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Clouded Judgement 10.11.24 - Budget Flush

Clouded Judgement

When companies reported Q4 ‘23 quarters, sentiment started to emerge that software was “bouncing back.” Coming out of that, every company from the largest enterprise to the smallest startup started thinking very critically about cost optimizations. Cost optimizations were everywhere.

Cloud 167
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Clouded Judgement 5.3.24 - Hyperscalers Report Q1 + Early Look at Software Reports

Clouded Judgement

Subscribe now Cloud Giants Report Q1 + Early Look at Software Results Q1 earnings seasons has officially kicked off! First, companies have largely completed the lion's share of their cost optimization and turned their attention to newer initiatives. We’ve already had ~20% of software companies report Q1.

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Managing infrastructure costs as your company grows

Intercom, Inc.

Cloud costs can be awkward and are constantly evolving, as proven by the growing world of cloud financial management (FinOps). Our cost program is no different – we lay out our intentions and expectations by setting clear principles that allow us to maximize our cost efficiency while growing and serving new customers at scale.

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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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A Look Back at Q1 '24 Public Cloud Software Earnings

Clouded Judgement

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. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g.,

Cloud 318
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How to manage SaaS sprawl

BetterCloud

Remember when “software management” meant updating a few core applications and maybe tracking licenses in a spreadsheet? Fast forward to today, and your organization is probably using more SaaS applications than you have fingers and toes – each with its own login, its own billing cycle, and its own potential security headache.

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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.