Priya Nandakumar ·
Vendor concentration index — Q4 notes
A lightweight spreadsheet pattern finance teams actually reuse.
We track effective spend share across cloud, observability, and identity. The goal is early warning, not precision to the dollar.
| Bucket | YoY change | Comment |
|---|---|---|
| Compute | −4% | Graviton migration |
| Logs | +11% | Retention alignment still pending |
| CDN | +2% | Traffic mix shift |