Clouded Judgement

FEBRUARY 2, 2024

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. Sometimes new workloads are AI related. Follow along to stay up to date!

Cost optimization & reporting 167

Cost optimization & reporting Cloud Azure AWS 167

Clouded Judgement

JUNE 19, 2024

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. net retention and CAC payback). These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery.

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

Clouded Judgement

DECEMBER 1, 2023

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! This was repeated quite a few times AI tends to be additive budget for large enterprises.

AWS 299

AWS Cloud AI Search Cost optimization & reporting 299

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.

Cost optimization & reporting 157

Cost optimization & reporting Cloud Azure AWS 157