2022 Azure Metrics Sales 
Tom Tunguz
FEBRUARY 13, 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. Turning to our customer metrics in the fourth quarter. Channel sales have become stronger. Yesterday, Cloudflare announced earnings.
Clouded Judgement
OCTOBER 28, 2022
Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. At the same time, Azure came in below expectations. Azure called out an incremental $800m of costs expected throughout the year (they just finished their Fiscal Q1). The economy grew 2.6%
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Clouded Judgement
AUGUST 11, 2023
. “New logo and new product bookings and deal cycles haven't been impacted by the period of optimization and we continue to see healthy growth on the sales side. From a new logo bookings perspective, we had our largest Q2 and second largest quarter ever, only behind the seasonally larger Q4 2022.”
OPEXEngine
FEBRUARY 15, 2022
Just as SaaS companies are aware that hosting, professional services, customer support, and third-party licenses, sit squarely in COGs—so too are there continuing questions about whether customer success, sales commissions, and R&D expenses should sit in COGs or should be in OPEX.
Clouded Judgement
FEBRUARY 17, 2023
Retail sales / PPI also came in very hot, supporting the “strong consumer” narrative. They just reported Q4 ‘22, and in the full year 2022 they grew 63%. As you can tell, there’s a BIG drop-off projected in 2023 Like Azure, they called for a big slowdown of consumption trends in the month of December.
ProfitWell
SEPTEMBER 10, 2020
By almost all key metrics, now is a great time to get into the SaaS business model. billion by 2022. 28% of IT spending will shift to the cloud by 2022. Get ProfitWell Metrics. ProfitWell Metrics is a free analytics tool that was designed specifically for the SaaS market. Track the below metrics.
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.
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