Clouded Judgement

JUNE 19, 2024

Q1 earnings season for cloud businesses is now behind us. 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. The growth shown below is a year-over-year growth for reported quarters.

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

Clouded Judgement

DECEMBER 1, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 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. A strong data foundation is critical for an effective AI strategy!

AWS 299

AWS Cloud AI Search Cost optimization & reporting 299

Clouded Judgement

FEBRUARY 2, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Report Q4 ‘23 Two quotes from the Amazon and Microsoft earnings call really stood out to me this week. Similar to what we shared last quarter, we continue to see the diminishing impact of cost optimizations.

Cost optimization & reporting 167

Cost optimization & reporting Cloud Azure AWS 167

Clouded Judgement

OCTOBER 27, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. After the cloud giants reported this week, the timing of the presumed re-acceleration is very much in question. This quarter, the messaging was more of “optimizations are continuing.” Follow along to stay up to date!

Cost optimization & reporting 157

Cost optimization & reporting Cloud Azure AWS 157

Tom Tunguz

JANUARY 21, 2025

Slide 1 Clearing: While data world consolidates, capabilities have exploded with AI. Content: AI is rewriting every rule about what’s possible with data Those two forces in tension will make for an exciting 2025 Slide 2 Clearing: My name is Tomasz Tunguz, founder and general partner at Theory.

Data 100

Data AI Search Scale Software Engineering 100

BetterCloud

MARCH 5, 2025

Lets dive into how to navigate the complexities of SaaS vendor management, focusing on cost optimization and risk mitigation to benefit both your IT systems and your financial health. Vendor management tools Consider investing in software that offers centralized vendor information, automation capabilities, analytics and reporting.

Technical Review 52

Technical Review Software Review Development Team Review Systems Review 52