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 259

Scale Marketplace as a Service Cloud SaaS Payments 259

Clouded Judgement

NOVEMBER 3, 2023

This growth adjusted premium also comes at a time when the 10Y is nearly double what it was from 2010 to 2020. Maybe with the exception of hyperscalers (particularly Azure). So if you’re not valued like a growth stock you get valued more like a value stock - and the valuation metrics there look more like FCF or PE multiples.

Software Review 167

Software Review Cloud Software Azure 167

Clouded Judgement

MAY 26, 2023

Azure / Confluent / Datadog reported a few weeks back (they all had March quarter ends), and their commentary suggested the worst was behind us. In 2020 and 2021, it was growth at all costs and the mentality was let it rip. This means we got commentary for the first time on May trends. Even a DCF is riddled with long term assumptions.

Cloud 144

Cloud Azure Trends Forecasting 144

Clouded Judgement

JUNE 20, 2023

Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., This metric is more self-explanatory, so I won’t go into detail.

Cloud 167

Cloud Software Benchmarks Scale 167

CloudGeometry

FEBRUARY 7, 2022

2020 left no doubt: the growth of cloud computing is firmly grounded in the SaaS business model. Another essential benefit of identity in a tenant context is that it aids in capturing and analyzing events from logs & metrics. The tenants can then access compute resources (Lambda or Azure Functions, etc.)

Well Architected Framework 130

Well Architected Framework SaaS AWS Construction 130

SaaStr

SEPTEMBER 13, 2020

To say that 2020 has been unusual, and unprecedented, and momentous would all be understatements. Coincidentally, SaaStr Annual was slated to be February 5th, 2020 this year, where we were going to reveal that the cloud had passed the one trillion market cap mark, which was exactly one year after the SaaStr Annual 2019. Be confident.

Sales Hiring 226

Sales Hiring Scale Payments Sales Recruiting 226

Andreessen Horowitz

SEPTEMBER 25, 2023

Then we’re going to do some work together to figure out how to take those models, those platform building blocks, and get them deployed into products that Microsoft offers, like GitHub Copilot, as well as deploy these things into environments like Azure and Azure OpenAI API, where people can just build their own software on top of it.”

AI 98

AI Azure New CTO Software Development 98

ProfitWell

SEPTEMBER 10, 2020

By almost all key metrics, now is a great time to get into the SaaS business model. 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. Get ProfitWell Metrics.

SaaS Payments 66

SaaS Payments Trends Merchant Services Payments 66

ProfitWell

MAY 12, 2020

Cloud service models in 2020. ProfitWell — SaaS B2B company ProfitWell has a number of software products designed to help SaaS companies improve their outcomes, including the free ProfitWell Metrics analytics software for SaaS. Let's take a quick look at what it means to use software, platform, or infrastructure as service.

Cloud 59

Cloud Azure SaaS Underperforming Technical Team 59

OPEXEngine

FEBRUARY 15, 2022

It includes the 2020 fiscal year COGs and gross margin data of Bessemer Cloud Index companies, with annual revenues ranging from $250M-$500M. The prevalence and extremity of outliers reflected within this cohort highlight the substantial differences in business models between SaaS companies in 2020. The Devil is in the Details .

Benchmarks 52

Benchmarks Artificial Intelligence Systems Review Cloud 52

Chart Mogul

DECEMBER 22, 2021

And we know how important it is for you to be able to track your metrics on the move. They also have a VC feature that lets you track metrics for multiple ChartMogul accounts at once. We will support exports to Amazon S3, Microsoft Azure Blob, and Google cloud storage. 7 new or upgraded billing system integrations.

Software Review 52

Software Review Systems Review Payment Features PayPal 52

Chart Mogul

JANUARY 28, 2022

And with new projects in our pipeline, we expected our compute power needs to double by the end of 2020. Our options were Amazon Web Services (AWS), Google Cloud (GCP), and Azure. Why move and why now? As great of a choice DigitalOcean was, our organic growth was pushing the boundaries of our setup over the years. Team expertise.

K8S orchestration (Kubernetes) 52

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

SaaStr

OCTOBER 16, 2024

Google Cloud , Azure, and GitLab, all tied directly or indirectly to AI, are seeing massive acceleration. But Google Cloud, Azure, and GitLab are all benefiting and on fire. Security and compliance are strong, with Wiz turning down billions from Google. Crowdstrike is up and still grew 35%. Is there a bubble? Does it matter?

Sales Hiring 317

Sales Hiring Scale AI SaaS 317

Sales Hacker

MARCH 25, 2025

And then I want you to go into this tool, pull out usage metrics. cloud infrastructure and you know, many thousands, hundreds of thousands of startups, you know, built on top of Azure. I guess hindsight is 2020, but looking at apps and mobile, the pricing to me, at least just always kind of made sense.

AI Search 66

AI Search AI Scale Software 66

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. Microsoft Azure’s at incredible scale and it still grew 40% last quarter.

Scale 245

Scale SaaS Payments Scaling SaaS 245

SmartKarrot

JANUARY 18, 2022

The report also highlighted that the spending in space went up to 170% in 2020. Companies can create content that increases conversions and dialogues by using the tool’s metrics. The company offers a data analytics platform based on Amazon Web Services (AWS), Google Clouds, and Microsoft Azure. Capillary Technologies.

SaaS Payments 11

SaaS Payments Payment Solutions Payment Methods Payments 11

SaaStr

MARCH 17, 2023

According to the data, though, buyers are increasingly experimenting with cloud marketplaces, increasing from 22% in 2020 to 61% in 2021. They can provide big-picture ROI, but they don’t have hard ROI metrics, benchmarks, and success stories. If you’re buying from a 3rd party, is a cloud marketplace a better option? SaaS changed that.

Marketplace as a Service 246

Marketplace as a Service Software Review Technical Review Azure 246