Clouded Judgement

MAY 3, 2024

We now have results from the three hypersclaers (AWS / Azure / GCP). The most notable change in tone was Andy Jassy talking about AWS. This post and the information presented are intended for informational purposes only. ” Full quote below: “We're seeing a few trends right now.

Cost optimization & reporting 190

Cost optimization & reporting Cloud Software Azure 190

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. Staggering scale already.

Cost optimization & reporting 157

Cost optimization & reporting Cloud Azure AWS 157

Clouded Judgement

FEBRUARY 2, 2024

Amazon on AWS : “…customers are continuing to shift their focus towards driving innovation and bringing new workloads to the cloud. ” Microsoft on Azure : “And I think last quarter, we said one, we are going to continue to have these cycles where people will build new workloads. Follow along to stay up to date!

Cost optimization & reporting 167

Cost optimization & reporting Cloud Azure AWS 167

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.

Cloud 184

Cloud Software Azure AWS 184

Clouded Judgement

OCTOBER 20, 2023

Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. This post and the information presented are intended for informational purposes only. Said another way, the 10Y today is double what it averaged from 2010 to 2020.

Cloud 167

Cloud Azure AWS Software Review 167

Clouded Judgement

APRIL 28, 2023

AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. Azure reported on Tuesday and gave us that glimmer of hope. Then AWS appeared to add fuel to that hope before giving us a huge rug pull. Azure came in at 31% (constant currency). They then guided to 26-27% Azure growth in Q2.

Cloud 130

Cloud Azure AWS AI Search 130

Clouded Judgement

JANUARY 6, 2023

Cloud Downgrades This week UBS came out with a couple research reports citing concerns in AWS / Azure growth. This brings me back to AWS / Azure downgrades. This post and the information presented are intended for informational purposes only. Follow along to stay up to date! It’s very tricky to predict.

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

Clouded Judgement

OCTOBER 28, 2022

Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. Overall, it wasn’t pretty… AWS grew 28% when expectations were 30-31%. At the same time, Azure came in below expectations. Follow along to stay up to date!

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

SEPTEMBER 27, 2024

Subscribe now Foundation Models Are to AI what S3 was to the Public Cloud Many people look at 2006 as the birth of the public cloud - the year Amazon launched AWS. Microsoft launched Azure in 2010, and Google launched GCP to the public in 2011 (they launched a preview of Google App Engine in 2008, but made it publicly available in 2011).

Cloud 176

Cloud GCP(Google Cloud Platform) AWS Azure 176

Clouded Judgement

AUGUST 2, 2024

Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! This post and the information presented are intended for informational purposes only. A lot of companies report next week, we’ll see if they’re able to quell any fears! Altimeter is an investment adviser registered with the U.S.

Cloud 157

Cloud Azure GCP(Google Cloud Platform) AWS 157

Clouded Judgement

AUGUST 4, 2023

” These are two quotes about AWS on the Amazon earnings call. AWS grew 16% in Q1, but called out growth in April (first month of Q2) was 11%. You can see more detail about their net new ARR added each quarter below Azure Growth came in at 27%, and guided to 25-26% growth for Q3.

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

MAY 10, 2024

All 3 (AWS, Azure, GCP) saw positive reacceleration Quarterly Reports Summary Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months. Securities and Exchange Commission.

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

Clouded Judgement

APRIL 21, 2023

Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). Let’s double click on Azure. On AWS, in their Q4 earnings call they said AWS was growing “mid teens” in January (down from 20% in Q4). The Q4 ‘22 growth rate was 38% YoY.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

JULY 28, 2023

AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. ” Then at AWS Summit they called out “Your data is your differentiator when it comes to Generative AI.” AWS reports next week. ” Data is more important than ever!

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

JUNE 9, 2023

Usage on Snowflake is driven by queries run on Snowflake Azure: Neutral Tone With Strength in AI Overall I’d characterize Azure’s quarter as a net positive. They guided to 26-27% growth in Azure in Q2 (with 1% coming from AI). This post and the information presented are intended for informational purposes only.

