2021 Azure Payment Features Revenue 
Clouded Judgement
JULY 28, 2023
AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. This week we had two of the hypserscalers report (Microsoft / Azure and Google / GCP), and everyone was eager to see their results. What happened in 2021 is that phase 2 (expansion of usage) was turbo charged.
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. Revenue multiples are a shorthand valuation framework. Overall Stats: Overall Median: 5.5x
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Clouded Judgement
JUNE 20, 2023
On the Microsoft earnings call they said (related to Azure): “But at some point, workloads just can't be optimized much further. Beating consensus revenue estimates is the first aspect of a successful quarter. The formula to calculate this is: (Q1 ’23 revenue) / (Q1 ’22 revenue) - 1.
Chart Mogul
DECEMBER 20, 2022
If you thought 2021 was a busy year for product development at ChartMogul, we shifted into hyperdrive for 2022. Product analytics, customer data or user feedback from your CRM, as well as revenue analytics, all play an essential role in understanding and growing your business. See future changes to your recurring revenue with CMRR.
Chart Mogul
DECEMBER 22, 2021
What’s new in ChartMogul in 2021? Our mission is to build the world’s most powerful subscription analytics platform for the SaaS community. Building the leading subscriptions analytics platform means listening to our customers, and implementing changes to the product that bring them the most value. So let’s dive in.
All that Saas
JULY 8, 2021
That is why you need to step up your email marketing game in 2021. What are the Best Email Marketing Services in 2021? The software integrates well with over 65 tools like Microsoft Azure, Google Compute Engine, Google App Engine, and many others to deliver a seamless user experience. Twilio SendGrid. Key Features.
OPEXEngine
FEBRUARY 15, 2022
Paired with gross margin (GM), cost of goods (COGs) tells investors in a single glance about the profitability of revenues, SaaS business model purity, and company efficiency. It includes the 2020 fiscal year COGs and gross margin data of Bessemer Cloud Index companies, with annual revenues ranging from $250M-$500M.
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