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Clouded Judgement 8.4.23 - Cloud Giants Q2 Update

Clouded Judgement

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. You can see more detail about their net new ARR added each quarter below Google Cloud Growth came in at 28%, which was the same as Q1.

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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. It’s always great that the hyper scalers report first, I’ll keep an eye on all of the upcoming reports to see what trends emerge. Follow along to stay up to date!

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