Cloud GCP(Google Cloud Platform) Investment Revenue 
Clouded Judgement
MAY 31, 2024
Every week I’ll provide updates on the latest trends in cloud software companies. ” As growth starts to slow, it gets harder and harder to justify using revenue multiples as a primary valuation metric. AI Investment Cycle Picking Up - Companies are (rightfully) investing in building out their capabilities around AI.
Clouded Judgement
MAY 3, 2024
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 now have results from the three hypersclaers (AWS / Azure / GCP). Revenue multiples are a shorthand valuation framework.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Clouded Judgement
MAY 10, 2024
Every week I’ll provide updates on the latest trends in cloud software companies. And no one raised full year guide >2% The median “beat” (Q1 revenue over Q1 consensus estimates) was 1.5%, which is the lowest it’s been in the last 4 years Overall, it’s been a TOUGH quarter for software companies.
Clouded Judgement
AUGUST 4, 2023
Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Update “What we're seeing in the quarter is that those cost optimizations, while still going on, are moderating and many maybe behind us in some of our large customers. Follow along to stay up to date!
Clouded Judgement
APRIL 21, 2023
Every week I’ll provide updates on the latest trends in cloud software companies. Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). Morgan Stanley released a report yesterday suggesting “cloud optimizations [were] an intensifying headwind in Q1.”
Clouded Judgement
NOVEMBER 10, 2023
Every week I’ll provide updates on the latest trends in cloud software companies. As the market puts a greater emphasis on bundled platforms today vs point solutions, they appear to be an incremental winner of market share. Revenue multiples are a shorthand valuation framework. Follow along to stay up to date!
Clouded Judgement
OCTOBER 28, 2022
Every week I’ll provide updates on the latest trends in cloud software companies. Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue.
Expert insights. Personalized for you.
177 
Let's personalize your content