Trends 130

Trends Cloud Azure AWS 130

Clouded Judgement

MARCH 22, 2024

First, it models out the annual cash flow of a businesses (say 10 years out), and discounts the future value of those cash flows back to present value (this is why software businesses are sensitive to interest rates - as rates go up, so does the discount rate). , you’d build a DCF (discounted cash flow) analysis.

AI 190

AI Cloud Revenue Technical Advisors 190

Clouded Judgement

MAY 31, 2024

This can lead to an airpocket of valuation as companies transition to a different primary valuation metric Outside of the hypserscalers (Azure, AWS, GCP) who have uniquely benefited from AI revenue (mainly selling compute), everyone else has largely struggled. Coming in to Q1 there was broader optimism. Q4’s were generally good!

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

Clouded Judgement

NOVEMBER 10, 2023

Hyperscalers (AWS, Azure, GCP as companies look for cloud GPUs who aren’t building out their own data centers) Infra (Data layer, orchestration, monitoring, ops, etc) Durable Applications We’ve clearly well underway of the first 3 layers monetizing. Altimeter is an investment adviser registered with the U.S.

Cloud 190

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 190

Clouded Judgement

FEBRUARY 3, 2023

In the short term, enjoy the ride as the chase continues 😊 Kind of related to all of this - we now have seen the Q4’s from AWS, Azure and Google Cloud. This post and the information presented are intended for informational purposes only. Lots of deceleration in growth.

Cloud 130

Cloud Azure AWS Generative AI 130

Clouded Judgement

AUGUST 11, 2023

If next quarter we get similar commentary that Azure gave us this quarter (“still a couple quarters away” without any specific guidance), then we may see market loose a little patience. The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs).

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

Clouded Judgement

SEPTEMBER 19, 2023

Then I’ll weave in where Tabular / Iceberg fit, and why they’re already playing a prominent role in the future (and present) of data infrastructure. Typical data lake storage solutions include AWS S3, Azure Data Lake Storage (ADLS), Google Cloud Storage (GCS) or Hadoop Distributed File System (HDFS).

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

User Pilot

JULY 14, 2024

They don’t just crunch numbers; they translate their findings into clear and compelling stories through reports, dashboards, and presentations. Cloud technologies (bonus) : Familiarity with cloud platforms like AWS or Azure can give you an edge in the job market. Consider courses on DataCamp or Codecademy.

Artificial Intelligence 98

Artificial Intelligence Business Payments Sales Recruiting 98

User Pilot

JULY 28, 2024

Reporting and presentation : Prepare comprehensive reports and presentations that summarize data analysis results, highlight key findings, and offer actionable recommendations based on data-driven insights. Utilize cloud-based data platforms (AWS, Azure, Google Cloud) for scalable data storage, processing, and analysis.

Data 52

Data Azure Data Analysis Artificial Intelligence 52

ProfitWell

MAY 15, 2020

Google Compute Engine (GCE), Digital Ocean, and Amazon Web Services (AWS) are all good examples of IaaS. Some PaaS examples include Windows Azure, Google App Engine, and Force.com. Depending on how sensitive your data is, storing it offsite with a SaaS service may present problems with compliance.

SaaS Payments 75

SaaS Payments Payment Services Payment Solutions Payments 75

User Pilot

APRIL 30, 2024

Key examples are Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform, which provide scalable resources like virtual servers and storage. Analytics dashboard : Mixpanel’s analytics dashboard presents a comprehensive data view in an easily digestible format. What are the benefits of the SaaS model?

SaaS Payments 104

SaaS Payments Payment Methods Payment Services Payment Solutions 104

User Pilot

JULY 25, 2024

Reporting and presentation : Prepare comprehensive reports and presentations that summarize data analysis results, highlight key findings, and offer actionable recommendations based on data-driven insights. Utilize cloud-based data platforms (AWS, Azure, Google Cloud) for scalable data storage, processing, and analysis.

Artificial Intelligence 52

Artificial Intelligence Data Azure Machine Learning 52

User Pilot

JULY 28, 2024

Reporting and presentation : Prepare comprehensive reports and presentations that summarize data analysis results, highlight key findings, and offer actionable recommendations based on data-driven insights. Utilize cloud-based data platforms (AWS, Azure, Google Cloud) for scalable data storage, processing, and analysis.

