To The Moon

This week in enterprise software: Top 10 #SaaS #Cloud multiples as of today's market close $Palantir Technologies Inc.(PLTR)$ $CrowdStrike Holdings, Inc.(CRWD)$ $Cloudflare, Inc.(NET)$ $Samsara, Inc.(IOT)$ $ServiceNow(NOW)$ $Guidewire(GWRE)$ $Snowflake(SNOW)$ $Rubrik Inc.(RBRK)$ $ServiceTitan(TTAN)$ $Palo Alto Networks(PANW)$ ImageThis week on Clouded Judgement: The M&am

This week in enterprise software: Top 10 #SaaS #Cloud multiples as of today's market close $Palantir Technologies Inc.(PLTR)$ $CrowdStrike Holdings, Inc.(CRWD)$ $Cloudflare, Inc.(NET)$ $Samsara, Inc.(IOT)$ $ServiceNow(NOW)$ $Guidewire(GWRE)$ $Snowflake(SNOW)$ $Palo Alto Networks(PANW)$ $Zscaler Inc.(ZS)$ $Rubrik Inc.(RBRK)$ ImageThis week on Clouded Judgement: Cloud Giants

Cloud Giants Update:AWS ( $Amazon.com(AMZN)$ ): $117B run rate growing 17% YoY (last Q grew 19%)Azure ( $Microsoft(MSFT)$ ): ~$77B run rate (estimate) growing 35% YoY (last Q grew 31%)Google Cloud ( $Alphabet(GOOG)$ $Alphabet(GOOGL)$ includes GSuite): $49B run rate growing 28% YoY (last Q grew 30%, neither are cc)ImageAWS at a $117B run rate growing 17%Quarterly YoY growth trends below.ImageQuarterly net new ARR added below:ImageYoY growth in quarterly net new ARR added below:ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commis

Satya Nadella “we processed 50 TRILLION tokens last month.” AI nearly 50% of Azure’s + 35% y/y. Demand is growing faster than supply, accelerated in the Q - expect capacity constraints post June. Trying to get more data center capacity online to satisfy demand. 💥🚀💪ImageAzure at a ~$77B run rate growing 35% constant currencyLast year they restated Azure, so some of the historical comparisons won't be apples to apples. PowerBI and EMS are no longer included in Azure Quarterly YoY growth trends below MSFTImageEstimates of Net new quarterly ARR added:ImageYoY growth in quarterly net new ARR addedImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimited

This week in enterprise software: Top 10 #SaaS #Cloud multiples as of today's market close $Palantir Technologies Inc.(PLTR)$ $CrowdStrike Holdings, Inc.(CRWD)$ $Cloudflare, Inc.(NET)$ $Samsara, Inc.(IOT)$ $ServiceNow(NOW)$ $Guidewire(GWRE)$ $ServiceTitan(TTAN)$ $Snowflake(SNOW)$ $Palo Alto Networks(PANW)$ $Rubrik Inc.(RBRK)$ ImageThis week on Clouded Judgement: Early ta

This week in enterprise software: Top 10 SaaS Cloud multiples as of yesterday's market close $Palantir Technologies Inc.(PLTR)$ $CrowdStrike Holdings, Inc.(CRWD)$ $Cloudflare, Inc.(NET)$ $Samsara, Inc.(IOT)$ $Guidewire(GWRE)$ $ServiceNow(NOW)$ $ServiceTitan(TTAN)$ $Palo Alto Networks(PANW)$ $Snowflake(SNOW)$ $Zscaler Inc.(ZS)$ ImageThis week on Clouded Judgement: The Hidde

This week in enterprise software: Top 10 #SaaS #Cloud multiples as of today's market close $Palantir Technologies Inc.(PLTR)$ $CrowdStrike Holdings, Inc.(CRWD)$ $Cloudflare, Inc.(NET)$ $Samsara, Inc.(IOT)$ $Guidewire(GWRE)$ $ServiceNow(NOW)$ $Palo Alto Networks(PANW)$ $Snowflake(SNOW)$ $SailPoint Parent, LP(SAIL)$ $Zscaler Inc.(ZS)$ ImageThis week on Clouded Judgement: The

This week in enterprise software: Top 10 SaaS Cloud multiples as of today's market close.Median NTM multiple ended the day at 4.5x. This is lower than any point in 2022 and the lowest since 2016. $Palantir Technologies Inc.(PLTR)$ $CrowdStrike Holdings, Inc.(CRWD)$ $Cloudflare, Inc.(NET)$ $Samsara, Inc.(IOT)$ $Guidewire(GWRE)$ $ServiceNow(NOW)$ $Veeva(VEEV)$ $Palo Alto Networks(PANW)$ $SailPoint Parent, LP(SAIL)$

This week in enterprise software: Top 10 #SaaS #Cloud multiples as of today's market close $Palantir Technologies Inc.(PLTR)$ $Cloudflare, Inc.(NET)$ $CrowdStrike Holdings, Inc.(CRWD)$ $Samsara, Inc.(IOT)$ $ServiceNow(NOW)$ $Guidewire(GWRE)$ $SailPoint Parent, LP(SAIL)$ $Shopify(SHOP)$ $Palo Alto Networks(PANW)$ $Veeva(VEEV)$ ImageThis week on Clouded Judgement: The new

This week in enterprise software: Top 10 #SaaS #Cloud multiples as of today's market close $Palantir Technologies Inc.(PLTR)$ $Cloudflare, Inc.(NET)$ $CrowdStrike Holdings, Inc.(CRWD)$ $Samsara, Inc.(IOT)$ $SailPoint Parent, LP(SAIL)$ $ServiceNow(NOW)$ $Guidewire(GWRE)$ $Shopify(SHOP)$ $Palo Alto Networks(PANW)$ $Snowflake(SNOW)$ ImageThis week on Clouded Judgement: M&am