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

OCTOBER 11, 2024

Coming out of that, every company from the largest enterprise to the smallest startup started thinking very critically about cost optimizations. Where was redundant spend that could be consildated. The promise of SaaS is that growth in the early years leads to profits in the mature years. Where was wasted spend with low ROI.

Cloud 167

Cloud Cost optimization & reporting GCP(Google Cloud Platform) Software Review 167

Clouded Judgement

AUGUST 2, 2024

Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! 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.

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. Coming in to Q1 there was broader optimism. 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. Model providers (OpenAI, Anthropic, etc as companies start building out AI).

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

You can see more detail about their net new ARR added each quarter below 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. 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). 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.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

AUGUST 11, 2023

The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs). The promise of SaaS is that growth in the early years leads to profits in the mature years. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue.

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. 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.

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

Audacix

SEPTEMBER 20, 2022

When you should conduct SaaS pentests / mobile app pentests to solidify your security posture. How to protect your cloud console with GCP/Azure/ AWS cloud console pentests. How to make your software or SaaS enterprise-ready so that you can sell more to larger B2B customers. Would that be helpful?

Software Development 52

Software Development GCP(Google Cloud Platform) Development Software 52

Audacix

FEBRUARY 4, 2024

Table Of Contents SaaS cloud security tools and SaaS providers act as a constructive bridge for cloud infrastructure and application protection. However, the path to SaaS cloud security can be challenging. Opting for cloud security as a service from the best SaaS provider and shifting left is the way to move forward.

Outsourcing Services 52

Outsourcing Services Cloud Outsourced Development Software Review 52

How To Buy Saas

MAY 15, 2024

There are various Cloud service models to choose from, like IaaS PaaS SaaS, and you may get confused while making a decision. Don’t worry; in this blog, we will help you know everything about the different cloud computing models like IaaS PaaS SaaS to decide which one will be best for your business. Therefore, keep reading!

DevOps as a Service 52

DevOps as a Service Marketplace as a Service Cloud SaaS 52

Audacix

JULY 28, 2022

Combine the above overarching statistic with these 10 cybersecurity questions that enterprise clients consider when evaluating cloud service providers, you'll quickly realise that you've found the illuminated runway that leads to your cloud sales goals. What are web application security controls?

Cybersecurity 52

Cybersecurity AWS Underperforming Technical Team Scale 52

Audacix

MAY 11, 2023

Metasploit Metasploit Pros It's reliable and provides accurate enterprise-level scanning. Follow this easy process to include vulnerability assessment and management in your best-practice SaaS security program: Run vulnerability assessment scans every time you update a production or non-production environment.

Underperforming Technical Team 52

Underperforming Technical Team Software Cloud Software Engineering 52

Neil Patel

DECEMBER 24, 2020

There is also an Enterprise plan for custom check intervals and several monitors. You can also combine the capabilities of both monitoring options with their Enterprise plan. The tool also monitors Windows, Linux, Docker, VMware, FreeBSD, GCP, and Azure for servers. per month Enterprise: $52.08 per month Premium: $34.52

DevOps as a Service 145

DevOps as a Service Software Review GCP(Google Cloud Platform) Systems Review 145

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