2021 Azure Payment Features 
Clouded Judgement
OCTOBER 11, 2024
We all know 2020 and 2021 was the year of excessive software buying fueled by ZIRP. The hyperscalers (AWS, Azure, GCP) are always some of the first companies to report earnings during earnings season (coming up in 2 weeks), and there’s always a read through for consumption names (meaning people believe there’s a correlation).
Clouded Judgement
AUGUST 2, 2024
Wayfair CEO compared the drop in spend to home goods to the 2008 financial crisis: “Customers remain cautious in their spending on the home and our credit card data suggests that the category was down by nearly 25% from the peak we saw in the fourth quarter of 2021.
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Clouded Judgement
JULY 28, 2023
AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. This week we had two of the hypserscalers report (Microsoft / Azure and Google / GCP), and everyone was eager to see their results. What happened in 2021 is that phase 2 (expansion of usage) was turbo charged.
SaaStr
JUNE 26, 2024
A lot of the funding rounds for AI feel like 2021 again, but only for this subset of people. It Takes Time To Bounce Back Jason was the first investor in RevenueCat , a company that automates mobile subscriptions on your phone. 30% of all mobile apps with a paid subscription use RevenueCat to manage it. And there’s AI.
Clouded Judgement
MAY 26, 2023
Azure / Confluent / Datadog reported a few weeks back (they all had March quarter ends), and their commentary suggested the worst was behind us. In 2020 and 2021, it was growth at all costs and the mentality was let it rip. Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.
Clouded Judgement
JUNE 20, 2023
On the Microsoft earnings call they said (related to Azure): “But at some point, workloads just can't be optimized much further. To calculate implied ARR I take the subscription revenue in a quarter and multiply it by 4. My interpretation is we’re in the bottoming phase.
Chart Mogul
DECEMBER 22, 2021
What’s new in ChartMogul in 2021? Our mission is to build the world’s most powerful subscription analytics platform for the SaaS community. Building the leading subscriptions analytics platform means listening to our customers, and implementing changes to the product that bring them the most value. So let’s dive in.
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