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.

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

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

AUGUST 2, 2024

Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! The information provided is believed to be from reliable sources but no liability is accepted for any inaccuracies. This is for information purposes and should not be construed as an investment recommendation.

Cloud 157

Cloud Azure GCP(Google Cloud Platform) AWS 157

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

AUGUST 4, 2023

This post and the information presented are intended for informational purposes only. Accordingly, no representation or warranty, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, timeliness or completeness of this information. Subscribe now Share Clouded Judgement Leave a comment

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). This post and the information presented are intended for informational purposes only. 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

OCTOBER 28, 2022

Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. This post and the information presented are intended for informational purposes only. 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 11, 2023

The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs). This post and the information presented are intended for informational purposes only. I’m hopeful we’re getting leading indicators that the light at the end of the tunnel is getting closer.

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. This post and the information presented are intended for informational purposes only. Cycle of Cloud Optimizations Q2 earning season has officially kicked off! AWS reports next week.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

SEPTEMBER 19, 2023

Iceberg is open source, and is the leading table format, having been adopted by Snowflake, AWS, GCP, Databricks, Confluent and many others, with contributions and usage coming from some of the largest organizations like Netflix, Apple, LinkedIn, Adobe, Salesforce, Stripe, Pinterest, AirBNB, Expedia and many others.

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

Baremetrics

JANUARY 25, 2022

You might see the three stages of the FinOps journey referred to as inform, optimize, and operate, a model popularized by the FinOps Foundation. While the inform-optimize-operate system has its place, in order to cut through the jargon, I prefer the terms inform, analyze, and act. Table of Contents. What Is FinOps?

Payment Services 97

Payment Services SaaS Payments Payment Solutions Scaling 97

Neil Patel

DECEMBER 24, 2020

It helps if the information makes sense, so your DevOps, executives, or other people who have access to the data know what to do with it. Real user monitoring (RUM) gathers information from real website users. Site24x7 supports Ruby, Java, PHP,NET, Node.js, and mobile platforms for apps. Reports & Analytics.

DevOps as a Service 145

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

OpenView Labs

JANUARY 24, 2022

Our goal is to give our customers and the market the data they need to build a solid case and make informed decisions about when they should take advantage of Cloud Marketplaces. .

Marketplace as a Service 77

Marketplace as a Service Cloud Trends Software 77

CloudGeometry

FEBRUARY 7, 2022

That, of course, dictates the isolation models used for information and access management. Some of these include: Create a cluster of nodes per tenant Use IAM and other platform constructs to prevent tenant boundary-crossing. Governing authorities lay down regulation on private data protection.

Well Architected Framework 130

Well Architected Framework SaaS AWS Construction 130

User Pilot

APRIL 29, 2024

Service providers like Amazon Web Services (AWS), Google Cloud Platform (GCP), and Microsoft Azure offer infrastructure services that support backend development. Data storage and querying Data storage involves keeping large amounts of information safe and organized so you can access it later.

Azure 52

Azure GCP(Google Cloud Platform) AWS Construction 52

User Pilot

JULY 28, 2024

They act as translators, transforming raw data sets into clear and actionable information that businesses can use to make better decisions. They act as translators, transforming raw data sets into clear and actionable information that businesses can use to make better decisions. What decisions will the insights inform?

Data 52

Data Azure Data Analysis Machine Learning 52

User Pilot

JULY 28, 2024

TL;DR A data scientist is someone who uses their knowledge of statistics, programming, and specific industry expertise to extract meaningful information from data. A data scientist is someone who uses their knowledge of statistics, programming, and specific industry expertise to extract meaningful information from data.

Data 52

Data Technical Review Machine Learning Artificial Intelligence 52

User Pilot

JULY 14, 2024

TL;DR A data scientist is someone who uses their knowledge of statistics, programming, and specific industry expertise to extract meaningful information from data. A data scientist is someone who uses their knowledge of statistics, programming, and specific industry expertise to extract meaningful information from data.

Data 52

Data Technical Review Machine Learning Artificial Intelligence 52

BetterCloud

MARCH 25, 2020

All of our panelists’ organizations have increased the frequency of communication, and they agree that the more information, the better. Whiteaker: Email seems to be the best medium to ensure everyone is getting the right information ASAP. At this point, more information is better. We’re working to adapt to “the new norm.”.

Technical Review 40

Technical Review GCP(Google Cloud Platform) Systems Review Communication 40

Audacix

MAY 11, 2023

This can allow access all customer-sensitive information and spoof identities in virtual environments. During this process, it collects information about inputs, outputs, and potential attack vectors. This is known as code injection which enables an attacker to take control of a business system once a user executes the code.

Underperforming Technical Team 52

Underperforming Technical Team Software Cloud Software Engineering 52

Audacix

JULY 28, 2022

These massive cloud hosting platforms typically offer protections against large-scale DDOS attacks and the like. The flexibility and sheer range of services offered by cloud platforms like AWS and GCP and Azure present their own unique security challenges.

Cybersecurity 52

Cybersecurity Underperforming Technical Team AWS Scale 52

Audacix

NOVEMBER 14, 2023

This automated vulnerability testing tool can scan web applications even behind the login credentials page, helps you automate end-to-end API security as well as helps you secure your cloud platform console, eg. AWS, Azure or GCP. SQLMap SQLmap can perform various types of SQL injection attacks, including blind SQL injection.

Underperforming Technical Team 40

Underperforming Technical Team GCP(Google Cloud Platform) Mobile Cloud 40

Sales Hacker

OCTOBER 7, 2019

Alison Wagonfeld is the Chief Marketing Officer for Google Cloud. She’s responsible for both GCP, which is the Google Cloud Platform and for G-Suite, which is Gmail, Calendar, Sheets, Docs, all the stuff that we all use everyday. Go to vidyard.com/saleshacker for more information.

Cloud 50

Cloud Artificial Intelligence Scale GCP(Google Cloud Platform) 50