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Clouded Judgement 10.27.23 - Cloud Giants Report Q3 '23

Clouded Judgement

Subscribe now Cloud Giants Report Q3 ‘23 Not a great signal for software this week from the Cloud Giants (AWS, Azure and Google Cloud)…After Q2 (3 months ago), the tone from the Cloud Giants around optimizations was largely: optimizations have started to ease, and net new workloads have picked up.

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Clouded Judgement 12.1.23 - Net New ARR Starts to Rebound + AWS ReInvent Recap

Clouded Judgement

General purpose GenAI tools dominate the market today, but the tooling layer is starting to emerge to allow enterprises to fine tune models to their specific data. A strong data foundation is critical for an effective AI strategy! This was repeated quite a few times AI tends to be additive budget for large enterprises.

AWS 293
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Clouded Judgement 10.28.22

Clouded Judgement

Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. All of these broadly falling into the bucket of customers looking to spend less, with a similar marginal cost structure for the cloud providers (hence the lower operating margin from AWS).

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Monetization: What SaaS platform builders need to know to prepare for growth, Part 2

CloudGeometry

For purposes of your monetization strategy, the overwhelming majority of data that you need can be captured hourly and rolled up once a day, prior to export into graphs for exploration and analysis. Cloud cost optimization and technical debt The speed and versatility of the SaaS model are a two-edged sword.

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Strategic Finance in Today’s Market: A Tactical Guide to Building & Scaling Your Team with IVP

SaaStr

The Accounting Team Responsibilities: Financial recording and reporting Compliance, Audits Accounts Payable/Accounts Receivable Tax, Treasury Your accounting team makes sure every financial transaction is recorded correctly and categorized. Accountants are responsible for ensuring the company has clean financial statements and data.

Scale 169
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7 Ways to build Enterprise Readiness into your SaaS roadmap

CloudGeometry

Data Protection Classify, encrypt, manage and monitor data at rest and data in transit Incident Response There will be security incidents you have not anticipated. They want to have a clear line of sight to both code and data. a remote ocean oil platform) or address country-specific data sovereignty. Not so fast.

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Managing infrastructure costs as your company grows

Intercom, Inc.

Once the feature or product is up and running, we have a true and accurate picture of costs and how this feature will affect our bottom line. This gives us realistic, accurate, and useful data and guides us nicely to our next principle. Start out small and automate your reporting functionalities and basic cost checks.