Clouded Judgement

JANUARY 26, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. And when you drill deeper into the Gartner forecast between 2023 and 2027, $3 trillion will be spent on AI. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 161

Cloud Marketplace as a Service AI Subscription 161

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. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! They don’t happen overnight.

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

Clouded Judgement

DECEMBER 2, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. 2023 Forecasts There are 2 primary questions that matter right now for software stocks - are rates going up or down, and are numbers (foreword estimates) going up or down. Subscribe now Share Clouded Judgement Leave a comment

Cloud 130

Cloud Forecasting Software Review Revenue 130

Clouded Judgement

MARCH 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. There’s risk that the rebound is pushed further out in the future which makes it tricky to forecast / know when things get better. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 141

Cloud Forecasting Subscription Payment Features 141

Clouded Judgement

MAY 26, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. There’s a lot more volatility baked into these models, and they’re quite hard to forecast. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 141

Cloud Azure Trends Retention 141

Clouded Judgement

APRIL 11, 2024

Q4 earnings season for cloud businesses is now behind us. We then dipped below the trendline as we hit the period of “cloud optimizations,” and things have started to rebound. If you look at the historical data you’ll see there’s a very clear trendline through the end of 2020.

Cloud 177

Cloud Software Azure AWS 177

Clouded Judgement

SEPTEMBER 29, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. So the big question we have to ask ourselves now - does the Fed have a better ability to forecast today than they have in the past? Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 183

Cloud Government Banking Software Review 183

Clouded Judgement

JULY 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Powell said the Fed staff no longer is forecasting a recession. Cycle of Cloud Optimizations Q2 earning season has officially kicked off! Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

DECEMBER 21, 2023

Q3 earnings season for cloud businesses is now behind us. Commentary from the cloud providers seems to be that the major macro headwinds around optimizations and new deal scrutiny have started to abate. ” 3 months later, what happened to those green shoots? So we’d expect the YoY growth rate to pick up in Q3 ‘23.

Cloud 177

Cloud Software Benchmarks Retention 177

Baremetrics

MAY 20, 2021

Financial forecast software helps you create projections of financial outcomes within a specified area of your company. In this article, we list the top 10 financial forecast software options for 2021. Are you interested in how your business would benefit from intelligent financial forecasting software? start free trial.

Payment Solutions 87

Payment Solutions Forecasting Payments SaaS Payments 87

Sales Hacker

JULY 28, 2021

After spending many quarters creating sales forecasts, you should have the process down and deliver precision accuracy. Unfortunately, sales forecasting is not that straightforward. In fact, 60% of forecasted deals don’t close, leading to uncomfortable conversations about budgets and with investors. What is sales forecasting?

Forecasting 113

Forecasting Scale Sales Hiring Sales 113

Baremetrics

MAY 16, 2021

Revenue forecasting software is used to create predictions of sales. 1 Why Use Revenue Forecasting Software? 4 Azurepath 5 Forecast Pro 6 Anaplan 7 IBM Planning Analytics 8 NetSuite CRM 9 Workday Adaptive Planning 10 How Baremetrics Can Help. Why Use Revenue Forecasting Software? Table of Contents. start free trial.

Payments 80

Payments Forecasting Payment Solutions SaaS Payments 80

Clouded Judgement

SEPTEMBER 12, 2023

Q2 earnings season for cloud businesses is now behind us. Every public company has a number of equity research analysts covering them who build their own forecasted models, which combine guidance from the company and their own research / sentiment analysis. So what are these consensus estimates and who creates them?

Cloud 169

Cloud Software Benchmarks Retention 169

Clouded Judgement

APRIL 12, 2023

Q4 earnings season for cloud businesses is now behind us. Every public company has a number of equity research analysts covering them who build their own forecasted models, which combine guidance from the company and their own research / sentiment analysis. So what are these consensus estimates and who creates them?

Cloud 161

Cloud Software Benchmarks Retention 161

SaaStr

JULY 18, 2022

So Gartner has its latest report out on worldwide IT forecasts, taking into account inflation, the Ukraine invasion, current effects, and other volatility today. Cloud spending is still expected to grow even faster in 2022 than 2021 , from 18.4% In fact, it looks like the best year ever for SaaS and Cloud. Go forth and conquer!!

