Clouded Judgement

JUNE 19, 2024

Q1 earnings season for cloud businesses is now behind us. These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery. It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up).

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

SaaStr

FEBRUARY 19, 2020

We’re just 20 days away from 2020 SaaStrAnnual.com and there are so many new things in store! See you at 2020 Annual! The post How To Meet With 200+ Top CIOs, CDOs, CTOs and More at 2020 SaaStr Annual appeared first on SaaStr. And learn more here.

AWS 255

AWS Enterprise Cloud 255

SaaStr

AUGUST 9, 2024

So there’s a curious thing anyone close in venture capital fundraising and rounds today: Valuations for Hot VC Deals remain far higher than pre-March 2020 … even though growth for the overall public SaaS and Cloud companies has slowed to … all time lows. But the Cloud 100 was always outliers. Databricks is Growing 60%+ at $2.4

Venture Capital 294

Venture Capital AWS Cloud Scaling 294

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 257

Scale Marketplace as a Service Cloud SaaS Payments 257

SaaStr

NOVEMBER 6, 2023

If you’re selling cloud infrastructure, for the most part, growth may be down a smidge but is still strong, e.g., MongoDB. Growth in public cloud services (AWS, Azure, Google Cloud, Snowflake, etc.) Growth in public cloud services (AWS, Azure, Google Cloud, Snowflake, etc.)

Merchant Services 304

Merchant Services Azure Software AWS 304

SaaStr

MARCH 9, 2022

So DigitalOcean is the quiet Cloud platform that keeps on growing. 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. The Cloud is global, and Digital Ocean has followed it.

Azure 270

Azure SMB AWS Cloud 270

SaaStr

MAY 6, 2022

Many SaaS and Cloud leaders are down more than 50% from their all-time highs. But Covid did create a lot of artificial demand for Cloud products, especially the lockdown phase. Update on cloud software multiples, charted alongside the 10Y and 5 year pre-covid NTM rev multiple average. So the public markets are in tumult.

SaaS 348

SaaS Azure Cloud AWS 348

SaaStr

MAY 21, 2022

The markets for SaaS and Cloud stocks are down 50%+ in just a few months, and it hasn’t spared even the leaders. ZoomInfo was the first post-Covid IPO in June 2020, and it priced at $8.3 But they kept on going, and gong, and growing. years later, in a market down 50% …. They’re worth $2.7 Billion #golong pic.twitter.com/nA8jSXgehx.

AWS 285

AWS SaaS Cloud Scale 285

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 190

Cost optimization & reporting Cloud Software Azure 190

Clouded Judgement

OCTOBER 20, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 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. Subscribe now Share Clouded Judgement Leave a comment

Cloud 167

Cloud Azure AWS Software Review 167

SaaStr

AUGUST 4, 2022

And inflation is awful. And even SaaS and Cloud leaders that come up a tiny bit short of Wall Street’s lofty expectations are in many cases still doing incredibly well. Gartner, spending on SaaS: 2020: $120B 2021: $152B 2022: $177B 2023: $208B. . — Jason 2022 SaaStr Annual Sep 13-15 Lemkin (@jasonlk) August 3, 2022.

Venture Capital 323

Venture Capital AWS Cloud Scale 323

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

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. If you look at the historical data you’ll see there’s a very clear trendline through the end of 2020.

Cloud 184

Cloud Software Azure AWS 184

SaaStr

APRIL 27, 2021

Just how fast is SaaS and Cloud growing? Cloud software spending grew a stunning 23% in 2021, from $270 billion to $330 billion. No matter what, the wave of enterprise spending that fueled 100 SaaS and Cloud unicorns is just getting bigger and strong. One thing we know — Fast. But that’s just the start.

GCP(Google Cloud Platform) 218

GCP(Google Cloud Platform) Azure SaaS AWS 218

SaaStr

DECEMBER 26, 2022

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 245

Software Review Software Azure Cloud 245

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. But you won’t see anything that isn’t laser-focused on helping the next generation of founders and Cloud execs.

Scale 193

Scale AWS Cloud Education 193

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 86

AWS Management Cloud 86

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. A free term.

Startup 257

Startup Scale Underperforming Technical Team AWS 257

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

JANUARY 24, 2022

So, it’s no wonder that it has been a massive year in the Cloud Marketplace business. We thought it would be great to take a look back at our State of the Cloud Marketplaces Report and share some of the key findings for those who may be planning to launch their Cloud Marketplace business in 2022. .

Marketplace as a Service 98

Marketplace as a Service Cloud Trends Software 98

SaaStr

OCTOBER 31, 2019

Bessemer Venture Partners’ Alex Ferrara takes a look at trends and predictions for the cloud industry in 2019. One of the most popular sessions from SaaStr Annual, this presentation will provides an in-depth look at the cloud computing industry across Europe and globally. Join us at SaaStr Annual 2020. A few more.

