Clouded Judgement

FEBRUARY 14, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. This post and the information presented are intended for informational purposes only. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Altimeter is an investment adviser registered with the U.S.

Cloud 144

Cloud Software Subscription Payment Features 144

Clouded Judgement

FEBRUARY 7, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. Cloud Giants Report Q4 ‘24 We now have the quarterly reports from Amazon, Microsoft and Google. They each have some of the largest cloud businesses in the world in AWS, Azure and Google Cloud respectively.

Systems Review 144

Systems Review Cloud AI Artificial Intelligence 144

Clouded Judgement

AUGUST 30, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. An example of a platform shift is the creation of the cloud. Many companies achieved a transformative leap by taking an on-prem solution and migrating it to the cloud, reaping all the associated benefits. Follow along to stay up to date!

Cloud 274

Cloud Venture Capital AI Startup 274

Clouded Judgement

MARCH 1, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. This post and the information presented are intended for informational purposes only. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Altimeter is an investment adviser registered with the U.S.

Cloud 317

Cloud AI Investment Metrics 317

Clouded Judgement

JUNE 19, 2024

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. Securities and Exchange Commission.

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

SaaStr

AUGUST 11, 2024

750k-$4m checks for SaaS, Cloud and B2B startups at from $10k-$200k MRR. Algolia and Legacy Investment Talkdesk in BVP Cloud 100! At SaaStr Annual in September , their CTO will present all the hard data on how it actually works. As a reminder, the SaaStr Fund is investing $170,000,000 in seed and late-seed investments.

Cloud 303

Cloud AI Generative AI CTO 303

Clouded Judgement

MARCH 29, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. This post and the information presented are intended for informational purposes only. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Altimeter is an investment adviser registered with the U.S.

Cloud 284

Cloud Forecasting Subscription Payment Features 284

Clouded Judgement

JULY 12, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. This post and the information presented are intended for informational purposes only. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! ” It’s just too early draw any long term conclusions.

Cloud 288

Cloud AI Investment User Experience 288

SaaStr

SEPTEMBER 23, 2022

In this informative SaaStr Annual session, Bessemer Partners Sameer Dholakia, Mary D’Onofrio, and Elliott Robinson present the State of Cloud report, a look at the latest in SaaS trends, predictions, and cloud economics. Cloud Stocks Impacted by Macro Environment. Reminder: Cloud Fundamentals Are Still Strong.

Cloud 307

Cloud Benchmarks Trends Business Model 307

Clouded Judgement

AUGUST 16, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Consider cloud computing: by lowering the cost of infrastructure, the cloud didn’t just shift spend from hardware to cloud services, it expanded the overall market by enabling new companies and applications to emerge.

Outsourcing Services 274

Outsourcing Services Cloud Software Outsourced Development 274

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 309

Cloud Payments Software Review Payment Solutions 309

SaaStr

JANUARY 29, 2025

We’ll connect over poker, food, drinks and more: 200+ top Cloud, SaaS and AI CROs and VPs of Sales with 150+ top Cloud, SaaS and AI CEOs and founders Note: you must be at $1m ARR or above to apply, and you must be an exec or founder of a software company (no service providers or agencies or consulting firms, etc. — sorry!).

AI 260

AI Cloud Consulting Software 260

SaaStr

JANUARY 23, 2025

And our full AI Summit will be back and we’re adding a full AI Demo Stage you can apply to present at (more details soon!) We’re back and BIGGER and better than ever! There are many more speakers, workshops and braindates we’ll announce soon. It’s going to be one of our most epic line-ups ever!

VPCs (Virtual Private Cloud) 276

VPCs (Virtual Private Cloud) CTO AI Innovation 276

Clouded Judgement

SEPTEMBER 13, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. This post and the information presented are intended for informational purposes only. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Subscribe now 2024 Estimates Q2 earnings season is now behind us.

Cloud 252

Cloud Forecasting Metrics Subscription 252

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 299

AWS Cloud AI Search Cost optimization & reporting 299

Clouded Judgement

FEBRUARY 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. This post and the information presented are intended for informational purposes only. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Hard Landing? Soft Landing? No Landing?

Cloud 273

Cloud Software Review Technical Review Systems Review 273

SaaStr

MARCH 19, 2021

The Cloud is expanding and moving forward at a phenomenal rate, so we invited the team at Bessemer Venture Partners back to SaaStr to unveil their latest findings in the 2021 State of the Cloud. Is Cloud growth sustainable for the long term? Is Cloud growth sustainable for the long term? Hello Unicorns . trillion.

Cloud 282

Cloud Scale Payment Methods Payment Solutions 282

Clouded Judgement

MARCH 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. This post and the information presented are intended for informational purposes only. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Consumption Chart Last week I talked a bit about consumption trends.

