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 177

Cloud Software GCP(Google Cloud Platform) AI 177

Clouded Judgement

MAY 3, 2024

We now have results from the three hypersclaers (AWS / Azure / GCP). This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S. Past performance is no guarantee of future performance. Securities and Exchange Commission.

Cost optimization & reporting 183

Cost optimization & reporting Cloud Software Azure 183

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. Securities and Exchange Commission.

Cloud 161

Cloud Software GCP(Google Cloud Platform) Azure 161

SaaStr

OCTOBER 13, 2022

ChurnZero is the Customer Success platform and partner for growing SaaS and subscription businesses. You need an efficient way to keep your customers successful, reduce churn, drive adoption, and increase net revenue retention.

GCP(Google Cloud Platform) 199

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 199

Clouded Judgement

AUGUST 4, 2023

The views expressed herein are the author’s alone and do not constitute an offer to sell, or a recommendation to purchase, or a solicitation of an offer to buy, any security, nor a recommendation for any investment product or service. Then Q2 came in at 12% (must have seen improvements throughout the quarter).

Cloud 130

Cloud Azure Cost optimization & reporting AWS 130

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 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

Clouded Judgement

APRIL 21, 2023

Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). Follow along to stay up to date! Q1 Earnings Season We’re on the eve of Q1 earning season. Let’s double click on Azure.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130