AWS and Cloud - SaaS Brief

The Capex Conquest in the Cloud

Tom Tunguz

APRIL 30, 2024

Aside from the overall growth of these clouds increasing, the massive investment in CapEx data centers, power plants, and GPUs is stunning. ” And those margins are increasing for the clouds, which should catalyze more companies, especially the largest spenders, to think about managing their own infrastructure.

Cloud

Cloud AWS Azure AI

Clouded Judgement 12.1.23 - Net New ARR Starts to Rebound + AWS ReInvent Recap

Clouded Judgement

DECEMBER 1, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Amazon ReInvent This week Amazon had their annual AWS ReInvent conference. ” AWS fully embracing the breadth over depth approach. We’re still in the early days of the cloud.”

AWS

AWS Cloud AI Search Cost optimization & reporting

Shopify Says eCommerce is Back. But AWS Says Cloud Under More Scrutiny.

SaaStr

OCTOBER 28, 2022

o this was an interesting week in terms of reading the tea leaves on what’s going on in SaaS, Cloud, the economy, and all that. The Cloud infra side grew nicely, but growth did slow. Second, AWS, Azure and Google Cloud all grew nicely, and are still growing like a weed — but the growth rate slowed.

AWS

AWS Cloud Azure Investment

Webinars

Beyond the Basics of A/B Tests: Highly Innovative Experimentation Tactics You Need to Know

MORE WEBINARS

Clouded Judgement 5.3.24 - Hyperscalers Report Q1 + Early Look at Software Reports

Clouded Judgement

MAY 3, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Report Q1 + Early Look at Software Results Q1 earnings seasons has officially kicked off! We now have results from the three hypersclaers (AWS / Azure / GCP). Subscribe now Share Clouded Judgement Leave a comment

Cost optimization & reporting

Cost optimization & reporting Cloud Software Azure

Zeroing in on Cloud Technical Risk for Targeted Customer Impact

The best proof of the power of cloud tools and business models? Yet keeping all the moving parts of cloud running right – especially in a fast-moving, competitive market – can cause conflict between technical and business objectives. Keeping your customers confident and loyal.

Cloud

Clouded Judgement 2.2.24 - Cloud Giants Report Q4 '23

Clouded Judgement

FEBRUARY 2, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Report Q4 ‘23 Two quotes from the Amazon and Microsoft earnings call really stood out to me this week. Sometimes they’re classic cloud migrations. Follow along to stay up to date!

Cost optimization & reporting

Cost optimization & reporting Cloud Azure AWS

Search at Intercom: Building our Elasticsearch cloud on AWS

Intercom, Inc.

APRIL 13, 2021

For this reason, we chose to run exclusively on AWS and wherever possible, we make use of battle-tested AWS services, be it RDS Aurora for our relational databases, the Simple Queue Service (SQS) for our async workers or ElastiCache for our caching layer. SSM executes the commands using an on-instance daemon agent called AWS SSM Agent.

AWS

AWS Cloud Software Review Systems Review

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

SaaStr

NOVEMBER 4, 2022

Atlassian noted a decline in Free to Paid conversion, but importantly, no decline in demand for their products: Amazon: We’re Seeing Strong But Slowing Growth at AWS to 28%, Albeit at a Stunning $82B Run Rate. So real impact from headwinds at the Cloud leaders, but they are still growing at jaw-dropping rates, if not as fast as before.

AWS

AWS Azure Cloud Scale

Predicting Cloud Growth Rates for 2023

Tom Tunguz

FEBRUARY 2, 2023

A year ago, AWS, GCP, & Azure averaged 44% annual growth. Amazon: We expect [customer] optimization efforts will continue to be a headwind to AWS growth in at least the next couple of quarters. So So far in the first month of the year, AWS year-over-year revenue growth is in the mid-teens. Amazon: Net sales increased $21.4

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) Cloud AWS Sales Hiring

Cloud-Based Solutions: The Sky Is the Limit for Retail Success

Speaker: Ryan Bryers, SVP of Global Engineering

In a rapidly evolving industry, the shift from traditional on-premise systems to cloud-based solutions has become crucial for retail success. While many businesses still rely on store-level infrastructure, it's time to embrace the unlimited potential of the cloud!

