2024 AWS Subscription Trends 
Clouded Judgement
DECEMBER 1, 2023
Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Amazon ReInvent This week Amazon had their annual AWS ReInvent conference. Couple takeaways for me: 2024 is shaping up to be the “prototype to production” year for AI. Follow along to stay up to date!
Clouded Judgement
JUNE 19, 2024
It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up). I’ll get into more data later on - but forward estimates largely remained unchanged coming out of Q1 earnings (meaning full year 2024 estimates stayed the same pre / post earnings).
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Clouded Judgement
AUGUST 11, 2023
Every week I’ll provide updates on the latest trends in cloud software companies. While it is too early to call an end to cloud optimization and a significant level of macro uncertainty remains, these new trends, along with the tenor of our customer interactions are encouraging.” Follow along to stay up to date!
Clouded Judgement
OCTOBER 27, 2023
Every week I’ll provide updates on the latest trends in cloud software companies. You can see some quotes from Azure / AWS in my Q2 recap , and pasted below. AWS was the the most positive sounding when it came to trends around optimizations. Quite different then the expectation for acceleration in software in 2024.
Clouded Judgement
APRIL 11, 2024
It looks at the YoY dollar change in quarterly revenue from the hyperscalers (just looking at Azure / AWS because the data goes back further) going back a few years. If we break this down and look at Azure and AWS independently (graphs below), you’ll see how the AWS “swings” were a lot more volatile.
Clouded Judgement
APRIL 28, 2023
Every week I’ll provide updates on the latest trends in cloud software companies. AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. It’s pretty well understood that consumption trends will bottom and reverse prior to seat based purchasing. AWS had a FASCINATING report.
Clouded Judgement
FEBRUARY 16, 2024
Every week I’ll provide updates on the latest trends in cloud software companies. ” From AWS (paraphrased): They said they expect the reaccleration they saw in Q4 to continue into 2024 2024 Estimate Updates One important metric I’m tracking this quarter is the change in 2024 estimates pre / post earnings.
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