Azure, GCP(Google Cloud Platform) and Presentation

A Look Back at Q1 '24 Public Cloud Software Earnings

Clouded Judgement

JUNE 19, 2024

It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up). It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up). As you can see, the median beat this quarter was 1.5%.

Cloud

Cloud GCP(Google Cloud Platform) Software Azure

Thanks to Bee, ChartMogul, Maast, SecureFrame, and StratusGreen for Sponsoring SaaStr Annual 2023!

SaaStr

NOVEMBER 3, 2022

ChartMogul is an analytics platform to help you run your subscription business. You get a complete overview of your global subscriber base; MRR, ARPU, ASP, churn and LTV are presented in a beautiful and easy to use dashboard.

Payments

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions

Thanks to ChartMogul, ChurnZero, Cledara, Secureframe, and Verdane for Sponsoring SaaStr Europa 2023!

SaaStr

OCTOBER 13, 2022

ChartMogul is an analytics platform to help you run your subscription business. You get a complete overview of your global subscriber base; MRR, ARPU, ASP, churn and LTV are presented in a beautiful and easy to use dashboard.

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) Azure AWS Enterprise readiness

Webinars

How to Achieve High-Accuracy Results When Using LLMs

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Clouded Judgement 10.11.24 - Budget Flush

Clouded Judgement

OCTOBER 11, 2024

The hyperscalers (AWS, Azure, GCP) are always some of the first companies to report earnings during earnings season (coming up in 2 weeks), and there’s always a read through for consumption names (meaning people believe there’s a correlation). Cloudflare is up 17%. Datadog is up 14%. Mongo is up 16%. Snowflake is up 14%.

Cloud

Cloud Cost optimization & reporting GCP(Google Cloud Platform) Software Review

Thanks to Demandwell, DuploCloud, Prismatic, SafeBase, and WorkOS for Sponsoring SaaStr Annual 2023!

SaaStr

OCTOBER 6, 2022

DuploCloud offers an end-to-end DevOps software platform for dev teams that don’t have dedicated DevOps engineers and augments those that do. The platform automates the provisioning of your application to the cloud (AWS, GCP, Azure), integrating cloud ops, DevOps, and security/compliance with 24×7 monitoring and support.

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) Azure AWS Enterprise readiness

The 4 Questions Startups Should Ask Themselves about Building with Generative AI

Tom Tunguz

APRIL 6, 2023

I presented those questions & my views on their answers at Saastr’s Workshop Wednesday. I started with a few sentences, uploaded them to gamma.app to outline the presentation, popped over to Midjourney to generate images along the story line, & published it in IA Presenter. The video is here. The video is here.

Generative AI

Generative AI AI GCP(Google Cloud Platform) Startup

Clouded Judgement 5.3.24 - Hyperscalers Report Q1 + Early Look at Software Reports

Clouded Judgement

MAY 3, 2024

We now have results from the three hypersclaers (AWS / Azure / GCP). This post and the information presented are intended for informational purposes only. Subscribe now Cloud Giants Report Q1 + Early Look at Software Results Q1 earnings seasons has officially kicked off! Securities and Exchange Commission.

Cost optimization & reporting

Cost optimization & reporting Cloud Software AWS

Clouded Judgement 9.27.24 - The Foundation of Foundation Models

Clouded Judgement

SEPTEMBER 27, 2024

Microsoft launched Azure in 2010, and Google launched GCP to the public in 2011 (they launched a preview of Google App Engine in 2008, but made it publicly available in 2011). This post and the information presented are intended for informational purposes only. Securities and Exchange Commission.

Cloud

Cloud GCP(Google Cloud Platform) AWS Azure

Clouded Judgement 5.10.24 - Software Weakness Across the Board

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. Securities and Exchange Commission.

Cloud

Cloud Software GCP(Google Cloud Platform) Azure

Clouded Judgement 8.2.24 - Uncertainty Everywhere

Clouded Judgement

AUGUST 2, 2024

Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! This post and the information presented are intended for informational purposes only. A lot of companies report next week, we’ll see if they’re able to quell any fears! Altimeter is an investment adviser registered with the U.S.

Cloud

Cloud Azure GCP(Google Cloud Platform) AWS

Clouded Judgement 10.28.22

Clouded Judgement

OCTOBER 28, 2022

Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. At the same time, Azure came in below expectations. Azure called out an incremental $800m of costs expected throughout the year (they just finished their Fiscal Q1).

Cloud

Cloud Azure AWS Cost optimization & reporting

Clouded Judgement 8.4.23 - Cloud Giants Q2 Update

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). This post and the information presented are intended for informational purposes only.

Cloud

Cloud Azure AWS Cost optimization & reporting

Clouded Judgement 5.31.24 - Software Sentiment Crumbles

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

Cloud Software GCP(Google Cloud Platform) AI

Clouded Judgement 11.10.23 - OpenAI Updates + Datadog Gives the All-Clear?

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. Altimeter is an investment adviser registered with the U.S.

Cloud

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI

Clouded Judgement 4.21.23

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. This post and the information presented are intended for informational purposes only. Q1 Earnings Season We’re on the eve of Q1 earning season.

