Clouded Judgement

OCTOBER 11, 2024

For software companies, this phenomenon can be a tailwind, as it drives accelerated deal closures and increased sales velocity, sometimes with less price sensitivity from buyers looking to quickly deplete their budgets. When companies reported Q4 ‘23 quarters, sentiment started to emerge that software was “bouncing back.”

Cloud 167

Cloud Cost optimization & reporting GCP(Google Cloud Platform) Software Review 167

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

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. Quarterly Reports Summary Earning season is upon us!

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

BetterCloud

MARCH 5, 2025

Lets dive into how to navigate the complexities of SaaS vendor management, focusing on cost optimization and risk mitigation to benefit both your IT systems and your financial health. With software prices rising every year, these redundant subscriptions often add up to the SaaS cost. What is SaaS vendor management?

Technical Review 52

Technical Review Software Review Development Team Review Systems Review 52