Clouded Judgement

JUNE 19, 2024

Q1 earnings season for cloud businesses is now behind us. 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. The growth shown below is a year-over-year growth for reported quarters.

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

Clouded Judgement

OCTOBER 27, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. After the cloud giants reported this week, the timing of the presumed re-acceleration is very much in question. This quarter, the messaging was more of “optimizations are continuing.” Follow along to stay up to date!

Cost optimization & reporting 157

Cost optimization & reporting Cloud Azure AWS 157

CloudGeometry

MARCH 3, 2022

Cost to serve a customer-facing feature is money that comes out of your pocket, and goes straight into the cloud provider’s pocket. When you want to procure more cloud resources faster, cloud providers make it easiest to buy speed, whether or not that pays off for you in the long run. More on that below.

Well Architected Framework 130

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

BetterCloud

MARCH 5, 2025

Lets dive into how to navigate the complexities of SaaS vendor management, focusing on cost optimization and risk mitigation to benefit both your IT systems and your financial health. Vendor management tools Consider investing in software that offers centralized vendor information, automation capabilities, analytics and reporting.

Technical Review 52

Technical Review Software Review Development Team Review Systems Review 52