Cloud 107

Cloud Scale AWS Machine Learning 107

IT World

JUNE 7, 2020

Everything seems to be moving to the cloud these days, so what about storage? Is it time to unplug those expensive data center storage appliances and migrate all of that data to the cloud? Tech Spotlight: Cloud Computing. The 2020 IDG Cloud Computing Survey (InfoWorld). Reskilling IT for the cloud (CIO).

Cloud 69

Cloud AWS Enterprise Pricing 69

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. Lack of modern cloud features and managed services.

K8S orchestration (Kubernetes) 52

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

CloudGeometry

MARCH 3, 2022

Cost to serve a customer-facing feature is money that comes out of your pocket, and goes straight into the cloud provider’s pocket. When you want to procure more cloud resources faster, cloud providers make it easiest to buy speed, whether or not that pays off for you in the long run. It‘s almost always a function of time.

Well Architected Framework 130

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

CloudGeometry

FEBRUARY 7, 2022

2020 left no doubt: the growth of cloud computing is firmly grounded in the SaaS business model. The Fundamental Goal of SaaS Tenant Isolation Selling the same software to different users relies on using cloud-based resources that can be leveraged across different customers. Optimize cloud economics and drive Business Goals.

Well Architected Framework 130

Well Architected Framework SaaS AWS Construction 130

Intercom, Inc.

DECEMBER 2, 2021

Mike Stewart, the former Senior Principal Engineer at Intercom, sat down to talk with Jamie in October 2020 about that word and why he uses it so much at work. Liam Geraghty: Brian sat down to chat with Jamie about them in November 2020. This time, some automation that was owned by AWS. Here’s Jamie.

Engineering 178

Engineering Technical Review Underperforming Technical Team Systems Review 178

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. DevOps changed software development – whether cloud-native, cloud-hosted or “Oops! I forgot to move to the Cloud” – in two healthy ways.

DevOps as a Service 130

DevOps as a Service Software Development AWS Cloud 130

SaaStr

SEPTEMBER 13, 2020

373: Bessemer’s 5th Annual State of the Cloud Report returns for a definitive look at the cloud industry today. To say that 2020 has been unusual, and unprecedented, and momentous would all be understatements. We want to take you through the cloud journey over the last several years. That was February 5th, 2019.

Sales Hiring 220

Sales Hiring Scale Payments Sales Recruiting 220

OpenView Labs

DECEMBER 15, 2020

In February 2020, the public cloud market surpassed a $1 trillion market cap, with a 45% growth rate, as reported in Bessemer Venture Partners’ 2020 State of Cloud report. This data revealed a clear picture of where cloud marketplaces are heading in 2021. Here’s what we learned. .

Marketplace as a Service 64

Marketplace as a Service Scale Cloud VP of Engineering 64

SaaStr

JUNE 3, 2020

It’s 2020 and SaaS buyers are more skeptical and suspicious, more disbelieving, more unconvinced than they were in 2019. And G2 Gives, we partner with philanthropies, we partner with some of our customers like AWS and Google Cloud, who can then make donations for every review, to thank their customers. FULL TRANSCRIPT BELOW.

Software Review 234

Software Review Scale Technical Review SaaS 234

ProfitWell

MAY 12, 2020

The three major cloud service models are SaaS, PaaS, and IaaS. Cloud service models in 2020. We are not considering those in our comparison of cloud services. With PaaS, developers can create everything from simple apps to complex cloud-based business software. The benefits when choosing each cloud service.

Cloud 59

Cloud Azure SaaS Underperforming Technical Team 59

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

NOVEMBER 13, 2020

I wanted to have another fun, informal conversation with, one of, I think, the most insightful and smartest cloud investors, Sunil Dhaliwal. Interesting for a couple reasons, but Sunil’s been investing in cloud internet since before almost anybody. ” Making this up, the 2020 version. “Zoom sucks. It is a proxy.

Sales Recruiting 199

Sales Recruiting Development Team Review Technical Review Sales Hiring 199

ProfitWell

DECEMBER 19, 2019

Building credibility as a cloud-based business is harder than ever. From AWS and cloud storage providers to hosting companies and internal servers, building a secure SaaS product starts at this base layer. According to Gartner research , customers will be responsible for 95% of cloud security failures by 2020.

SaaS Payments 74

SaaS Payments Payment Services Technical Review Payment Methods 74

ProfitWell

SEPTEMBER 10, 2020

Gartner is estimating that the cloud services industry as a whole will outpace the growth of overall IT services by a factor of three, with SaaS making up $143.7 28% of IT spending will shift to the cloud by 2022. Gartner is also predicting that nearly a third of IT spending will shift to the cloud by that same year.

SaaS Payments 66

SaaS Payments Trends Merchant Services Payments 66

Buffer Resources

AUGUST 16, 2023

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

Merchant Services 98

Merchant Services Payment Services Payment Features Payments 98

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