Clouded Judgement
MAY 3, 2024
We now have results from the three hypersclaers (AWS / Azure / GCP). Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against. I created this subset to show companies where FCF is a relevant valuation metric.
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.
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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. I created this subset to show companies where FCF is a relevant valuation metric.
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. Service providers like Amazon Web Services (AWS), Google Cloud Platform, and Microsoft Azure offer server hosting and load-balancing services.
Clouded Judgement
SEPTEMBER 19, 2023
If you want your data platform to run like those at Netflix, Salesforce, Stripe, AirBNB and many others (i.e. object storage + Iceberg), then we believe that Tabular is the right platform for you! If you don’t want to manage all of the infrastructure around Iceberg (plus allocating headcount to do this!)
Baremetrics
JANUARY 25, 2022
In recent years, a new discipline of financial management has emerged in response to cloud technologies and organizations growing reliance on cloud IT architectures and cloud-based business processes. Act FinOps Tools Cost Management Software Financial Modeling Tools EDI Systems Conclusion. Table of Contents. What Is FinOps?
Chart Mogul
JANUARY 28, 2022
In a series of articles, we will share our experiences about: Our journey to AWS EKS (Kubernetes managed service). Since our inception in 2014 and up to mid-2021, our entire infrastructure has run on DigitalOcean droplets (self-managed cloud virtual machines). Lack of modern cloud features and managed services. Managed services.
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