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Clouded Judgement 10.11.24 - Budget Flush

Clouded Judgement

This behavior can create a surge in purchasing activity, as organizations look to make strategic investments without losing their allocated funds. When companies reported Q4 ‘23 quarters, sentiment started to emerge that software was “bouncing back.” Cost optimizations were everywhere.

Cloud 167
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How to manage SaaS sprawl

BetterCloud

Difficulty in auditing software usage for compliance: You can’t easily generate reports on software usage to meet regulatory requirements. This allows you to negotiate bulk discounts and enterprise agreements, often saving significant money. Cost optimization features, including usage tracking and renewal alerts.

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Using Data-Driven Time Insights to Unlock CSM Scale and Efficiency 

Valuize Consulting

Understanding the True Cost of Customer Success: Every customer interaction has a cost. Time tracking reveals the real investment required to support various segments and individual accounts. This data allows you to identify high-cost segments and analyze whether the revenue generated justifies the investment.

Scaling 52
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What 300 of The Highest Growth B2B Startups Are Actually Doing With AI: The Latest from ICONIQ

SaaStr

So ICONIQ Growth is back with their 2025 State of AI Report: Survey Overview It has some great data from 300 high growth software companies building AI products. The report notes cost has jumped dramatically in importance due to “commoditization of the model layer with the rise of more cost-efficient models.”

AI 202
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Clouded Judgement 5.3.24 - Hyperscalers Report Q1 + Early Look at Software Reports

Clouded Judgement

Subscribe now Cloud Giants Report Q1 + Early Look at Software Results Q1 earnings seasons has officially kicked off! First, companies have largely completed the lion's share of their cost optimization and turned their attention to newer initiatives. We’ve already had ~20% of software companies report Q1.

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Clouded Judgement 2.2.24 - Cloud Giants Report Q4 '23

Clouded Judgement

Subscribe now Cloud Giants Report Q4 ‘23 Two quotes from the Amazon and Microsoft earnings call really stood out to me this week. Similar to what we shared last quarter, we continue to see the diminishing impact of cost optimizations. Every week I’ll provide updates on the latest trends in cloud software companies.

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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. This was repeated quite a few times AI tends to be additive budget for large enterprises. Altimeter is an investment adviser registered with the U.S.

AWS 299