Clouded Judgement

MAY 3, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. We now have results from the three hypersclaers (AWS / Azure / GCP). ” Full quote below: “We're seeing a few trends right now. Follow along to stay up to date! The most notable change in tone was Andy Jassy talking about AWS.

Cost optimization & reporting 190

Cost optimization & reporting Cloud Software Azure 190

Clouded Judgement

FEBRUARY 2, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. ” Microsoft on Azure : “And I think last quarter, we said one, we are going to continue to have these cycles where people will build new workloads. Follow along to stay up to date!

Cost optimization & reporting 167

Cost optimization & reporting Cloud Azure AWS 167

Clouded Judgement

APRIL 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. It’s pretty well understood that consumption trends will bottom and reverse prior to seat based purchasing. Azure came in at 31% (constant currency).

Cloud 130

Cloud Azure AWS AI Search 130

Clouded Judgement

OCTOBER 20, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 167

Cloud Azure AWS Software Review 167

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

Clouded Judgement

OCTOBER 28, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. 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. Follow along to stay up to date!

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

JANUARY 6, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Cloud Downgrades This week UBS came out with a couple research reports citing concerns in AWS / Azure growth. This brings me back to AWS / Azure downgrades. Follow along to stay up to date! How far do forward estimates need to come down?

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

Clouded Judgement

SEPTEMBER 27, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. 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). Follow along to stay up to date!

Cloud 176

Cloud GCP(Google Cloud Platform) AWS Azure 176

Clouded Judgement

AUGUST 4, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. But what I would add is that we saw Q2 trends continue into July.” And most importantly, they’ve seen these positive trends continue. Follow along to stay up to date! So those balanced out in Q2.

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

AUGUST 2, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Today it’s ~5x.

Cloud 157

Cloud Azure GCP(Google Cloud Platform) AWS 157

Clouded Judgement

JANUARY 27, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Azure (Microsoft) Quarter The week the first of the cloud giants reported - Azure. Early Look at 2023 Guides Given the Azure weakness reported on Tuesday, all software tumbled Wednesday morning with most names down 5-10%.

Cloud 144

Cloud Azure Pricing Payment Features 144

Clouded Judgement

NOVEMBER 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now OpenAI Updates OpenAI had their big developer day this week, and I wanted to call out two key announcements (and trends): increasing context windows and decreasing costs. Follow along to stay up to date!

Cloud 190

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 190

Clouded Judgement

MAY 10, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

Clouded Judgement

APRIL 21, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). If we look at the trends in their most recent quarters YoY growth rates (below) you’ll see the deceleration has been meaningful.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

JULY 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. This week we had two of the hypserscalers report (Microsoft / Azure and Google / GCP), and everyone was eager to see their results.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

MAY 31, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. And people thought that trend would continue in to Q1. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Follow along to stay up to date!

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

Clouded Judgement

MAY 26, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Early Look at May Consumption Trends This week kicked of Q1 earnings reports for companies with April quarter ends. This means we got commentary for the first time on May trends. Follow along to stay up to date! What did we learn?

Cloud 144

Cloud Azure Trends Forecasting 144

Clouded Judgement

MARCH 22, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now ARR (Annual Recurring Revenue) vs ERR (Experimental Runrate Revenue) ARR (Annual Recurring Revenue) is one of the most popular SaaS (Non-GAAP) metrics. It’s probably better described as re-occurring vs recurring.

AI 190

AI Cloud Revenue Technical Advisors 190

User Pilot

APRIL 30, 2024

Quickbooks and Xero are accounting SaaS products that help you send invoices, track expenses, and process payroll. Software as a Service (SaaS): SaaS providers have ready-to-use software applications over the internet on a subscription basis. You don’t handle maintenance or updates. What are the benefits of the SaaS model?

SaaS Payments 104

SaaS Payments Payment Methods Payment Services Payment Solutions 104

Clouded Judgement

FEBRUARY 17, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. As you can tell, there’s a BIG drop-off projected in 2023 Like Azure, they called for a big slowdown of consumption trends in the month of December. Follow along to stay up to date!

Cloud 130

Cloud Azure Payment Features Subscription 130

Neil Patel

JANUARY 25, 2021

It can identify market trends, uncover insights, determine outliers, and monitor crucial business metrics. Power BI can integrate with Azure Machine Learning—plus, its ML and AI features are driven by Azure functions built into the Azure Cloud. A 14-day fully-featured trial is available for all three plans. #5

Data Analysis 128

Data Analysis Software Data Scale 128

Clouded Judgement

NOVEMBER 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Maybe with the exception of hyperscalers (particularly Azure). Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Follow along to stay up to date!

Software Review 167

Software Review Cloud Software Azure 167

Clouded Judgement

FEBRUARY 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. In the short term, enjoy the ride as the chase continues 😊 Kind of related to all of this - we now have seen the Q4’s from AWS, Azure and Google Cloud. Follow along to stay up to date! It’s a place I collect my thoughts.

