Cloud GCP(Google Cloud Platform) Investment SaaS 
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). Follow along to stay up to date!
Clouded Judgement
MAY 10, 2024
Every week I’ll provide updates on the latest trends in cloud software companies. The promise of SaaS is that growth in the early years leads to profits in the mature years. It shows the number of months it takes for a SaaS business to payback their fully burdened CAC on a gross profit basis.
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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.”
How To Buy Saas
MAY 15, 2024
In today’s world, cloud computing has become very popular among businesses of all sizes because of its effective tech services. Cloud computing services have helped businesses conveniently access and utilize tools to perform different tasks. You can get them all through cloud computing. Ensure cloud security and compliance.
Clouded Judgement
NOVEMBER 10, 2023
Every week I’ll provide updates on the latest trends in cloud software companies. Quarterly Reports Summary Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months.
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. It shows the number of months it takes for a SaaS business to payback their fully burdened CAC on a gross profit basis.
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