Cloud GCP(Google Cloud Platform) Retention 
Clouded Judgement
JUNE 19, 2024
Q1 earnings season for cloud businesses is now behind us. net retention and CAC payback). These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery. GCP data is a bit more noisy as they don’t disclose GCP itself, but rather Google Cloud which includes GSuite.
Clouded Judgement
OCTOBER 11, 2024
Every week I’ll provide updates on the latest trends in cloud software companies. The hyperscalers (AWS, Azure, GCP) are always some of the first companies to report earnings during earnings season (coming up in 2 weeks), and there’s always a read through for consumption names (meaning people believe there’s a correlation).
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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 now have results from the three hypersclaers (AWS / Azure / GCP). Subscribe now Share Clouded Judgement Leave a comment
SaaStr
OCTOBER 13, 2022
Our mission is to build powerful and secure cloud software for subscription businesses of all sizes, with a strong emphasis on good design and ease of use. ChurnZero is the Customer Success platform and partner for growing SaaS and subscription businesses.
Clouded Judgement
SEPTEMBER 27, 2024
Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Foundation Models Are to AI what S3 was to the Public Cloud Many people look at 2006 as the birth of the public cloud - the year Amazon launched AWS. Follow along to stay up to date! However, a couple things happened.
Clouded Judgement
MAY 31, 2024
Every week I’ll provide updates on the latest trends in cloud software companies. The recurring nature of software companies (who can keep net retention above 100%, and ideally above 110%) really creates great businesses. I’m as excited as ever about the long term cloud software markets.
Clouded Judgement
MAY 10, 2024
Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a comment View draft history Settings Follow along to stay up to date! So far - you’re either tied to AI tailwinds, or it’s rough out there.
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