Clouded Judgement

FEBRUARY 2, 2024

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.

Cost optimization & reporting 161

Cost optimization & reporting Cloud Azure AWS 161

Clouded Judgement

OCTOBER 27, 2023

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. Bucketed by Growth.

Cost optimization & reporting 152

Cost optimization & reporting Cloud Azure AWS 152

Clouded Judgement

DECEMBER 1, 2023

General purpose GenAI tools dominate the market today, but the tooling layer is starting to emerge to allow enterprises to fine tune models to their specific data. ” And Adam Selipsky at Amazon said “many customers have completed their cost optimization, and we’re hopeful for increased growth.

AWS 293

AWS Cloud AI Search Cost optimization & reporting 293

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. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue.

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. Both Microsoft and Amazon called out broad based customer optimization efforts to reduce their AWS and Azure bills (not a great signal for other consumption based peers like Snowflake, Datadog, Mongo, etc).

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

CloudGeometry

APRIL 25, 2022

You likely made time-to-market trade-offs to speed up your roadmap. 5 Application Deployment Options Almost every B2B SaaS company presents a subscription pricing scheme in a menu with three or four columns. Check the right-most column, and often you’ll see a package called “Enterprise” listing the price as “Call us”.

Enterprise readiness 130

Enterprise readiness Enterprise Technical Review Software Review 130