Clouded Judgement

JANUARY 12, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. I pulled some data from Pitchbook that you can see below (screen was for US based companies that they categorize as “software”). Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 284

Cloud Venture Capital Acquisition Metrics 284

Clouded Judgement

APRIL 11, 2024

Q4 earnings season for cloud businesses is now behind us. In this post, I’ll take a data-driven approach in evaluating the overall group’s performance, and highlight individual standouts along the way. One of my favorite data sets from the quarter was one my colleague Thomas pulled together. this quarter.

Cloud 177

Cloud Software Azure AWS 177

Clouded Judgement

OCTOBER 27, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. After the cloud giants reported this week, the timing of the presumed re-acceleration is very much in question. At the same time - Google Cloud also massively decelerated from 28% last quarter to 22% this quarter. which feels unlikely.

Cost optimization & reporting 152

Cost optimization & reporting Cloud Azure AWS 152

Tom Tunguz

NOVEMBER 14, 2022

My laptop is faster than your cloud. For the last ten years, the data ecosystem has focused on big data - the bigger the data set, the more exciting. Instead of requiring a scale-out database in the sky, most analyses are faster with an optimized database on your computer that can leverage the cloud when needed.

Cloud 349

Cloud AWS Data Analysis Benchmarks 349

Clouded Judgement

FEBRUARY 23, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. And as we know, this fluctuates Bessemer and Meritech both looked at historical data (images below) to see what that multiplier has been in the past. Meritech analysis Bessemer analysis So what if we look at the data today?

Cloud 152

Cloud Metrics Subscription Payment Features 152

Tom Tunguz

FEBRUARY 2, 2023

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. Meanwhile, the servers keep chugging along & data compounds at a constant growth rate.

GCP(Google Cloud Platform) 305

GCP(Google Cloud Platform) Cloud AWS Sales Hiring 305

Clouded Judgement

DECEMBER 1, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. General purpose GenAI tools dominate the market today, but the tooling layer is starting to emerge to allow enterprises to fine tune models to their specific data. A strong data foundation is critical for an effective AI strategy!

AWS 293

AWS Cloud AI Search Cost optimization & reporting 293

Tom Tunguz

JUNE 22, 2023

MotherDuck announced their product, managed DuckDB in the cloud, is available by invitation. MotherDuck extends DuckDB to the cloud. Then I wanted to share a lead list internally at Theory, so I connected this database to the MotherDuck cloud, created a link, & voila. I’ve been a beta tester for a few weeks.

Cloud 195

Cloud Data Management 195

Tom Tunguz

OCTOBER 22, 2023

On November 8th, I’ll share my 10 Top Trends in Data & AI at the IMPACT Summit. Last year, I covered 9 topics: Cloud data warehouses will process 75% of workloads by 2024. Data workloads segment into in-memory, cloud data warehouse, & cloud data lakes. I’ll be scoring them!

Trends 260

Trends AI Data Cloud 260

Clouded Judgement

MARCH 10, 2023

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

Cloud Trends Subscription Payment Features 244

Clouded Judgement

FEBRUARY 9, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. After a few software companies have reported we can start to look at the data behind “are numbers going up.” The chart below shows the data for the companies to report so far (those who give full year guidance).

Cloud 195

Cloud Pricing Startup Revenue 195

Tom Tunguz

APRIL 1, 2024

Rubrik, a Palo Alto-based data security company, filed their S-1 yesterday. In fiscal 2023, we began transitioning customers from our legacy CDM (Cloud Data Management) capabilities to our subscription-based RSC offerings. 41% of new bookings derives from those new customers.

Data 209

Data Subscription Payment Features Cloud 209

Clouded Judgement

APRIL 14, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. CPI / Fed Update March CPI data came in this week. 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

Cloud 169

Cloud Subscription Payment Features Trends 169

Clouded Judgement

FEBRUARY 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. We’ve gotten data that clearly shows softness in software across the board, but not data that companies expect anything drastic over the full year. Subscribe now Share Clouded Judgement Leave a comment Hard Landing? Soft Landing?

Cloud 268

Cloud Software Review Technical Review Systems Review 268

Clouded Judgement

OCTOBER 20, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. In general economic data has continued to come in strong (a data point suggesting inflation could stay sticky, and the economy can absorb rates staying higher for longer). Subscribe now Share Clouded Judgement Leave a comment

Cloud 161

Cloud Azure AWS Software Review 161

CloudKettle

SEPTEMBER 4, 2023

This post in the Data Cloud Primer series explains the data harmonization process in Salesforce Data Cloud. Data Cloud accepts data from a variety of sources. Harmonization refers to the process of transforming (or modeling) different data sources into one.

Cloud 52

Cloud Data Marketing 52

CloudKettle

AUGUST 21, 2023

As its name implies, Salesforce Data Cloud is a data platform — before you can begin using the platform, you first need to get data into it. And while Data Cloud provides various options for importing data, it’s important to select an optimal method to integrate data sources into the platform.

Cloud 52

Cloud Data Marketing 52

Tom Tunguz

MARCH 19, 2024

Within data teams, a tension exists. Centralize the data analysis to ensure accuracy or enable end-users to analyze their own data directly which is faster & more direct. Cloud databases ushered in an opportunity to centralize that data analysis again. This was a special Office Hours for two reasons.

