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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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7 Ways to build Enterprise Readiness into your SaaS roadmap

CloudGeometry

5 Application Deployment Options Almost every B2B SaaS company presents a subscription pricing scheme in a menu with three or four columns. . #5 5 Application Deployment Options Almost every B2B SaaS company presents a subscription pricing scheme in a menu with three or four columns. They build on each other.