Venture Capital 321

Venture Capital Software Cloud Forecasting 321

Tom Tunguz

JULY 28, 2022

AWS’s growth rate is the slowest of the three largest public infrastructure clouds. Results from these clouds suggest the market isn’t as soft as the 30% estimate - at least not yet. With about 39% market share, AWS reigns supreme as the largest provider. GCP reported 37% growth & Microsoft 40%. Q/Q Growth Rate Change.

GCP(Google Cloud Platform) 272

GCP(Google Cloud Platform) AWS Startup Azure 272

Clouded Judgement

DECEMBER 20, 2022

Q3 earnings season for cloud businesses is now behind us. Every public company has a number of equity research analysts covering them who build their own forecasted models, which combine guidance from the company and their own research / sentiment analysis. So what are these consensus estimates and who creates them?

Cloud 130

Cloud Software Review Software Benchmarks 130

Clouded Judgement

JUNE 20, 2023

Q1 earnings season for cloud businesses is now behind us. Every public company has a number of equity research analysts covering them who build their own forecasted models, which combine guidance from the company and their own research / sentiment analysis. So what are these consensus estimates and who creates them?

Cloud 161

Cloud Software Benchmarks Scale 161

Nimble - Sales

JANUARY 5, 2021

The global Information Technology Industry is forecasted to reach revenues of $4.8 The post CRM For IT Industry: Software Developers, Cloud Engineers, and More appeared first on Nimble Blog. The post CRM For IT Industry: Software Developers, Cloud Engineers, and More appeared first on Nimble Blog.

Cloud Engineering 117

Cloud Engineering Software Development Outsourced Development Engineering 117

Baremetrics

JULY 25, 2019

If you’re like most SaaS founders, you’ve googled for a saas financial template you can use to forecast your subscription business. As of the writing of this post, a query for “SaaS forecasting” returns 2.8 Yet, while forecasting subscription businesses is a new frontier, it’s far from the state of the art.

Forecasting 88

Forecasting Scale Sales Hiring SaaS 88

SaaStr

MAY 17, 2024

Depending on the stage and maturity of your business, how far can you realistically forecast, and how do you want to set up your process around that? You can set longer-term goals and know where you want to be, what strategy could get you there, and how to differentiate in the space, but tactically, how far ahead can you forecast?

Scale 222

Scale Technical Review Sales Hiring Artificial Intelligence 222

Tom Tunguz

AUGUST 16, 2023

Economic data is turning more positive, eg housing starts exceeded forecasts. Public software companies’ share prices have fallen 10% on average in the last 30 days dotted with positive notes like the stabilization cloud growth rates for Microsoft & Google. The Fed no longer predicts a recession.

Startup 179

Startup Scale Strategy Forecasting 179

SaaStr

AUGUST 10, 2022

And importantly — Atlassian sees and is currently forecasting no slowdown. Cloud revenue growing 55% — and Atlassian reaffirms 50% Cloud growth for 2023 and 2024 also! 2000,000 Cloud Customers with an NRR of 130%, and 140% from “Large” Customers. 5 Interesting Learnings. #1.

Scale 214

Scale Headcount Cloud Business Model 214

SaaStr

MARCH 7, 2024

This includes real-time bank connectivity, treasury forecasting, payment automation and automated accounting and reconciliation with e.g. ERPs. This was precisely my experience upon meeting Toni and Carlos, the founders of Embat, in an area we’ve extensively have been exploring: treasury management and payment automation.

Payments 194

Payments Payment Services Payment Solutions Scale 194

SaaStr

JUNE 1, 2023

From prospecting to deal management to forecasting, our platform leverages automation and artificial intelligence to help revenue leaders increase efficiency and effectiveness of all go-to-market activities and personnel across the revenue cycle. SAP for Startups? It’s an unexpected story! Power-up with the Grow with SAP program.

Scale 190

Scale Payments Payment Solutions Artificial Intelligence 190

Chart Mogul

JANUARY 20, 2022

Configure Amazon S3, Google Cloud Storage, or Azure Blob Storage as a destination in ChartMogul and export your activities for further analysis. For that reason, we’re launching several new direct integrations that let you synchronize your MRR movements directly into your Amazon Web Services, Google Cloud Platform, or Microsoft Azure account.

