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. These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery.

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

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.

Cost optimization & reporting 157

Cost optimization & reporting Cloud Azure AWS 157

Valuize Consulting

APRIL 4, 2025

This insight allows you to: Measure profitability at the account and segment level Allocate resources based on value rather than assumption Fine-tune pricing and support strategies Identifying Hidden Inefficiencies: Are your CSMs bogged down with repetitive tasks? Are preventable issues consuming valuable time?

Scaling 52

Scaling Data Healthcare Cost optimization & reporting 52

BetterCloud

JUNE 27, 2024

BetterCloud’s 2024 State of SaaSOps report found that for the first time ever, SaaS growth stalled – for the first time ever. In this mini-release, we want to delve into this eye opening finding from this year’s report ( coming July 9! ). The 2024 State of SaaSOps report validates this. The loudest directive?

Technical Review 52

Technical Review Cost optimization & reporting Systems Review Software Review 52