SaaStr

OCTOBER 6, 2022

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. Easily present your program security details and SOC 2 reports using your secure, customized SafeBase Security Portal.

GCP(Google Cloud Platform) 246

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 246

SaaStr

NOVEMBER 4, 2021

KBCM helpfully presents a very detailed comparison of “Rule of 40” Qualifiers (i.e. Growth + Margin = Above 40%) versus Non-Qualifiers (Below 40%): Given the wealth of information presented by KBCM, we examined the material differences. You can’t pay your Azure bill or office lease in “Rule of 40” points.

SaaS 321

SaaS Technical Review Benchmarks Azure 321

IT World

JUNE 9, 2022

This week Microsoft offered up a presentation on its “ Microsoft Cloud For Sustainability ” effort, which should benefit companies trying to wrap their arms around efforts to reverse climate change and pollution. Disclosure: Microsoft is a client of the author.

Azure 126

Azure Government Cloud 126

Clouded Judgement

OCTOBER 27, 2023

Subscribe now Cloud Giants Report Q3 ‘23 Not a great signal for software this week from the Cloud Giants (AWS, Azure and Google Cloud)…After Q2 (3 months ago), the tone from the Cloud Giants around optimizations was largely: optimizations have started to ease, and net new workloads have picked up. Staggering scale already.

Cost optimization & reporting 157

Cost optimization & reporting Cloud Azure AWS 157

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

Cost optimization & reporting 190

Cost optimization & reporting Cloud Software Azure 190

Clouded Judgement

FEBRUARY 2, 2024

” 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. Azure (excluding Azure AI) continued to decelerate, and while AWS did come in ahead of expectations, it wasn’t a blow out. Securities and Exchange Commission.

Cost optimization & reporting 167

Cost optimization & reporting Cloud Azure AWS 167

Clouded Judgement

OCTOBER 20, 2023

Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. This post and the information presented are intended for informational purposes only. Said another way, the 10Y today is double what it averaged from 2010 to 2020. Securities and Exchange Commission.

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

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 157

Cloud Azure GCP(Google Cloud Platform) AWS 157

Clouded Judgement

JANUARY 6, 2023

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. This was the worst tone that we’ve heard in years from large AWS/Azure partners, a group that usually expresses different shades of optimism about AWS/Azure growth.”

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

Clouded Judgement

APRIL 28, 2023

AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. Azure reported on Tuesday and gave us that glimmer of hope. Azure : Coming into the quarter, a growth rate that would have satisfied the market would have been ~29%. Azure came in at 31% (constant currency). Follow along to stay up to date!

Cloud 130

Cloud Azure AWS AI Search 130

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

JANUARY 27, 2023

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

Cloud 144

Cloud Azure Pricing Subscription 144

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

Cloud 176

Cloud GCP(Google Cloud Platform) AWS Azure 176

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 167

Cloud Software GCP(Google Cloud Platform) Azure 167

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. This post and the information presented are intended for informational purposes only. Then Q2 came in at 12% (must have seen improvements throughout the quarter).

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

MARCH 22, 2024

First, it models out the annual cash flow of a businesses (say 10 years out), and discounts the future value of those cash flows back to present value (this is why software businesses are sensitive to interest rates - as rates go up, so does the discount rate). , you’d build a DCF (discounted cash flow) analysis.

AI 190

AI Cloud Revenue Technical Advisors 190

Clouded Judgement

JUNE 9, 2023

Usage on Snowflake is driven by queries run on Snowflake Azure: Neutral Tone With Strength in AI Overall I’d characterize Azure’s quarter as a net positive. They guided to 26-27% growth in Azure in Q2 (with 1% coming from AI). This post and the information presented are intended for informational purposes only.

Trends 130

Trends Cloud Azure AWS 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. This week we had two of the hypserscalers report (Microsoft / Azure and Google / GCP), and everyone was eager to see their results. This post and the information presented are intended for informational purposes only.

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

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. Model providers (OpenAI, Anthropic, etc as companies start building out AI).

Cloud 190

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 190

Neil Patel

JANUARY 25, 2021

You have to arrange your data, explain it, present it properly, and then derive a conclusion from it. Power BI can integrate with Azure Machine Learning—plus, its ML and AI features are driven by Azure functions built into the Azure Cloud. Why are there so many data analytics tools? Which one is worth your money?

Data Analysis 128

Data Analysis Software Data Scale 128

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

MAY 26, 2023

Azure / Confluent / Datadog reported a few weeks back (they all had March quarter ends), and their commentary suggested the worst was behind us. This post and the information presented are intended for informational purposes only. This means we got commentary for the first time on May trends.

Cloud 144

Cloud Azure Trends Forecasting 144

Clouded Judgement

NOVEMBER 3, 2023

Maybe with the exception of hyperscalers (particularly Azure). Sources used in this post include Bloomberg, Pitchbook and company filings The information presented in this newsletter is the opinion of the author and does not necessarily reflect the view of any other person or entity, including Altimeter Capital Management, LP ("Altimeter").

Software Review 167

Software Review Cloud Software Azure 167

Andreessen Horowitz

APRIL 5, 2024

The final part of the equation is the adoption of AI copilots in security workflows, which presents unique challenges. For example, Microsoft’s Azure-hosted OpenAI has gained significant traction among enterprises, largely due to providing the same control stack as Azure overall.

Generative AI 101

Generative AI AI Enterprise Technical Review 101

Clouded Judgement

FEBRUARY 3, 2023

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. This post and the information presented are intended for informational purposes only. Lots of deceleration in growth.

Cloud 130

Cloud Azure AWS Generative AI 130

User Pilot

JULY 18, 2023

Develop – to break down the roadmap into prioritized tasks for development teams Integrations with development (Azure, Jira, Github), communication (Slack, Teams), CRM (Salesforce, Zendesk), project management (Trello, Asana), knowledge management (Confluence), and workspace tools (Google, Microsoft) Pricing Aha!

Software Review 98

Software Review Software Management Azure 98

Clouded Judgement

FEBRUARY 17, 2023

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. This post and the information presented are intended for informational purposes only. However, they guided for 2023 and called for 23-24% growth.

Cloud 130

Cloud Azure Subscription Payment Features 130

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 GCP(Google Cloud Platform) 130

User Pilot

JULY 14, 2024

They don’t just crunch numbers; they translate their findings into clear and compelling stories through reports, dashboards, and presentations. Cloud technologies (bonus) : Familiarity with cloud platforms like AWS or Azure can give you an edge in the job market. Consider courses on DataCamp or Codecademy.

Artificial Intelligence 98

Artificial Intelligence Business Payments Sales Recruiting 98

User Pilot

APRIL 30, 2024

Key examples are Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform, which provide scalable resources like virtual servers and storage. Analytics dashboard : Mixpanel’s analytics dashboard presents a comprehensive data view in an easily digestible format. What are the benefits of the SaaS model?

SaaS Payments 104

SaaS Payments Payment Methods Payment Services Payment Solutions 104

Clouded Judgement

JUNE 20, 2023

On the Microsoft earnings call they said (related to Azure): “But at some point, workloads just can't be optimized much further. Subscribe now Leave a comment Share This post and the information presented are intended for informational purposes only. My interpretation is we’re in the bottoming phase.

Cloud 167

Cloud Software Benchmarks Scale 167

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 Artificial Intelligence 52

Neil Patel

DECEMBER 24, 2020

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. 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

User Pilot

JULY 25, 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.

Artificial Intelligence 52

Artificial Intelligence Data Azure Machine Learning 52