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Clouded Judgement 10.11.24 - Budget Flush

Clouded Judgement

When companies reported Q4 ‘23 quarters, sentiment started to emerge that software was “bouncing back.” Coming out of that, every company from the largest enterprise to the smallest startup started thinking very critically about cost optimizations. Cost optimizations were everywhere.

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A Look Back at Q1 '24 Public Cloud Software Earnings

Clouded Judgement

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. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g.,

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