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

Chart Mogul

JANUARY 20, 2022

Configure Amazon S3, Google Cloud Storage, or Azure Blob Storage as a destination in ChartMogul and export your activities for further analysis. For that reason, we’re launching several new direct integrations that let you synchronize your MRR movements directly into your Amazon Web Services, Google Cloud Platform, or Microsoft Azure account.

Azure 52

Azure Cloud Forecasting Churn 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. There’s a lot more volatility baked into these models, and they’re quite hard to forecast. This means we got commentary for the first time on May trends.

Cloud 144

Cloud Azure Trends Forecasting 144

Baremetrics

DECEMBER 7, 2023

The main benefits of categorizing your SaaS company’s expenses are more accurate metrics and forecasts, and getting a better understanding of your company’s overall spending. Although the conversion rates would eventually drop as lower quality leads would come to your site, you could account for that in your forecast. This is a v2.0

Startup 90

Startup Merchant Services DevOps as a Service SaaS 90

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. Every public company has a number of equity research analysts covering them who build their own forecasted models, which combine guidance from the company and their own research / sentiment analysis.

Cloud 167

Cloud Software Benchmarks Scale 167

Neil Patel

DECEMBER 24, 2020

The tool also monitors Windows, Linux, Docker, VMware, FreeBSD, GCP, and Azure for servers. Additional features include: 2000+ integrations Intelligent alerting Topology mapping Forecasting Encrypted data Visualizations AIOps early warning system SaaS deployment Log analysis Remote monitoring.

DevOps as a Service 145

DevOps as a Service Software Review GCP(Google Cloud Platform) Systems Review 145

Clouded Judgement

SEPTEMBER 19, 2023

Typical data lake storage solutions include AWS S3, Azure Data Lake Storage (ADLS), Google Cloud Storage (GCS) or Hadoop Distributed File System (HDFS). The warehouse is then optimized for efficient access (typically through SQL) to that data, with a number of other properties layered in (like governance, access, security, etc).

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

Chart Mogul

DECEMBER 20, 2022

With our new destinations, you can send your clean and tidy revenue data to be combined with other data points in: Amazon S3, Google Cloud, Microsoft Azure , Snowflake, Amazon Redshift, or Google BigQuery. Many of our customers use MRR movements from ChartMogul to predict churn or generate financial forecasts.

Systems Review 52

Systems Review Payment Solutions Payments Azure 52

OPEXEngine

OCTOBER 25, 2019

Meanwhile, this week, the IMF cut its global growth forecast for 2019 to 3%, potentially the weakest in a decade. Meanwhile, the global public cloud software as a service (SaaS) market is hitting an annual run rate of $100B in 2019 and forecast to grow to US $157 billion in 2020, more than doubling the market size from 2014.

Trends 40

Trends Marketing SaaS Azure 40

ProfitWell

SEPTEMBER 10, 2020

Running your own server to handle your customer's valuable data requires a huge investment to match the same level of security and reliability that comes baked into services like Amazon AWS and Microsoft Azure cloud. They beat their revenue forecast for the second quarter of 2020, hitting 21% growth over the previous quarter.

SaaS Payments 66

SaaS Payments Trends Merchant Services Payments 66

User Pilot

JULY 23, 2020

So many factors feed into it, it can be segmented in so many different ways and it’s often so hard to forecast that SaaS businesses can find it easier to focus on other, less critical metrics. As Andrew Michael of Churn FM explains in this video (2:00 to 2:28): More often than not, when people start to look at retention, it’s really too late.

Retention 95

Retention SaaS Payments Strategy Payment Solutions 95

Sales Hacker

MARCH 25, 2025

building data hug out, which was in the predictive forecasting, you know, pipeline management space. cloud infrastructure and you know, many thousands, hundreds of thousands of startups, you know, built on top of Azure. So like, if I go back. and then like, if I go to 2010 in the startup space.

AI Search 70

AI Search AI Scale Software 70

How To Buy Saas

MARCH 3, 2025

Cloud providers like Google Cloud, AWS, and Microsoft Azure are shifting to 100% renewable energy. Modern Twist: Many SaaS companies offer hybrid models , combining subscription + usage-based pricing (e.g., a base fee + pay-as-you-go for extra features). Many SaaS companies are migrating to green data centers to reduce their carbon footprint.

Payment Solutions 52

Payment Solutions Software Review SaaS Payments Payment Services 52