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). Follow along to stay up to date!

Cost optimization & reporting 190

Cost optimization & reporting Cloud Software Azure 190

SaaStr

MAY 6, 2022

Update on cloud software multiples, charted alongside the 10Y and 5 year pre-covid NTM rev multiple average. Amazon AWS, Microsoft Azure and even Google Cloud are on fire, adding insane amounts of revenue this year. pic.twitter.com/JNnzizB82v. — Byron Deeter (@bdeeter) May 5, 2022. But what matters most for founders?

SaaS 348

SaaS Azure Cloud AWS 348

Clouded Judgement

APRIL 11, 2024

Is Software Rebounding? 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

Cloud software spending grew a stunning 23% in 2021, from $270 billion to $330 billion. In my 148 public SaaS companies (including most of the categories of this list but not AWS, Azure, GCP) the aggregate revenue is $185B. Even now, at hundreds of billions in annual spend. Gartner’s latest report illustrates just that.

GCP(Google Cloud Platform) 227

GCP(Google Cloud Platform) Azure SaaS AWS 227

Tom Tunguz

FEBRUARY 13, 2023

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. For fiscal 2022, large customers represented 61% of total revenue compared to 54% of total revenue in 2021 and 46% in 2020… Overall NDR fell, but enterprise spending remains steady.

Cloud 243

Cloud Azure Headcount Software Review 243

Clouded Judgement

NOVEMBER 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Some of these drops rival one of the worst ever software earnings reaction of Tableau in 2016! On Thursday the software index (WCLD) was up ~3%! So what’s holding up software stocks valuations?? Follow along to stay up to date!

Software Review 167

Software Review Cloud Software Azure 167

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

Neil Patel

SEPTEMBER 28, 2020

If your agency partner is worth their salt, you should be looking at this data through their own proprietary software. Here’s what makes NP Digital one of the best analytic companies in 2020: Founder expertise – Neil Patel is a rockstar in the digital marketing world, having started out in the space in 2001 as a teenager.

Technical Review 141

Technical Review Software Review Machine Learning Artificial Intelligence 141

Clouded Judgement

JUNE 20, 2023

The question on everyone’s mind - when will we see software re-accelerate? The real headwinds to software (tougher expansion, longer sales cycles / procurement, slower new business, budget crunches / RIFs, etc) started last August. And I’m optimistic we’ll see reacceleration in software by the end of the year.

Cloud 167

Cloud Software Benchmarks Scale 167

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. Follow along to stay up to date! Even a DCF is riddled with long term assumptions.

Cloud 167

Cloud Azure AWS Software Review 167

OpenView Labs

JANUARY 24, 2022

Every year Tackle surveys sellers and buyers at software companies across the spectrum—from less than $10M to over $1 billion in ARR, across multiple industries, and in roles like alliances/partnerships, sales, operations, product/development, finance, marketing, IT, and more.

Marketplace as a Service 98

Marketplace as a Service Cloud Trends Software 98

Sales Hacker

AUGUST 9, 2021

Investment in cybersecurity companies has increased more than thirteenfold since 2011, and despite the COVID-19 pandemic, 2020 was a record year for cybersecurity with over $7.8 Just over halfway into 2021, 2020’s record has already been blown out of the water, with another $11 billion invested thus far. Transmit Security. ActiveFence.

Cybersecurity 120

Cybersecurity Sales Hiring Scale Cloud 120

Clouded Judgement

MAY 26, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 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.

Cloud 144

Cloud Azure Trends Forecasting 144

Andreessen Horowitz

MAY 7, 2024

Some of the greatest software platforms in history have risen to the occasion in their respective markets to protect the enterprise against these evolving threats. In four short years, the company has grown to over $350M ARR , making it one of the fastest growing software companies of all time.

Investment 118

Investment Cybersecurity Azure Cloud 118

How To Buy Saas

MAY 26, 2025

By the end, youll understand why RAG is seen as a game-changer for bringing more factual, up-to-date, and customized AI into your software and how you can get started. It can be used for RAG by orchestrating calls to Azure Cognitive Search (a vector search service) and an LLM (like Azure OpenAI Service). Lets dive in!

Artificial Intelligence 52

Artificial Intelligence AI Search AI Scale 52

CloudGeometry

FEBRUARY 7, 2022

2020 left no doubt: the growth of cloud computing is firmly grounded in the SaaS business model. Behind the curtain, selling essentially the same software to different users and companies, again and again, relies on a distinct product architecture: secure multi-tenancy.

Well Architected Framework 130

Well Architected Framework SaaS AWS Construction 130

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

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.

