Cost optimization & reporting Metrics SaaS 
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. Cost optimizations were everywhere.
Clouded Judgement
MAY 3, 2024
Subscribe now Cloud Giants Report Q1 + Early Look at Software Results Q1 earnings seasons has officially kicked off! First, companies have largely completed the lion's share of their cost optimization and turned their attention to newer initiatives. We’ve already had ~20% of software companies report Q1.
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Clouded Judgement
FEBRUARY 2, 2024
Subscribe now Cloud Giants Report Q4 ‘23 Two quotes from the Amazon and Microsoft earnings call really stood out to me this week. Similar to what we shared last quarter, we continue to see the diminishing impact of cost optimizations. Every week I’ll provide updates on the latest trends in cloud software companies.
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. Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. net retention and CAC payback).
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.
Clouded Judgement
DECEMBER 1, 2023
.” And Adam Selipsky at Amazon said “many customers have completed their cost optimization, and we’re hopeful for increased growth. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against.
BetterCloud
MARCH 24, 2025
With just about every company now running on SaaS, managing software applications has evolved from simple license tracking to a complex orchestration of integrations, performance monitoring, security, and cost optimization. What is SaaS operations management? Sound familiar?
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