Cost optimization & reporting Payment Features 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. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g.,
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. The promise of SaaS is that growth in the early years leads to profits in the mature years. We’re still in the early days of the cloud.”
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. The promise of SaaS is that growth in the early years leads to profits in the mature years. Follow along to stay up to date!
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