Clouded Judgement

JANUARY 6, 2023

Cloud Downgrades This week UBS came out with a couple research reports citing concerns in AWS / Azure growth. This brings me back to AWS / Azure downgrades. This was the worst tone that we’ve heard in years from large AWS/Azure partners, a group that usually expresses different shades of optimism about AWS/Azure growth.”

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

Clouded Judgement

APRIL 11, 2024

It looks at the YoY dollar change in quarterly revenue from the hyperscalers (just looking at Azure / AWS because the data goes back further) going back a few years. If we break this down and look at Azure and AWS independently (graphs below), you’ll see how the AWS “swings” were a lot more volatile.

Cloud 184

Cloud Software Azure AWS 184

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. This week we had two of the hypserscalers report (Microsoft / Azure and Google / GCP), and everyone was eager to see their results. Overall, the rate of deceleration is definitely slowing (good thing!).

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

MAY 10, 2024

” For now, some the credit card companies are describing the spending environment as holding up / strong, so there’s definitely some mixed signals. Next week we’ll get the earnings from larger retailers like Walmart and HomeDepot, so we’ll have a clearer picture on “is the consumer holding up.”

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

Clouded Judgement

MAY 31, 2024

That figure is still quite bad, but the environment in software land definitely got worse in April. The challenge is, while FCF has definitely improved across the board, there are still many companies who’s growth has slowed significantly and FCF generation hasn’t followed suit (or the FCF generation is just low).

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

User Pilot

APRIL 29, 2024

In this guide, we’ll explore the definition, components, and essential building tips for constructing a robust tech stack! Service providers like Amazon Web Services (AWS), Google Cloud Platform, and Microsoft Azure offer server hosting and load-balancing services. Microsoft Azure load balancer.

Azure 52

Azure GCP(Google Cloud Platform) AWS Construction 52

Clouded Judgement

MAY 26, 2023

Azure / Confluent / Datadog reported a few weeks back (they all had March quarter ends), and their commentary suggested the worst was behind us. An element of re-acceleration is definitely priced in to current 2024 estimates, so we may see 2024 estimates fall. This means we got commentary for the first time on May trends.

Cloud 144

Cloud Azure Trends Forecasting 144

Clouded Judgement

FEBRUARY 3, 2023

Dovish Fed : Powell definitely had a more dovish tone. In the short term, enjoy the ride as the chase continues 😊 Kind of related to all of this - we now have seen the Q4’s from AWS, Azure and Google Cloud. Let’s talk about each. Lots of deceleration in growth.

Cloud 130

Cloud Azure AWS Generative AI 130

Clouded Judgement

NOVEMBER 3, 2023

However - what we’ve seen so far in general from software earnings is that companies are definitely NOT saying they will see any re-acceleration in Q4. Maybe with the exception of hyperscalers (particularly Azure). It’s actually the complete opposite - there will be more deceleration in Q4 (according to guides).

Software Review 167

Software Review Cloud Software Azure 167

Sales Hacker

APRIL 1, 2025

Um, the goal was to bring all of those assets of Azure Modern Workplace, the business application side together, build a really powerful data set, um, all within that common data platform on Azure. Azure and how much consumption you’re driving there and transacting through their marketplaces. And, um, I made the jump.

Scale 64

Scale VP of Engineering Outsourcing Services Enterprise 64

Clouded Judgement

JUNE 20, 2023

On the Microsoft earnings call they said (related to Azure): “But at some point, workloads just can't be optimized much further. Most public companies don’t disclose ARR (and when they do, it’s often not the same definition of ARR as we use for private companies). Because of this we have to use an implied ARR metric.

Cloud 167

Cloud Software Benchmarks Scale 167

ProfitWell

MAY 15, 2020

Some PaaS examples include Windows Azure, Google App Engine, and Force.com. Let’s get right into each direct benefit you’ll definitely appreciate once you transition to SaaS. SaaS is definitely gaining fraction, but there are limited options because a lot of applications have yet to develop SaaS versions. Compromised security.

