Clouded Judgement

JANUARY 12, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S. Subscribe now Share Clouded Judgement Leave a comment

Cloud 284

Cloud Venture Capital Acquisition Metrics 284

Clouded Judgement

DECEMBER 22, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S. Subscribe now Share Clouded Judgement Leave a comment

Cloud 177

Cloud Subscription Payment Features Metrics 177

Clouded Judgement

APRIL 12, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S. Subscribe now Share Clouded Judgement Leave a comment

Cloud 141

Cloud Subscription Payment Features Revenue 141

Clouded Judgement

JANUARY 5, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. In the basket I track and discuss in Clouded Judgement (~80 companies), no one is up on the year. This is for information purposes and should not be construed as an investment recommendation. Follow along to stay up to date!

Cloud 152

Cloud Trends Subscription Payment Features 152

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

Clouded Judgement

DECEMBER 29, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now 2023 Top Performers In 2023, there were 14 cloud software companies that were up 100%+ this year (in the index I track of ~80 total)! This is for information purposes and should not be construed as an investment recommendation.

Cloud 189

Cloud Software Review Subscription Payment Features 189

Clouded Judgement

MARCH 8, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S. Subscribe now Share Clouded Judgement Leave a comment below consensus).

Cloud 161

Cloud Revenue Subscription Payment Features 161

Andreessen Horowitz

FEBRUARY 20, 2024

The traditional clouds (AWS, GCP, and Azure) are getting dated. They continue to be the standard for the vast majority of cloud workloads, of course, but they are built around a set of operational practices that were more relevant a decade ago. However, storage has been a key issue for moving applications wholesale to these new clouds.

Investment 119

Investment GCP(Google Cloud Platform) AWS Azure 119

Clouded Judgement

DECEMBER 1, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Amazon and Snowflake have both made comments recently that Cloud Optimizations are starting to play second fiddle to net new workload growth. We’re still in the early days of the cloud.” Follow along to stay up to date!

AWS 293

AWS Cloud AI Search Cost optimization & reporting 293

Clouded Judgement

FEBRUARY 23, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. The second part is a nuanced point - the median cloud software stock is down 2% year-to-date. This is for information purposes and should not be construed as an investment recommendation. Follow along to stay up to date!

Cloud 152

Cloud Metrics Subscription Payment Features 152

Clouded Judgement

FEBRUARY 9, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S. Subscribe now Share Clouded Judgement Leave a comment

Cloud 195

Cloud Pricing Startup Revenue 195

Clouded Judgement

MARCH 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. The views expressed herein are the author’s alone and do not constitute an offer to sell, or a recommendation to purchase, or a solicitation of an offer to buy, any security, nor a recommendation for any investment product or service.

Cloud 244

Cloud Trends Subscription Payment Features 244

Clouded Judgement

NOVEMBER 24, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S. Subscribe now Share Clouded Judgement Leave a comment

Cloud 161

Cloud Subscription Payment Features Metrics 161

SaaStr

SEPTEMBER 20, 2023

Discover Bessemer Venture Partners’s annual State of the Cloud report, going through trends, benchmarks, and metrics that underpin the Cloud economy. The past twelve months have been relatively turbulent for Cloud founders. What does this mean for Cloud companies? What does this mean for Cloud companies?

Cloud 237

Cloud Payments Software Review Payment Solutions 237

Clouded Judgement

OCTOBER 20, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. This is for information purposes and should not be construed as an investment recommendation.

Cloud 161

Cloud Azure AWS Software Review 161

Clouded Judgement

DECEMBER 8, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Andy Jassy doubled down on some of the commentary he’s made in the last few weeks about cloud optimization headwinds starting to abate. This is for information purposes and should not be construed as an investment recommendation.

Cloud 161

Cloud Software Review Headcount Trends 161

Clouded Judgement

FEBRUARY 16, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S. Subscribe now Share Clouded Judgement Leave a comment

Cloud 161

Cloud AWS Metrics Subscription 161

Clouded Judgement

JANUARY 26, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. ServiceNow has been investing, innovating and preparing for this wave for years, which is why we're catching it so early. The Gen AI investments are coming. Altimeter is an investment adviser registered with the U.S.

Cloud 161

Cloud Marketplace as a Service AI Subscription 161

Clouded Judgement

APRIL 14, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 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 Follow along to stay up to date! Headline CPI came in at 5.0%

Cloud 169

Cloud Subscription Payment Features Trends 169

SaaStr

MAY 16, 2022

But at end of the day, in Cloud, the question is if CIO and related spend will slow down. So follow AWS, Azure and Google Cloud. So there’s much angst and even panic with so many SaaS and Cloud public stocks down 50% or more from their peaks. They are the Cloud. If they stumble, we’re in for a rough patch.