Cloud

What’s New at Google Cloud with CMO Alison Wagonfeld

SaaStr

DECEMBER 14, 2023

In the latest installment of SaaStr’s What’s New series – where we sit down with the leaders in SaaS and Cloud for the inside scoop on what’s top of mind and what’s new, SaaStr CEO and Jason Lemkin chats with the CMO of Google Cloud, Alison Wagonfeld. They also compete with Microsoft in a big way.

Cloud

Cloud Scale AWS AI

Clouded Judgement 10.27.23 - Cloud Giants Report Q3 '23

Clouded Judgement

OCTOBER 27, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. You can see some quotes from Azure / AWS in my Q2 recap , and pasted below. After the cloud giants reported this week, the timing of the presumed re-acceleration is very much in question. Follow along to stay up to date! which feels unlikely.

Cost optimization & reporting

Cost optimization & reporting Cloud Azure AWS

Atlassian and AWS Say: “Maybe Worry a Little Bit”

SaaStr

JULY 31, 2020

Yet, the Cloud is on fire during Work-and-Do-Everything-Possible-from-Home. Zoom is growing at rates we’ve never seen before in SaaS and Cloud. And Morgan Stanley has predicted Cloud penetration will be pulled forward 5+ years or more. Amazon/AWS and Atlassian both had huge Q2’s. The same with Atlassian.

AWS

AWS Azure Cloud SaaS

Cloud Stocks May Be Down. But the Cloud Remains on Fire. That Matters More.

SaaStr

MAY 16, 2022

But at end of the day, in Cloud, the question is if CIO and related spend will slow down. So follow AWS, Azure and Google Cloud. So there’s much angst and even panic with so many SaaS and Cloud public stocks down 50% or more from their peaks. They are the Cloud. The post Cloud Stocks May Be Down.

Cloud

Cloud Azure AWS Engineering

Clouded Judgement 8.4.23 - Cloud Giants Q2 Update

Clouded Judgement

AUGUST 4, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Update “What we're seeing in the quarter is that those cost optimizations, while still going on, are moderating and many maybe behind us in some of our large customers. Follow along to stay up to date!

Cloud

Cloud Azure Cost optimization & reporting AWS

My Laptop is Faster than Your Cloud : Announcing MotherDuck

Tom Tunguz

NOVEMBER 14, 2022

My laptop is faster than your cloud. Instead of requiring a scale-out database in the sky, most analyses are faster with an optimized database on your computer that can leverage the cloud when needed. For the last ten years, the data ecosystem has focused on big data - the bigger the data set, the more exciting.

Cloud

Cloud AWS Data Analysis Benchmarks

Bessemer: $1 Trillion in Cloud Market Cap Lost Year-to-Date

SaaStr

MAY 23, 2022

There are many ways to slice-and-dice public market data, but the headline one Bessemer called out is the most visceral I’ve seen: Public SaaS and Cloud companies lost $1 Trillion in market cap so far in 2022. And the number of public SaaS and Cloud decacorns has fallen from 50 to 17. Strange Days, Indeed.

Cloud

Cloud Azure AWS Marketing

Why Now is a Great Time to Raise Seed Funding. Even If It’s Awful for Series A-E Rounds.

SaaStr

JANUARY 23, 2023

With the BVP Cloud Index down 40%+ from a year ago , and many of the top Cloud leaders trading for as low as 5x ARR, it’s just hard to justify a later stage $300m-$400m valuation round these days, let alone a true unicorn round. Even If It’s Awful for Series A-E Rounds. And I’m already behind.

AWS

AWS Venture Capital Finance Cloud

Clouded Judgement 4.28.23

Clouded Judgement

APRIL 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. Then AWS appeared to add fuel to that hope before giving us a huge rug pull. All eyes shifted to the AWS report on Thursday. They grew 16%!!

Cloud

Cloud Azure AWS AI Search

A Look Back at Q4 '23 Public Cloud Software Earnings

Clouded Judgement

APRIL 11, 2024

Q4 earnings season for cloud businesses is now behind us. It looks at the YoY dollar change in quarterly revenue from the hyperscalers (just looking at Azure / AWS because the data goes back further) going back a few years. This is the data point shown for Q4 ‘23. Then the ZIRP period hit and we went way over trendline.

