Clouded Judgement
AUGUST 11, 2023
Every week I’ll provide updates on the latest trends in cloud software companies. While it is too early to call an end to cloud optimization and a significant level of macro uncertainty remains, these new trends, along with the tenor of our customer interactions are encouraging.” Follow along to stay up to date!
Tom Tunguz
JULY 25, 2023
I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. Yesterday, Microsoft & Google announced earnings. Both Google & Microsoft announced growth rates in GCP & Azure that held steady from one quarter to the next.
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Clouded Judgement
NOVEMBER 10, 2023
Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now OpenAI Updates OpenAI had their big developer day this week, and I wanted to call out two key announcements (and trends): increasing context windows and decreasing costs. Altimeter is an investment adviser registered with the U.S.
Clouded Judgement
AUGUST 4, 2023
Every week I’ll provide updates on the latest trends in cloud software companies. But what I would add is that we saw Q2 trends continue into July.” And most importantly, they’ve seen these positive trends continue. Follow along to stay up to date! So those balanced out in Q2.
Clouded Judgement
APRIL 21, 2023
Every week I’ll provide updates on the latest trends in cloud software companies. Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). If we look at the trends in their most recent quarters YoY growth rates (below) you’ll see the deceleration has been meaningful.
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 .
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. Follow along to stay up to date! Overall, it wasn’t pretty… AWS grew 28% when expectations were 30-31%.
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