SaaStr
DECEMBER 28, 2023
And broader Cloud players had great years too, from MongoDB to Cloudflare to Azure, if not quite as crazy as at the peak of 2021. But the trend of slowing growth in 2023 wasn’t just a thing — it was an All Time Low. Still, the trend line does make you worry a smidge. We’ve always bounced off the lows.
Clouded Judgement
AUGUST 11, 2023
Every week I’ll provide updates on the latest trends in cloud software companies. While it is too early to call an end to cloud optimization and a significant level of macro uncertainty remains, these new trends, along with the tenor of our customer interactions are encouraging.” Follow along to stay up to date!
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Tom Tunguz
JANUARY 23, 2023
The transcript highlights the major trends in software of 2023. Below, I’ve listed those trends with data & excerpts from the earnings call transcript. We saw moderated consumption growth in Azure and lower-than-expected growth [elsewhere]. UIPath, the leader in RPA reported 10,650 customers in October 2022.
Clouded Judgement
OCTOBER 27, 2023
Every week I’ll provide updates on the latest trends in cloud software companies. You can see some quotes from Azure / AWS in my Q2 recap , and pasted below. AWS was the the most positive sounding when it came to trends around optimizations. On Tuesday, Azure and Google spooked the market. which feels unlikely.
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.
SaaStr
DECEMBER 26, 2022
In this session, she shares insights and trends from research conducted this year that can help software buyers and sellers make smarter decisions about software and the market. . G2 track data supports expected spending increase in 2022 with average quarterly SaaS spending up 15% YoY.”. Third-party partnerships, including tackle.io
Clouded Judgement
JANUARY 6, 2023
Every week I’ll provide updates on the latest trends in cloud software companies. Cloud Downgrades This week UBS came out with a couple research reports citing concerns in AWS / Azure growth. If we rewind back the clock to the start of 2022 the big debate was rates. This brings me back to AWS / Azure downgrades.
Expert insights. Personalized for you.
305 
Let's personalize your content