Clouded Judgement
JUNE 19, 2024
GCP data is a bit more noisy as they don’t disclose GCP itself, but rather Google Cloud which includes GSuite. The graph below shows the median net retention going back to 2020. The graph below shows the median net retention going back to 2020.
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.
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Clouded Judgement
OCTOBER 11, 2024
We all know 2020 and 2021 was the year of excessive software buying fueled by ZIRP. The hyperscalers (AWS, Azure, GCP) are always some of the first companies to report earnings during earnings season (coming up in 2 weeks), and there’s always a read through for consumption names (meaning people believe there’s a correlation).
Clouded Judgement
MAY 3, 2024
We now have results from the three hypersclaers (AWS / Azure / GCP). This is lower than Q1 2020 (right at the onset of Covid) when everyone seemed to guide lower given the unknowns of Covid. Subscribe now Cloud Giants Report Q1 + Early Look at Software Results Q1 earnings seasons has officially kicked off!
BetterCloud
MAY 21, 2021
At the start of 2020, Forrester predicted that 17% of the $13 trillion in B2B spend would flow through marketplaces by 2023. However, as B2B e-commerce continues to boom amid the COVID-19 pandemic, Forrester now believes this could become reality as early as this year. Why Google? How this benefits you.
OpenView Labs
JANUARY 24, 2022
It’s clear that buyers are racing to the Cloud Marketplace, like those offered by AWS, Azure, GCP, and IBM / Red Hat, and sellers are eager to tap into the Cloud budget to help their buyers get started fast or scale contracts fueled by cloud budget growth. All of them said they were likely or extremely likely to purchase this way again. .
CloudGeometry
FEBRUARY 7, 2022
2020 left no doubt: the growth of cloud computing is firmly grounded in the SaaS business model. Some of these include: Create a cluster of nodes per tenant Use IAM and other platform constructs to prevent tenant boundary-crossing. Investors like Bessemer have bet and made billions on the SaaS trajectory.
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