SaaS Payments 75

SaaS Payments Payment Services Payment Solutions Payments 75

BetterCloud

JANUARY 8, 2021

The following issues are incredibly common in a RBAC environment: Lack of a standard definition. Lack of a standard definition. RBAC requires role definitions and governance. For example, with Azure RBAC you can: Allow one user to manage virtual machines in a subscription and another user to manage virtual networks.

Azure 52

Azure AWS Technical Review Scale 52

Stax

APRIL 18, 2024

ISVs (Independent Software Vendors) SaaS (Software as a Service) Companies Definition Businesses that develop and distribute software products to end-users. Microsoft Azure, Amazon Web Services (AWS), or Salesforce AppExchange). They operate independently but can collaborate with hardware manufacturers or platform providers.

Outsourcing Services 88

Outsourcing Services SaaS Payments Payment Services Payment Methods 88

Intercom, Inc.

AUGUST 6, 2020

We think of ourselves as a product-led company and the community is definitely a component of that notion of the company. I can’t think of any company beyond Stack and maybe a couple more that operate as core parts of the ecosystem that drive the statement that “software is eating the world” in a very productive way.

DevOps as a Service 143

DevOps as a Service Government Engineering Technology 143

SaaStr

SEPTEMBER 13, 2020

373: Bessemer’s 5th Annual State of the Cloud Report returns for a definitive look at the cloud industry today. Azure has been gaining on them rapidly and is growing a double that rate. Then unified communications and video conferencing space, Zoom has definitely taken a new position as the market leader. It is staggering.

Sales Hiring 232

Sales Hiring Scale Payments Cloud 232

User Pilot

JULY 23, 2020

It’s easy to get hung up on sectoral benchmarks that ignore the huge variety of business types covered by a term like “SaaS” – which range from the incredibly sticky, such as AWS and Microsoft Azure, to services customers may only use rarely. All that matters is: The retention rate you have now. What that means for your business.

Retention 95

Retention SaaS Payments Strategy Payment Solutions 95

BetterCloud

FEBRUARY 9, 2021

Unfortunately, least privilege is difficult due to the varying definitions of user role types, and the limited granularity offered, across SaaS apps. IAM products such as Azure Active Directory can enable: Single sign-on (SSO). According to the Gartner definition , CASBs are on-prem or cloud-based security policy enforcement points.

SaaS 64

SaaS Cloud Technical Review Systems Review 64

Andreessen Horowitz

SEPTEMBER 25, 2023

But now that I finally realize how valuable this dataset I have is, I definitely don’t want to give it to you, or you, or you. It will be like AWS, GCP, and Azure. I just realized how valuable my data actually is. I’m sitting on a treasure trove and I’m going be super successful. I should be careful about this.

Enterprise 110

Enterprise AI Artificial Intelligence Generative AI 110

Sales Hacker

MARCH 10, 2020

Tackle can give you access to the AWS, Azure, and Google Cloud platforms and your end customer can purchase your solution through those marketplaces, which can streamline the entire process and help you skip a bunch of steps. Nicole Wojno Smith: You can definitely give that feedback to the CEO. Welcome to the Sales Hacker Podcast.

Sales Hiring 85

Sales Hiring Scale Marketing AWS 85

Audacix

OCTOBER 5, 2019

You probably host it on AWS/Google Cloud/Azure - brands that are well known for prioritising your and their own security. This is not a question that a customer will ask you and it DEFINITELY shouldn't be a question that you ask your customers and prospects - no matter how tempting the financial saving might be for you. Why, you ask?

Enterprise readiness 52

Enterprise readiness Enterprise Cybersecurity Cloud 52

Audacix

OCTOBER 5, 2019

You probably host it on AWS/Google Cloud/Azure - brands that are well known for prioritising your and their own security. This is not a question that a customer will ask you and it DEFINITELY shouldn't be a question that you ask your customers and prospects - no matter how tempting the financial saving might be for you. Why, you ask?

Cloud 45

Cloud Enterprise Software Review Cybersecurity 45

Audacix

JULY 18, 2022

There is definitely no magic bullet to doing it right from the outset or to fixing your perceived issues in one fell swoop. Naturally, your first choice is likely to be between choosing between AWS DevOps or Azure Devops. But the "configurable" part of DevOps best-practice is just as important. There is no wrong answer to this riddle.

