Clouded Judgement 10.28.22
Clouded Judgement
OCTOBER 28, 2022
Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. Both Microsoft and Amazon called out broad based customer optimization efforts to reduce their AWS and Azure bills (not a great signal for other consumption based peers like Snowflake, Datadog, Mongo, etc).
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