2016 Azure Cloud 
Clouded Judgement
APRIL 26, 2024
Every week I’ll provide updates on the latest trends in cloud software companies. 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%). So the overall Azure quarterly revenue figure is already not entirely spot on.
SaaStr
MAY 6, 2022
Many SaaS and Cloud leaders are down more than 50% from their all-time highs. But Covid did create a lot of artificial demand for Cloud products, especially the lockdown phase. Update on cloud software multiples, charted alongside the 10Y and 5 year pre-covid NTM rev multiple average. January 2016, SaaS stocks were riding high.
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SaaStr
AUGUST 27, 2019
Around 2013 or so, the Cloud started to grow far faster than any of us had thought it would: Amazon Web Services revenue 2018 | Statista. There were dips in 2016 and otherwise. It turned our CIOs and bigger companies were ready to transfer as much as another 20% of their $1 trillion+ IT budgets to Cloud far faster than any of us knew.
Clouded Judgement
NOVEMBER 3, 2023
Every week I’ll provide updates on the latest trends in cloud software companies. 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%.
Navint
AUGUST 26, 2019
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.
Chart Mogul
DECEMBER 22, 2021
Cloud destinations (coming soon) — we are in process of adding the ability to export your MRR movements data from ChartMogul onto the cloud. We will support exports to Amazon S3, Microsoft Azure Blob, and Google cloud storage. This year, we also migrated ChartMogul to AWS cloud.
SmartKarrot
JANUARY 18, 2022
Found by Manoj Dawane in 2016, VTION is an Indian-origin media technology innovation company that aims at measuring media audiences by analyzing consumer trends and behaviors. Found by Abhijit Pattanaik in 2016, Playtonia is an e-sports platform technology company that helps online gamers connect and develop communities. CloudCherry.
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