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.
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.”
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CloudGeometry
MARCH 3, 2022
In this blog series, we explore how these three dimensions figure into key technical recommendations which enable scale in pursuit of SaaS business growth. Cloud cost optimization and technical debt The speed and versatility of the SaaS model are a two-edged sword. Part 2: Monetization Saying “SaaS = monetization” is redundant.
SaaStr
AUGUST 8, 2023
The Accounting Team Responsibilities: Financial recording and reporting Compliance, Audits Accounts Payable/Accounts Receivable Tax, Treasury Your accounting team makes sure every financial transaction is recorded correctly and categorized. Cost Optimization Identify and implement strategies to improve margins.
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.
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