Tom Tunguz

DECEMBER 18, 2019

Here are my 5 predictions for 2020. The direct listing becomes the standard way for startups to go public in 2020. In it, 65% of founders believe the fundraising market in 2020 will present more challenges than 2019. The idea has been proven by Slack and Spotify, and many others will follow. I'll take the opposite perspective.

Blockchain 156

Blockchain AWS Machine Learning Artificial Intelligence 156

Chart Mogul

JANUARY 28, 2022

A few months ago, we retired our last pieces of infrastructure on DigitalOcean, marking our migration to AWS as complete. Our journey was not your regular AWS migration as it involved moving our infrastructure from classic VMs to containers orchestrated by Kubernetes. Ultimately, we decided to go with AWS. Why move and why now?

K8S orchestration (Kubernetes) 52

K8S orchestration (Kubernetes) AWS EKS (Elastic Kubernetes Service) GCP(Google Cloud Platform) 52

SaaStr

NOVEMBER 17, 2023

The startup I invested in that were acquired by PE in the 2020-2021 Boom were acquired for 8x in one case, 12x in another, and 15x in a third. Well, certainly it exploded in 2021, in my portfolio at least, if perhaps not as dramatically as in the public markets. The prices would be lower today for the latter two I suspect.

AWS 251

AWS SaaS Pricing Acquisition 251

SaaStr

MAY 16, 2022

So follow AWS, Azure and Google Cloud. Let’s look a whole level up to the real canaries-in-the-coalmine: AWS, Azure and Google Cloud. And AWS grew 37% at a $74B run-rate , down a bit from 39% the prior quarter but still adding an insane amount of new revenue. If they stumble, we’re in for a rough patch. They are the Cloud.

Cloud 252

Cloud Azure AWS Engineering 252

SaaStr

JUNE 28, 2023

2022 Growth Was Down from 2021, But Almost the Same as 2020. Growth was 35% in both 2022 and 2020. Not a surprise, and very similar to HubSpot’s ratios here — but always interesting to see. And again a challenge to everyone in SaaS to go global. #4. Another simple example of 2021 being the outlier year. Not Yet Non-GAAP Profitable.

Scale 200

Scale AWS Scaling Revenue 200

SaaStr

DECEMBER 14, 2023

For Google Workspace, they invested in expanding and building Google Meet and the rest of the workspace during 2020. Google Cloud Platform, on the other hand, is in a very different set that also competes with Microsoft, but AWS is considered their biggest competitor in the market. They also compete with Microsoft in a big way.

Cloud 241

Cloud Scale AWS AI 241

Clouded Judgement

APRIL 11, 2024

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. If you look at the historical data you’ll see there’s a very clear trendline through the end of 2020. This is the data point shown for Q4 ‘23.

Cloud 177

Cloud Software Azure AWS 177

Sales Hacker

APRIL 23, 2024

Linda founded Common Room in 2020 to unlock siloed, previously untrackable signals to transform how organizations connect with people. Lessons learned from scaling innovative products and go-to-market motions at AWS. 32:49 – Challenges faced and insights gained during Linda’s time at AWS.

Sales Recruiting 83

Sales Recruiting Scale AWS Management 83

Intercom, Inc.

MAY 25, 2022

We work exclusively with AWS as our cloud services provider and currently provide data hosting offerings in three different global regions – US, EU, and Australia – each architected across multiple availability zones for high availability. Our tooling allows for high availability.

Scaling 252

Scaling AWS Software Review Technical Review 252

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.

Cloud 161

Cloud Azure AWS Software Review 161

SaaStr

MAY 21, 2022

ZoomInfo was the first post-Covid IPO in June 2020, and it priced at $8.3 A few case studies: * Sprout Social IPO’d in December 2019 at an $800m market-cap. It’s tripled. Its PLG-assisted sales motion has kept it capital efficient, and today it’s worth $2.7 It’s doubled. Zscaler’s market cap before Covid was about $6B.

AWS 221

AWS SaaS Cloud Scale 221

SaaStr

MARCH 9, 2022

Focusing on smaller developers, in some ways it’s been a bit overshadowed by AWS, Azure, and Google Cloud. From so-so NRR (101% in 2020) to Top-Tier for SMBs (116%) in 2 years. DigitialOcean doesn’t want to take AWS, Azure and Google on in the enterprise and doesn’t really try.

Azure 216

Azure AWS SMB Cloud 216

SaaStr

DECEMBER 9, 2020

. — Ben Chestnut (@benchestnut) November 12, 2020. — Jason BeKind Lemkin (@jasonlk) December 9, 2020. These days, it can really feel like the Old Bag of Sales Tricks is starting to just not work anymore: With maybe 500x the SaaS vendors of 10 years ago, there’s so much noise. Emails get blocked, spam filtered.

