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. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

Cloud 144

Cloud Azure Trends Forecasting 144

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

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

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. Heading into Q4 earnings, analysts had expectations for how each business would perform in 2023.

Cloud 167

Cloud Software Benchmarks Scale 167

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.

Cloud 130

Cloud Azure Revenue Payment Features 130

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).

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

SaaStr

JUNE 26, 2024

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. If B2C rebounded back in 2023, that means 2025 might be a little easier for a lot of folks in classic B2B.

CTO Hire 147

CTO Hire AI Venture Capital Sales Hiring 147

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). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Software Review 167

Software Review Cloud Software Azure 167

Blulogix

OCTOBER 11, 2023

A collection of recorded webinars and videos on Software-as-a-Service and Subscription Management Webinars & Videos Key 1: Comprehensive Data Integration The foundation of successful usage-based billing automation for MSPs lies in comprehensive data integration. Generate immediate invoices. Calculate charges in real time.

Payment Features 52

Payment Features Management Azure AWS 52

Blulogix

NOVEMBER 8, 2023

Traditional pricing models, such as fixed subscriptions and one-time purchases, no longer align with the dynamic and ever-evolving nature of this sector. Subscription Billing The Evolution of Pricing Models in the Technology Industry The technology industry has undergone significant transformations in recent years.

Technology 52

Technology Pricing Payment Features Subscription 52

Chart Mogul

DECEMBER 20, 2022

With our new destinations, you can send your clean and tidy revenue data to be combined with other data points in: Amazon S3, Google Cloud, Microsoft Azure , Snowflake, Amazon Redshift, or Google BigQuery. To that end, it’s necessary to get subscription data into your data warehouse for further analysis.

Systems Review 52

Systems Review Payment Solutions Payments Azure 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

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. Initially, access to GPT-4.5

ChatGPT 40

ChatGPT AI Search Software Review AI 40