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Clouded Judgement 10.11.24 - Budget Flush

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. The hyperscalers (AWS, Azure, GCP) are always some of the first companies to report earnings during earnings season (coming up in 2 weeks), and there’s always a read through for consumption names (meaning people believe there’s a correlation).

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Top Tools for Monitoring API Performance

Teamgate

is a powerful cloud observability platform that helps us monitor our infrastructure and applications in real time. Integration with Development Tools Datadog simplifies monitoring by aggregating data from a wide range of sources, including SaaS applications, cloud platforms, automation tools, and databases.

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Predicting Cloud Growth Rates for 2023

Tom Tunguz

I’m watching public company earnings to identify early weaknesses in the software market. Yesterday, Google & Amazon announced earnings which completes the picture. A year ago, AWS, GCP, & Azure averaged 44% annual growth. Google: [GCP] saw slower growth of consumption as customers optimized GCP costs.

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How Much Should You Expect Your Startup to Slow in 2022?

Tom Tunguz

AWS’s growth rate is the slowest of the three largest public infrastructure clouds. With about 39% market share, AWS reigns supreme as the largest provider. GCP reported 37% growth & Microsoft 40%. Results from these clouds suggest the market isn’t as soft as the 30% estimate - at least not yet.

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A Look Back at Q1 '24 Public Cloud Software Earnings

Clouded Judgement

Q1 earnings season for cloud businesses is now behind us. These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery. GCP data is a bit more noisy as they don’t disclose GCP itself, but rather Google Cloud which includes GSuite.

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The Health of Cloud Spending in Mid-2022

Tom Tunguz

I’m watching public company earnings to identify early weaknesses in the software market. This week Microsoft, Google/ Alphabet, & Amazon report their figures. Today, Microsoft & Google revealed the health of their infrastructure business units. Google Cloud Platform. Microsoft Azure.

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Grey Skies in Cloud Earnings

Tom Tunguz

I’m watching public company earnings to identify early weaknesses in the software market. This week Microsoft, Google/ Alphabet, & Amazon reported their third quarter figures. Google Cloud Platform. At a 7x multiple of revenue, that is another $84b of market cap creation, in theory.

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