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?

Cloud 167

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

Clouded Judgement

MAY 3, 2024

Subscribe now Cloud Giants Report Q1 + Early Look at Software Results Q1 earnings seasons has officially kicked off! First, companies have largely completed the lion's share of their cost optimization and turned their attention to newer initiatives. We’ve already had ~20% of software companies report Q1.

Cost optimization & reporting 190

Cost optimization & reporting Cloud Software AWS 190

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

It’s easy to get lost in the noise of “SaaS monetization makes the world go round,” “Subscriptions mean printing money,” and other hype. The more you can learn what value these features deliver to your customers at a lower cost? Optimize cloud economics and drive Business Goals.

Well Architected Framework 130

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