Data 147

Data Data Analysis AI Cloud 147

CloudKettle

AUGUST 9, 2023

As part of a Salesforce Data Cloud series, this initial article sets out to clarify and explain exactly what Data Cloud actually is, what it’s not, and why it’s a game changer.

Cloud 52

Cloud Data Marketing 52

Clouded Judgement

DECEMBER 15, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Here’s a quick recap on some of the data CPI: Nov CPI YoY was +3.1% Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Subscribe now Macro Update the 10Y rate dropped to 3.9%

Cloud 183

Cloud Subscription Payment Features Metrics 183

SaaStr

MAY 23, 2022

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. Strange Days, Indeed.

Cloud 295

Cloud Azure AWS Marketing 295

CloudKettle

APRIL 20, 2023

Want to learn Data Architecture for Marketing Cloud from the best of the best? Well then mark your calendars for Tuesday, April 25th at 1:00PM PST/4:00PM EST. Save your spot!

Cloud 78

Cloud Data Marketing 78

Clouded Judgement

APRIL 21, 2023

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

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

APRIL 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. Everyone is hoping to find a glimmer of data to suggest that the headwinds are abating and easing. But it COULD have been data to suggest a bottom was forming.

Cloud 130

Cloud Azure AWS AI Search 130

Clouded Judgement

AUGUST 18, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. I wanted to do a quick review of results so far to see what the data is showing us. I wanted to do a quick review of results so far to see what the data is showing us. Before some Q2 data, some quick market analysis.

Cloud 243

Cloud Software Review Subscription Payment Features 243

Clouded Judgement

FEBRUARY 16, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. As we look at early data for Q1, January usage growth was solid. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Could this be the sign of a slow rebound? Could this be the sign of a slow rebound?

Cloud 161

Cloud AWS Metrics Subscription 161

Clouded Judgement

FEBRUARY 24, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. This week Walmart and Home Depot reported earnings (I know, not the usual cloud software suspects!). All of this data gave those arguing for the soft-landing more ammo. Follow along to stay up to date!

Cloud 130

Cloud Subscription Payment Features Revenue 130

Clouded Judgement

MAY 26, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. As many of you know, the data points I’m looking for are any signs of consumption trends starting to tick back up. ie instead of storing 5 years of data they store 3 years. Subscribe now Share Clouded Judgement Leave a comment

Cloud 141

Cloud Azure Trends Retention 141

Tom Tunguz

OCTOBER 27, 2022

Google Cloud Platform. The data suggests a broader slowdown in software spending as these companies are indices of software buyers’ behavior. This week Microsoft, Google/ Alphabet, & Amazon reported their third quarter figures. Microsoft Azure. Amazon Web Services. Meanwhile, Azure has declined in a more steady cadence.

Cloud 228

Cloud GCP(Google Cloud Platform) Azure AWS 228

Tom Tunguz

FEBRUARY 13, 2023

The surge in pipeline is notable given the uncertainty in the market but the close rates are low & sales cycles slow : another confirmatory data point for startups to plan cautiously in 2023. AI companies] have a real use case for the cloud which is somewhat different than what we see from some other companies.

Cloud 240

Cloud Azure Headcount Software Review 240

Clouded Judgement

DECEMBER 21, 2023

Q3 earnings season for cloud businesses is now behind us. In this post, I’ll take a data-driven approach in evaluating the overall group’s performance, and highlight individual standouts along the way. .” Let’s get into some high level data. Of course, the above chart shows historical (ie lagging) data.

Cloud 177

Cloud Software Benchmarks Retention 177

Clouded Judgement

SEPTEMBER 29, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Given those two data points alone I’d expect the median multiple today to be closer to 4x! The reason for all of this - the Fed reserve’s the right to change their mind / policy based on the data, but the problem is the data is lagging.

Cloud 183

Cloud Government Banking Software Review 183

SaaStr

MAY 28, 2022

So Gartner slices and dices its data a number of ways, but I find it invaluable to track enterprise and CIO sentiment. They predict public Cloud spending to rise 20% next year to $500 Billion. They predict public Cloud spending to rise 20% next year to $500 Billion. And that’s the key driver of overall Cloud spend.

Cloud 334

Cloud B2C SaaS Enterprise 334

SaaStr

FEBRUARY 22, 2021

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. The point is that as crazy as SaaS and Cloud seems today, Google itself says we’re on our way to $1T+ in Cloud revenue by 2026/2027, and that things will triple by then.

Cloud 319

Cloud Revenue Product Marketing SaaS 319

Clouded Judgement

JANUARY 19, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. It starts with understanding what type of profile is attractive to public market investors, and I hope the weekly data I share helps give folks an understanding for what these types of metrics are. Follow along to stay up to date!

Cloud 177

Cloud Scale Compensation Metrics 177

Clouded Judgement

NOVEMBER 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. There are many limiters here - data security and compliance are big ones. The counter argument to this is will we be able to find enough high quality long context training data. Subscribe now Share Clouded Judgement Leave a comment

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183