of Consumption Trends in Q1 '23

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. They were also more constructive on cloud optimizations bottoming. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Subscribe now Consumption Trends We’re now through earning season.

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Plenty of Decacorns Were Late Bloomers

SaaStr

There’s no question SaaS and Cloud companies scale faster than ever these days. 50%+ growth at $100m+ ARR seems to be the new normal, and a full 25% of the Cloud 100 was growing 100%+ at $100m in ARR! More on that here: The Top SaaS and Cloud companies are now growing 100% at $100m ARR. Cloud is just so much bigger.

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5 Interesting Learnings from Procore at $1 Billion in ARR

SaaStr

It’s a true vertical SaaS leader — “Cloud for Construction” — growing an impressive 33% at $1 Billion (!) But … This week we hosted our 4th Founders Forum where we brought together construction tech founders and CEOs at our Carpinteria HQ for an inspiring two-day event. in ARR now.

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