Clouded Judgement

MAY 3, 2024

Subscribe now Cloud Giants Report Q1 + Early Look at Software Results Q1 earnings seasons has officially kicked off! We now have results from the three hypersclaers (AWS / Azure / GCP). First, companies have largely completed the lion's share of their cost optimization and turned their attention to newer initiatives.

Cost optimization & reporting 183

Cost optimization & reporting Cloud Software Azure 183

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. 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.

Cloud 130

Cloud Azure Cost optimization & reporting AWS 130

Clouded Judgement

OCTOBER 28, 2022

Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. At the same time, I’d guess we’re seeing discounts on egress fees and a lot of customers shifting from spot pricing (highest marginal cost) to committed contracts (lower marginal cost).

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130