Clouded Judgement

JUNE 19, 2024

GCP data is a bit more noisy as they don’t disclose GCP itself, but rather Google Cloud which includes GSuite. Every public company has a number of equity research analysts covering them who build their own forecasted models, which combine guidance from the company and their own research / sentiment analysis.

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

Clouded Judgement

JULY 28, 2023

Powell said the Fed staff no longer is forecasting a recession. Here’s a quote: “So the staff now has a noticeable slowdown in growth starting later this year in the forecast, but given the resilience of the economy recently, they are no longer forecasting a recession.” Q2 GDP came in at 2.4%

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

OPEXEngine

JANUARY 11, 2022

For example, technology companies like AWS, GCP, and Snowflake offer no contracts for customers interested in using their self-service option or beta-testing the solution. Many companies want to migrate their subscription or perpetual business to consumption pricing models; however, it doesn’t always result in incremental business.

Pricing 52

Pricing Payment Solutions Outsourced Development Compensation 52