Tom Tunguz

NOVEMBER 28, 2023

Snowflake announced earnings yesterday, echoing the strength within software companies more broadly & underscoring the shift in enterprise buyer behavior to normal after three quarters of extensive cost cuts. And as a result, our salespeople are really not inclined to do much in GCP.”

GCP(Google Cloud Platform) 187

GCP(Google Cloud Platform) Azure Data Startup 187

Tom Tunguz

APRIL 6, 2023

Layer : application, platform, or infrastructure? In the cloud, AWS, Azure, & GCP have created about as much market cap as all the top 100 B2B & B2C publics built on cloud (Netflix, ServiceNow, AirBnb, etc). Enterprise readiness will be an essential : ensuring buyers are safe from legal & compliance risks.

Generative AI 228

Generative AI AI GCP(Google Cloud Platform) Startup 228

Clouded Judgement

MAY 31, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Software Sentiment Software sentiment is incredibly low at the moment - and rightfully so. Nearly 70% of software companies who reported Q1 with an April quarter end guided Q2 below consensus!

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

Clouded Judgement

MAY 10, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Q1 Software Earnings Are… Not Good We’re about halfway through Q1 earnings season, and it’s not been pretty. Follow along to stay up to date! Even a DCF is riddled with long term assumptions.

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

Clouded Judgement

SEPTEMBER 27, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Microsoft launched Azure in 2010, and Google launched GCP to the public in 2011 (they launched a preview of Google App Engine in 2008, but made it publicly available in 2011). Follow along to stay up to date!

Cloud 176

Cloud GCP(Google Cloud Platform) AWS Azure 176

Clouded Judgement

AUGUST 2, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Back then the median software NTM rev multiple was ~6x. Then there’s software specific data points. Then there’s the broader software universe. Follow along to stay up to date! Today it’s ~5x.

Cloud 157

Cloud Azure GCP(Google Cloud Platform) AWS 157

Clouded Judgement

NOVEMBER 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Datadog Gives Software the All Clear? This week software stocks shot up on Tuesday, largely a result of Datadog’s quarterly earnings. This doesn’t mean the rest of the software universe will follow suite. So what happened?

Cloud 190

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 190

Clouded Judgement

OCTOBER 28, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. You could argue a shift to committed contracts gives them more stability, and a higher lifetime value of each customer.

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

APRIL 21, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

AUGUST 4, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against. Follow along to stay up to date! Even a DCF is riddled with long term assumptions.

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

OpenView Labs

JANUARY 24, 2022

Every year Tackle surveys sellers and buyers at software companies across the spectrum—from less than $10M to over $1 billion in ARR, across multiple industries, and in roles like alliances/partnerships, sales, operations, product/development, finance, marketing, IT, and more.

Marketplace as a Service 77

Marketplace as a Service Cloud Trends Software 77

Clouded Judgement

AUGUST 11, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. This is all important because on a relative basis, high growth software is expensive. So on a growth adjusted basis, high growth software is expensive. Follow along to stay up to date! On the surface, it wasn’t good.

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

Neil Patel

DECEMBER 24, 2020

There is also an Enterprise plan for custom check intervals and several monitors. You can also combine the capabilities of both monitoring options with their Enterprise plan. 3 – AppDynamics – Best Software Monitoring Service For WebApps. The tool also captures important debug data to speed up the software debugging process.

DevOps as a Service 145

DevOps as a Service Software Review GCP(Google Cloud Platform) Systems Review 145

Clouded Judgement

JULY 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Satya at Microsoft said “Every AI app starts with data and having a comprehensive data and analytics platform is more important than ever.” Follow along to stay up to date! Subscribe now Busy week! AWS reports next week.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Audacix

SEPTEMBER 20, 2022

Building a culture of security in you software development teams is not an easy task, but its crucial if you want to minimise the chances of unforeseen cybersecurity disasters and unfortunate media appearances. Then, based on your responses, we will show you how to: Do regular software security activities to reduce your overall burden.

Software Development 52

Software Development GCP(Google Cloud Platform) Development Software 52

Clouded Judgement

SEPTEMBER 19, 2023

As Frank Slootman (Snowflake CEO) said, “Enterprises are also realizing that they cannot have an AI strategy without a data strategy to base it on.” ” Similarly, Satya Nadella (Microsoft CEO) said “Every AI app starts with data, and having a comprehensive data and analytics platform is more important than ever.”

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

Intercom, Inc.

JANUARY 24, 2019

I had done some software consulting. It’s less expensive than it’s ever been in terms of actually getting a product to market, whether it’s leveraging platforms like Salesforce or GCP or AWS or Heroku. So we said, “Hey, why don’t we do that with enterprise software?”

Scale 151

Scale Machine Learning Artificial Intelligence Technical Review 151

IT World

JULY 30, 2019

Google this week said it would for the first time natively support VMware workloads in its Cloud service, giving customers more options for deploying enterprise applications. RELATED: How to make hybrid cloud work. To read this article in full, please click here

Cloud 11

Cloud GCP(Google Cloud Platform) Data Enterprise 11

Audacix

MAY 11, 2023

A vulnerability assessment tools or virtual app scanning for your software team has become as important as your git repository or your ticket management system. API vulnerability scanner API security testing ensures business data packets that move between two software applications and ip addresses are secure.

Underperforming Technical Team 52

Underperforming Technical Team Software Cloud Software Engineering 52

Audacix

FEBRUARY 4, 2024

But before we talk about tools, let me help you understand the nuances of SaaS security; its challenges and the software security best practices you can follow to protect cloud infrastructure and applications. There's no doubt you need the right security practices, including thorough software security reviews.

Outsourcing Services 52

Outsourcing Services Cloud Outsourced Development Software Review 52

How To Buy Saas

MAY 15, 2024

This helps you cut down on costly upfront capital investments in hardware and software and save on recurring maintenance fees. Enterprises can buy or lease only the services they need, thus reducing maintenance and upfront charges. IaaS services allow you to opt for only what you require and pay accordingly. Why would you need PaaS?

DevOps as a Service 52

DevOps as a Service Marketplace as a Service Cloud SaaS 52

OPEXEngine

JANUARY 11, 2022

Many enterprise technology solutions use committed contracts to lock customers in, provide volume discounts, provide customers with budget expectations, and enable revenue predictability. Contracts with a committed dollar spend within a committed term length (e.g., 1 year); however, the customer pays as they use the service.

Pricing 52

Pricing Payment Solutions Outsourced Development Compensation 52

Audacix

JULY 28, 2022

In fact, smart and fast-growing cloud software companies who outperform their peers usually share this common trait: they consistently grow sales and build their brand by turning their security standards into a key differentiator and selling point. It probably will also help you land your next (or first) big enterprise customer for your SaaS.

Cybersecurity 52

Cybersecurity AWS Underperforming Technical Team Scale 52

Scytale

FEBRUARY 4, 2025

With data breaches on the rise and regulations always changing, staying compliant in the cloud isnt just for the big guys – its a must for everyone, from startups tackling their first audit to enterprises keeping things above board. Its particularly suited for businesses looking for cloud-based compliance software with great usability.

compliance 52

compliance Cloud Azure AWS 52