Clouded Judgement

OCTOBER 11, 2024

However, if we rewind the clock to a year ago, the budget flush at the end of 2023 felt stronger than most years. Coming out of that, every company from the largest enterprise to the smallest startup started thinking very critically about cost optimizations. This concept is nothing new and has been going on for a while.

Cloud 167

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

Tom Tunguz

APRIL 25, 2024

Microsoft’s Azure is winning share directly from Amazon. ” Much of the AI spend is at the enterprise, where a 50% reduction in customer support cost or a 75% increase in engineering capacity filters billions to the bottom line. " The rest of Azure is still growing in a nice clip of 24% annually.

Azure 206

Azure AI Search Marketing ChatGPT 206

SaaStr

DECEMBER 26, 2022

The role of AWS, Azure, and Google Cloud Marketplace is becoming increasingly important. “45% This need for ease is even more true for enterprises. The cliche that enterprises have more money than time certainly plays out here. . “88% Tackle.io’s 2021 state of cloud marketplaces report highlighted a similarly dramatic shift.

Software Review 245

Software Review Software Azure Cloud 245

Tom Tunguz

FEBRUARY 13, 2023

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. The enterprise segment outgrew the company’s average growth rate by 8 percentage points. Yesterday, Cloudflare announced earnings.

Cloud 235

Cloud Azure Headcount Software Review 235

Andreessen Horowitz

MARCH 21, 2024

Generative AI took the consumer landscape by storm in 2023, reaching over a billion dollars of consumer spend 1 in record time. In 2024, we believe the revenue opportunity will be multiples larger in the enterprise. Some naysayers doubted that genAI could scale into the enterprise at all. Isn’t this all hype?

Generative AI 145

Generative AI Enterprise AI Artificial Intelligence 145

Clouded Judgement

OCTOBER 27, 2023

Subscribe now Cloud Giants Report Q3 ‘23 Not a great signal for software this week from the Cloud Giants (AWS, Azure and Google Cloud)…After Q2 (3 months ago), the tone from the Cloud Giants around optimizations was largely: optimizations have started to ease, and net new workloads have picked up. Staggering scale already.

Cost optimization & reporting 157

Cost optimization & reporting Cloud Azure AWS 157

Clouded Judgement

JANUARY 27, 2023

Azure (Microsoft) Quarter The week the first of the cloud giants reported - Azure. Early Look at 2023 Guides Given the Azure weakness reported on Tuesday, all software tumbled Wednesday morning with most names down 5-10%. A big reason for that was the guides for the full year 2023 we saw. Top 5 Median: 12.0x

Cloud 144

Cloud Azure Pricing Subscription 144

Clouded Judgement

JANUARY 6, 2023

Cloud Downgrades This week UBS came out with a couple research reports citing concerns in AWS / Azure growth. As I’ve talked about before, the big risk for 2023 are fundamentals - are forward estimates too high? This brings me back to AWS / Azure downgrades. Follow along to stay up to date! Top 5 Median: 10.4x

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

IT World

JANUARY 25, 2023

Microsoft on Tuesday said it expects the growth across its cloud business to temper down through 2023 as enterprises brace for economic headwinds. billion for the second quarter of fiscal year 2023, slowing from Q1, 2023 where the company posted 31% growth for the segment.

Cloud 96

Cloud Azure AI Enterprise 96

User Pilot

JULY 18, 2023

15 best product management software solutions of 2023 Here’s our list of product management software tools that can help you achieve your product goals. offers 3 plans: Essential – from $39/user/month Pro – from $89/user/month Enterprise – custom pricing G2 review 4.5/5 user/month Business – $24.99/user/month

Software Review 98

Software Review Software Management Azure 98

Clouded Judgement

MAY 10, 2024

After a strong finish in Q4, we saw a return to weaker demand conditions in the first quarter, similar to what we experienced in 2023. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. The buyer urgency that we saw in December did not carry over into Q1. Top 5 Median: 15.5x

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

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. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. This means we got commentary for the first time on May trends. Bucketed by Growth.

Cloud 144

Cloud Azure Trends Forecasting 144

Clouded Judgement

FEBRUARY 3, 2023

A 2023 recession feels less likely, with 2024 being the more realistic timing if we do in fact get to a deeper recession. From the S&P to software, consensus was 2023 estimates were too high, and set to fall meaningfully. Let’s imagine a world where we don’t have a recession in 2023. The market was offsides.

Cloud 130

Cloud Azure AWS Generative AI 130

Clouded Judgement

FEBRUARY 17, 2023

Summers","date":"Sun Feb 12 21:48:44 +0000 2023","photos":[],"quoted_tweet":{},"retweet_count":26,"like_count":158,"expanded_url":{"url":"[link] Sees ‘Turbulent’ Time","description":"Former US Treasury Secretary Lawrence H. Top 5 Median: 11.6x

Cloud 130

Cloud Azure Subscription Payment Features 130

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. Coming in to Q1 there was broader optimism. Q4’s were generally good!

