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Clouded Judgement 4.26.24 - Azure Gives Positive Infra Software Preview

Clouded Judgement

Subscribe now Azure Report - Cloud Infra Looks Good! For software, all eyes were on Azure - which grew 31% YoY (ahead of expectations closer to 29%). Azure doesn’t disclose exact Azure quarterly revenue (they disclose growth rate in absolute terms and in constant currency), but there are good estimations.

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SaaS Multiples Are At a 3+ Year Low. Where It Goes From Here.

SaaStr

Amazon AWS, Microsoft Azure and even Google Cloud are on fire, adding insane amounts of revenue this year. January 2016, SaaS stocks were riding high. It was called 2016: * Everyone panicked * Seemed like multiples would never recover * LinkedIn sold to Microsoft for 7x ARR. Customers are buying more than ever. And then ….

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When did cloud computing start to become popular?

SaaStr

There were dips in 2016 and otherwise. That $200b+ of additional Cloud and SaaS spend fueled 50+ Cloud unicorns and massive growth in AWS, Azure, etc. But enterprise buying went on a tear. It’s still accelerating.

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Clouded Judgement 11.3.23 - No Sign of Re-Acceleration in Software

Clouded Judgement

Some of these drops rival one of the worst ever software earnings reaction of Tableau in 2016! Maybe with the exception of hyperscalers (particularly Azure). This is very reminiscent of the Tableau drop in 2016. Bill.com dropped ~30%. Confluent dropped ~40%. Atlassian was down ~10%. Procore was down ~15%. JFrog was up ~20%.

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Microsoft Dev Box — a better path to provisioning and productivity?

IT World

That brings me to Microsoft Dev Box ; initially announced at last year’s Microsoft Build, the effort dates back to 2016 when a then-new service, Azure DevTest Labs, was created to provide VMs for a variety of development and test instances. To read this article in full, please click here

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When Windows updating goes bad — the case of the problematic patch

IT World

Specifically, it affects Windows Server 2012; Windows 8.1 To read this article in full, please click here

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Navigating Apttus’ Return to Salesforce: A Quick Guide for Future Customers

Navint

In early 2016, Salesforce acquired Steelbrick. Apttus built their applications on the Microsoft Azure platform with the goal of opening new markets, specifically with Microsoft Dynamics CRM. In 2015, Apttus and Steelbrick were the two major Configure, Price, Quote (CPQ) vendors built on the Force.com platform.

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