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Clouded Judgement 2.2.24 - Cloud Giants Report Q4 '23

Clouded Judgement

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 10.27.23 - Cloud Giants Report Q3 '23

Clouded Judgement

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.

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Monetization: What SaaS platform builders need to know to prepare for growth, Part 2

CloudGeometry

In this blog series, we explore how these three dimensions figure into key technical recommendations which enable scale in pursuit of SaaS business growth. Feature value: a function of time investment of users and customers The set of problems that your SaaS solves won’t survive long in the digital age if all it does is cut prices.

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Strategic Finance in Today’s Market: A Tactical Guide to Building & Scaling Your Team with IVP

SaaStr

The Accounting Team Responsibilities: Financial recording and reporting Compliance, Audits Accounts Payable/Accounts Receivable Tax, Treasury Your accounting team makes sure every financial transaction is recorded correctly and categorized. Cost Optimization Identify and implement strategies to improve margins.

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Managing infrastructure costs as your company grows

Intercom, Inc.

Startups are designed to grow quickly, but high growth rates can generate huge costs as new infrastructure is introduced and scaled to meet demand. Cloud costs can be awkward and are constantly evolving, as proven by the growing world of cloud financial management (FinOps). Take a reactive approach to cost management.