Clouded Judgement

SEPTEMBER 1, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Are Software Companies Over or Undervalued? Today I wanted to dig in to this question and its implications: “Are software companies fairly valued today?” Follow along to stay up to date!

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Software Review Cloud Software Revenue 183

Clouded Judgement

SEPTEMBER 15, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Software Setup Currently, interest rates seem to be the primary driver of software valuations. Follow along to stay up to date! So until we get that data, we’ll see short term moves more tied to rates.

Software Review 130

Software Review Cloud Software AWS 130

Clouded Judgement

NOVEMBER 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Some of these drops rival one of the worst ever software earnings reaction of Tableau in 2016! On Thursday the software index (WCLD) was up ~3%! So what’s holding up software stocks valuations?? Atlassian was down ~10%.

Software Review 161

Software Review Cloud Software Azure 161

Clouded Judgement

MARCH 15, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. I’ll put together my standard deeper dive quarterly review, but wanted to share some high level summary charts today. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 161

Cloud Software Review Subscription Payment Features 161

Clouded Judgement

FEBRUARY 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. When it does, the outcome will be a shrinking economy due to a big drop-off in demand across the board. ” Were 2023 Software Estimates Already De-Risked To Start The Year? Subscribe now Share Clouded Judgement Leave a comment

Cloud 268

Cloud Software Review Technical Review Systems Review 268

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. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

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. Subscribe now Q3 ‘23 Earnings Summary Preview The vast majority of all software companies have now reported Q3. I’ll put together a deeper dive review in a week or two, but wanted to provide a preview here.

Cloud 161

Cloud Software Review Headcount Trends 161

Stax

MAY 30, 2024

Field service management software is a system that helps a company monitor and coordinate their employees’ activities off the company’s premises. The software allows managers to view and modify work schedules, orders, inventory, invoices, customer account records, and other records in the database.

Payment Solutions 88

Payment Solutions Payment Services Merchant Services SaaS Payments 88

FastSpring

DECEMBER 7, 2023

In this episode of Growth Stage, Carl will dives into his experience running acquisitions of SMB software businesses, including: His thoughts on what makes a software company a good target for an acquisition by a brand. But I also handle our integrations with things like CloudFlare, New Relic, and all the major cloud providers.

Software Review 144

Software Review Technical Review Development Team Review Branding 144

How To Buy Saas

APRIL 29, 2024

Software as a Service (SaaS) solutions are becoming increasingly popular among businesses as a means of streamlining operations and increasing productivity. To ensure a smooth integration of software as a service (SaaS) solutions with preexisting systems, we will discuss eight different strategies in this post.

Systems Review 52

Systems Review Software Review Cloud Software 52

Tom Tunguz

FEBRUARY 13, 2023

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. This is likely due to a move up-market where larger buyers seek professional services to deploy infrastructure. Yesterday, Cloudflare announced earnings. Channel sales have become stronger.

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Cloud Azure Headcount Software Review 223

Clouded Judgement

AUGUST 18, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. I wanted to do a quick review of results so far to see what the data is showing us. Now let’s look at some Q2 software earnings data starting with net new ARR trends. Subscribe now Share Clouded Judgement Leave a comment

Cloud 243

Cloud Software Review Subscription Payment Features 243

The Daily Egg

MAY 20, 2021

Jive is a cloud-based phone software that allows users to make or receive calls from anywhere, at any time, and on any device. The post Jive Review appeared first on The Daily Egg.

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Systems Review Software Review Cloud Communication 220

Clouded Judgement

SEPTEMBER 8, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Starting with the cumulative net new ARR added across the software universe. Partly due to larger layoffs, as well as stronger bookings And finally - net retention. Subscribe now Share Clouded Judgement Leave a comment

Cloud 169

Cloud Software Review AWS Trends 169

Clouded Judgement

DECEMBER 20, 2022

Q3 earnings season for cloud businesses is now behind us. As you can see from the data below most cloud businesses beat the consensus estimates for Q3. What made this quarter so challenging is it’s hard to dissect how much of the weak guidance were due to company specific issues or macro. This is quite interesting.

Cloud 130

Cloud Software Review Software Benchmarks 130

Clouded Judgement

SEPTEMBER 29, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. What’s been most surprising to me is how resilient software valuations have been in the face of pretty massive moves in rates. Clearly the bond markets are saying something different than software valuations.

Cloud 183

Cloud Government Banking Software Review 183

Audacix

NOVEMBER 21, 2023

Making your application suspectable to potential vulnerabilities that can expose sensitive data in your software security review. While these, secure code review tools are helpful they might not always provide you with an accurate analysis. So, let me tell you why application security code review is so important.

Software Review 40

Software Review Software Underperforming Technical Team compliance 40

Neil Patel

SEPTEMBER 7, 2020

By choosing the right project management software, projects won’t throw you into that panic-inducing nightmare. I’ve managed countless projects, hundreds of teams, and bounced around to every project management software you can think of. The top 6 options for project management software. If only there was a better way.

Software Review 144

Software Review Software Management Sales Hiring 144

Clouded Judgement

NOVEMBER 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. ” Now that we’re getting through this initial wave of experimentation and AI buildout, there’s quite a bit of sticker shock when the OpenAI bills come due! Datadog Gives Software the All Clear? So what happened?

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

User Pilot

APRIL 26, 2024

Do that by choosing the right customer tracking software for your business. To help you out, we’ve come up with a list of the 13 best customer-tracking software solutions in the industry. TL;DR Customer tracking software helps you monitor and analyze your users’ behavior across different channels.

