Clouded Judgement

JUNE 19, 2024

The 62 companies that I’ll discuss here (which is not an exhaustive list, but is still comprehensive) all reported quarterly earnings sometime between April 24th – June 10th. These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery.

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

Valuize Consulting

APRIL 4, 2025

Time data highlights inefficiencies and bottlenecksempowering you to: Automate routine tasks Streamline processes Reallocate time toward strategic, value-driving work Predicting Customer Health and Preventing Churn: Fluctuations in time spent with a customer often signal changes in engagement.

Scaling 52

Scaling Data Healthcare Cost optimization & reporting 52

CloudGeometry

MARCH 3, 2022

Unsubscribers, known as churn, also factor into your monetization equation. Billing events and unit metrics The variable cost model of cloud platforms has forever changed how compute resources are bought and paid for and consumed. Giving customers some breathing room works better as an upsell opportunity than penalties and limits.

Well Architected Framework 130

Well Architected Framework VPCs (Virtual Private Cloud) SaaS Cloud 130