Clouded Judgement

OCTOBER 11, 2024

Coming out of that, every company from the largest enterprise to the smallest startup started thinking very critically about cost optimizations. Where was redundant spend that could be consildated. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. Cloudflare is up 17%.

Cloud 167

Cloud Cost optimization & reporting GCP(Google Cloud Platform) Software Review 167

Tom Tunguz

APRIL 6, 2023

Layer : application, platform, or infrastructure? In the cloud, AWS, Azure, & GCP have created about as much market cap as all the top 100 B2B & B2C publics built on cloud (Netflix, ServiceNow, AirBnb, etc). Enterprise readiness will be an essential : ensuring buyers are safe from legal & compliance risks.

Generative AI 224

Generative AI AI GCP(Google Cloud Platform) Startup 224

Tom Tunguz

NOVEMBER 28, 2023

Snowflake announced earnings yesterday, echoing the strength within software companies more broadly & underscoring the shift in enterprise buyer behavior to normal after three quarters of extensive cost cuts. And as a result, our salespeople are really not inclined to do much in GCP.”

GCP(Google Cloud Platform) 183

GCP(Google Cloud Platform) Azure Data Startup 183

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. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. ” Full quote below: “We're seeing a few trends right now.

Cost optimization & reporting 190

Cost optimization & reporting Cloud Software AWS 190

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

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%. Regardless, the misses by the hyperscalers is a good proxy for broader enterprise software demand.

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. Overall Stats: Overall Median: 5.7x

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

Clouded Judgement

AUGUST 2, 2024

Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. Falling rates have not been enough to move multiples. Even a DCF is riddled with long term assumptions. Top 5 Median: 14.4x

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%. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. And most importantly, they’ve seen these positive trends continue.

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Andreessen Horowitz

FEBRUARY 20, 2024

The traditional clouds (AWS, GCP, and Azure) are getting dated. Lately, we’ve seen the rise of a number of hosting platforms that are better aligned with modern development practices. These include Fly.io, Railway, and even front-end platforms such as Netlify and Vercel (which sometimes are built on traditional clouds).

Investment 123

Investment GCP(Google Cloud Platform) AWS Azure 123

Clouded Judgement

APRIL 21, 2023

Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). On AWS, in their Q4 earnings call they said AWS was growing “mid teens” in January (down from 20% in Q4). Every week I’ll provide updates on the latest trends in cloud software companies.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Andreessen Horowitz

SEPTEMBER 25, 2023

Ali Ghodsi, CEO and cofounder of Databricks, and Ben Horowitz, cofounder of a16z, explain the data wars happening inside and outside enterprises and how they could impact the evolution of LLMs. [00:38] 00:38] Why is it so hard for enterprise to adopt AI? [03:08] But we haven’t seen anybody with any traction in enterprise.

Enterprise 110

Enterprise AI Artificial Intelligence Generative AI 110

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. Even a DCF is riddled with long term assumptions. Top 5 Median: 14.5x

Cloud 190

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 190

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. Satya at Microsoft said “Every AI app starts with data and having a comprehensive data and analytics platform is more important than ever.” AWS reports next week. So what did we learn?

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

SEPTEMBER 19, 2023

As Frank Slootman (Snowflake CEO) said, “Enterprises are also realizing that they cannot have an AI strategy without a data strategy to base it on.” ” Similarly, Satya Nadella (Microsoft CEO) said “Every AI app starts with data, and having a comprehensive data and analytics platform is more important than ever.”

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

Clouded Judgement

AUGUST 11, 2023

The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs). Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. However, it’s not showing up in the data yet. Even a DCF is riddled with long term assumptions.

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

Intercom, Inc.

JANUARY 24, 2019

It’s less expensive than it’s ever been in terms of actually getting a product to market, whether it’s leveraging platforms like Salesforce or GCP or AWS or Heroku. So we said, “Hey, why don’t we do that with enterprise software?” “We’re really trying to accelerate success.

Scale 151

Scale Artificial Intelligence Machine Learning Technical Review 151

Audacix

SEPTEMBER 20, 2022

How to protect your cloud console with GCP/Azure/ AWS cloud console pentests. How to make your software or SaaS enterprise-ready so that you can sell more to larger B2B customers. How to prioritise and pick the right security related activities to do first.

Software Development 52

Software Development GCP(Google Cloud Platform) Development Software 52

Audacix

FEBRUARY 4, 2024

Now this is a very generalized security checklist for cloud security, but this area of cyber security is becoming increasingly important as enterprise applications and workloads move to public clouds and business processes become more dependent on cloud services.

Outsourcing Services 52

Outsourcing Services Cloud Outsourced Development Software Review 52

Audacix

JULY 28, 2022

Combine the above overarching statistic with these 10 cybersecurity questions that enterprise clients consider when evaluating cloud service providers, you'll quickly realise that you've found the illuminated runway that leads to your cloud sales goals. A cloud server, like an AWS EC2 instance, is still a server. Not really.

Cybersecurity 52

Cybersecurity AWS Underperforming Technical Team Scale 52

OPEXEngine

JANUARY 11, 2022

Many enterprise technology solutions use committed contracts to lock customers in, provide volume discounts, provide customers with budget expectations, and enable revenue predictability. In this model, unused funds are charged at the end of the contract length; however, some vendors may roll over unused funds into the next contract.

Pricing 52

Pricing Payment Solutions Outsourced Development Compensation 52

Sales Hacker

OCTOBER 7, 2019

Alison Wagonfeld is the Chief Marketing Officer for Google Cloud. She’s responsible for both GCP, which is the Google Cloud Platform and for G-Suite, which is Gmail, Calendar, Sheets, Docs, all the stuff that we all use everyday. Welcome to The Sales Hacker Podcast. We’ve got a great show for you today.

Cloud 50

Cloud Artificial Intelligence Scale GCP(Google Cloud Platform) 50

How To Buy Saas

MAY 15, 2024

Enterprises can buy or lease only the services they need, thus reducing maintenance and upfront charges. Examples of IaaS Cloud Providers Amazon Web Services (AWS) Google Cloud Provider (GCP) IBM Cloud Microsoft Azure PaaS Taking a step ahead from IaaS, let us introduce you to PaaS or Platform-as-a-support.

DevOps as a Service 52

DevOps as a Service Marketplace as a Service Cloud SaaS 52

Audacix

MAY 11, 2023

Metasploit Metasploit Pros It's reliable and provides accurate enterprise-level scanning. With this AI tool, you will discover effective ways to perform enterprise-grade application security and implement security patches really fast. Limited API scanning capability. Licensing model can be restrictive.

Underperforming Technical Team 52

Underperforming Technical Team Software Cloud Software Engineering 52

OpenView Labs

JANUARY 24, 2022

It’s clear that buyers are racing to the Cloud Marketplace, like those offered by AWS, Azure, GCP, and IBM / Red Hat, and sellers are eager to tap into the Cloud budget to help their buyers get started fast or scale contracts fueled by cloud budget growth. Tap into growing cloud spend and make your software part of the cloud budget .

Marketplace as a Service 77

Marketplace as a Service Cloud Trends Software 77

Scytale

FEBRUARY 4, 2025

With data breaches on the rise and regulations always changing, staying compliant in the cloud isnt just for the big guys – its a must for everyone, from startups tackling their first audit to enterprises keeping things above board. But with that convenience comes a new layer of security challenges and risks.

compliance 52

compliance Cloud Azure AWS 52