Clouded Judgement

MAY 3, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Report Q1 + Early Look at Software Results Q1 earnings seasons has officially kicked off! We’ve already had ~20% of software companies report Q1. Follow along to stay up to date!

Cost optimization & reporting 183

Cost optimization & reporting Cloud Software Azure 183

Clouded Judgement

FEBRUARY 2, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. 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.

Cost optimization & reporting 161

Cost optimization & reporting Cloud Azure AWS 161

CloudGeometry

APRIL 25, 2022

Big enterprise customers have been buying software for a long time. Many started long before SaaS emerged as a smarter, better way to build, buy and sell software. That means they’ve got plenty of software they already depend on that needs to work with whatever your SaaS product can do for them.

Enterprise readiness 130

Enterprise readiness Enterprise Technical Review Software Review 130