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 154

Cloud Azure GCP(Google Cloud Platform) AWS 154

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 164

Cloud Cost optimization & reporting GCP(Google Cloud Platform) Software Review 164

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 130

Cloud Azure Cost optimization & reporting AWS 130

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 164

Cloud Software GCP(Google Cloud Platform) Azure 164

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 130

Cloud Azure AWS Cost optimization & reporting 130

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 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

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

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 180

Cloud Software GCP(Google Cloud Platform) AI 180

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

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 187

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 187

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 52

Data Azure Data Analysis Machine Learning 52

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 130

Data Government Scale AWS 130

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 52

Data Technical Review Machine Learning Artificial Intelligence 52

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 52

Cybersecurity AWS Underperforming Technical Team Scale 52

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 52

Data Technical Review Machine Learning Artificial Intelligence 52

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 46

Cloud Artificial Intelligence Scale GCP(Google Cloud Platform) 46

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 52

Underperforming Technical Team Software Cloud Software Engineering 52

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 145

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