Sales Hiring 355

Sales Hiring Outbound Sales Team AWS Engineering 355

SaaStr

AUGUST 4, 2022

And inflation is awful. Gartner, spending on SaaS: 2020: $120B 2021: $152B 2022: $177B 2023: $208B. . — Jason 2022 SaaStr Annual Sep 13-15 Lemkin (@jasonlk) August 3, 2022. So are we in a downturn in SaaS? Certainly, segments are. eCommerce, video, and more are having post-crazy growth hangovers. At least, in many segments.

Venture Capital 289

Venture Capital AWS Cloud Scale 289

SaaStr

FEBRUARY 20, 2021

But are AWS, Azure and Google Cloud just too big for us to learn from? NPS up +13 points in 2020. AWS vs. Azure vs. Google Cloud is one of the greatest case studies of all time. Do they “count” like the scrappy start-ups in SaaS that have now become decacorns? But 60m a day is still a lot.

Cloud 213

Cloud Azure AWS Scale 213

SaaStr

APRIL 23, 2021

Still awful. — Jason BeKind Lemkin (@jasonlk) October 16, 2020. There are certainly cons to traditional outsourced support vs. highly trained support that works right inside your company. But I’d think about it this way as a continuum … from Worst to Best: No support at all. Support only from bots. No live support at all.

Outsourcing Services 166

Outsourcing Services AWS Customer Support Scaling 166

SaaStr

MAY 6, 2022

Amazon AWS, Microsoft Azure and even Google Cloud are on fire, adding insane amounts of revenue this year. With revenue multiples higher than pre-March 2020 but lower than the peak: I don’t see too many folks arguing the Bull Case, but they should be. Customers are buying more than ever. The Bull Case is fairly straightforward.

SaaS 336

SaaS Azure Cloud AWS 336

SaaStr

MARCH 31, 2022

What you’ll see in that cloud spend box is actually Gartner’s 2020 estimate for infrastructure as a service spending for companies, which was $50 billion. And IDG just recently released the 2020 Cloud Computing Survey that showed over one third of IT budgets are spent on cloud computing technologies.

Scale 203

Scale Marketplace as a Service Cloud SaaS Payments 203

OPEXEngine

OCTOBER 25, 2019

As the close of 2019 approaches, with extreme stock market volatility and mixed economic signals, SaaS Finance execs building plans for 2020 and 2-5 years beyond don’t have an easy time. The 2020 projection is now 3.4%, compared with 3.6% in 2019 and are only projecting 3% growth worldwide in 2020, with 2% growth in the US.

Trends 40

Trends Marketing SaaS Azure 40

SaaStr

APRIL 27, 2021

After polling CIOs, Gartner found that total SaaS spend will grow from $100B in 2020 to $140B in 2022: A few interesting implications and learnings: The growth in SaaS buying should give you a +20% a year boost on top of your other sales and marketing efforts. But that’s just the start. This is your time, folks. Go make it happen.

GCP(Google Cloud Platform) 161

GCP(Google Cloud Platform) Azure AWS SaaS 161

SaaStr

JANUARY 2, 2024

Next, they moved to credits, which are very popular, with AWS and Google Cloud being great examples of companies that are always giving credits out to startups. This is where they started, but startups weren’t adopting the product as much with a discount, and there was a lot of conflict with the sales team.

Startup 187

Startup Scale Underperforming Technical Team AWS 187

SaaStr

DECEMBER 26, 2022

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% Some call this the ‘ecommercization of software,’ and this trend signals a highly disruptive shift in how we go to market with software.

Software Review 200

Software Review Software Azure Cloud 200

SaaStr

MAY 12, 2019

We all know this from AWS and Twilio on down, but Fastly is a visceral reminder. This sounds like a sane ratio for a tech company with an HQ in SF in 2019-2020. It’s also a great one to learn from, at $200m+ ARR ($45.5m GAAP revenue in Q1 ’19) because it’s in a space filled with strong competitors.

Outsourced Development 213

Outsourced Development AWS Retention Enterprise 213

OPEXEngine

OCTOBER 17, 2019

SaaS gross margins have been getting attention lately as investors dig into SaaS cost structures and revenue growth rates going into 2020. The main drivers of the cost reductions are: Hosting expense, the primary component of COR, has become more competitive, with extensive use of AWS and other hosting and network services.

Scale 40

Scale SaaS AWS Revenue 40

SaaStr

SEPTEMBER 21, 2019

The Cloud has grown 700% since the first Annual, if we use AWS as a proxy. For 2020 Annual, we’ll have: 20,000 attendees (our goal. We should easily have 3,000+ at 2020 Europa. ever SaaStrAnnual , March 10-12 in San Jose / SF Bay Area. So much has changed. We’ve added 200+ SaaS unicorns and 30+ IPOs.

