Over the last two weeks, we received earnings results from the three hyperscalers - AWS, Google Cloud Platform and Microsoft Azure. Additionally, several software companies reported, providing another view of trends in software infrastructure and developer tooling. If that wasn't enough, various economic reports and a Fed meeting were mixed in. I won't cover the macro developments, beyond commenting on how they influenced market performance during the period and exacerbated the market's reaction.
Cloudflare (NET) Q2 2023 Earnings Review
Confluent (CFLT) Q2 2023 Earnings Review
Q2 2023 Hyperscaler Earnings Review
Insights From A Pair Of Data Summits
MongoDB Q1 FY 2024 Earnings Review
Snowflake Q1 2024 Earnings Review
Datadog (DDOG) Q1 2023 Earnings Review
Confluent Q1 2023 Earnings Report
Cloudflare (NET) Q1 2023 Earnings Review
Hyperscalers Q1 2023 Review
Looping Back on Confluent (CFLT)
MongoDB Q4 FY2023 Earnings Report
Snowflake (SNOW) Q4 FY2023 Earnings Review
Datadog (DDOG) Q4 2022 Earnings Review
Cloudflare (NET) Q4 2022 Earnings Report
ServiceNow - The Platform for Digital Business
Okta Update
Confluent (CFLT) – A Big Data Play
Elastic's Ambitious Growth Plan
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