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). Follow along to stay up to date!

Cost optimization & reporting 190

Cost optimization & reporting Cloud Software AWS 190

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. The promise of SaaS is that growth in the early years leads to profits in the mature years. Follow along to stay up to date! Coming in to Q1 there was broader optimism.

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

Tom Tunguz

APRIL 6, 2023

Layer : application, platform, or infrastructure? In the cloud, AWS, Azure, & GCP have created about as much market cap as all the top 100 B2B & B2C publics built on cloud (Netflix, ServiceNow, AirBnb, etc). Usage & distribution, like in classical SaaS, are likely the most sustainable & repeatable.

Generative AI 228

Generative AI AI GCP(Google Cloud Platform) Startup 228

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! The promise of SaaS is that growth in the early years leads to profits in the mature years. Follow along to stay up to date! Today it’s ~5x.

Cloud 157

Cloud Azure GCP(Google Cloud Platform) AWS 157

Tom Tunguz

NOVEMBER 28, 2023

” A surprising impact of the cost-cutting may be increased margins for SaaS providers on infrastructure as their own cost reductions manifest as margin improvements. Improved terms from the cloud service providers have contributed to margin expansion.”

GCP(Google Cloud Platform) 187

GCP(Google Cloud Platform) Azure Data Startup 187

Clouded Judgement

MAY 10, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. The promise of SaaS is that growth in the early years leads to profits in the mature years. It shows the number of months it takes for a SaaS business to payback their fully burdened CAC on a gross profit basis.

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

Clouded Judgement

NOVEMBER 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Quarterly Reports Summary Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months.

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

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

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. It shows the number of months it takes for a SaaS business to payback their fully burdened CAC on a gross profit basis.

Cloud 130

Cloud Azure AWS Cost optimization & reporting 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

CloudGeometry

FEBRUARY 7, 2022

2020 left no doubt: the growth of cloud computing is firmly grounded in the SaaS business model. Investors like Bessemer have bet and made billions on the SaaS trajectory. Done right, multi-tenancy through tenant isolation delivers benefits to both you as a SaaS vendor and to your customers.

Well Architected Framework 130

Well Architected Framework SaaS AWS Construction 130

BetterCloud

MAY 21, 2021

This is just one of several reasons we are thrilled to announce that BetterCloud is now available on the Google Cloud Marketplace ! Since 73% of B2B buyers say that purchasing through channels such as marketplaces is “very convenient,” it was an easy decision for us to invest in GCP Marketplace availability. Why Google?

GCP(Google Cloud Platform) 52

GCP(Google Cloud Platform) Cloud B2B Technology 52

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

Audacix

FEBRUARY 4, 2024

Table Of Contents SaaS cloud security tools and SaaS providers act as a constructive bridge for cloud infrastructure and application protection. However, the path to SaaS cloud security can be challenging. What is SaaS Cloud Security?

Outsourcing Services 52

Outsourcing Services Cloud Outsourced Development Software Review 52

Baremetrics

JANUARY 25, 2022

In recent years, a new discipline of financial management has emerged in response to cloud technologies and organizations growing reliance on cloud IT architectures and cloud-based business processes. The Scalability of Cloud Solutions The Three Stages of FinOps 1. Table of Contents. What Is FinOps? What Is FinOps?

Payment Services 97

Payment Services SaaS Payments Payment Solutions Scaling 97

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. This service is all-inclusive and will monitor the website, cloud, server, application, and network.

DevOps as a Service 145

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

Audacix

SEPTEMBER 20, 2022

When you should conduct SaaS pentests / mobile app pentests to solidify your security posture. How to protect your cloud console with GCP/Azure/ AWS cloud console pentests. How to make your software or SaaS enterprise-ready so that you can sell more to larger B2B customers. Would that be helpful?

Software Development 52

Software Development GCP(Google Cloud Platform) Development Software 52

BetterCloud

APRIL 15, 2020

The session, “SaaSOps: A Practice to Discover, Manage & Secure Your SaaS Apps,” which was presented on April 2, focused on the evolution of SaaSOps and the main pillars of the practice, and included a customer panel. SaaS has changed the way we work. SaaS has driven a best-of-breed world. If you missed it, here’s a recap.

Management 52

Management GCP(Google Cloud Platform) AWS SaaS 52

Audacix

JULY 28, 2022

But it's also true that it's never too late to secure your cloud-based web app. In fact, smart and fast-growing cloud software companies who outperform their peers usually share this common trait: they consistently grow sales and build their brand by turning their security standards into a key differentiator and selling point.

Cybersecurity 52

Cybersecurity AWS Underperforming Technical Team Scale 52

User Pilot

JULY 28, 2024

For a better understanding of this role, let’s break down the core responsibilities of a data scientist working in a SaaS company, for example: 1. Data acquisition and engineering: Data Extraction : SaaS products generate a ton of user data. Churn Prediction : Customer churn is a major concern for SaaS companies.

Data 52

Data Technical Review Artificial Intelligence Machine Learning 52

Audacix

MAY 11, 2023

Cloud platform vulnerability scanning tools Most businesses are shifting to a cloud-based model and using cloud infrastructure for their applications and APIs because of higher flexibility and scalability. This cloud infrastructure also needs to be secured. Other best-practice cloud security controls.

Underperforming Technical Team 52

Underperforming Technical Team Software Cloud Software Engineering 52

User Pilot

JULY 14, 2024

Bonus points : Experience with cloud platforms (AWS, Azure, GCP). For a better understanding of this role, let’s break down the core responsibilities of a data scientist working in a SaaS company, for example: 1. Data acquisition and engineering: Data Extraction : SaaS products generate a ton of user data.

Data 52

Data Technical Review Artificial Intelligence Machine Learning 52

Audacix

NOVEMBER 14, 2023

These automated SaaS security tools, ranging from open-source to professional-grade solutions, are integral in identifying vulnerabilities, assessing security risks, and protecting your web application from cyber attacks. AWS, Azure or GCP. Intuitive dashboard for cloud security posture compliance testing. Absolutely not!

Underperforming Technical Team 40

Underperforming Technical Team GCP(Google Cloud Platform) Mobile Cloud 40

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. And we were using a SaaS product to monitor our infrastructure.

Scale 169

Scale Scaling CTO Hire Part-Time VPE 169

Scytale

FEBRUARY 4, 2025

Keeping your head in the clouds might sound dreamy, but managing compliance up there doesnt quite hit the same. Thankfully, with the right tools in your corner, managing cloud compliance becomes far more straightforward, less stressful, and – dare we say – manageable. Whats Cloud Security Compliance, Anyway?

compliance 52

compliance Cloud Azure AWS 52

Scytale

APRIL 16, 2025

Whether youre dealing with sensitive user data, building a SaaS platform, aiming to get or stay compliant with ISO 27001 , SOC 2 , GDPR , or another key framework, or simply making sure your teams login info doesnt end up on the dark web, security for startups is a must. But theres one thing you really cant afford to ignore: security.

Technical Review 40

Technical Review Startup Software Review GCP(Google Cloud Platform) 40