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.

Cloud 161

Cloud Software GCP(Google Cloud Platform) Azure 161

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

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

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 177

Cloud Software GCP(Google Cloud Platform) AI 177

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. Revenue multiples are a shorthand valuation framework.

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

OPEXEngine

JANUARY 11, 2022

Consumption-based pricing is best used when you can accurately and easily break down your service offering into small, digestible units. Many companies in the technology industry are moving toward “pay for what you use” consumption-based pricing models. Four pricing models. Uncommitted contracts. Challenges and shifts.

Pricing 52

Pricing Payment Solutions Outsourced Development Payment Features 52

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

new features, pricing models). Bonus points : Experience with cloud platforms (AWS, Azure, GCP). This might involve creating reports, dashboards, and presentations to communicate complex insights effectively. This helps optimize the product for better user experience and conversion rates. Tableau, Power BI).

Data 52

Data Technical Review Artificial Intelligence Machine Learning 52

How To Buy Saas

MAY 15, 2024

Cloud computing services provide on-demand solutions and IT resources to companies via the Internet with pay-as-you-go or subscription-based pricing models. While IaaS provides infrastructural support, PaaS, as its name suggests, provides cloud platform support to customers. SaaS Characteristics Subscription-based pricing model.

DevOps as a Service 52

DevOps as a Service Marketplace as a Service Cloud SaaS 52

User Pilot

JULY 14, 2024

Bonus points : Experience with cloud platforms (AWS, Azure, GCP). new features, pricing models). Experience with data visualization tools (e.g., Tableau, Power BI). Excellent communication and collaboration skills. A passion for data-driven problem-solving and a strong work ethic.

Data 52

Data Technical Review Artificial Intelligence Machine Learning 52

Andreessen Horowitz

SEPTEMBER 25, 2023

They want to do it, but there are all these hurdles in the way and the price is huge. Ali: The bigger models, if you follow the scaling laws, are more intelligent if you’re okay with paying the price, you have the GPUs, and if you can crack the code on how to fine-tune the bigger model. It will be like AWS, GCP, and Azure.

AI 110

AI Enterprise Artificial Intelligence Generative AI 110

SaaStr

OCTOBER 17, 2019

And we were using a solution from Amazon AWS… We had one big issue first, which was a number of regions they were supporting were not the same vendors. Nothing was perfectly a good for our problem and especially our scale was so big, we were already processing billions of API code that the price was too high for us.

Scale 120

Scale Scaling CTO Hire Part-Time VPE 120

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. Cloud Marketplaces are a good first step toward a multi-channel GTM. .

Marketplace as a Service 77

Marketplace as a Service Cloud Trends Software 77