Clouded Judgement

MAY 3, 2024

Subscribe now Cloud Giants Report Q1 + Early Look at Software Results Q1 earnings seasons has officially kicked off! We now have results from the three hypersclaers (AWS / Azure / GCP). The most notable change in tone was Andy Jassy talking about AWS. We’ve already had ~20% of software companies report Q1.

Cost optimization & reporting 190

Cost optimization & reporting Cloud Software Azure 190

Clouded Judgement

OCTOBER 11, 2024

When companies reported Q4 ‘23 quarters, sentiment started to emerge that software was “bouncing back.” We all know 2020 and 2021 was the year of excessive software buying fueled by ZIRP. Cost optimizations were everywhere. So why was it stronger than normal last year? Snowflake is up 14%.

Cloud 167

Cloud Cost optimization & reporting GCP(Google Cloud Platform) Software Review 167

Clouded Judgement

JUNE 19, 2024

The 62 companies that I’ll discuss here (which is not an exhaustive list, but is still comprehensive) all reported quarterly earnings sometime between April 24th – June 10th. These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery.

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

CloudGeometry

MARCH 3, 2022

Cloud cost optimization and technical debt The speed and versatility of the SaaS model are a two-edged sword. The variable cost model of the cloud doesn’t just mean that you can buy services at various price points. Giving customers some breathing room works better as an upsell opportunity than penalties and limits.

Well Architected Framework 130

Well Architected Framework VPCs (Virtual Private Cloud) SaaS Cloud 130