Clouded Judgement

APRIL 26, 2024

Subscribe now Azure Report - Cloud Infra Looks Good! For software, all eyes were on Azure - which grew 31% YoY (ahead of expectations closer to 29%). Azure doesn’t disclose exact Azure quarterly revenue (they disclose growth rate in absolute terms and in constant currency), but there are good estimations.

Azure 177

Azure Cloud Software AI 177

SaaStr

MAY 6, 2022

Many SaaS and Cloud leaders are down more than 50% from their all-time highs. A Covid Hangover in SaaS stocks.’ Amazon AWS, Microsoft Azure and even Google Cloud are on fire, adding insane amounts of revenue this year. The top SaaS and Cloud leaders are even accelerating at $1B in ARR, for goodness sakes!!

SaaS 334

SaaS Azure Cloud AWS 334

SaaStr

AUGUST 27, 2019

There were dips in 2016 and otherwise. That $200b+ of additional Cloud and SaaS spend fueled 50+ Cloud unicorns and massive growth in AWS, Azure, etc. But enterprise buying went on a tear. It’s still accelerating.

Cloud 128

Cloud Azure AWS Enterprise 128

Clouded Judgement

NOVEMBER 3, 2023

Some of these drops rival one of the worst ever software earnings reaction of Tableau in 2016! Maybe with the exception of hyperscalers (particularly Azure). This is very reminiscent of the Tableau drop in 2016. The promise of SaaS is that growth in the early years leads to profits in the mature years. JFrog was up ~20%.

Software Review 161

Software Review Cloud Software Azure 161

SaaStr

AUGUST 12, 2022

If you didn’t catch it the other day … and you can read about it on SaaStr …Microsoft and Google Cloud both had extremely strong quarters, Microsoft Azure grew 40% last quarter , and a record number of nine-figure and billion-dollar deals. Colin here, CEO of a startup, B2B SaaS, and raising a seed round right now.

Scale 201

Scale SaaS Payments Scaling SaaS 201

Navint

AUGUST 26, 2019

In early 2016, Salesforce acquired Steelbrick. Apttus built their applications on the Microsoft Azure platform with the goal of opening new markets, specifically with Microsoft Dynamics CRM. In 2015, Apttus and Steelbrick were the two major Configure, Price, Quote (CPQ) vendors built on the Force.com platform.

Azure 40

Azure Outsourced Development Scale Finance 40

SmartKarrot

JANUARY 18, 2022

SaaS (Software as a service) has become a buzzword in recent years. A SaaS company is a service provider that hosts applications and makes them available to customers over the internet. The SaaS company is responsible for maintaining databases and servers and making sure that users can access the applications from almost all devices.

SaaS Payments 11

SaaS Payments Payment Solutions Payment Methods Payments 11