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. 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

Valuize Consulting

APRIL 4, 2025

Quantifying the Cost of Each Customer Segment: By tracking the time spent on onboarding, support, and ongoing engagement, you can accurately calculate the cost of serving each customer segment. This data allows you to identify high-cost segments and analyze whether the revenue generated justifies the investment.

Scaling 52

Scaling Data Healthcare Cost optimization & reporting 52

CloudGeometry

MARCH 3, 2022

For the definitive explanation of product-led discovery, see this article by Dan Schoenbaum). Cloud cost optimization and technical debt The speed and versatility of the SaaS model are a two-edged sword. Customer discovery is not a one-way, one-time process. The pace of trial and error can create technical debt at a faster pace.

Well Architected Framework 130

Well Architected Framework VPCs (Virtual Private Cloud) SaaS Cloud 130

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