Cost optimization & reporting Forecasting Retention 
Clouded Judgement
JUNE 19, 2024
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. net retention and CAC payback). These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery.
Clouded Judgement
OCTOBER 27, 2023
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.
Valuize Consulting
APRIL 4, 2025
Tracking these patterns can help you: Identify at-risk accounts early Correlate time investment with retention or expansion Intervene before issues escalate Refining Customer Segmentation: Moving Beyond Assumptions to Precision We all know the power of segmentation.
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