Data 52

Data Artificial Intelligence Machine Learning Data Analysis 52

How To Buy Saas

SEPTEMBER 5, 2024

Industry Cloud Consulting A team of industry cloud professionals can have considerable experience with insurance cloud-native systems and competence in top hyperscalers like AWS and Azure. This enables you to improve operations, lower costs, and provide better client experiences.

Blockchain 52

Blockchain Technical Review Underperforming Technical Team Systems Review 52

User Pilot

JULY 21, 2024

Reporting and presentation : Prepare comprehensive reports and presentations that summarize data analysis results, highlight key findings, and offer actionable recommendations based on data-driven insights. Utilize cloud-based data platforms (AWS, Azure, Google Cloud) for scalable data storage, processing, and analysis.

Artificial Intelligence 52

Artificial Intelligence Data Machine Learning Azure 52

Audacix

JULY 28, 2022

A cloud server, like an AWS EC2 instance, is still a server. The only difference is that it is sitting in AWS' datacentres, rather than in your office. Everything that you read here is relevant to you whether you host your own web applications or use a cloud platform like AWS. Not really.

Cybersecurity 52

Cybersecurity AWS Underperforming Technical Team Scale 52

SaaStr

AUGUST 22, 2020

If you would like to find out more about the show and the guests presented, you can follow us on Twitter here: Jason Lemkin. Justin Bedecarre: Well, that is the presentation for today. Is AWS in the lead? This episode is an excerpt from Jason and Loren’s session at SaaStr Summit: Enterprise. Justin Bedecarre. Aaron Levie.

Sales Recruiting 210

Sales Recruiting Cloud CTO Hire Sales Hiring 210

SaaStr

SEPTEMBER 13, 2020

If you would like to find out more about the show and the guests presented, you can follow us on Twitter here: Jason Lemkin. We’ve all seen AWS and what they’ve done with their platform. Azure has been gaining on them rapidly and is growing a double that rate. You can read the podcast transcript below. Byron Deeter.

Sales Hiring 232

Sales Hiring Scale Payments Cloud 232

User Pilot

JULY 28, 2024

This might involve creating reports, dashboards, and presentations to communicate complex insights effectively. Communicate complex findings through compelling data visualizations and presentations for both technical and non-technical audiences. Bonus points : Experience with cloud platforms (AWS, Azure, GCP).

Data 52

Data Technical Review Artificial Intelligence Machine Learning 52

SaaStr

AUGUST 26, 2022

I’m going to get the numbers wrong, I think Amazon has 10,000 open positions out in AWS. I think Azure’s like 7,000, Google. We tell all our speakers, you have to bring a diverse co-presenter, and if they say, no, we just say, “Don’t come.” I think hiring is harder than ever.

Sales Hiring 246

Sales Hiring Scale Sales Recruiting Scaling 246

User Pilot

JULY 28, 2024

Reporting and presentation : Prepare comprehensive reports and presentations that summarize data analysis results, highlight key findings, and offer actionable recommendations based on data-driven insights. Utilize cloud-based data platforms (AWS, Azure, Google Cloud) for scalable data storage, processing, and analysis.

Artificial Intelligence 52

Artificial Intelligence Data Machine Learning Data Analysis 52

User Pilot

JULY 14, 2024

Reporting and presentation : Prepare comprehensive reports and presentations that summarize data analysis results, highlight key findings, and offer actionable recommendations based on data-driven insights. Utilize cloud-based data platforms (AWS, Azure, Google Cloud) for scalable data storage, processing, and analysis.

Artificial Intelligence 52

Artificial Intelligence Data Machine Learning Data Analysis 52

Audacix

OCTOBER 5, 2019

These windows usually present themselves when your teams ship new versions to your production environments. You probably host it on AWS/Google Cloud/Azure - brands that are well known for prioritising your and their own security. How are you managing changes to your environment?

Enterprise readiness 52

Enterprise readiness Enterprise Cybersecurity SaaS 52