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Clouded Judgement 5.3.24 - Hyperscalers Report Q1 + Early Look at Software Reports

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Report Q1 + Early Look at Software Results Q1 earnings seasons has officially kicked off! We’ve already had ~20% of software companies report Q1. Follow along to stay up to date!

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Clouded Judgement 2.2.24 - Cloud Giants Report Q4 '23

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. 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.

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7 Ways to build Enterprise Readiness into your SaaS roadmap

CloudGeometry

Optimize cloud economics and drive Business Goals. One reason is that many enterprises do not run everything on public clouds. Support tools that enforce all kinds of security policies at any access point, e.g. single-sign-on (SSO), feature flags, Cloud Access Security Brokers (CASBs) among others.