Clouded Judgement

SEPTEMBER 27, 2024

Microsoft launched Azure in 2010, and Google launched GCP to the public in 2011 (they launched a preview of Google App Engine in 2008, but made it publicly available in 2011). Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. Overall Stats: Overall Median: 5.3x

Cloud 176

Cloud GCP(Google Cloud Platform) AWS Azure 176

Clouded Judgement

MAY 10, 2024

All 3 (AWS, Azure, GCP) saw positive reacceleration Quarterly Reports Summary Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months. Overall Stats: Overall Median: 5.7x

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

Clouded Judgement

AUGUST 2, 2024

Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! Our expectation, obviously again, is that we are going to significantly increase our investments in AI infrastructure next year, and we'll give further guidance as appropriate.” Altimeter is an investment adviser registered with the U.S.

Cloud 157

Cloud Azure GCP(Google Cloud Platform) AWS 157

Clouded Judgement

MAY 31, 2024

This can lead to an airpocket of valuation as companies transition to a different primary valuation metric Outside of the hypserscalers (Azure, AWS, GCP) who have uniquely benefited from AI revenue (mainly selling compute), everyone else has largely struggled. But these investments aren’t cheap. Q4’s were generally good!

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

Clouded Judgement

NOVEMBER 10, 2023

Hyperscalers (AWS, Azure, GCP as companies look for cloud GPUs who aren’t building out their own data centers) Infra (Data layer, orchestration, monitoring, ops, etc) Durable Applications We’ve clearly well underway of the first 3 layers monetizing. Altimeter is an investment adviser registered with the U.S.

Cloud 190

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 190

Clouded Judgement

OCTOBER 28, 2022

Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. You could argue a shift to committed contracts gives them more stability, and a higher lifetime value of each customer. Every week I’ll provide updates on the latest trends in cloud software companies.

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

AUGUST 4, 2023

Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. Then Q2 came in at 12% (must have seen improvements throughout the quarter). And most importantly, they’ve seen these positive trends continue. Even a DCF is riddled with long term assumptions. Top 5 Median: 16.1x

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

APRIL 21, 2023

Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. Follow along to stay up to date! Q1 Earnings Season We’re on the eve of Q1 earning season.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

SEPTEMBER 19, 2023

You can find the original post here Today we’re very excited to announce our partnership and Series B investment in Tabular , the company behind Apache Iceberg. As Frank Slootman (Snowflake CEO) said, “Enterprises are also realizing that they cannot have an AI strategy without a data strategy to base it on.”

Data 130

Data Government GCP(Google Cloud Platform) Scale 130

OpenView Labs

JANUARY 24, 2022

It’s clear that buyers are racing to the Cloud Marketplace, like those offered by AWS, Azure, GCP, and IBM / Red Hat, and sellers are eager to tap into the Cloud budget to help their buyers get started fast or scale contracts fueled by cloud budget growth. Use the Cloud Marketplaces to accelerate both enterprise and usage-based products .

Marketplace as a Service 98

Marketplace as a Service Cloud Trends Software 98

Clouded Judgement

AUGUST 11, 2023

The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs). Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. However, it’s not showing up in the data yet. And everyone hoping for AI acceleration will need to wait.

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

Clouded Judgement

JULY 28, 2023

This week we had two of the hypserscalers report (Microsoft / Azure and Google / GCP), and everyone was eager to see their results. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. Cycle of Cloud Optimizations Q2 earning season has officially kicked off!

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Intercom, Inc.

JANUARY 24, 2019

It’s less expensive than it’s ever been in terms of actually getting a product to market, whether it’s leveraging platforms like Salesforce or GCP or AWS or Heroku. So we said, “Hey, why don’t we do that with enterprise software?” That’s commonplace especially within enterprise SaaS, now.

Scale 151

Scale Artificial Intelligence Machine Learning Technical Review 151

OPEXEngine

JANUARY 11, 2022

Many enterprise technology solutions use committed contracts to lock customers in, provide volume discounts, provide customers with budget expectations, and enable revenue predictability. Planning and investments. Contracts with a committed dollar spend within a committed term length (e.g., Sales strategy and coverage.

Pricing 52

Pricing Payment Solutions Outsourced Development Compensation 52

How To Buy Saas

MAY 15, 2024

This helps you cut down on costly upfront capital investments in hardware and software and save on recurring maintenance fees. Enterprises can buy or lease only the services they need, thus reducing maintenance and upfront charges. You do not have to invest in expensive upfront charges for licensing, creating infrastructure, and more.

DevOps as a Service 52

DevOps as a Service Marketplace as a Service Cloud SaaS 52

Audacix

JULY 28, 2022

There are the most obvious and often quoted reasons for investing in robust application security standards and processes: It helps to protect your business. Some more knowledgeable people might also advise you to invest in cybersecurity training for your development team. Table Of Contents Why is cloud application security important?

Cybersecurity 52

Cybersecurity Underperforming Technical Team AWS Scale 52

Scytale

FEBRUARY 4, 2025

With data breaches on the rise and regulations always changing, staying compliant in the cloud isnt just for the big guys – its a must for everyone, from startups tackling their first audit to enterprises keeping things above board. But with that convenience comes a new layer of security challenges and risks.

compliance 52

compliance Cloud Azure AWS 52