Software Review 81

Software Review Software Scale Systems Review 81

IT World

OCTOBER 25, 2019

By leveraging artificial intelligence to help clean up code, DeepCode aims to become to programming what writing assistant Grammarly is to written communications. The goal is to enable safer, cleaner code and deliver it faster. Code is analyzed with each change. Code is analyzed with each change.

Software Review 76

Software Review Artificial Intelligence AI Machine Learning 76

Clouded Judgement

OCTOBER 21, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. Link : [link] Are Software Companies Cheap or Fairly Valued? When just looking at the numbers, the median cloud software NTM revenue multiple is 5.0x. So just based on rates, software is probably fairly valued at the moment.

Cloud 130

Cloud Software Review Subscription Payment Features 130

Clouded Judgement

MARCH 22, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Enterprise software businesses strive for 90-95% gross retention (generally the percent of revenue that sticks with you vs churns altogether), with net expansion in the 120%+ range (the aggregate change in expansion - contraction - churned revenue).

AI 183

AI Revenue Cloud Technical Advisors 183

User Pilot

MAY 7, 2024

Frustrated trying to design interactive software walkthroughs that drive activation? TL;DR A software walkthrough is the process of guiding users through the main features and processes of a software product. Use walkthrough software to create flows that educate and encourage users to complete tasks.

Software Review 92

Software Review Software Onboarding Engagement 92

Neil Patel

OCTOBER 9, 2020

From two agents wasting time on the same request to customers or employees sitting around for hours waiting on an answer, things can get really hectic without the right tools and software. However, choosing the best help desk software for your team isn’t an easy task. The Top 6 Options For Help Desk Software. Your use cases.

Software Review 120

Software Review Systems Review Software Social Media 120

The Daily Egg

AUGUST 25, 2020

Call center software is the modern way for businesses to communicate with customers and leads over the phone. By leveraging cloud deployment, call center software is a more cost-effective solution to traditional call centers. The post Best Call Center Software appeared first on The Daily Egg.

Software Review 330

Software Review Software Cloud Communication 330

Payrix

JANUARY 30, 2024

Their cloud-based software suite supports donor engagement, member management, event planning, volunteer tracking and more, allowing their clients to put focus back into doing good. By integrating with Payrix, Novich shared how in short order “we coded, tested, and had merchants onboarded and processing payments.” GET A DEMO

Payments 130

Payments Merchant Services Payment Solutions Payment Services 130

SaaStr

MARCH 1, 2024

Generative AI is a platform shift where models can take inputs such as text, image, audio, video, and code and generate new content into any of the modalities mentioned. We’re on the cusp of a golden age in AI, and the lesson learned from Cloud was that Cloud sped up the pace of development by a lot.

Generative AI 226

Generative AI Outsourcing Services AI Software Review 226

SaaStr

FEBRUARY 2, 2024

Lastly, Jason talked a couple of months ago to an AE that made over $400,000 last year and just quit with no job due to burn out. We all skipped the reference checks and due diligence out of fear the candidate would be swooped in by someone else. Don’t hire this person as your head of sales or customer success in 2024. #3

Sales Recruiting 272

Sales Recruiting Trends Sales Hiring Software Review 272

Clouded Judgement

OCTOBER 14, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. Often times there are real time price changes we see that don’t show up in CPI data for 6-12 months (due to how CPI is calculated). Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 130

Cloud Software Review Pricing Subscription 130

Intercom, Inc.

FEBRUARY 26, 2018

The same is true in software. In this battle, I’ve found a secret weapon hidden within one of our core engineering strategies, an idea called Run Less Software. As well as being a critical philosophy behind how we build software, it also represents how I feel about the software industry and technology in general.

Outsourcing Services 224

Outsourcing Services Software Review Software Outsourced Development 224

Tom Tunguz

DECEMBER 17, 2022

Machine learning models predict code, synthesize images, author blog posts reducing composition time by a factor of 2 or 3. Forward software multiples touch 7.0x today, on the relatively strong growth rates of most public software. Private equity acquires 10% of the 70+ publicly traded software companies by the end of the year.

Software Review 256

Software Review Technical Review Machine Learning Artificial Intelligence 256

Clouded Judgement

DECEMBER 2, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. 2023 Forecasts There are 2 primary questions that matter right now for software stocks - are rates going up or down, and are numbers (foreword estimates) going up or down. Subscribe now Share Clouded Judgement Leave a comment

Cloud 130

Cloud Forecasting Software Review Revenue 130

Intercom, Inc.

APRIL 13, 2021

A large part of making this belief a reality is the idea of running less software. You can watch a video of that talk below, or read on to learn how we built our Elasticsearch cloud on AWS. This might be an exception to our “run less software” philosophy, but we were determined that it should never feel like it.

AWS 249

AWS Cloud Software Review Systems Review 249

Neil Patel

FEBRUARY 18, 2021

Once you know those are all included, here are the types of hosting services HostGator offers: Web Hosting Cloud Hosting WordPress Hosting VPS Hosting Dedicated Hosting. Cloud Hosting. Hatchling Cloud – $4.95 a month Baby Cloud – $6.57 a month Business Cloud – $9.95 Shared & Cloud Hosting.

Cloud 88

Cloud Technical Review Software Review Entrepreneurship 88

Clouded Judgement

JUNE 9, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Let’s take a look back at the 6 main consumption players in software and how they preformed. They were also more constructive on cloud optimizations bottoming. Follow along to stay up to date! Will we see re-acceleration soon?

Trends 130

Trends Cloud Azure AWS 130

Stax

JANUARY 23, 2024

Most small business owners hunting for cloud accounting software will find themselves trying to choose between the two most popular names: Xero and QuickBooks Online. These two giants in the small business accounting software space are equally adored in the business community. Generally good, average rating 4 stars.

Payment Methods 88

Payment Methods Payment Solutions Payment Features Software Review 88