Cloud Cost optimization & reporting SaaS 
Clouded Judgement
OCTOBER 11, 2024
Every week I’ll provide updates on the latest trends in cloud software companies. When companies reported Q4 ‘23 quarters, sentiment started to emerge that software was “bouncing back.” Cost optimizations were everywhere. Follow along to stay up to date! Subscribe now Budget Flush Coming?
Clouded Judgement
MAY 3, 2024
Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Report Q1 + Early Look at Software Results Q1 earnings seasons has officially kicked off! We’ve already had ~20% of software companies report Q1. Follow along to stay up to date!
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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.
Clouded Judgement
FEBRUARY 2, 2024
Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Report Q4 ‘23 Two quotes from the Amazon and Microsoft earnings call really stood out to me this week. Similar to what we shared last quarter, we continue to see the diminishing impact of cost optimizations.
Clouded Judgement
DECEMBER 1, 2023
Every week I’ll provide updates on the latest trends in cloud software companies. Amazon and Snowflake have both made comments recently that Cloud Optimizations are starting to play second fiddle to net new workload growth. We’re still in the early days of the cloud.” Follow along to stay up to date!
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!
Clouded Judgement
AUGUST 4, 2023
Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Update “What we're seeing in the quarter is that those cost optimizations, while still going on, are moderating and many maybe behind us in some of our large customers. Follow along to stay up to date!
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