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). On top of that- we HAVE seen significant pricing pressure. S3 has dropped nearly 97% in price, while EC2 has fallen nearly 90%!

Cloud 176

Cloud GCP(Google Cloud Platform) AWS Azure 176

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

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.

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

Clouded Judgement

AUGUST 2, 2024

Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! 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.

Cloud 157

Cloud Azure GCP(Google Cloud Platform) AWS 157

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

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. Q1 Earnings Season We’re on the eve of Q1 earning season. The Q4 ‘22 growth rate was 38% YoY. Revenue multiples are a shorthand valuation framework.

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

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 184

Cloud Software GCP(Google Cloud Platform) AI 184

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

Andreessen Horowitz

SEPTEMBER 25, 2023

They want to do it, but there are all these hurdles in the way and the price is huge. Ali: The bigger models, if you follow the scaling laws, are more intelligent if you’re okay with paying the price, you have the GPUs, and if you can crack the code on how to fine-tune the bigger model. It will be like AWS, GCP, and Azure.

Enterprise 110

Enterprise AI Artificial Intelligence Generative AI 110

User Pilot

JULY 28, 2024

new features, pricing models). Bonus points : Experience with cloud platforms (AWS, Azure, GCP). This might involve creating reports, dashboards, and presentations to communicate complex insights effectively. This helps optimize the product for better user experience and conversion rates. Tableau, Power BI).

Data 52

Data Technical Review Machine Learning Artificial Intelligence 52

How To Buy Saas

MAY 15, 2024

Cloud computing services provide on-demand solutions and IT resources to companies via the Internet with pay-as-you-go or subscription-based pricing models. While IaaS provides infrastructural support, PaaS, as its name suggests, provides cloud platform support to customers. SaaS Characteristics Subscription-based pricing model.

DevOps as a Service 52

DevOps as a Service Marketplace as a Service Cloud SaaS 52

User Pilot

JULY 14, 2024

Bonus points : Experience with cloud platforms (AWS, Azure, GCP). new features, pricing models). Experience with data visualization tools (e.g., Tableau, Power BI). Excellent communication and collaboration skills. A passion for data-driven problem-solving and a strong work ethic.

Data 52

Data Technical Review Machine Learning Artificial Intelligence 52

Neil Patel

DECEMBER 24, 2020

AppDynamics has three pricing plans, and you have to contact the provider to get the actual price. 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.

DevOps as a Service 145

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

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 AI 225

OpenView Labs

JANUARY 24, 2022

It’s clear that buyers are racing to the Cloud Marketplace, like those offered by AWS, Azure, GCP, and IBM / Red Hat, and sellers are eager to tap into the Cloud budget to help their buyers get started fast or scale contracts fueled by cloud budget growth. Cloud Marketplaces are a good first step toward a multi-channel GTM. .

Marketplace as a Service 77

Marketplace as a Service Cloud Trends Software 77