Scale 161

Scale AWS Cloud Education 161

SaaStr

JANUARY 26, 2023

Average asks and multiple for the very, very SaaS companies went up 700% in the Boom from late 2020-late 2021. We’re never “going back” to how things were in late 2020 and 2021. Even If It’s Awful for Series A-E Rounds. And then … came crashing back to earth. It Was 114x in 2021.

Venture Capital 58

Venture Capital AWS SaaS Startup 58

CloudGeometry

MARCH 3, 2022

In fact, monitoring unforeseen changes in your cloud spend can be a direct indicator of how well your architecture delivers the features it was built for (see “ Run cost as architecture fitn e ss function ”, November 2020 Thoughtworks technology radar ).

Well Architected Framework 130

Well Architected Framework VPCs (Virtual Private Cloud) SaaS Cloud 130

CloudGeometry

SEPTEMBER 7, 2021

Many of the habits we’ve learned in collaboration and wrangling a distributed workforce make a difference, particularly in the new work-from-home reality of Spring 2020. Those of us who do software for a living are quite fortunate. It’s made to look effortless by any heavyweight you might name, but don’t be fooled.

DevOps as a Service 130

DevOps as a Service Software Development AWS Cloud 130

Intercom, Inc.

FEBRUARY 13, 2020

Here we are in 2020 with much better data collection than we’ve ever had. And if you think about AWS, if you think about the rise of cloud data warehousing, that is a big technology change and a big game changer for a lot of companies. We also recently wrote about the marketing tech trends we’re eyeballing in 2020: .

Scale 181

Scale Marketing AWS Machine Learning 181

OpenView Labs

JUNE 16, 2021

How Usage-Based Pricing Fueled Two 2020 IPOs. In 2020, JFrog and Snowflake went public—and both companies have a usage-based pricing model. Chargify takes a closer look at the success of Digital Ocean, AWS, Mailgun, MessageBird, and Wordstream. This post from Insight Partners discusses the benefits and best practices.

Pricing 64

Pricing Scale Forecasting AWS 64

BetterCloud

JANUARY 8, 2021

This statistic will likely change in the coming months as new data rolls in, but Statista reports that there were a whopping 540 data breaches in 2020. In AWS, these attributes are called tags. Tags can be attached to IAM principals (users or roles) and to AWS resources.” Excess permissioning increases risk.

Azure 52

Azure AWS Scale Technical Review 52

Frontegg

OCTOBER 14, 2020

Tel Aviv, October 14, 2020 – Frontegg , creators of the first platform for fast-tracking SaaS development and innovation, today announced a $5M Seed round led by Pitango , with backing from i3 Equity and Global Founders Capital. Before AWS, engineering teams had to scale their own infrastructure.

DevOps as a Service 52

DevOps as a Service K8S orchestration (Kubernetes) Innovation New CTO 52

Buffer Resources

AUGUST 16, 2023

Our hosting costs include service providers like AWS, Cloudflare, MongoDb, Twitter, etc. This means our software is hosted on the cloud and used over an internet connection via a web browser or mobile app. Merchant Fees At Buffer, we rely on Stripe, Google, and Apple for our payment processing needs. Stripe payments make up 98.5

Merchant Services 75

Merchant Services Payment Services Payment Features Payments 75

OpenView Labs

FEBRUARY 2, 2021

With last year in the rearview mirror, we can look at OpenView’s 2020 Expansion SaaS Benchmarks Report to tell us how exactly COVID-19 impacted SaaS companies. Examples of SaaS companies that have adopted this pricing model: HubSpot, Zocdoc, Salesforce, and AWS. The answer: It wasn’t as bad as many feared it’d be.

Product Marketing 58

Product Marketing Trends Scale Marketing 58

ProfitWell

SEPTEMBER 10, 2020

Running your own server to handle your customer's valuable data requires a huge investment to match the same level of security and reliability that comes baked into services like Amazon AWS and Microsoft Azure cloud. They beat their revenue forecast for the second quarter of 2020, hitting 21% growth over the previous quarter.

SaaS Payments 66

SaaS Payments Trends Merchant Services Payments 66

SaaStr

OCTOBER 31, 2019

Join us at SaaStr Annual 2020. Retail was mentioned twice, that’s it, and AWS was mentioned 78 times, so it’s probably not surprising that they’re doing this. Want to see more content like this? Alex Ferrara | Partner @ Bessemer Venture Partners. FULL TRANSCRIPT BELOW.

Cloud 100

Cloud Scale AWS Machine Learning 100

ProfitWell

MAY 12, 2020

Cloud service models in 2020. AWS — Amazon Web Services is perhaps the most used of the cloud infrastructure options. Many business owners do not know the difference between these offerings and are therefore unaware of which option is best for their company. Openshift can also be installed on your own servers for on-premise operation.

Cloud 59

Cloud Azure SaaS Underperforming Technical Team 59