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Subscribe now Amazon ReInvent This week Amazon had their annual AWS ReInvent conference. There were also quite a few questions around cost and compliance. ” AWS fully embracing the breadth over depth approach. Looking at the mid to long term, we feel very optimistic about the outlook for strong AWS growth.
Subscribe now Cloud Giants Report Q1 + Early Look at Software Results Q1 earnings seasons has officially kicked off! We now have results from the three hypersclaers (AWS / Azure / GCP). The most notable change in tone was Andy Jassy talking about AWS. We’ve already had ~20% of software companies report Q1.
Subscribe now Cloud Giants Report Q4 ‘23 Two quotes from the Amazon and Microsoft earnings call really stood out to me this week. Amazon on AWS : “…customers are continuing to shift their focus towards driving innovation and bringing new workloads to the cloud. Follow along to stay up to date!
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 costoptimizations, and then the recovery.
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.
The Accounting Team Responsibilities: Financial recording and reporting Compliance, Audits Accounts Payable/Accounts Receivable Tax, Treasury Your accounting team makes sure every financial transaction is recorded correctly and categorized. CostOptimization Identify and implement strategies to improve margins.
This behavior can create a surge in purchasing activity, as organizations look to make strategic investments without losing their allocated funds. When companies reported Q4 ‘23 quarters, sentiment started to emerge that software was “bouncing back.” Costoptimizations were everywhere.
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%. The other piece is higher energy costs (to service their data centers). Follow along to stay up to date!
Subscribe now Cloud Giants Update “What we're seeing in the quarter is that those costoptimizations, while still going on, are moderating and many maybe behind us in some of our large customers. ” These are two quotes about AWS on the Amazon earnings call. Follow along to stay up to date!
Feature value: a function of time investment of users and customers The set of problems that your SaaS solves won’t survive long in the digital age if all it does is cut prices. This has consequences both for the cost of onboarding a customer, as well as the cost of maintaining the customer during the discovery period.
As a result of our reactive strategy, we are gifted with a backlog of costoptimization opportunities. We evaluate each and every opportunity in our backlog against this framework, using known blockers and constraints as effort inputs, and prioritizing projects based on projected return per investment. Invest in the process.
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