Azure 52

Azure Cloud Forecasting Churn 52

SaaStr

AUGUST 10, 2023

The three topics of advice covered for organizations in the $1M-10M range are: Building a cloud service vs. open source. Building A Cloud Service vs. Open Source “Building is easiest when you have a tight focus,” shares Kimball. But should you build a cloud service vs. open source? Building a go-to-market function from scratch.

Scale 177

Scale Scaling Sales Hiring Cloud 177

SaaStr

APRIL 28, 2022

Outreach , the first and only Sales Execution Platform, helps revenue teams bring intelligence to workflows, unlock full visibility across the entire revenue cycle, and commit their forecasts with confidence. Expense reports and out-of-pocket purchases just don’t work for today’s forward-thinking teams.

compliance 207

compliance Forecasting Finance AI 207

SaaStr

NOVEMBER 8, 2021

With too many examples from SaaStr Annual 2021 to call out specifically, here are 2 “Cloud talks plus decks” that I can imagine the Self-Taught Founder relying upon: David Sacks On SaaS Org Charts. 3 – Cloud = Consistently Bigger Than Expected. 3 – Cloud = Consistently Bigger Than Expected.

Scale 296

Scale Cloud Forecasting Pricing 296

SaaStr

DECEMBER 26, 2022

Next year is forecasted to be even more bullish. Tackle.io’s 2021 state of cloud marketplaces report highlighted a similarly dramatic shift. In a 2020 survey, 22% purchased software through a cloud marketplace versus 60% in 2021. The role of AWS, Azure, and Google Cloud Marketplace is becoming increasingly important. “45%

Software Review 189

Software Review Software Azure Cloud 189

IT World

JANUARY 28, 2019

Spending on enterprise software, particularly cloud services and applications, is expected to grow faster than any other category of IT this year, fueling an overall increase in global spending on technology. That's according to a report from market research and consultancy firm Gartner, released today, that forecasts a 3.2

Cloud 69

Cloud Software Review Enterprise Software 69

SaaStr

JULY 29, 2021

SalesLoft’s Sales Engagement Cloud Ecosystem will highlight key brands supporting sales and support teams, while providing a sample of SalesLoft’s partnering power from their over 100 integrations that exist within their App Directory. SaaStr is the world’s largest community of SaaS executives, founders and entrepreneurs.

Scale 242

Scale Cloud Government Forecasting 242

SaaStr

FEBRUARY 3, 2021

Okta is one of the more interesting Cloud and SaaS leaders, growing from its early roots as one of several Cloud identity vendors, to the break-out leader, to expanding its product profile to developers and customer identity, and more. It shows the size and scale of Cloud continues to just shock us. Well past $1B in ARR.

Outsourcing Services 233

Outsourcing Services Outsourced Development Cloud Scaling 233

SaaStr

SEPTEMBER 13, 2023

Before AI came on the scene, it was roughly a dozen years before a really big platform shift — Cloud and mobile were big, but it was time for something new to come along to reset and restock the pond with new opportunities. If you’re still re-forecasting down five quarters from now, you’re screwed.

SaaS Payments 205

SaaS Payments Payment Solutions AI SaaS 205

Intercom, Inc.

APRIL 28, 2021

Cloud costs can be awkward and are constantly evolving, as proven by the growing world of cloud financial management (FinOps). Instead of trying to democratize complex, per-product billing knowledge across your team, create a small team of engineers to navigate the world of cloud computing. Centralize governance.

Management 211

Management Government Cost optimization & reporting Engineering 211

Andreessen Horowitz

DECEMBER 8, 2023

While some usage-based businesses might need to use overages as a stick to get more cash upfront (like SaaS providers who need to purchase cloud compute, for instance), many others can generate more revenue by removing that friction and tiering pricing for how their customers want to consume. unit instead of $0.80/unit.

Pricing 104

Pricing Scale Forecasting Compensation 104

Baremetrics

SEPTEMBER 14, 2021

That’s why we are going to give you a list of all the best accounting tools for small businesses in this article, so you can find the selection of accounting tools that fits your needs, from basic bookkeeping to financial forecasting and more. Forecasting What are the features you need to consider for accounting tools? Ease of use 3.

Payment Solutions 99

Payment Solutions Payment Features SaaS Payments Payment Services 99