Clouded Judgement

AUGUST 4, 2023

You can see more detail about their net new ARR added each quarter below Azure Growth came in at 27%, and guided to 25-26% growth for Q3. That means we very well could see 27% be the bottom for them as well (assuming they beat their guidance). Then Q2 came in at 12% (must have seen improvements throughout the quarter).

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

MAY 31, 2024

.” As growth starts to slow, it gets harder and harder to justify using revenue multiples as a primary valuation metric. And when this happens, growth companies transition to more of a value based valuation metric (FCF or PE). I created this subset to show companies where FCF is a relevant valuation metric.

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

Clouded Judgement

APRIL 21, 2023

Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). Let’s double click on Azure. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 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. Revenue multiples are a shorthand valuation framework.

Cloud 190

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 190

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.” ” Data is more important than ever! AWS reports next week.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

AUGUST 11, 2023

If next quarter we get similar commentary that Azure gave us this quarter (“still a couple quarters away” without any specific guidance), then we may see market loose a little patience. The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs).

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

Neil Patel

DECEMBER 24, 2020

Consider also that the Google algorithm ranks websites by load speed, among other metrics. From here, the script collects data from users across various performance metrics and reports back to the RUM interface. Site24x7 supports Ruby, Java, PHP,NET, Node.js, and mobile platforms for apps.

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

User Pilot

APRIL 29, 2024

Service providers like Amazon Web Services (AWS), Google Cloud Platform, and Microsoft Azure offer server hosting and load-balancing services. Service providers like Amazon Web Services (AWS), Google Cloud Platform (GCP), and Microsoft Azure offer infrastructure services that support backend development.

Azure 52

Azure GCP(Google Cloud Platform) AWS Construction 52

CloudGeometry

FEBRUARY 7, 2022

Another essential benefit of identity in a tenant context is that it aids in capturing and analyzing events from logs & metrics. Some of these include: Create a cluster of nodes per tenant Use IAM and other platform constructs to prevent tenant boundary-crossing. Amazon Cognito) can be used for access authorization.

Well Architected Framework 130

Well Architected Framework SaaS AWS Construction 130

Chart Mogul

JANUARY 28, 2022

We researched the market and discovered many tradeoffs and advantages a new provider could bring to the table. Our options were Amazon Web Services (AWS), Google Cloud (GCP), and Azure. Managed Kubernetes was another major factor to consider, and this was head to head with Google Cloud (GCP). Team expertise.

K8S orchestration (Kubernetes) 52

K8S orchestration (Kubernetes) AWS EKS (Elastic Kubernetes Service) GCP(Google Cloud Platform) 52

User Pilot

JULY 14, 2024

Bonus points : Experience with cloud platforms (AWS, Azure, GCP). It provides features like metrics dashboards , reports (funnel, path, trend, cohort), user feedback , etc. Experience with data visualization tools (e.g., Tableau, Power BI). Excellent communication and collaboration skills.

Data 52

Data Technical Review Artificial Intelligence Machine Learning 52

Tom Tunguz

NOVEMBER 4, 2024

GCP 23 35 52.2% Azure 26 33 26.9% Cloud Operating Margin Azure 44% AWS 38% GCP 17% Plus the operating margins of these companies is massive at around 40% for the top two. Cloud Operating Margin Azure 44% AWS 38% GCP 17% Plus the operating margins of these companies is massive at around 40% for the top two.

GCP(Google Cloud Platform) 225

GCP(Google Cloud Platform) Azure AWS Cloud 225