Clouded Judgement

FEBRUARY 2, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. 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.

Cost optimization & reporting 161

Cost optimization & reporting Cloud Azure AWS 161

Clouded Judgement

OCTOBER 27, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. I believe one of the bigger reasons software has held up despite the run up in the 10Y to 5% is the expectation for re-acceleration (ie numbers / forecasts going up). This quarter, the messaging was more of “optimizations are continuing.”

Cost optimization & reporting 152

Cost optimization & reporting Cloud Azure AWS 152

Clouded Judgement

DECEMBER 1, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Is this a sign that software headwinds have bottomed? Amazon and Snowflake have both made comments recently that Cloud Optimizations are starting to play second fiddle to net new workload growth. Follow along to stay up to date!

AWS 293

AWS Cloud AI Search Cost optimization & reporting 293

Clouded Judgement

AUGUST 4, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 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. Follow along to stay up to date!

Cloud 130

Cloud Azure Cost optimization & reporting AWS 130

Clouded Judgement

OCTOBER 28, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. Regardless, the misses by the hyperscalers is a good proxy for broader enterprise software demand.

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

CloudGeometry

MARCH 3, 2022

It’s easy to get lost in the noise of “SaaS monetization makes the world go round,” “Subscriptions mean printing money,” and other hype. The more you can learn what value these features deliver to your customers at a lower cost? Optimize cloud economics and drive Business Goals.

Well Architected Framework 130

Well Architected Framework VPCs (Virtual Private Cloud) SaaS Cloud 130

CloudGeometry

APRIL 25, 2022

Big enterprise customers have been buying software for a long time. Many started long before SaaS emerged as a smarter, better way to build, buy and sell software. That means they’ve got plenty of software they already depend on that needs to work with whatever your SaaS product can do for them.

Enterprise readiness 130

Enterprise readiness Enterprise Technical Review Software Review 130