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.

Cost optimization & reporting 152

Cost optimization & reporting Cloud Azure AWS 152

CloudGeometry

APRIL 25, 2022

5 Application Deployment Options Almost every B2B SaaS company presents a subscription pricing scheme in a menu with three or four columns. 7 Cloud Cost Optimization Resource leverage (in the form of reusable software) is at the heart of the SaaS model. They build on each other.

Enterprise readiness 130

Enterprise readiness Enterprise Technical Review Software Review 130