Cloud 244

Cloud Trends Subscription Payment Features 244

SaaStr

SEPTEMBER 10, 2020

Doesn’t the Covid Boost eventually have to slow down, as the acceleration into the future becomes … the present? The post Is the Covid Boost in Cloud and SaaS Already Over? But can this go on forever? He said the future in e-commerce (where Shopify is #1) had been brought forward 5 years. It’s probably here now.

Cloud 293

Cloud SaaS Mobile Enterprise 293

SaaStr

FEBRUARY 7, 2022

This chart before from data Meritech tracks helps illustrate the bear case here: I like t he Meritech data not only because it’s well presented, but because you can go way back in time. The case that Cloud and SaaS multiples, and 100x ARR rounds in venture, just got ahead of themselves. I’m still bullish.

Cloud 287

Cloud Trends Revenue SaaS 287

Clouded Judgement

NOVEMBER 18, 2024

There’s a lot of info to digest, so in the sections below I’ll try and pull out the relevant financial information and benchmark it against current cloud businesses. This post and the information presented are intended for informational purposes only.

Benchmarks 299

Benchmarks Payments Payment Services SaaS Payments 299

SaaStr

FEBRUARY 25, 2025

Unparalleled Networking Opportunities SaaStr Annual brings together thousands of SaaS, Cloud and AI executives, founders, VCs, and industry leaders under one roof across our 40+ acre campus, May 13-15 in SF Bay! VIP Networking app for B2B founders and execs attending (no service providers, sorry!) And the VCs that want to fund them!

Sales Recruiting 195

Sales Recruiting Scale CTO Hire Sales Hiring 195

Clouded Judgement

JULY 5, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. This post and the information presented are intended for informational purposes only. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Subscribe now Happy 4th! But by how much?

Cloud 184

Cloud Subscription Payment Features Metrics 184

Tom Tunguz

JULY 30, 2020

Yesterday, Dremio hosted the Subsurface Conference , the first conference on cloud data lakes. If one had doubts that cloud data lakes are a strategic area for many in the data ecosystem, those figures should quash them. I delivered a presentation at the end of the day that I’ll share here. Planning the software to build.

Trends 361

Trends Data Artificial Intelligence Machine Learning 361

Clouded Judgement

AUGUST 18, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. This post and the information presented are intended for informational purposes only. 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

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 post and the information presented are intended for informational purposes only.

Cloud 196

Cloud Software Review Subscription Payment Features 196

Clouded Judgement

JUNE 7, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. This post and the information presented are intended for informational purposes only. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Altimeter is an investment adviser registered with the U.S.

Cloud 190

Cloud AI Enterprise Revenue 190

Clouded Judgement

DECEMBER 22, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. This post and the information presented are intended for informational purposes only. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Altimeter is an investment adviser registered with the U.S.

Cloud 184

Cloud Subscription Payment Features Revenue 184

Clouded Judgement

SEPTEMBER 27, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Foundation Models Are to AI what S3 was to the Public Cloud Many people look at 2006 as the birth of the public cloud - the year Amazon launched AWS. Follow along to stay up to date! However, a couple things happened.

Cloud 176

Cloud GCP(Google Cloud Platform) AWS Azure 176

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. This post and the information presented are intended for informational purposes only. Follow along to stay up to date!

Cloud 176

Cloud Subscription Payment Features Trends 176

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 167

Cost optimization & reporting Cloud Azure AWS 167

Clouded Judgement

AUGUST 23, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. This post and the information presented are intended for informational purposes only. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! ” A couple thoughts below. Most importantly - don’t wait.

Cloud 176

Cloud Acquisition Subscription Payment Features 176

Clouded Judgement

MAY 19, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. This tells me new bookings still present a headwind (and we’re not seeing improvements yet) Second - Quarterly revenue growth. This post and the information presented are intended for informational purposes only. The bright spot!

Cloud 167

Cloud Subscription Payment Features Retention 167

Clouded Judgement

FEBRUARY 9, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. This post and the information presented are intended for informational purposes only. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Subscribe now Are Forward Estimates Going Up?

Cloud 201

Cloud Pricing Startup Revenue 201

Tom Tunguz

MARCH 1, 2021

I thought it would be cloud-prem and customers driving SaaS products to use a single database. Here’s a schematic (click to enlarge) that describes how data flows with a cloud datawarehouse (CDW) fed SaaS app. Modern SaaS applications will present materialized views from the CDW.

Data 363

Data Artificial Intelligence Machine Learning SaaS 363

Clouded Judgement

MAY 31, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. I’m as excited as ever about the long term cloud software markets. This post and the information presented are intended for informational purposes only. Subscribe now Share Clouded Judgement Leave a comment

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

Clouded Judgement

MARCH 15, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. This post and the information presented are intended for informational purposes only. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Altimeter is an investment adviser registered with the U.S.

Cloud 167

Cloud Software Review Subscription Payment Features 167