Remove GCP(Google Cloud Platform) Remove Presentation Remove Trends
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A Look Back at Q1 '24 Public Cloud Software Earnings

Clouded Judgement

GCP data is a bit more noisy as they don’t disclose GCP itself, but rather Google Cloud which includes GSuite. This post and the information presented are intended for informational purposes only. The charts below show the change in quarterly revenue YoY (so Q1 ‘24 rev - Q1 ‘23 rev) going back to 2017.

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Clouded Judgement 10.11.24 - Budget Flush

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. The hyperscalers (AWS, Azure, GCP) are always some of the first companies to report earnings during earnings season (coming up in 2 weeks), and there’s always a read through for consumption names (meaning people believe there’s a correlation).

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Clouded Judgement 8.11.23 - Datadog Consumption Trends

Clouded Judgement

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!

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Clouded Judgement 5.3.24 - Hyperscalers Report Q1 + Early Look at Software Reports

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. We now have results from the three hypersclaers (AWS / Azure / GCP). ” Full quote below: “We're seeing a few trends right now. This post and the information presented are intended for informational purposes only.

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Clouded Judgement 9.27.24 - The Foundation of Foundation Models

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Microsoft launched Azure in 2010, and Google launched GCP to the public in 2011 (they launched a preview of Google App Engine in 2008, but made it publicly available in 2011). Follow along to stay up to date!

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Clouded Judgement 11.10.23 - OpenAI Updates + Datadog Gives the All-Clear?

Clouded Judgement

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. Follow along to stay up to date!

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Clouded Judgement 5.10.24 - Software Weakness Across the Board

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. This post and the information presented are intended for informational purposes only. Follow along to stay up to date! So far - you’re either tied to AI tailwinds, or it’s rough out there. Securities and Exchange Commission.

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