Clouded Judgement

JUNE 19, 2024

Q1 earnings season for cloud businesses is now behind us. These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery. GCP data is a bit more noisy as they don’t disclose GCP itself, but rather Google Cloud which includes GSuite.

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

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. Embedded finance has everything to do with the flow of money.

Payments 264

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions 264

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. ChurnZero is the Customer Success platform and partner for growing SaaS and subscription businesses.

GCP(Google Cloud Platform) 260

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 260

Clouded Judgement

AUGUST 11, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. The weakness they called out was from larger cloud-native businesses. The good news is gross retention (ie churn) stayed constant. Private companies like CoreWeave and Lambda (who offer cloud GPUs) are also seeing a big boost.

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

User Pilot

JULY 28, 2024

Churn Prediction : Customer churn is a major concern for SaaS companies. Data scientists build churn prediction models to identify customers at risk of leaving. Bonus points : Experience with cloud platforms (AWS, Azure, GCP). This allows the company to take proactive steps to retain them (e.g.,

Data 52

Data Technical Review Machine Learning Artificial Intelligence 52

User Pilot

JULY 14, 2024

Bonus points : Experience with cloud platforms (AWS, Azure, GCP). Churn Prediction : Customer churn is a major concern for SaaS companies. Data scientists build churn prediction models to identify customers at risk of leaving. Experience with data visualization tools (e.g., Tableau, Power BI).

Data 52

Data Technical Review Machine Learning Artificial Intelligence 52