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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 costoptimization and turned their attention to newer initiatives. We’ve already had ~20% of software companies report Q1.
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 costoptimizations. Every week I’ll provide updates on the latest trends in cloud software companies.
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.
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 costoptimizations, and then the recovery.
.” And Adam Selipsky at Amazon said “many customers have completed their costoptimization, and we’re hopeful for increased growth. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).
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 costoptimizations. Costoptimizations were everywhere.
Subscribe now Cloud Giants Update “What we're seeing in the quarter is that those costoptimizations, while still going on, are moderating and many maybe behind us in some of our large customers. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).
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. Quarterly Reports Summary Earning season is upon us!
It’s easy to get lost in the noise of “SaaS monetization makes the world go round,” “Subscriptions mean printing money,” and other hype. The more you can learn what value these features deliver to your customers at a lower cost? Optimize cloud economics and drive Business Goals.
5 Application Deployment Options Almost every B2B SaaS company presents a subscription pricing scheme in a menu with three or four columns. 7 Cloud CostOptimization Resource leverage (in the form of reusable software) is at the heart of the SaaS model. Why (besides the all reasons listed above and below)?
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! ). Think of it as a spring cleaning for your software subscriptions!
As a result of our reactive strategy, we are gifted with a backlog of costoptimization opportunities. This helps us catch any low-level hygiene problems causing costs to spike, and sets shareholder expectations about our upcoming invoices. Zero touch costs. Prioritize by impact. This one speaks for itself.
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