Clouded Judgement

OCTOBER 27, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. I believe one of the bigger reasons software has held up despite the run up in the 10Y to 5% is the expectation for re-acceleration (ie numbers / forecasts going up). AWS was the most positive sounding when it came to trends around optimizations.

Cost optimization & reporting 157

Cost optimization & reporting Cloud Azure AWS 157

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

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

Valuize Consulting

APRIL 4, 2025

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. Time insights reveal emerging trends before they become issues.

Scaling 52

Scaling Data Healthcare Cost optimization & reporting 52

BetterCloud

JUNE 27, 2024

This relentless pressure to tighten belts coincides with a fascinating trend in the SaaS landscape. BetterCloud’s 2024 State of SaaSOps report found that for the first time ever, SaaS growth stalled – for the first time ever. The 2024 State of SaaSOps report validates this. The loudest directive?

Technical Review 52

Technical Review Cost optimization & reporting Systems Review Software Review 52