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. Revenue multiples are a shorthand valuation framework.

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

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. Revenue multiples are a shorthand valuation framework. Follow along to stay up to date!

Cloud 130

Cloud Azure Cost optimization & reporting AWS 130

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.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

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. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue.

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

JULY 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Satya at Microsoft said “Every AI app starts with data and having a comprehensive data and analytics platform is more important than ever.” This could be a trend of improving buyer dynamics? Follow along to stay up to date!

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Casey Accidental

FEBRUARY 26, 2024

Bigger swings generally mean a longer amount of time building toward something that could work in the future. Google on GCP? Extreme examples sure, but partially why they are extreme is these companies’ new product development has to move revenue growth at what are now some of the largest companies in the world.

Underperforming Technical Team 63

Underperforming Technical Team Scale GCP(Google Cloud Platform) Startup 63

OPEXEngine

JANUARY 11, 2022

The trend has been bolstered by several customer benefits — primarily, the model provides a clear linkage between what a customer pays and what they use or value they realize. There are many vendor benefits, too — it is easier to sell and it embodies a customer success solution orientation that drives high customer lifetime value and revenue.

Pricing 52

Pricing Payment Solutions Outsourced Development Compensation 52

Clouded Judgement

SEPTEMBER 19, 2023

The rise of foundation models and generative AI only furthers this trend. ” However, as some of the more modern platforms today push a one-stop shop all-you-can-eat data platform, the risk of lock-in is higher. Especially at the compute layer, where customer costs / vendor revenues are soaring.

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

OpenView Labs

JANUARY 24, 2022

At Tackle, we have seen our sellers experience huge revenue growth, the product catalog is expanding rapidly for buyers, and budgets are growing at unprecedented rates. One of the trends we saw over the last year is how Cloud Marketplaces are leveraged across the spectrum of go-to-market. . Don’t let competitors beat you to the punch.

Marketplace as a Service 77

Marketplace as a Service Cloud Trends Software 77