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Datadog, ZoomInfo, Atlassian, AWS: Epic Growth — But Some Real Headwinds For The First Time

SaaStr

But … they cited some economic headwinds in their quarterly announcement, and importantly, new bookings were actually down a bit. Amazon also cited some headwinds in AWS, with growth slowing a bit to 28% and potentially as low as 20% at the very end of this past quarter. Datadog had an epic quarter growing a stunning 61% at $1.8

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5 Interesting Learnings from Crowdstrike at ~$3 Billion in ARR

SaaStr

Some Deceleration in Growth — But Still Jaw-Dropping Growth Crowstrike is seeing growth slow somewhat from 55% to 39% Year-over-Year, but that’s still adding over $1B in net new bookings a year! #2. 64% of Large Customers Sourced From Partners They are AWS’s largest cybersecurity partner. ” #7.

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10 technical strategies to avoid when scaling your startup (and 5 to embrace)

Intercom, Inc.

This post is an adaptation of a talk I recently gave at the Amazon Web Services (AWS) community day event in Dublin about the technical strategies I’ve experienced that don’t work and the ones that have helped us to grow and scale at Intercom. At Intercom, we’ve found success running Lambda as glue code between AWS services.

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Clouded Judgement 10.28.22

Clouded Judgement

Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. Overall, it wasn’t pretty… AWS grew 28% when expectations were 30-31%. Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date!

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The Health of Cloud Spending in Mid-2022

Tom Tunguz

UBP spend fluctuates by the month and introduces more volatility into bookings. AWS is the largest infrastructure provider by revenue, so its trajectory will shed more light on the patterns of software buyers. I bet it’s some combination of the three. Regardless, Amazon’s data will break the tie Thursday.

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Sales Engagement Book Available for Pre-Order!

Sales Hacker

Big news today: my colleagues at Outreach and I wrote a book (yes, a physical book), and it’s now available for pre-order! Why a Book on Sales Engagement? The book will be released on March 12, 2019. So if you want in, you can pre-order the book now at: Amazon. Books-A-Million. Reserve your copy now.

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Clouded Judgement 9.8.23 - Early Q2 '23 Earnings Recap

Clouded Judgement

” We saw some green shoots in AWS and a few other consumption names, and overall sentiment seemed more positive. Partly due to larger layoffs, as well as stronger bookings And finally - net retention. I’ll post a much longer recap soon, but today I wanted to post the highlights.

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