Clouded Judgement

JUNE 9, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Consumption Trends We’re now through earning season. Is there any incremental signal on consumption trends reversing? They guided to 26-27% growth in Azure in Q2 (with 1% coming from AI). Overall similar to Datadog.

Trends 130

Trends Cloud Azure AWS 130

Clouded Judgement

FEBRUARY 2, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Amazon on AWS : “…customers are continuing to shift their focus towards driving innovation and bringing new workloads to the cloud. I’d say both of the “non AI” Azure / AWS figures weren’t actually that strong?

Cost optimization & reporting 167

Cost optimization & reporting Cloud Azure AWS 167

SaaStr

DECEMBER 26, 2022

In this session, she shares insights and trends from research conducted this year that can help software buyers and sellers make smarter decisions about software and the market. . Another exciting trend is that more products are being bought than ever before. Next year is forecasted to be even more bullish.

Software Review 245

Software Review Software Azure Cloud 245

Tom Tunguz

NOVEMBER 28, 2023

Consumption continued to grow in the month of October…Consumption trends have improved.” “Yes, we actually saw quite a bit of energy coming from the Azure platform this quarter. ” The resurgence of strength is a recent phenomenon. ” “We are seeing stability in customer expansion patterns.

GCP(Google Cloud Platform) 180

GCP(Google Cloud Platform) Azure Data Startup 180

Intercom, Inc.

DECEMBER 31, 2019

Here, we trace some of the biggest trends and stories in technology over the past decade, and try to find a narrative to make sense of it all. There is a great responsibility to ensure it trends towards the former, not the latter. Big tech takes over. Rise of the cloud and SaaS businesses.

Payment Solutions 259

Payment Solutions Payment Methods Software SaaS Payments 259

Clouded Judgement

APRIL 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. It’s pretty well understood that consumption trends will bottom and reverse prior to seat based purchasing. Follow along to stay up to date!

Cloud 130

Cloud Azure AWS AI Search 130

Clouded Judgement

AUGUST 11, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. While it is too early to call an end to cloud optimization and a significant level of macro uncertainty remains, these new trends, along with the tenor of our customer interactions are encouraging.” Follow along to stay up to date!

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

Clouded Judgement

OCTOBER 28, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. 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%.

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

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

JANUARY 6, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 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. 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 20, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. Follow along to stay up to date!

Cloud 167

Cloud Azure AWS Software Review 167

SaaStr

MARCH 17, 2023

This is the biggest trend in SaaS. We’re seeing a growing trend of buyers making SaaS purchases through global marketplaces such as the AWS Marketplace and Azure Marketplace. They’ve seen software turn into shelfware, so a shorter contract helps to mitigate risk if the project doesn’t work out. SaaS changed that.

Marketplace as a Service 246

Marketplace as a Service Software Review Technical Review Azure 246

Clouded Judgement

AUGUST 4, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. But what I would add is that we saw Q2 trends continue into July.” ” 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%.

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

SEPTEMBER 27, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. 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. Follow along to stay up to date!

Cloud 176

Cloud GCP(Google Cloud Platform) AWS Azure 176

Clouded Judgement

AUGUST 2, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! Follow along to stay up to date! Back then the median software NTM rev multiple was ~6x. Today it’s ~5x. at start of July to 4.0%

Cloud 157

Cloud Azure GCP(Google Cloud Platform) AWS 157

Clouded Judgement

APRIL 21, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). If we look at the trends in their most recent quarters YoY growth rates (below) you’ll see the deceleration has been meaningful.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

JULY 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 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.”

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

MAY 10, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Subscribe now Q1 Software Earnings Are… Not Good We’re about halfway through Q1 earnings season, and it’s not been pretty. So far - you’re either tied to AI tailwinds, or it’s rough out there.

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

Clouded Judgement

NOVEMBER 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now OpenAI Updates OpenAI had their big developer day this week, and I wanted to call out two key announcements (and trends): increasing context windows and decreasing costs. Follow along to stay up to date!

Cloud 190

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 190

Clouded Judgement

MAY 31, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. And people thought that trend would continue in to Q1. Follow along to stay up to date! Subscribe now Software Sentiment Software sentiment is incredibly low at the moment - and rightfully so. Coming in to Q1 there was broader optimism.

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

Clouded Judgement

MARCH 22, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. Follow along to stay up to date! It’s probably better described as re-occurring vs recurring.

AI 190

AI Cloud Revenue Technical Advisors 190

Clouded Judgement

FEBRUARY 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 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. Follow along to stay up to date! It’s a place I collect my thoughts.

Cloud 130

Cloud Azure AWS Generative AI 130

OpenView Labs

FEBRUARY 9, 2021

This is why we’re seeing more and more SaaS companies—Datadog, Twilio, AWS, Snowflake, and Stripe, to name a few—find success with product led growth paired with usage-based pricing. Though it was pioneered in the infrastructure layer (think: AWS and Azure), it’s becoming increasingly popular for API-based products and application software.

