Cost optimization & reporting Data Payment Features 
Clouded Judgement
OCTOBER 11, 2024
When companies reported Q4 ‘23 quarters, sentiment started to emerge that software was “bouncing back.” Coming out of that, every company from the largest enterprise to the smallest startup started thinking very critically about cost optimizations. Cost optimizations were everywhere.
Clouded Judgement
JUNE 19, 2024
The 62 companies that I’ll discuss here (which is not an exhaustive list, but is still comprehensive) all reported quarterly earnings sometime between April 24th – June 10th. In this post, I’ll take a data-driven approach in evaluating the overall group’s performance, and highlight individual standouts along the way.
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Clouded Judgement
OCTOBER 27, 2023
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.
Clouded Judgement
DECEMBER 1, 2023
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.
Intercom, Inc.
APRIL 28, 2021
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. Zero touch costs. Once this data is available, make your requests clear.
Clouded Judgement
OCTOBER 28, 2022
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).
CloudGeometry
MARCH 3, 2022
It’s easy to get lost in the noise of “SaaS monetization makes the world go round,” “Subscriptions mean printing money,” and other hype. The more you can learn what value these features deliver to your customers at a lower cost? Optimize cloud economics and drive Business Goals.
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