Clouded Judgement

MAY 31, 2024

This can lead to an airpocket of valuation as companies transition to a different primary valuation metric Outside of the hypserscalers (Azure, AWS, GCP) who have uniquely benefited from AI revenue (mainly selling compute), everyone else has largely struggled. But these investments aren’t cheap. Q4’s were generally good!

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

Clouded Judgement

NOVEMBER 10, 2023

Hyperscalers (AWS, Azure, GCP as companies look for cloud GPUs who aren’t building out their own data centers) Infra (Data layer, orchestration, monitoring, ops, etc) Durable Applications We’ve clearly well underway of the first 3 layers monetizing. Altimeter is an investment adviser registered with the U.S.

Cloud 190

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 190

Clouded Judgement

AUGUST 2, 2024

Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! Our expectation, obviously again, is that we are going to significantly increase our investments in AI infrastructure next year, and we'll give further guidance as appropriate.” Altimeter is an investment adviser registered with the U.S.

Cloud 157

Cloud Azure GCP(Google Cloud Platform) AWS 157

Clouded Judgement

OCTOBER 28, 2022

Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. At the same time, I’d guess we’re seeing discounts on egress fees and a lot of customers shifting from spot pricing (highest marginal cost) to committed contracts (lower marginal cost).

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

AUGUST 4, 2023

You can see more detail about their net new ARR added each quarter below Google Cloud Growth came in at 28%, which was the same as Q1. Then Q2 came in at 12% (must have seen improvements throughout the quarter). And most importantly, they’ve seen these positive trends continue. Revenue multiples are a shorthand valuation framework.

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

APRIL 21, 2023

Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

JULY 28, 2023

This week we had two of the hypserscalers report (Microsoft / Azure and Google / GCP), and everyone was eager to see their results. The bars represent the YoY revenue growth, and the yellow line is the stock price. As you can see, the stock price bottomed and started going up in Q4 ‘08. AWS reports next week.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

AUGUST 11, 2023

The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs). I’m hopeful we’re getting leading indicators that the light at the end of the tunnel is getting closer. However, it’s not showing up in the data yet. And everyone hoping for AI acceleration will need to wait.

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

OPEXEngine

JANUARY 11, 2022

Consumption-based pricing is best used when you can accurately and easily break down your service offering into small, digestible units. Many companies in the technology industry are moving toward “pay for what you use” consumption-based pricing models. Four pricing models. Uncommitted contracts. Challenges and shifts.

Pricing 52

Pricing Payment Solutions Outsourced Development Compensation 52

OpenView Labs

JANUARY 24, 2022

It’s clear that buyers are racing to the Cloud Marketplace, like those offered by AWS, Azure, GCP, and IBM / Red Hat, and sellers are eager to tap into the Cloud budget to help their buyers get started fast or scale contracts fueled by cloud budget growth. But pr oduct-led growth and usage-based pricing are complex to implement and execute.

Marketplace as a Service 77

Marketplace as a Service Cloud Trends Software 77

Casey Accidental

FEBRUARY 26, 2024

This can make it tricky to evaluate as an engineer, designer, product manager or CEO if the investment will bear fruit and whether one should keep going. Let’s say your second product builds a new product that is growing healthily with a smaller group of customers than the core business at a much lower price point. Google on GCP?

Underperforming Technical Team 63

Underperforming Technical Team Scale GCP(Google Cloud Platform) Startup 63

How To Buy Saas

MAY 15, 2024

Cloud computing services provide on-demand solutions and IT resources to companies via the Internet with pay-as-you-go or subscription-based pricing models. This helps you cut down on costly upfront capital investments in hardware and software and save on recurring maintenance fees. Why would you need SaaS services?

DevOps as a Service 52

DevOps as a Service Marketplace as a Service Cloud SaaS 52

SaaStr

OCTOBER 17, 2019

People were investing a lot of time to have good performance, but they were not reaching a good enough results. So our initial bet was performance could make a big difference. Even if we decided to use bare-metal infrastructure, even if we decided to do everything ourself, we did try to lower our investment as much as possible.

Scale 174

Scale Scaling CTO Hire Part-Time VPE 174

Tom Tunguz

NOVEMBER 4, 2024

GCP 23 35 52.2% Cloud Operating Margin Azure 44% AWS 38% GCP 17% Plus the operating margins of these companies is massive at around 40% for the top two. Cloud Operating Margin Azure 44% AWS 38% GCP 17% Plus the operating margins of these companies is massive at around 40% for the top two. Azure 26 33 26.9%

GCP(Google Cloud Platform) 225

GCP(Google Cloud Platform) Azure AWS Cloud 225

Scytale

APRIL 16, 2025

Cost – Some tools are free, others are paid, and some offer flexible pricing models that scale with you. Datadog Datadog is a powerful and versatile cloud monitoring tool that integrates seamlessly with popular cloud providers like AWS, Azure, and GCP. DOWNLOAD WHITEPAPER 6. At least quarterly!

Technical Review 40

Technical Review Startup Software Review compliance 40