Cloud 130

Cloud Azure AWS Generative AI 130

OpenView Labs

FEBRUARY 9, 2021

While we aren’t going 100% usage-based overnight, if you look at some of the mega-trends in software—things like automation, AI, and APIs—the value of a product normally doesn’t scale with more folks logging in. But growing with a usage-model is not as straightforward as traditional subscription SaaS.

Scale 98

Scale Pricing Scaling AWS 98

Blulogix

NOVEMBER 8, 2023

Traditional pricing models, such as fixed subscriptions and one-time purchases, no longer align with the dynamic and ever-evolving nature of this sector. Subscription Billing The Evolution of Pricing Models in the Technology Industry The technology industry has undergone significant transformations in recent years.

Technology 52

Technology Pricing Payment Features Subscription 52

Chart Mogul

JULY 7, 2022

The new destinations allow you to combine your subscription and revenue data from ChartMogul with other data sets like product usage, customer data, and user feedback. Export subscription data directly into your data warehouse. It becomes handy in analyzing different product trends where I want to look at customers of certain segments.

Data 52

Data Azure Payment Features Subscription 52

Chart Mogul

APRIL 7, 2022

Data editing tools make it possible to attain perfect accuracy from your billing data, and consequently, your subscription analytics. Grow your recurring revenue with ChartMogul. Growing a subscription business is hard work. ChartMogul is offering all of those features at a lower price. The list goes on.

Payment Features 52

Payment Features Systems Review Churn Azure 52

Neil Patel

JANUARY 21, 2021

This will give you an idea of the plugin’s popularity and whether it’s still relevant to the ever-changing market trends. These keys are free for personal blogs, but businesses and commercial sites will have to opt for paid subscriptions. #4 4 – Wordfence Security – The Best to Handle Security Concerns.

Payment Methods 145

Payment Methods Software Review Scale Payments 145

Audacix

OCTOBER 5, 2019

Without doing both, you will lose high paying and reliable enterprise customers to competitors who use their cloud software security standards as a differentiating factor to grow sales. Do you have a security architecture strategy? What are your decision-making criteria when selecting cloud partners?

Enterprise readiness 52

Enterprise readiness Enterprise Cybersecurity SaaS 52

Audacix

OCTOBER 5, 2019

Without doing both, you will lose high paying and reliable enterprise customers to competitors who use their cloud software security standards as a differentiating factor to grow sales. Do you have a security architecture strategy? What are your decision-making criteria when selecting cloud partners?

Cloud 45

Cloud Enterprise Software Review Cybersecurity 45

Intercom, Inc.

DECEMBER 31, 2019

Here, we trace some of the biggest trends and stories in technology over the past decade, and try to find a narrative to make sense of it all. There is a great responsibility to ensure it trends towards the former, not the latter. What was perhaps less predictable was the ensuing prevalence of the subscription-based business model.

Payment Solutions 259

Payment Solutions Payment Methods Software SaaS Payments 259

SmartKarrot

JANUARY 18, 2022

Found by Manoj Dawane in 2016, VTION is an Indian-origin media technology innovation company that aims at measuring media audiences by analyzing consumer trends and behaviors. The company offers a data analytics platform based on Amazon Web Services (AWS), Google Clouds, and Microsoft Azure. Freshworks. Capillary Technologies.

SaaS Payments 11

SaaS Payments Payment Solutions Payment Methods Payments 11

Full Session

NOVEMBER 6, 2022

They give companies insight into everything from customer behavior and purchasing trends to the performance of their websites or apps. Mixpanel analysis lets you set up events and track trends you consider essential. Mixpanel has three subscription plans: Starter – it’s free, and you can use it to track up to 100 000 users/month.

Software Review 52

Software Review Underperforming Technical Team Business Technical Review 52

Full Session

NOVEMBER 16, 2022

User trends. Feedback trends. Mixpanel also offers a decent list of integrations, with over 50 apps, including Amazon Web Services, Microsoft Azure, Google Cloud, Hubspot, Slack, Snowflake, and Zendesk. This subscription plan also offers the best data retention period of 365 days. Segment health. Overall feedback score.

Software Review 52

Software Review Sales Hiring Technical Review Underperforming Technical Team 52

SaaStr

AUGUST 22, 2020

366: The buzz that accompanies digital transformation trends is infinite. I think that there is probably another couple orders of magnitude of growth in these markets, which is why I don’t get that energized by like, “Okay, is Azure in the lead? This episode is an excerpt from a session at SaaStr Summit: Enterprise.

Sales Recruiting 213

Sales Recruiting Cloud CTO Hire Sales Hiring 213

Clouded Judgement

NOVEMBER 1, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. ” “Azure OpenAI usage more than doubled over the past 6 months” “GitHub Copilot enterprise customers increased 55% quarter-over-quarter” Google on AI “Gemini API calls have grown nearly 14x in a 6-month period.”

AI 167

AI Cloud Technical Advisors AWS 167

Sales Hacker

MARCH 25, 2025

It really does need to be broken down into parse and process the invoice, then check the ERP, then do these things. You know, like there, there’s one kind of case to be made where let’s say, you know, I have an AI agent that I want to send my invoices and follow up on invoices. How do they do retail transactions?

AI Search 70

AI Search AI Scale Software 70