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.

Cloud 161

Cloud Software GCP(Google Cloud Platform) Azure 161

SaaStr

NOVEMBER 3, 2022

ChartMogul is an analytics platform to help you run your subscription business. Our mission is to build powerful and secure cloud software for subscription businesses of all sizes, with a strong emphasis on good design and ease of use.

Payments 239

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions 239

Clouded Judgement

MAY 3, 2024

We now have results from the three hypersclaers (AWS / Azure / GCP). Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cost optimization & reporting 183

Cost optimization & reporting Cloud Software Azure 183

SaaStr

OCTOBER 13, 2022

ChartMogul is an analytics platform to help you run your subscription business. Our mission is to build powerful and secure cloud software for subscription businesses of all sizes, with a strong emphasis on good design and ease of use.

GCP(Google Cloud Platform) 208

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 208

Tom Tunguz

APRIL 28, 2022

I would pay each product provider in their own token: one for storage, compute, caching/CDN, email subscription management, etc. Perhaps this dynamic drives consolidation in the market, paralleling the web2 infrastructure hypermarts of AWS, GCP, and Azure. Third, software engineers decentralize only a subset of the app.

Payment Solutions 256

Payment Solutions GCP(Google Cloud Platform) Startup Payment Features 256

Clouded Judgement

AUGUST 4, 2023

Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA. Then Q2 came in at 12% (must have seen improvements throughout the quarter).

Cloud 130

Cloud Azure Cost optimization & reporting AWS 130

Clouded Judgement

APRIL 21, 2023

Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Follow along to stay up to date! Let’s double click on Azure.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130