Clouded Judgement

MAY 31, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. I’m as excited as ever about the long term cloud software markets. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Coming in to Q1 there was broader optimism. Q4’s were generally good!

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

Clouded Judgement

AUGUST 2, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Back then the median software NTM rev multiple was ~6x.

Cloud 157

Cloud Azure GCP(Google Cloud Platform) AWS 157

Clouded Judgement

NOVEMBER 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. The cost decrease is very meaningful - it’s lowers the barrier to experiment with AI, and also lowers the barrier for these AI functionalities to be pushed into production (because vendors don’t have to increase price nearly as much).

Cloud 190

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 190

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!

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

OCTOBER 28, 2022

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. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

APRIL 21, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). Morgan Stanley released a report yesterday suggesting “cloud optimizations [were] an intensifying headwind in Q1.”

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

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 hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs). Follow along to stay up to date!

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

Clouded Judgement

JULY 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Satya at Microsoft said “Every AI app starts with data and having a comprehensive data and analytics platform is more important than ever.” Cycle of Cloud Optimizations Q2 earning season has officially kicked off!

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

OpenView Labs

JANUARY 24, 2022

So, it’s no wonder that it has been a massive year in the Cloud Marketplace business. We thought it would be great to take a look back at our State of the Cloud Marketplaces Report and share some of the key findings for those who may be planning to launch their Cloud Marketplace business in 2022. .

Marketplace as a Service 77

Marketplace as a Service Cloud Trends Software 77

Neil Patel

DECEMBER 24, 2020

Additional features include: Sharable reports Color-coded chart bars Web analytics tool Bounce rate checker SSL certificate monitoring and alerting Cloud performance monitoring Joomla monitoring Server uptime monitoring Website uptime history. AppDynamics has three pricing plans, and you have to contact the provider to get the actual price.

DevOps as a Service 145

DevOps as a Service Software Review GCP(Google Cloud Platform) Systems Review 145

SaaStr

OCTOBER 17, 2019

We decided to use bare-metal infrastructure and not use cloud infrastructure, VMs, which was kind of completely crazy at this moment. None of that was available on cloud infrastructure at this time. You can do that on cloud provider with availability zone. Okay, it’s not possible for the pricing.

Scale 164

Scale Scaling CTO Hire Part-Time VPE 164

How To Buy Saas

MAY 15, 2024

In today’s world, cloud computing has become very popular among businesses of all sizes because of its effective tech services. Cloud computing services have helped businesses conveniently access and utilize tools to perform different tasks. You can get them all through cloud computing. Ensure cloud security and compliance.

DevOps as a Service 52

DevOps as a Service Marketplace as a Service Cloud SaaS 52

OPEXEngine

JANUARY 11, 2022

Consumption-based pricing is best used when you can accurately and easily break down your service offering into small, digestible units. Many companies in the technology industry are moving toward “pay for what you use” consumption-based pricing models. Four pricing models. Uncommitted contracts. Challenges and shifts.

Pricing 52

Pricing Payment Solutions Outsourced Development Compensation 52

User Pilot

JULY 28, 2024

new features, pricing models). Bonus points : Experience with cloud platforms (AWS, Azure, GCP). This might involve creating reports, dashboards, and presentations to communicate complex insights effectively. This helps optimize the product for better user experience and conversion rates. Tableau, Power BI).

Data 52

Data Technical Review Artificial Intelligence Machine Learning 52

User Pilot

JULY 14, 2024

Bonus points : Experience with cloud platforms (AWS, Azure, GCP). new features, pricing models). Experience with data visualization tools (e.g., Tableau, Power BI). Excellent communication and collaboration skills. A passion for data-driven problem-solving and a strong work ethic.

Data 52

Data Technical Review Artificial Intelligence Machine Learning 52

Tom Tunguz

NOVEMBER 4, 2024

” Those quotes from Amazon & Microsoft last week underscore the dramatic transformation in cloud growth rates. Cloud Growth Rates Nadir This Quarter % Change AWS 12 19 58.3% GCP 23 35 52.2% Across the 3 major clouds, the growth rates have increased between 27% and 58% from their nadir about a year ago.

GCP(Google Cloud Platform) 225

GCP(Google Cloud Platform) Azure AWS Cloud 225