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

OCTOBER 28, 2022

Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. At the same time, I’d guess we’re seeing discounts on egress fees and a lot of customers shifting from spot pricing (highest marginal cost) to committed contracts (lower marginal cost).

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 Google Cloud Growth came in at 28%, which was the same as Q1. This post and the information presented are intended for informational purposes only. Then Q2 came in at 12% (must have seen improvements throughout the quarter).

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

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. The bars represent the YoY revenue growth, and the yellow line is the stock price. As you can see, the stock price bottomed and started going up in Q4 ‘08. AWS reports next week.

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). 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

Neil Patel

DECEMBER 24, 2020

AppDynamics has three pricing plans, and you have to contact the provider to get the actual price. Site24x7 supports Ruby, Java, PHP,NET, Node.js, and mobile platforms for apps. The tool also monitors Windows, Linux, Docker, VMware, FreeBSD, GCP, and Azure for servers. Web monitoring with Uptrends is equally robust.

DevOps as a Service 145

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

OPEXEngine

JANUARY 11, 2022

Consumption-based pricing is best used when you can accurately and easily break down your service offering into small, digestible units. Many companies in the technology industry are moving toward “pay for what you use” consumption-based pricing models. Four pricing models. Uncommitted contracts. Challenges and shifts.

Pricing 52

Pricing Payment Solutions Outsourced Development Compensation 52

User Pilot

JULY 28, 2024

This might involve creating reports, dashboards, and presentations to communicate complex insights effectively. new features, pricing models). Communicate complex findings through compelling data visualizations and presentations for both technical and non-technical audiences. Excellent communication and collaboration skills.

Data 52

Data Technical Review Artificial Intelligence Machine Learning 52

User Pilot

JULY 14, 2024

Communicate complex findings through compelling data visualizations and presentations for both technical and non-technical audiences. Bonus points : Experience with cloud platforms (AWS, Azure, GCP). This might involve creating reports, dashboards, and presentations to communicate complex insights effectively.

Data 52

Data Technical Review Artificial Intelligence Machine Learning 52