Remove 2024 Remove Cost optimization & reporting Remove Payment Features
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A Look Back at Q1 '24 Public Cloud Software Earnings

Clouded Judgement

The 62 companies that I’ll discuss here (which is not an exhaustive list, but is still comprehensive) all reported quarterly earnings sometime between April 24th – June 10th. These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery.

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Clouded Judgement 12.1.23 - Net New ARR Starts to Rebound + AWS ReInvent Recap

Clouded Judgement

Couple takeaways for me: 2024 is shaping up to be the “prototype to production” year for AI. There were also quite a few questions around cost and compliance. On the former - we’ll see a lot of these experiments translate to production facing apps in 2024. This year, there was tons of experimentation.

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Clouded Judgement 10.27.23 - Cloud Giants Report Q3 '23

Clouded Judgement

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.

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Clouded Judgement 10.11.24 - Budget Flush

Clouded Judgement

When companies reported Q4 ‘23 quarters, sentiment started to emerge that software was “bouncing back.” Coming out of that, every company from the largest enterprise to the smallest startup started thinking very critically about cost optimizations. Cost optimizations were everywhere.

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State of SaaSOps 2024: Consolidation is the new IT mantra

BetterCloud

BetterCloud’s 2024 State of SaaSOps report found that for the first time ever, SaaS growth stalled – for the first time ever. In this mini-release, we want to delve into this eye opening finding from this year’s report ( coming July 9! ). Think of it as a spring cleaning for your software subscriptions!