Clouded Judgement
MAY 3, 2024
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). First, companies have largely completed the lion's share of their cost optimization and turned their attention to newer initiatives.
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.
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Clouded Judgement
OCTOBER 11, 2024
When companies reported Q4 ‘23 quarters, sentiment started to emerge that software was “bouncing back.” Coming out of that, every company from the largest enterprise to the smallest startup started thinking very critically about cost optimizations. Where was redundant spend that could be consildated.
Clouded Judgement
AUGUST 4, 2023
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. You can see more detail about their net new ARR added each quarter below Google Cloud Growth came in at 28%, which was the same as Q1.
Clouded Judgement
OCTOBER 28, 2022
Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. It’s always great that the hyper scalers report first, I’ll keep an eye on all of the upcoming reports to see what trends emerge. Follow along to stay up to date!
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