Clouded Judgement
MAY 3, 2024
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.
Clouded Judgement
FEBRUARY 2, 2024
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
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. Bucketed by Growth.
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. This was repeated quite a few times AI tends to be additive budget for large enterprises. I created this subset to show companies where FCF is a relevant valuation metric.
Clouded Judgement
AUGUST 4, 2023
Subscribe now Cloud Giants Update “What we're seeing in the quarter is that those cost optimizations, while still going on, are moderating and many maybe behind us in some of our large customers. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue.
Clouded Judgement
OCTOBER 28, 2022
Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. Regardless, the misses by the hyperscalers is a good proxy for broader enterprise software demand. Quarterly Reports Summary Earning season is upon us! Follow along to stay up to date!
CloudGeometry
APRIL 25, 2022
Big enterprise customers have been buying software for a long time. There’s real payoff from careful attention to the issues that enterprise customers care about. There’s real payoff from careful attention to the issues that enterprise customers care about. Here are seven things enterprise SaaS customers look for. #1
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