Cloud

Cloud Software Azure AWS

Clouded Judgement 10.20.23 - Hyperscaler Q3 Preview

Clouded Judgement

OCTOBER 20, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud

Cloud Azure AWS Software Review

Clouded Judgement 1.6.23

Clouded Judgement

JANUARY 6, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Cloud Downgrades This week UBS came out with a couple research reports citing concerns in AWS / Azure growth. This brings me back to AWS / Azure downgrades. Subscribe now Share Clouded Judgement Leave a comment

Cloud

Cloud Azure AWS Underperforming Technical Team

Clouded Judgement 4.21.23

Clouded Judgement

APRIL 21, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). On AWS, in their Q4 earnings call they said AWS was growing “mid teens” in January (down from 20% in Q4).

Cloud

Cloud Azure AWS GCP(Google Cloud Platform)

Clouded Judgement 10.28.22

Clouded Judgement

OCTOBER 28, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. 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%. Follow along to stay up to date!

Cloud

Cloud Azure AWS Cost optimization & reporting

Grey Skies in Cloud Earnings

Tom Tunguz

OCTOBER 27, 2022

Google Cloud Platform. The kink downwards in the red line at Q-2 shows a sudden deceleration in AWS’ growth rate. This week Microsoft, Google/ Alphabet, & Amazon reported their third quarter figures. Microsoft Azure. Amazon Web Services. The meaningful decline in growth rates started four quarters ago is hard to ignore.

Cloud

Cloud GCP(Google Cloud Platform) Azure AWS

AWS outage hit collaboration vendors, highlights risk of cloud-based tools

IT World

DECEMBER 9, 2021

The Tuesday outage at an Amazon Web Service data center that affected services from several collaboration software vendors, highlighting how reliant companies have become on cloud providers for a variety of workplace tools. To read this article in full, please click here

AWS

AWS Cloud Software Review Software

Would You Leave the Cloud to Improve Sales Efficiency by 11%?

Tom Tunguz

OCTOBER 22, 2022

Last week, David Heinemeier Hansson explained why his company, Basecamp, is leaving the cloud. They will manage their own servers to reduce the $3m annual AWS bill by 60%. Basecamp’s 60% reduction in cloud COGS isn’t anomalous. Inspecting & controlling cloud costs may be the more appealing path.

Sales Hiring

Sales Hiring Cloud AWS Sales

Clouded Judgement 2.16.24 - Jan Green Shoots + CPI

Clouded Judgement

FEBRUARY 16, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. ” From AWS (paraphrased): They said they expect the reaccleration they saw in Q4 to continue into 2024 2024 Estimate Updates One important metric I’m tracking this quarter is the change in 2024 estimates pre / post earnings.

Cloud

Cloud AWS Metrics Subscription

MacStadium’s VMWare virtualization replacement now available at AWS

IT World

FEBRUARY 28, 2023

Reflecting the growing popularity of the Mac platform , Mac cloud and SaaS provider MacStadium's Orka Platform is now available to purchase at the AWS Marketplace, a move that brings Orka to Amazon EC2 Mac instances. To read this article in full, please click here

AWS

AWS Marketplace as a Service Cloud Development

5 Interesting Learnings from Google Cloud at $13 Billion in ARR

SaaStr

FEBRUARY 20, 2021

So we’ve had a lot of fun in our 5 Interesting Learnings profiling the top SaaS and Cloud companies at scale, from Slack to Zoom, from Shopify to Datadog, from Box to DropBox. But are AWS, Azure and Google Cloud just too big for us to learn from? Google Cloud sees it hitting $760B+ in 2025. million customers.

Cloud

Cloud Azure AWS Scale

The Health of Cloud Spending in Mid-2022

Tom Tunguz

JULY 26, 2022

Google Cloud Platform. That suggests the cloud market is quite strong. AWS is the largest infrastructure provider by revenue, so its trajectory will shed more light on the patterns of software buyers. Microsoft Azure. Amazon Web Services. Good news & bad news. I bet it’s some combination of the three.

