Clouded Judgement

JUNE 19, 2024

The 62 companies that I’ll discuss here (which is not an exhaustive list, but is still comprehensive) all reported quarterly earnings sometime between April 24th – June 10th. Q1 was a very weak quarter of software earnings. The growth shown below is a year-over-year growth for reported quarters.

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

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 167

Cost optimization & reporting Cloud Azure AWS 167

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 157

Cost optimization & reporting Cloud Azure AWS 157

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 299

AWS Cloud AI Search Cost optimization & reporting 299

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.

Scale 239

Scale Finance Outsourcing Services Sales Recruiting 239

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 AWS Cost optimization & reporting 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

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

Tom Tunguz

JANUARY 21, 2025

He says the IT department of the future will be like the HR department for AI agents We’ll be managing and ’training’ these agents to work with our data Transition: This change starts first within the engineering org Slide 9 Clearing: Historically, there’s been a divide between software engineering and AI/ML teams.

Data 100

Data AI Search Scale Software Engineering 100

Neil Patel

MARCH 10, 2021

Virtual Team Building Suggestions Using Online Meeting Software. You can use it as a platform to send messages to team members, but there’s plenty of other useful features too, like: time tracking payroll processing reporting sharing news task management labor cost optimization. All of these activities are flexible.

Marketing 144

Marketing Company Culture Cost optimization & reporting Entertainment 144

CloudGeometry

MARCH 3, 2022

Establishing a unit metric that’s visible to all the stakeholders in your organization drives alignment across the many choices to be made in building the software that delivers on customer value (rather than secondary internal KPIs). There’s a simple reason: money comes from the customers.

Well Architected Framework 130

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

Scytale

JULY 29, 2024

It requires essential and important entities to take cybersecurity measures and report incidents. Security in Procurement, Development, and Operation of Systems When procuring new systems or software, organizations must ensure that security considerations are integrated into the procurement process.

Software Review 59

Software Review Systems Review Technical Review Cybersecurity 59

BetterCloud

JUNE 27, 2024

BetterCloud’s 2024 State of SaaSOps report found that for the first time ever, SaaS growth stalled – for the first time ever. Businesses are realizing the value of software that already exists in their techstack that offers multiple functionalities, eliminating the need for redundant tools with overlapping features.

Technical Review 52

Technical Review Cost optimization & reporting Systems Review Software Review 52

SmartKarrot

DECEMBER 16, 2021

This is particularly relevant for sectors like FMCG, consumer apparel, and, most recently, consumer-facing software apps. Did you know that the more a company invests in CX, the more cost-optimized that particular account becomes?

Technical Review 11

Technical Review Technology Cost optimization & reporting Customer Lifetime Value 11

BetterCloud

MARCH 5, 2025

With software often being the biggest expense for many organizations, uncontrolled SaaS sprawl isn’t just a tech headache; its a financial drain. Lets dive into how to navigate the complexities of SaaS vendor management, focusing on cost optimization and risk mitigation to benefit both your IT systems and your financial health.

Technical Review 52

Technical Review Software Review Development Team Review Systems Review 52