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.

Cost optimization & reporting 164

Cost optimization & reporting Cloud Azure AWS 164

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.

Cost optimization & reporting 154

Cost optimization & reporting Cloud Azure AWS 154

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 315

Cloud GCP(Google Cloud Platform) Software Azure 315

CloudGeometry

MARCH 3, 2022

In this blog series, we explore how these three dimensions figure into key technical recommendations which enable scale in pursuit of SaaS business growth. It’s easy to get lost in the noise of “SaaS monetization makes the world go round,” “Subscriptions mean printing money,” and other hype.

Well Architected Framework 130

Well Architected Framework VPCs (Virtual Private Cloud) SaaS Cloud 130

CloudGeometry

APRIL 25, 2022

5 Application Deployment Options Almost every B2B SaaS company presents a subscription pricing scheme in a menu with three or four columns. 7 Cloud Cost Optimization Resource leverage (in the form of reusable software) is at the heart of the SaaS model. They build on each other.

Enterprise readiness 130

Enterprise readiness Enterprise Technical Review Software Review 130

Intercom, Inc.

APRIL 28, 2021

Startups are designed to grow quickly, but high growth rates can generate huge costs as new infrastructure is introduced and scaled to meet demand. Cloud costs can be awkward and are constantly evolving, as proven by the growing world of cloud financial management (FinOps). Take a reactive approach to cost management.

Management 211

Management Government Cost optimization & reporting Engineering 211