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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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Managing infrastructure costs as your company grows

Intercom, Inc.

Once the feature or product is up and running, we have a true and accurate picture of costs and how this feature will affect our bottom line. As a result of our reactive strategy, we are gifted with a backlog of cost optimization opportunities. Start out small and automate your reporting functionalities and basic cost checks.

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Using Data-Driven Time Insights to Unlock CSM Scale and Efficiency 

Valuize Consulting

This level of insight enables personalization at scale, more accurate forecasting, and a more intentional customer experience. Optimizing Resource Capacity: Proactive Planning, Not Reactive Chaos As teams scale, resource planning must become predictivenot reactive.

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State of SaaSOps 2024: Consolidation is the new IT mantra

BetterCloud

BetterCloud’s 2024 State of SaaSOps report found that for the first time ever, SaaS growth stalled – for the first time ever. In this mini-release, we want to delve into this eye opening finding from this year’s report ( coming July 9! ). The 2024 State of SaaSOps report validates this. The loudest directive?