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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. 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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A Look Back at Q1 '24 Public Cloud Software Earnings

Clouded Judgement

Q1 earnings season for cloud businesses is now behind us. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery.

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Thanks to Unit, Everstage, Aiven, Zip, and Mission Cloud for Sponsoring SaaStr Annual 2022!

SaaStr

Everstage is a no-code commissions automation platform that removes recurring busywork for your Ops and Finance teams and provides a transparent and gamified incentives experience to your customer-facing teams. Aiven provides managed open source data technologies on all major clouds. Grab tickets here. appeared first on SaaStr.

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Gartner: SaaS Spending Will Grow Another 40% in Next 2 Years Alone

SaaStr

Just how fast is SaaS and Cloud growing? Cloud software spending grew a stunning 23% in 2021, from $270 billion to $330 billion. Budgets and spend are increasing a stunning 20% a year in SaaS. Yes, we all now know top SaaS leaders have world-class NRR, from 110% to 160%. One thing we know — Fast.

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Clouded Judgement 5.3.24 - Hyperscalers Report Q1 + Early Look at Software Reports

Clouded Judgement

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). Follow along to stay up to date!

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Clouded Judgement 9.27.24 - The Foundation of Foundation Models

Clouded Judgement

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.

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Thanks to Demandwell, DuploCloud, Prismatic, SafeBase, and WorkOS for Sponsoring SaaStr Annual 2023!

SaaStr

We help B2B SaaS marketers turn organic search into a source of repeatable revenue through software and coaching. DuploCloud offers an end-to-end DevOps software platform for dev teams that don’t have dedicated DevOps engineers and augments those that do. Prismatic is the integration platform for B2B software companies.