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Clouded Judgement 10.11.24 - Budget Flush

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. For software companies, this phenomenon can be a tailwind, as it drives accelerated deal closures and increased sales velocity, sometimes with less price sensitivity from buyers looking to quickly deplete their budgets.

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A Look Back at Q1 '24 Public Cloud Software Earnings

Clouded Judgement

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.

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Clouded Judgement 10.28.22

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. The other piece is higher energy costs (to service their data centers). Follow along to stay up to date!

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SaaS vendor management: The definitive guide for 2025

BetterCloud

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. For example, your sales and marketing teams may be subscribed to different business proposal tools. What is SaaS vendor management?