Clouded Judgement
OCTOBER 20, 2023
For context on a 10Y at 5% - from 2010 to 2020 the 10Y averaged roughly ~2.5%. Said another way, the 10Y today is double what it averaged from 2010 to 2020. Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud.
SaaStr
MAY 6, 2022
Amazon AWS, Microsoft Azure and even Google Cloud are on fire, adding insane amounts of revenue this year. The point is that SaaS multiples are still higher than where they were from 2010-2017. Customers are buying more than ever. The top SaaS and Cloud leaders are even accelerating at $1B in ARR, for goodness sakes!!
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Intercom, Inc.
DECEMBER 31, 2019
To give some perspective, there were about 300 million smartphones sold in 2010. The wave of SaaS companies that built themselves on the likes of AWS and Azure have reinforced the pre-eminence of cloud computing. There are about 3.2 What was perhaps less predictable was the ensuing prevalence of the subscription-based business model.
Buffer Resources
AUGUST 16, 2023
Our hosting costs include service providers like AWS, Cloudflare, MongoDb, Twitter, etc. A look at our pricing history Our ASP also reflects the changes we’ve made to our pricing model over the years. This means our software is hosted on the cloud and used over an internet connection via a web browser or mobile app.
Intercom, Inc.
JANUARY 12, 2022
My job was to look at what was happening in the world economy – it was like 2010 at the time, and so everything was kind of falling apart – and then look at data about it and try to come up with recommendations about what policymakers should do. The core of this is the data warehouse. And it’s a better product.
Andreessen Horowitz
APRIL 30, 2024
A lot of the things that we ultimately did when I was running Global Payments from 2013 to 2023, a lot of things that we ultimately did were not even like a glint in my eye back in 2009, 2010 when I was just thinking about coming over. And I thought really it was the right platform on which to build a foundation of growth.
Frontegg
MAY 27, 2021
Founded : 2011 Known customers: Facebook, IBM, Microsoft, AWS, Unity, Udemy, Shopify Price starts at: $38/month per user. #2 Founded: 2010 Known customers: Okta, Knewton, Study.com, Doodle, Percona, Freedom Price starts at: $249/month. #7 Best For: Product Adoption. Best For: Customer Support Services.
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