DevOps as a Service 52

DevOps as a Service Technical Review CTO Coach Underperforming Technical Team 52

SaaStr

AUGUST 12, 2022

If you didn’t catch it the other day … and you can read about it on SaaStr …Microsoft and Google Cloud both had extremely strong quarters, Microsoft Azure grew 40% last quarter , and a record number of nine-figure and billion-dollar deals. Microsoft Azure’s at incredible scale and it still grew 40% last quarter.

Scale 245

Scale SaaS Payments Scaling SaaS 245

SaaStr

MARCH 17, 2023

It was definitely a simpler time, but frustrating for buyers. We’re seeing a growing trend of buyers making SaaS purchases through global marketplaces such as the AWS Marketplace and Azure Marketplace. There were only five options. Software was physically shipped to you after purchase. Few people sold direct back in the day.

Marketplace as a Service 246

Marketplace as a Service Software Review Technical Review Azure 246

Intercom, Inc.

AUGUST 9, 2018

That includes things like our bot software, bot framework, the Azure bot service, language understanding and more. Lili: It definitely depends on the context. Adam: It absolutely comes back to problem definition there. Your team is definitely at the forefront of it. Dealing with conversational latency.

AI Search 145

AI Search Artificial Intelligence AI Technical Review 145

SaaStr

AUGUST 26, 2022

I think Azure’s like 7,000, Google. That’s not helping the lack of hiring, and everyone that’s big is hiring like there’s no tomorrow. I’m going to get the numbers wrong, I think Amazon has 10,000 open positions out in AWS. I think hiring is harder than ever.

Sales Hiring 246

Sales Hiring Scale Sales Recruiting Scaling 246

SaaStr

MAY 15, 2020

And while it’s different, it’s definitely a different thing going on in the world today. ” it’s definitely possible. I mean, them and Azure, they’ve just had tremendous success. We want to do it too,” because I definitely think it’s possible. And so this huge shift was going on.

Sales Hiring 260

Sales Hiring Scale Technical Review Outsourcing Services 260

SaaStr

JULY 29, 2020

And while it’s different, it’s definitely a different thing going on in the world today. So if you’re one of those entrepreneurs who are working on your ideas and thinking, “Man is now the time to start,” it’s definitely possible. There are definitely people that we look up to that we can look up to.

Sales Hiring 251

Sales Hiring Outsourcing Services Scale Sales Recruiting 251

SaaStr

AUGUST 22, 2020

Aaron Levie: So, I think there’s definitely a lot of cognitive dissonance if you’ve been doing this for so long, but the reality is most of the world hasn’t been doing this for more than the past couple of years or the past couple of weeks. Aaron Levie: That shift is definitely starting. Jason Lemkin: Day one.

Sales Recruiting 210

Sales Recruiting Cloud CTO Hire Sales Hiring 210

Payrix

FEBRUARY 18, 2025

So, if we think about something like a hosting provider, Azure, Amazon, or Google, their attestation of compliance for cloud functions will say we do hosting services. But it’s a lot to read, it’s a lot to write, but it definitely demonstrates what a company is doing. Maybe they also include software development.

Merchant Services 130

Merchant Services Payment Services Payments compliance 130

How To Buy Saas

FEBRUARY 27, 2025

was trained with more data and new techniques on OpenAIs Azure supercomputers , making it an even more robust AI assistant. Definitely. If you have access to it, its definitely worth trying out to see the difference. Initially, access to GPT-4.5 better at answering factual questions than GPT-4? Users have found that GPT-4.5

ChatGPT 40

ChatGPT AI Search Software Review AI 40

Sales Hacker

MARCH 25, 2025

Ray Smith: Yeah, I think it’s two years ago, it was definitely termed the moonshot project because the whole thesis was the future of AI is not going to be just this chatty interface or LLM that we’re going to interact with. I mean, moonshot projects sound pretty fun. Or is that all behind closed doors? tool selection.

AI Search 70

AI Search AI Scale Software 70