Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! MongoDB Atlas Consumption Trends I loved this chart from Mongo’s investor day. Very clearly depicts the drop off in consumption that started in Q2 of last year. In Q1 consumption picked up - and in their guide for Q2 and rest of year they suggested this may continue. Very interesting trend to monitor, and kudos to the Mongo team for sharing this level of detail
Really great job here- any reason why PANW isn’t on this chart? I know they’ve got some on prem components but they’re transitioning quickly into cloud and have a been on a tear lately
Hi, I look forward to your weekly emails. I have been researching cloud computing and AI, and came across this talk with the AWS CEO on Bloomberg, which is very insightful. Hope you can also connect the dots between AI and cloud commuting. Thanks for your weekly insights.
Love your content. Is there a reason why certain B2B SaaS businesses in the space are left out of this? For example I see you mention Kaltura and Brightcove but I do not see JW or Vimeo.
Really great job here- any reason why PANW isn’t on this chart? I know they’ve got some on prem components but they’re transitioning quickly into cloud and have a been on a tear lately
Hi, I look forward to your weekly emails. I have been researching cloud computing and AI, and came across this talk with the AWS CEO on Bloomberg, which is very insightful. Hope you can also connect the dots between AI and cloud commuting. Thanks for your weekly insights.
https://www.bloomberg.com/news/videos/2023-06-22/aws-ceo-selipsky-on-the-ai-boom-video
Love your content. Is there a reason why certain B2B SaaS businesses in the space are left out of this? For example I see you mention Kaltura and Brightcove but I do not see JW or Vimeo.
"The bright spot is FCF margins. The median FCF margin has been increasingly steadily over the last few quarters"
Did you compare it also with the raise in SBC? Otherwise it is not possible to determine a bright spot.