Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Highlight of the Week - Cloud Giants Cloud software earnings are off to a killer start. I’ll do a full analysis once we wrap up earnings season mid December, but so far we’ve seen an incredible amount of growth acceleration in cloud software. Nothing more staggering than the acceleration we saw in AWS and Azure. Two of the major cloud giants are growing at incredible rates for how big they are:
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Clouded Judgement 11.5.21
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Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Highlight of the Week - Cloud Giants Cloud software earnings are off to a killer start. I’ll do a full analysis once we wrap up earnings season mid December, but so far we’ve seen an incredible amount of growth acceleration in cloud software. Nothing more staggering than the acceleration we saw in AWS and Azure. Two of the major cloud giants are growing at incredible rates for how big they are: