Clouded Judgement

AUGUST 2, 2024

Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! Our expectation, obviously again, is that we are going to significantly increase our investments in AI infrastructure next year, and we'll give further guidance as appropriate.” Altimeter is an investment adviser registered with the U.S.

Cloud 154

Cloud Azure GCP(Google Cloud Platform) AWS 154

Clouded Judgement

OCTOBER 11, 2024

This behavior can create a surge in purchasing activity, as organizations look to make strategic investments without losing their allocated funds. This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S. Cloudflare is up 17%.

Cloud 164

Cloud Cost optimization & reporting GCP(Google Cloud Platform) Software Review 164

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%. We’ve all been waiting for cloud optimizations to ease up, and this is our clearest signal that we’re getting there.

Cloud 130

Cloud Azure AWS Cost optimization & reporting 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%. Every week I’ll provide updates on the latest trends in cloud software companies.

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 164

Cloud Software GCP(Google Cloud Platform) Azure 164

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

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. But these investments aren’t cheap.

Cloud 180

Cloud Software GCP(Google Cloud Platform) AI 180

Clouded Judgement

SEPTEMBER 19, 2023

You can find the original post here Today we’re very excited to announce our partnership and Series B investment in Tabular , the company behind Apache Iceberg. 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 AWS 130

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 187

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 187

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

AUGUST 11, 2023

The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs). I’m hopeful we’re getting leading indicators that the light at the end of the tunnel is getting closer. However, it’s not showing up in the data yet.

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

User Pilot

JULY 28, 2024

Utilize cloud-based data platforms (AWS, Azure, Google Cloud) for scalable data storage, processing, and analysis. Experience working with cloud platforms (AWS, Azure, GCP) is desirable. Work with big data technologies (Hadoop, Spark) to process and analyze massive volumes of data.

Data 52

Data Azure Data Analysis Artificial Intelligence 52

Audacix

JULY 28, 2022

There are the most obvious and often quoted reasons for investing in robust application security standards and processes: It helps to protect your business. 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. Great question.

Cybersecurity 52

Cybersecurity AWS Underperforming Technical Team Scale 52

How To Buy Saas

MAY 15, 2024

This helps you cut down on costly upfront capital investments in hardware and software and save on recurring maintenance fees. 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

OPEXEngine

JANUARY 11, 2022

For example, technology companies like AWS, GCP, and Snowflake offer no contracts for customers interested in using their self-service option or beta-testing the solution. Planning and investments. It is very common for companies to use multiple pricing models for different products, segments, and/or use cases.

Pricing 52

Pricing Payment Solutions Outsourced Development Compensation 52

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. John: You guys have made a lot of investments or bets on early stage companies. “We’re really trying to accelerate success.

Scale 151

Scale Artificial Intelligence Machine Learning Technical Review 151

SaaStr

OCTOBER 17, 2019

People were investing a lot of time to have good performance, but they were not reaching a good enough results. So our initial bet was performance could make a big difference. Even if we decided to use bare-metal infrastructure, even if we decided to do everything ourself, we did try to lower our investment as much as possible.

Scale 127

Scale Scaling CTO Hire Part-Time VPE 127

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.

Marketplace as a Service 77

Marketplace as a Service Cloud Trends Software 77