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) Cloud Azure AWS

Clouded Judgement 9.8.23 - Early Q2 '23 Earnings Recap

Clouded Judgement

SEPTEMBER 8, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. ” We saw some green shoots in AWS and a few other consumption names, and overall sentiment seemed more positive. ” We saw some green shoots in AWS and a few other consumption names, and overall sentiment seemed more positive.

Cloud

Cloud Software Review AWS Trends

Thanks to Unit, Everstage, Aiven, Zip, and Mission Cloud for Sponsoring SaaStr Annual 2022!

SaaStr

FEBRUARY 10, 2022

Aiven provides managed open source data technologies on all major clouds. Meanwhile, we do what we do best; manage cloud data infrastructure. The post Thanks to Unit, Everstage, Aiven, Zip, and Mission Cloud for Sponsoring SaaStr Annual 2022! With Aiven, developers can do what they do best: create applications.

Cloud

Cloud GCP(Google Cloud Platform) Payments SaaS Payments

Snowflake, CrowdStike and SumoLogic: “How to Leverage the Cloud Giants to Scale to 100 Million ARR and Beyond”

SaaStr

MARCH 31, 2022

Jessica Alexander, Senior Director Cloud Technology & OEM Partnerships, Crowdstrike. So for the audience, cloud giants are turbocharging startup sales, and the predominant reason for this is because they’re fundamentally changing IT budgets at the customers that we’re all selling to. Rico Mallozzi, Sr.

Scale

Scale Marketplace as a Service Cloud SaaS Payments

Clouded Judgement 7.28.23 - Optimization Cycles and Economy Update

Clouded Judgement

JULY 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. ” Then at AWS Summit they called out “Your data is your differentiator when it comes to Generative AI.”

Cloud

Cloud Azure AWS GCP(Google Cloud Platform)

Cloud Data Lakes - The Future of Large Scale Data Analysis

Tom Tunguz

JULY 8, 2020

Cloud Data Lakes are a trend we’ve been excited about for a long time at Redpoint. A cloud data lake is a repository of data in the cloud, with the tools and infrastructure to analyze it securely. The cloud data lake architecture enables companies to achieve scale, flexibility, and accessibility.

Data Analysis

Data Analysis Cloud Data Scaling

Clouded Judgement 2.3.23

Clouded Judgement

FEBRUARY 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. In the short term, enjoy the ride as the chase continues 😊 Kind of related to all of this - we now have seen the Q4’s from AWS, Azure and Google Cloud. Subscribe now Share Clouded Judgement Leave a comment

Cloud

Cloud Azure AWS Generative AI

5 Interesting Learnings from Digital Ocean at $700,000,000 in ARR

SaaStr

DECEMBER 27, 2023

So is it possible to be too efficient in SaaS and Cloud? Many have used Digital Ocean at the cheaper, simpler version of AWS-Azure-Digital Ocean to get going fast and quickly. Even small cloud customers worked to bring down their spend in 2023. #5. And if so, maybe that’s Digital Ocean. It’s gotten crazy good.

Scale

Scale AWS Azure Cloud

Mastering Partner Marketing: What NOT to Do and How to Excel with Drata CMO Sydney Sloan

SaaStr

FEBRUARY 21, 2024

Welcome to the latest installment of our “ What’s New ” series where SaaStr founder and CEO Jason Lemkin sits down with some of the top leaders and founders in SaaS and Cloud to discuss What’s New and what should be top of mind for fellow founders. AWS can’t support 20 partners equally. Otherwise, it falls apart.

AWS

AWS Scale Sales Hiring Marketing

Jamf Pro now lets IT admins manage AWS Mac instances

IT World

SEPTEMBER 23, 2022

Jamf has teamed up with Amazon Web Services (AWS) to introduce new tools that let IT admins using Jamf Pro enroll virtual EC2 Macs when they are provisioned via the AWS portal. We know AWS is one of the world’s biggest cloud services firms — it has such a major presence that it is seen as a “hypervisor."

AWS

AWS Management Cloud

How Much Should You Expect Your Startup to Slow in 2022?

Tom Tunguz

JULY 28, 2022

AWS announced earnings earlier today and reported 33% growth. AWS’s growth rate is the slowest of the three largest public infrastructure clouds. With about 39% market share, AWS reigns supreme as the largest provider. With about 39% market share, AWS reigns supreme as the largest provider.