Cloud 239

Cloud Azure AWS Engineering 239

Clouded Judgement

APRIL 11, 2024

Q4 earnings season for cloud businesses is now behind us. We then dipped below the trendline as we hit the period of “cloud optimizations,” and things have started to rebound. This is for information purposes and should not be construed as an investment recommendation. Securities and Exchange Commission.

Cloud 177

Cloud Software Azure AWS 177

Clouded Judgement

DECEMBER 15, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S. Subscribe now Share Clouded Judgement Leave a comment

Cloud 183

Cloud Subscription Payment Features Metrics 183

SaaStr

JULY 28, 2021

Byron Deeter, general partner at Bessemer Venture Partners and I caught up on SaaS and Cloud in general and the upcoming Cloud100 awards and learnings. The full session is below and sign up for the Cloud 100 for FREE here. About 25% of the Cloud 100 top private SaaS companies are growing / grew 100% or more at $100m ARR (!).

Cloud 359

Cloud Scale Scaling Investment 359

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!

Cloud 130

Cloud Azure Cost optimization & reporting AWS 130

Clouded Judgement

FEBRUARY 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. The views expressed herein are the author’s alone and do not constitute an offer to sell, or a recommendation to purchase, or a solicitation of an offer to buy, any security, nor a recommendation for any investment product or service.

Cloud 268

Cloud Software Review Technical Review Systems Review 268

Clouded Judgement

OCTOBER 13, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S. Subscribe now Share Clouded Judgement Leave a comment consensus and +3.7%

Cloud 169

Cloud Artificial Intelligence Subscription Payment Features 169

Clouded Judgement

JANUARY 19, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S. Subscribe now Share Clouded Judgement Leave a comment

Cloud 177

Cloud Scale Compensation Metrics 177

Clouded Judgement

APRIL 5, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. They’re playing an option value game, where each investment is treated as a deep out of the money call option. This is for information purposes and should not be construed as an investment recommendation.

Cloud 161

Cloud Scale Pricing Revenue 161

Clouded Judgement

OCTOBER 6, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S. Subscribe now Share Clouded Judgement Leave a comment

Cloud 152

Cloud Banking Subscription Payment Features 152

Andreessen Horowitz

FEBRUARY 14, 2024

Through years of experience building developer infrastructure, they realized the importance of a robust cloud offering and a data platform that can scale and support multiple use cases from key-value stores to search. This is exactly what founders Enes, Mehmet, and Bilal bring to the table.

Investment 109

Investment DevOps as a Service AI Search Application Development 109

Clouded Judgement

MAY 19, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. The views expressed herein are the author’s alone and do not constitute an offer to sell, or a recommendation to purchase, or a solicitation of an offer to buy, any security, nor a recommendation for any investment product or service.

Cloud 161

Cloud Subscription Payment Features Retention 161

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

SaaStr

OCTOBER 28, 2022

o this was an interesting week in terms of reading the tea leaves on what’s going on in SaaS, Cloud, the economy, and all that. I’ve also seen this in the leaders in eComm I’ve invested in, like Gorgias. The Cloud infra side grew nicely, but growth did slow. But AWS Says Cloud Under More Scrutiny.

AWS 234

AWS Cloud Azure Investment 234

Clouded Judgement

NOVEMBER 17, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S. Subscribe now Share Clouded Judgement Leave a comment

Cloud 152

Cloud Subscription Payment Features Trends 152

SaaStr

AUGUST 25, 2021

But the vast majority of the top SaaS and Cloud companies have shown top-tier NRR can scale forever. Invest More There. Even Zendesk, which sells to a lot of SMBs and SMEs, has seen its NRR expand after $1B ARR. Bill.com sells to SMBs and it also saw its NRR expand post-IPO. Probably even to $10B+ in ARR. So there are no excuses.

Scaling 332

Scaling Investment Cloud Customer Success 332

Clouded Judgement

SEPTEMBER 29, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S. Subscribe now Share Clouded Judgement Leave a comment Yesterday the 10Y hit 4.7%

Cloud 183

Cloud Government Banking Software Review 183

Clouded Judgement

NOVEMBER 18, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. Can You Beat the Market Investing Businesses With in 10x+ NTM Revenue Multiples? This week I saw the below tweet and it got me thinking - can you beat the market investing in software businesses at a >10x NTM revenue multiple?

Cloud 130

Cloud Pricing Investment Revenue 130