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.

Cloud 144

Cloud Azure Pricing Subscription 144

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 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!

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

User Pilot

JULY 18, 2023

The tools are constantly evolving and changing their pricing plans, so it may be difficult to ensure that your product team is using the right tools and getting the best value for the money. Pay attention to support and customization, and make sure it has the right templates, integrations , and scalable pricing plans.

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. If I had to sum up software earnings in one quote it would be the following from Yamini Rangan, the Hubspot CEO: “Switching gears to macro.

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

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. Exposures were low.

Cloud 130

Cloud Azure AWS Generative AI 130

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 2023, the average spend across foundation model APIs, self-hosting, and fine-tuning models was $7M across the dozens of companies we spoke to. Budgets for generative AI are skyrocketing.

Generative AI 145

Generative AI Enterprise AI Artificial Intelligence 145

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. An element of re-acceleration is definitely priced in to current 2024 estimates, so we may see 2024 estimates fall. This means we got commentary for the first time on May trends.

Cloud 144

Cloud Azure Trends Forecasting 144

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. The market is clearly pricing in lower rates + reacceleration of growth. 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 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).

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. This tier has custom pricing. Lytics pricing is not available on its website and to get a quote, you need to contact their team.

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). It’s actually the complete opposite - there will be more deceleration in Q4 (according to guides).

Software Review 167

Software Review Cloud Software Azure 167

SaaStr

JUNE 26, 2024

If B2C rebounded back in 2023, that means 2025 might be a little easier for a lot of folks in classic B2B. Maybe endless price increases,” Jason says. You can see the growth on the platform side with Azure, Google, and AWS and how much it’s accelerating in AI. It’s a rocket ship. That still holds true today.

CTO Hire 148

CTO Hire AI Venture Capital Sales Hiring 148

Blulogix

NOVEMBER 8, 2023

Transforming the Technology Industry: The Power of Usage-Based Pricing By BluLogix Team The technology industry is in the midst of a profound transformation. Traditional pricing models, such as fixed subscriptions and one-time purchases, no longer align with the dynamic and ever-evolving nature of this sector.

Technology 52

Technology Pricing Payment Features Subscription 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. But pr oduct-led growth and usage-based pricing are complex to implement and execute.

Marketplace as a Service 77

Marketplace as a Service Cloud Trends Software 77

Blulogix

OCTOBER 11, 2023

Streamlining Success: Five Keys to Automating Usage-Based Billing for Managed Services Providers By BluLogix Team Don’t forget to sign up now to learn more about how to implement usage based pricing models in our upcoming webinar with MGI Research. Automating these pricing models streamlines billing and ensures consistency.

Payment Features 52

Payment Features Management Azure AWS 52

SaaStr

OCTOBER 16, 2024

Google Cloud , Azure, and GitLab, all tied directly or indirectly to AI, are seeing massive acceleration. But Google Cloud, Azure, and GitLab are all benefiting and on fire. Everyone is going to have a pricing page, check the box, function app, and feature parity on everything that is AI and B2B, everyone. Is there a bubble?

Sales Hiring 322

Sales Hiring Scale AI SaaS 322

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. We’ll also consider language, customer support, reviews, and pricing options. Mixpanel vs Google Analytics: Pricing. The pricing starts at $150,000 per year. 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