Clouded Judgement
OCTOBER 11, 2024
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.
BetterCloud
JUNE 16, 2025
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. You’re looking at increased costs from redundant subscriptions and hidden fees. The consequences are far-reaching.
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SaaStr
JULY 1, 2025
So ICONIQ Growth is back with their 2025 State of AI Report: Survey Overview It has some great data from 300 high growth software companies building AI products. The report notes cost has jumped dramatically in importance due to “commoditization of the model layer with the rise of more cost-efficient models.”
SaaStr
JUNE 30, 2025
Even specialized tools and emerging leaders are following similar patterns in 2025: Monday.com : Customers report receiving notices of price increases coming into effect in January 2025, with some noting Pro plan increases to $19.00 Asana : Asana has been implementing selective price increases throughout 2025, with customers reporting 2.6%
Clouded Judgement
MAY 3, 2024
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.
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.
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.
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