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Clouded Judgement 10.27.23 - Cloud Giants Report Q3 '23

Clouded Judgement

Subscribe now Cloud Giants Report Q3 ‘23 Not a great signal for software this week from the Cloud Giants (AWS, Azure and Google Cloud)…After Q2 (3 months ago), the tone from the Cloud Giants around optimizations was largely: optimizations have started to ease, and net new workloads have picked up.

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A Look Back at Q1 '24 Public Cloud Software Earnings

Clouded Judgement

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. These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery.

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Monetization: What SaaS platform builders need to know to prepare for growth, Part 2

CloudGeometry

For the definitive explanation of product-led discovery, see this article by Dan Schoenbaum). Cloud cost optimization and technical debt The speed and versatility of the SaaS model are a two-edged sword. Think beyond the cloud about what other resources you need to invest in making customers successful with your platform.

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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. Vendor management tools Consider investing in software that offers centralized vendor information, automation capabilities, analytics and reporting.