SaaStr

OCTOBER 13, 2022

We’ll see 2,500+ of the best SaaS founders, execs, and VCs June 6-7 at 2022 SaaStr Europa ! ChartMogul is an analytics platform to help you run your subscription business. ChurnZero is the Customer Success platform and partner for growing SaaS and subscription businesses. Grab tickets here. .

GCP(Google Cloud Platform) 257

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 257

Clouded Judgement

MAY 31, 2024

This can lead to an airpocket of valuation as companies transition to a different primary valuation metric Outside of the hypserscalers (Azure, AWS, GCP) who have uniquely benefited from AI revenue (mainly selling compute), everyone else has largely struggled. The “power of the bundle / platform” is very real.

Cloud 177

Cloud Software GCP(Google Cloud Platform) AI 177

Clouded Judgement

OCTOBER 28, 2022

Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Follow along to stay up to date! The economy grew 2.6%

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

AUGUST 11, 2023

From a new logo bookings perspective, we had our largest Q2 and second largest quarter ever, only behind the seasonally larger Q4 2022.” The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs). However, it’s not showing up in the data yet.

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130