Clouded Judgement

JUNE 23, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now MongoDB Atlas Consumption Trends I loved this chart from Mongo’s investor day. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Trends 130

Trends Cloud Retention Subscription 130

Clouded Judgement

JUNE 9, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Consumption Trends We’re now through earning season. Is there any incremental signal on consumption trends reversing? They were also more constructive on cloud optimizations bottoming.

Trends 130

Trends Cloud Azure AWS 130

Clouded Judgement

FEBRUARY 2, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Report Q4 ‘23 Two quotes from the Amazon and Microsoft earnings call really stood out to me this week. Sometimes they’re classic cloud migrations. Follow along to stay up to date!

Cost optimization & reporting 161

Cost optimization & reporting Cloud Azure AWS 161

Clouded Judgement

MARCH 15, 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 Software Review Subscription Payment Features 161

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. AWS was the the most positive sounding when it came to trends around optimizations. Follow along to stay up to date!

Cost optimization & reporting 152

Cost optimization & reporting Cloud Azure AWS 152

Clouded Judgement

DECEMBER 1, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. But early signs seem positive Some Positive Trends on Net New ARR We’re about 80% of the way through earning season and can start looking at signs for overall trends. We’re still in the early days of the cloud.”

AWS 293

AWS Cloud AI Search Cost optimization & reporting 293

Clouded Judgement

APRIL 26, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Azure Report - Cloud Infra Looks Good! The full quote is below: “We expect capital expenditures to increase materially on a sequential basis driven by cloud and AI infrastructure investments.

Azure 177

Azure Cloud Software AI 177

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

MAY 10, 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. Follow along to stay up to date! Securities and Exchange Commission.

Cloud 161

Cloud Software GCP(Google Cloud Platform) Azure 161

Clouded Judgement

MARCH 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Consumption Chart Last week I talked a bit about consumption trends. It sounds like most are guiding as if there’s no improvement to consumption trends coming throughout the full year. Follow along to stay up to date!

Cloud 244

Cloud Trends Subscription Payment Features 244

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

SaaStr

JUNE 29, 2023

Vendr SaaS Consultant Katie Oates and Vendr Vice President of Customer Team Jeff Swank share eye-opening data and insights into buyer trends from 2023. They review the changing market, buyer trends, and tips for the road ahead. So, what’s driving these purchasing trends? weakest link. Why are SaaS Prices Increasing?

VP of Engineering 230

VP of Engineering Trends Cybersecurity Sales Hiring 230

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

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 8, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Overall, I’d describe the tagline of Q3 software performance as “stabilizing trends with some green-shoots starting to show up.” This is for information purposes and should not be construed as an investment recommendation.

Cloud 161

Cloud Software Review Headcount Trends 161

SaaStr

FEBRUARY 2, 2024

Jason now has 5 investments at $200m+ ARR that are all cash-flow positive (which is necessary today), and there’s one clear trend he’s seen in today’s new efficient world: The New Normal is 700 Employees at $200,000,000 in ARR (or $300,000 per employee) at the average public SaaS company. This starts to get tough.

Sales Recruiting 277

Sales Recruiting Trends Sales Hiring Software Review 277

Clouded Judgement

APRIL 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 141

Cloud Scale Subscription Payment Features 141

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

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

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

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

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 Revenue Subscription 152

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. No one has visibility into when this trend reverses. Subscribe now Share Clouded Judgement Leave a comment

Cloud 169

Cloud Subscription Payment Features Trends 169

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

JANUARY 26, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. What we have here is a strong, durable market being supercharged by a once-in-a-generation secular trend. ServiceNow has been investing, innovating and preparing for this wave for years, which is why we're catching it so early.

Cloud 161

Cloud Marketplace as a Service AI Subscription 161

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

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 235

Cloud Payments Software Review Payment Solutions 235

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

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

Clouded Judgement

NOVEMBER 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now OpenAI Updates OpenAI had their big developer day this week, and I wanted to call out two key announcements (and trends): increasing context windows and decreasing costs. Follow along to stay up to date!

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

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

AUGUST 18, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Now let’s look at some Q2 software earnings data starting with net new ARR trends. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 243

Cloud Software Review Subscription Payment Features 243

Clouded Judgement

SEPTEMBER 8, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. This isn’t the entire set of companies I track, but a subset of ~60 (broad enough sample set to see emerging trends). Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 169

Cloud Software Review AWS Trends 169

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

NOVEMBER 17, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. including seeing a softening in the back half of October that was off trend to the rest of the quarter. This is for information purposes and should not be construed as an investment recommendation. Follow along to stay up to date!

Cloud 152

Cloud Subscription Payment Features Trends 152

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. It’s pretty well understood that consumption trends will bottom and reverse prior to seat based purchasing. Follow along to stay up to date!

Cloud 130

Cloud Azure AWS AI Search 130

Clouded Judgement

APRIL 21, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. If we look at the trends in their most recent quarters YoY growth rates (below) you’ll see the deceleration has been meaningful. Follow along to stay up to date! Q1 Earnings Season We’re on the eve of Q1 earning season.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130