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) AWS Startup Azure

Data Architect (Python & AWS Cloud)

Treehouse Technology Group

JUNE 2, 2022

Our approach is an independent, vendor-agnostic cloud solution designed to deliver and execute our client’s strategy to unlock the power of data and its storytelling potential. As a Lead Data Engineer, you will work with stakeholders and… The post Data Architect (Python & AWS Cloud) appeared first on Treehouse Tech Group.

AWS

AWS Cloud Data SMB

Clouded Judgement 8.11.23 - Datadog Consumption Trends

Clouded Judgement

AUGUST 11, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. The weakness they called out was from larger cloud-native businesses. The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs). Follow along to stay up to date!

Cloud

Cloud Trends Azure GCP(Google Cloud Platform)

Gas Gas Revolution

Tom Tunguz

OCTOBER 26, 2023

This drop in prices has grown AWS into a $90b revenue business in 17 years. As storage & compute became less expensive, the economic viability of new use cases became increasingly apparent & developers built software on the cloud. Compare that to AWS’ managed database, Aurora, which charges $0.0000002 per request. (I’m

Blockchain

Blockchain AWS Pricing Innovation

The Capex Conquest in the Cloud

Clouded Judgement 12.1.23 - Net New ARR Starts to Rebound + AWS ReInvent Recap

Webinars

Trending Sources

Shopify Says eCommerce is Back. But AWS Says Cloud Under More Scrutiny.

Webinars

Clouded Judgement 5.3.24 - Hyperscalers Report Q1 + Early Look at Software Reports

Zeroing in on Cloud Technical Risk for Targeted Customer Impact

Clouded Judgement 2.2.24 - Cloud Giants Report Q4 '23

Search at Intercom: Building our Elasticsearch cloud on AWS

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

Predicting Cloud Growth Rates for 2023

Cloud-Based Solutions: The Sky Is the Limit for Retail Success

What’s New at Google Cloud with CMO Alison Wagonfeld

Clouded Judgement 10.27.23 - Cloud Giants Report Q3 '23

Atlassian and AWS Say: “Maybe Worry a Little Bit”

Cloud Stocks May Be Down. But the Cloud Remains on Fire. That Matters More.

Clouded Judgement 8.4.23 - Cloud Giants Q2 Update

My Laptop is Faster than Your Cloud : Announcing MotherDuck

Bessemer: $1 Trillion in Cloud Market Cap Lost Year-to-Date

Why Now is a Great Time to Raise Seed Funding. Even If It’s Awful for Series A-E Rounds.

Clouded Judgement 4.28.23

A Look Back at Q4 '23 Public Cloud Software Earnings

Clouded Judgement 10.20.23 - Hyperscaler Q3 Preview

Clouded Judgement 1.6.23

Clouded Judgement 4.21.23

Clouded Judgement 10.28.22

Grey Skies in Cloud Earnings

AWS outage hit collaboration vendors, highlights risk of cloud-based tools

Would You Leave the Cloud to Improve Sales Efficiency by 11%?

Clouded Judgement 2.16.24 - Jan Green Shoots + CPI

MacStadium’s VMWare virtualization replacement now available at AWS

5 Interesting Learnings from Google Cloud at $13 Billion in ARR

The Health of Cloud Spending in Mid-2022

Clouded Judgement 9.8.23 - Early Q2 '23 Earnings Recap

Thanks to Unit, Everstage, Aiven, Zip, and Mission Cloud for Sponsoring SaaStr Annual 2022!

Snowflake, CrowdStike and SumoLogic: “How to Leverage the Cloud Giants to Scale to 100 Million ARR and Beyond”

Clouded Judgement 7.28.23 - Optimization Cycles and Economy Update

Cloud Data Lakes - The Future of Large Scale Data Analysis

Clouded Judgement 2.3.23

5 Interesting Learnings from Digital Ocean at $700,000,000 in ARR

Mastering Partner Marketing: What NOT to Do and How to Excel with Drata CMO Sydney Sloan

Jamf Pro now lets IT admins manage AWS Mac instances

How Much Should You Expect Your Startup to Slow in 2022?

Data Architect (Python & AWS Cloud)

Clouded Judgement 8.11.23 - Datadog Consumption Trends

Gas Gas Revolution

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