Clouded Judgement

OCTOBER 11, 2024

The hyperscalers (AWS, Azure, GCP) are always some of the first companies to report earnings during earnings season (coming up in 2 weeks), and there’s always a read through for consumption names (meaning people believe there’s a correlation). This post and the information presented are intended for informational purposes only.

Cloud 164

Cloud Cost optimization & reporting GCP(Google Cloud Platform) Software Review 164

Clouded Judgement

MAY 10, 2024

All 3 (AWS, Azure, GCP) saw positive reacceleration Quarterly Reports Summary 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. Securities and Exchange Commission.

Cloud 164

Cloud Software GCP(Google Cloud Platform) Azure 164

Clouded Judgement

AUGUST 2, 2024

Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! This post and the information presented are intended for informational purposes only. Falling rates have not been enough to move multiples. A lot of companies report next week, we’ll see if they’re able to quell any fears!

Cloud 154

Cloud Azure GCP(Google Cloud Platform) AWS 154

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. Coming in to Q1 there was broader optimism. Q4’s were generally good!

Cloud 180

Cloud Software GCP(Google Cloud Platform) AI 180

Clouded Judgement

AUGUST 4, 2023

This post and the information presented are intended for informational purposes only. Then Q2 came in at 12% (must have seen improvements throughout the quarter). And most importantly, they’ve seen these positive trends continue. Net new ARR is simply the ARR of the current quarter, minus the ARR of the previous quarter.

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). This post and the information presented are intended for informational purposes only. Follow along to stay up to date! Q1 Earnings Season We’re on the eve of Q1 earning season. Let’s double click on Azure.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

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. Model providers (OpenAI, Anthropic, etc as companies start building out AI).

Cloud 187

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 187

Clouded Judgement

OCTOBER 28, 2022

Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. This post and the information presented are intended for informational purposes only. Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date!

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

SEPTEMBER 19, 2023

Then I’ll weave in where Tabular / Iceberg fit, and why they’re already playing a prominent role in the future (and present) of data infrastructure. A table format is a way to organize data files (Parquet, JSON, etc) and present them as a single table.

Data 130

Data Government Scale AWS 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). This post and the information presented are intended for informational purposes only. I’m hopeful we’re getting leading indicators that the light at the end of the tunnel is getting closer.

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

User Pilot

JULY 28, 2024

Reporting and presentation : Prepare comprehensive reports and presentations that summarize data analysis results, highlight key findings, and offer actionable recommendations based on data-driven insights. Create compelling reports, dashboards, and presentations that effectively communicate findings to stakeholders.

Data 52

Data Azure Data Analysis Artificial Intelligence 52

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. This post and the information presented are intended for informational purposes only. Cycle of Cloud Optimizations Q2 earning season has officially kicked off! AWS reports next week.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

User Pilot

JULY 28, 2024

This might involve creating reports, dashboards, and presentations to communicate complex insights effectively. Communicate complex findings through compelling data visualizations and presentations for both technical and non-technical audiences. Bonus points : Experience with cloud platforms (AWS, Azure, GCP).

Data 52

Data Technical Review Artificial Intelligence Machine Learning 52

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. While there is a growing trend toward consumption-based pricing, implementing these new models presents several key challenges: Revenue cannibalization.

Pricing 52

Pricing Payment Solutions Outsourced Development Compensation 52

BetterCloud

APRIL 15, 2020

BetterCloud Founder and CEO David Politis presented a breakout session during Oktane20 Live, Okta’s virtual identity conference. We run Okta and most of our apps are run in AWS and GCP, so it wasn’t too difficult for us. If you missed it, here’s a recap. How did you empower remote work during COVID-19?

Management 52

Management GCP(Google Cloud Platform) AWS SaaS 52

Sales Hacker

OCTOBER 7, 2019

Alison Wagonfeld is the Chief Marketing Officer for Google Cloud. She’s responsible for both GCP, which is the Google Cloud Platform and for G-Suite, which is Gmail, Calendar, Sheets, Docs, all the stuff that we all use everyday. Welcome to The Sales Hacker Podcast. We’ve got a great show for you today.

Cloud 46

Cloud Artificial Intelligence Scale GCP(Google Cloud Platform) 46

User Pilot

JULY 14, 2024

Communicate complex findings through compelling data visualizations and presentations for both technical and non-technical audiences. Bonus points : Experience with cloud platforms (AWS, Azure, GCP). This might involve creating reports, dashboards, and presentations to communicate complex insights effectively.

Data 52

Data Technical Review Artificial Intelligence Machine Learning 52

Audacix

MAY 11, 2023

Frequent updates will present you with new key features. Yes, Book My Demo Other paid vulnerability scanning tools Tenable.io Pros Good network scanning capability with the Nessus/Tenable network security add-on. Tenable is best for your computer emergency readiness team working in-house. Cons The dashboard is not satisfactory.

Underperforming Technical Team 52

Underperforming Technical Team Software Cloud Software Engineering 52

Audacix

JULY 28, 2022

These massive cloud hosting platforms typically offer protections against large-scale DDOS attacks and the like. The flexibility and sheer range of services offered by cloud platforms like AWS and GCP and Azure present their own unique security challenges.

Cybersecurity 52

Cybersecurity AWS Underperforming Technical Team Scale 52

Neil Patel

DECEMBER 24, 2020

Site24x7 supports Ruby, Java, PHP,NET, Node.js, and mobile platforms for apps. The tool also monitors Windows, Linux, Docker, VMware, FreeBSD, GCP, and Azure for servers. Uptrends also allows you to customize your dashboard for internal server monitoring to give you control over how data is presented.

DevOps as a Service 145

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