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

Sales Hacker

MARCH 25, 2025

15:33 How AI agents are changing the role of traditional software tools and UI. I think particularly in the last five, even 10 years, the use of AI was used pretty freely, in different software companies. I would love your opinion on where this leaves the kind of application layer software in your eyes?

AI Search 66

AI Search AI Scale Software 66

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. Under cloud-first mandates, most companies will look at all the layers of their software stack to determine if they have the right tools to operate in the cloud era.

Marketplace as a Service 64

Marketplace as a Service Scale Cloud VP of Engineering 64

ProfitWell

MAY 12, 2020

These stand for software as a service, platform as a service, and infrastructure as a service. Cloud service models in 2020. Let's take a quick look at what it means to use software, platform, or infrastructure as service. With PaaS, developers can create everything from simple apps to complex cloud-based business software.

Cloud 59

Cloud Azure SaaS Underperforming Technical Team 59

OPEXEngine

FEBRUARY 15, 2022

Capitalized internal-use software and purchased technology. Hosting & infrastructure expenses span processing servers, data storage, internet connectivity, and any third-party software that supports SaaS security, control, and monitoring. Customer Support. Cloud Operations and Platform Support. 3rd Party Fees.

Benchmarks 52

Benchmarks Artificial Intelligence Systems Review Cloud 52

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. The maker of CRM software and the verbLIVE webinar platform, Verb Technology, raised nearly $14 million in an IPO last year.

SaaS Payments 66

SaaS Payments Trends Merchant Services Payments 66

BetterCloud

FEBRUARY 9, 2021

As companies adopt more SaaS solutions to solve business challenges, the explosion of software-as-a-service (SaaS) brings new benefits—but also new problems. IAM products such as Azure Active Directory can enable: Single sign-on (SSO). Difficulty achieving visibility. Conditional access. Multi-factor authentication (MFA).

SaaS 64

SaaS Technical Review Cloud Systems Review 64

Chart Mogul

JANUARY 28, 2022

We kept growing over the years, and by 2019 we found ourselves looking at a fleet of somewhere around 50 machines in constant need of management, software updates, security patches, and so on. And with new projects in our pipeline, we expected our compute power needs to double by the end of 2020. Why move and why now? Team expertise.

K8S orchestration (Kubernetes) 52

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

Chart Mogul

DECEMBER 22, 2021

We will support exports to Amazon S3, Microsoft Azure Blob, and Google cloud storage. In addition, we sponsored many of SlideBean’s YouTube videos including the one on SaaS metrics: the ULTIMATE guide to Software as a Service KPIs. You can find the ones from past years here – 2020 , 2019 , 2018 , 2017 , and 2016.

Software Review 52

Software Review Systems Review Payment Features PayPal 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. You have to maybe either sell to different customers, or have to build more software or be more AI. You have to build better software for less money.

Sales Hiring 317

Sales Hiring Scale SaaS AI 317

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

SaaStr

MARCH 17, 2023

Buying software has changed significantly over the past 27 years. His first software-buying journey at age 24 involved researching in magazines, calling companies, and receiving demo CDs in the mail. What did software buying look like in the ‘90s? Software was physically shipped to you after purchase.

Marketplace as a Service 246

Marketplace as a Service Software Review Technical Review Azure 246

SmartKarrot

JANUARY 18, 2022

SaaS (Software as a service) has become a buzzword in recent years. The report also highlighted that the spending in space went up to 170% in 2020. Found in 2015 by Vijay Yalamanchili, Keka, Keka is an HR and payroll management software designed for modern organizations. Found in 1996 by Sridhar Vembu, Zoho Corporation Pvt Ltd.

SaaS Payments 11

SaaS Payments Payment Solutions Payment Methods Payments 11

SaaStr

MARCH 31, 2019

RingCentral is coming up on $1b in ARR (on track for 2020), still growing 34%. SaaStr Annual 2020 Tickets Go Up $500 at Midnight! Microsoft Azure sales grew at 76% year over year in its most recent quarter. Developers’ lives matter’ – Chinese software engineers use Github to protest against the country’s 996 work schedule.

Cloud 146

Cloud Azure Scale Software Engineering 146

SaaStr

AUGUST 22, 2020

And then there was this great workplace experience of 2020, which we’re still living now. So now we’re in this, like you call it, the great workplace experiment of 2020, where we’re forced to be a hundred percent remote. I think the baseline we took was like, “Okay, well, how big is the software industry today?

Sales Recruiting 198

Sales Recruiting Cloud CTO Hire Sales Hiring 198