Scale 98

Scale Pricing Scaling AWS 98

ProfitWell

SEPTEMBER 10, 2020

The SaaS industry is growing fast, but if you want to be one of the companies contributing to that trend, you'll need to know the secrets of successful SaaS businesses. SaaS trends that are on the rise. Here are some of the biggest trends in the industry right now: Cloud-based Services. AI Integrations.

SaaS Payments 66

SaaS Payments Trends Merchant Services Payments 66

Clouded Judgement

SEPTEMBER 19, 2023

The rise of foundation models and generative AI only furthers this trend. Typical data lake storage solutions include AWS S3, Azure Data Lake Storage (ADLS), Google Cloud Storage (GCS) or Hadoop Distributed File System (HDFS). In this post, I’ll focus more on the data lake portion of the diagram above.

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

User Pilot

JULY 14, 2024

Business intelligence analysts help gather and clean data, analyze it to find trends, and then translate those insights into clear reports and visuals. Data Analysis and Storytelling : Once the data is prepped, they leverage their analytical skills and tools to uncover trends, patterns, and hidden insights.

Artificial Intelligence 98

Artificial Intelligence Business Payments Sales Recruiting 98

Valerian Tech

JULY 18, 2023

In this blog post, we will delve into the world of cloud computing, exploring recent trends and developments. Understanding Cloud Computing and Recent Trends Cloud computing refers to the delivery of computing resources, including storage, processing power, and software applications, over the internet.

multi-cloud Kubernetes 52

multi-cloud Kubernetes K8S orchestration (Kubernetes) Cloud CTO Hire 52

User Pilot

APRIL 29, 2024

Service providers like Amazon Web Services (AWS), Google Cloud Platform, and Microsoft Azure offer server hosting and load-balancing services. Service providers like Amazon Web Services (AWS), Google Cloud Platform (GCP), and Microsoft Azure offer infrastructure services that support backend development.

Azure 52

Azure GCP(Google Cloud Platform) AWS Construction 52

OPEXEngine

OCTOBER 25, 2019

Microsoft’s recent deal with SAP to bring SAP cloud customers onto the Azure platform, together with similar deals with Oracle and VMWare, gives AWS a run for its money. Cost of revenue is trending down for SaaS companies, leading to higher gross margins. and Adobe is in third place with 6.7%

Trends 40

Trends Marketing SaaS Azure 40

User Pilot

JULY 28, 2024

Data analysis and interpretation : Apply statistical techniques and tools to analyze data, identify patterns, trends, and correlations, and derive meaningful insights that address business questions or problems. Utilize cloud-based data platforms (AWS, Azure, Google Cloud) for scalable data storage, processing, and analysis.

Data 52

Data Azure Data Analysis Machine Learning 52

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. Reports : With customizable reports , Mixpanel enables you to visualize data and track trends over time. What are the benefits of the SaaS model? Salesforce dashboard.

SaaS Payments 104

SaaS Payments Payment Methods Payment Services Payment Solutions 104

User Pilot

JULY 25, 2024

Whether you’re looking to deepen your expertise, stay updated with industry trends, or find practical tools to enhance your workflow, the right resources are essential for continuous growth and success. 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

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. The only thing I think makes sense for everyone to do today as a minor trend, is… There is still uncertainty today, now is a good time to go a little more enterprise.

Sales Hiring 246

Sales Hiring Scale Sales Recruiting Scaling 246

User Pilot

JULY 28, 2024

Data analysis and interpretation : Apply statistical techniques and tools to analyze data, identify patterns, trends, and correlations, and derive meaningful insights that address business questions or problems. Utilize cloud-based data platforms (AWS, Azure, Google Cloud) for scalable data storage, processing, and analysis.

Data 52

Data Machine Learning Artificial Intelligence Data Analysis 52

User Pilot

JULY 21, 2024

Data analysis and interpretation : Apply statistical techniques and tools to analyze data, identify patterns, trends, and correlations, and derive meaningful insights that address business questions or problems. 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

SaaStr

SEPTEMBER 13, 2020

Byron Deeter and Elliott Robinson, partners at Bessemer Venture Partners, offer macro trends in the public and private cloud markets, strategic advice to cloud founders, and insights into why entrepreneurs should feel auspicious about the future. We’ve all seen AWS and what they’ve done with their platform.

Sales Hiring 229

Sales Hiring Scale Payments Cloud 229

Blulogix

NOVEMBER 8, 2023

Enhanced Data Insights Usage-based pricing generates extensive data that can be harnessed by technology companies to gain insights into customer behavior, preferences, and emerging trends. This shift is more than a trend; it’s a transformation of how technology is accessed, consumed, and paid for.

Technology 52

Technology Pricing Payment Features Subscription 52