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

Clouded Judgement

AUGUST 11, 2023

If next quarter we get similar commentary that Azure gave us this quarter (“still a couple quarters away” without any specific guidance), then we may see market loose a little patience. The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs). Top 5 Median: 14.4x

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

User Pilot

MAY 30, 2023

The best customer data platform of 2023 Next up, we’re going to dive into a few of the best customer data platforms currently available on the market, their features, and how much they cost. The other plans, Growth and Enterprise , have custom pricing. Microsoft Azure dashboard. Easy as pie.

Azure 98

Azure Government Marketplace as a Service Pricing 98

Clouded Judgement

NOVEMBER 3, 2023

After all, the real headwinds to software started in the Q3 / Q4 2022 timeline, so by Q3 / Q4 2023 we’d start lapping those tough periods. Maybe with the exception of hyperscalers (particularly Azure). Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue.

Software Review 167

Software Review Cloud Software Azure 167

Clouded Judgement

SEPTEMBER 19, 2023

As Frank Slootman (Snowflake CEO) said, “Enterprises are also realizing that they cannot have an AI strategy without a data strategy to base it on.” Typical data lake storage solutions include AWS S3, Azure Data Lake Storage (ADLS), Google Cloud Storage (GCS) or Hadoop Distributed File System (HDFS).

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

User Pilot

FEBRUARY 6, 2023

If you are wondering how actionable analytics can help you boost product growth in 2023, this post is for you! For example, when analyzing your historical data, you may notice that your enterprise customers have a pattern of churning after onboarding. Let’s get started.

Artificial Intelligence 98

Artificial Intelligence Data Software Review Machine Learning 98

Frontegg

FEBRUARY 9, 2023

We’re thrilled to announce that Frontegg was named a G2 Best Software Award Winner, placing #26 on the Top Security Products list alongside other best-in-class tools, such as Okta, Microsoft Azure Active Directory, GitLab, IBM Security Verify, Snyk, Datadog, and GitHub.

Technical Review 52

Technical Review Software Review Systems Review CTO 52

Blulogix

NOVEMBER 8, 2023

Take your business further with BluIQ’s flexible, scalable, enterprise-grade intelligent billing solutions. Scalability Startups and enterprises alike can scale their technology usage in alignment with their specific needs. Take your business further with BluIQ’s flexible, scalable, enterprise-grade intelligent billing solutions.

Technology 52

Technology Pricing Payment Features Subscription 52

OpenView Labs

DECEMBER 15, 2020

Cloud marketplaces like AWS Marketplace, Azure Marketplace and Google Cloud Platform Marketplace are digital storefronts where companies can list their offerings for software buyers to find, purchase and provision software. . Companies migrating to the cloud are bringing buyers with them. The reality? That’s a good thing!

Marketplace as a Service 52

Marketplace as a Service Cloud Scale VP of Engineering 52

Audacix

FEBRUARY 4, 2024

Now this is a very generalized security checklist for cloud security, but this area of cyber security is becoming increasingly important as enterprise applications and workloads move to public clouds and business processes become more dependent on cloud services. © Copyright Ayush Trivedi 2023. All Rights Reserved.

Outsourcing Services 52

Outsourcing Services Cloud Outsourced Development Software Review 52

Full Session

NOVEMBER 16, 2022

Google announced that the Universal Analytics service, which currently finds use in many businesses, will be deprecated on October 1, 2023. Mixpanel also offers a decent list of integrations, with over 50 apps, including Amazon Web Services, Microsoft Azure, Google Cloud, Hubspot, Slack, Snowflake, and Zendesk. What is GA4?

Software Review 52

Software Review Sales Hiring Technical Review Underperforming Technical Team 52

OpenView Labs

JANUARY 24, 2022

It’s clear that buyers are racing to the Cloud Marketplace, like those offered by AWS, Azure, GCP, and IBM / Red Hat, and sellers are eager to tap into the Cloud budget to help their buyers get started fast or scale contracts fueled by cloud budget growth. Use the Cloud Marketplaces to accelerate both enterprise and usage-based products .

Marketplace as a Service 77

Marketplace as a Service Cloud Trends Software 77

How To Buy Saas

FEBRUARY 27, 2025

was trained with more data and new techniques on OpenAIs Azure supercomputers , making it an even more robust AI assistant. or Who won the Nobel Prize in Physics in 2023? ), theres a significantly higher chance it will get it right or admit it doesnt know, rather than inventing a figure or name. In enterprise settings, GPT-4.5s

ChatGPT 40

ChatGPT AI Search Software Review AI 40