Cloud

Cloud Azure AWS GCP(Google Cloud Platform)

Clouded Judgement 7.28.23 - Optimization Cycles and Economy Update

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

Cloud Azure AWS GCP(Google Cloud Platform)

Clouded Judgement 8.11.23 - Datadog Consumption Trends

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

Cloud Trends Azure GCP(Google Cloud Platform)

Tabular: Turning Your Data Swamp into a Data Lakehouse with Apache Iceberg

Clouded Judgement

SEPTEMBER 19, 2023

Then I’ll weave in where Tabular / Iceberg fit, and why they’re already playing a prominent role in the future (and present) of data infrastructure. Typical data lake storage solutions include AWS S3, Azure Data Lake Storage (ADLS), Google Cloud Storage (GCS) or Hadoop Distributed File System (HDFS).

Data

Data Government Scale GCP(Google Cloud Platform)

Best Website Monitoring Services

Neil Patel

DECEMBER 24, 2020

Site24x7 supports Ruby, Java, PHP,NET, Node.js, and mobile platforms for apps. The tool also monitors Windows, Linux, Docker, VMware, FreeBSD, GCP, and Azure for servers. Uptrends also allows you to customize your dashboard for internal server monitoring to give you control over how data is presented.

DevOps as a Service

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

Data Analyst Job Description and Templates

User Pilot

JULY 28, 2024

Reporting and presentation : Prepare comprehensive reports and presentations that summarize data analysis results, highlight key findings, and offer actionable recommendations based on data-driven insights. Utilize cloud-based data platforms (AWS, Azure, Google Cloud) for scalable data storage, processing, and analysis.

Data

Data Azure Data Analysis Artificial Intelligence

Data Scientist Job Description and Templates

User Pilot

JULY 28, 2024

This might involve creating reports, dashboards, and presentations to communicate complex insights effectively. Communicate complex findings through compelling data visualizations and presentations for both technical and non-technical audiences. Bonus points : Experience with cloud platforms (AWS, Azure, GCP).

Data

Data Technical Review Artificial Intelligence Machine Learning

PODCAST 78: What this Google Exec Wants You to Know About Success w/ Alison Wagonfeld of Google Cloud

Sales Hacker

OCTOBER 7, 2019

Alison Wagonfeld is the Chief Marketing Officer for Google Cloud. She’s responsible for both GCP, which is the Google Cloud Platform and for G-Suite, which is Gmail, Calendar, Sheets, Docs, all the stuff that we all use everyday. Welcome to The Sales Hacker Podcast. We’ve got a great show for you today.

Cloud

Cloud Artificial Intelligence Scale GCP(Google Cloud Platform)

The best SaaS apps have these 7 web application security controls

Audacix

JULY 28, 2022

Book My Discovery Call But my web app is hosted on AWS/Azure/Google Cloud and they look after my security You’re not completely wrong, because to an extent these hosting platforms do provide a level of security. These massive cloud hosting platforms typically offer protections against large-scale DDOS attacks and the like.

Cybersecurity

Cybersecurity AWS Underperforming Technical Team Scale

Data Scientist Career Path

User Pilot

JULY 14, 2024

Communicate complex findings through compelling data visualizations and presentations for both technical and non-technical audiences. Bonus points : Experience with cloud platforms (AWS, Azure, GCP). This might involve creating reports, dashboards, and presentations to communicate complex insights effectively.

Data

Data Technical Review Artificial Intelligence Machine Learning

Best application vulnerability assessment tools for software companies (paid & free)

Audacix

MAY 11, 2023

Frequent updates will present you with new key features. Yes, Book My Demo Other paid vulnerability scanning tools Tenable.io Pros Good network scanning capability with the Nessus/Tenable network security add-on. Tenable is best for your computer emergency readiness team working in-house. Cons The dashboard is not satisfactory.

Underperforming Technical Team

Underperforming Technical Team Software Cloud Software Engineering

SaaS Brief

A Look Back at Q1 '24 Public Cloud Software Earnings

Thanks to Bee, ChartMogul, Maast, SecureFrame, and StratusGreen for Sponsoring SaaStr Annual 2023!

Webinars

Trending Sources

Thanks to ChartMogul, ChurnZero, Cledara, Secureframe, and Verdane for Sponsoring SaaStr Europa 2023!

Webinars

Clouded Judgement 10.11.24 - Budget Flush

Thanks to Demandwell, DuploCloud, Prismatic, SafeBase, and WorkOS for Sponsoring SaaStr Annual 2023!

The 4 Questions Startups Should Ask Themselves about Building with Generative AI

Clouded Judgement 5.3.24 - Hyperscalers Report Q1 + Early Look at Software Reports

Clouded Judgement 9.27.24 - The Foundation of Foundation Models

Clouded Judgement 5.10.24 - Software Weakness Across the Board

Clouded Judgement 8.2.24 - Uncertainty Everywhere

Clouded Judgement 10.28.22

Clouded Judgement 8.4.23 - Cloud Giants Q2 Update

Clouded Judgement 5.31.24 - Software Sentiment Crumbles

Clouded Judgement 11.10.23 - OpenAI Updates + Datadog Gives the All-Clear?

Clouded Judgement 4.21.23

Clouded Judgement 7.28.23 - Optimization Cycles and Economy Update

Clouded Judgement 8.11.23 - Datadog Consumption Trends

Tabular: Turning Your Data Swamp into a Data Lakehouse with Apache Iceberg

Best Website Monitoring Services

Data Analyst Job Description and Templates

Data Scientist Job Description and Templates

PODCAST 78: What this Google Exec Wants You to Know About Success w/ Alison Wagonfeld of Google Cloud

The best SaaS apps have these 7 web application security controls

Data Scientist Career Path

Best application vulnerability assessment tools for software companies (paid & free)

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