SaaStr

FEBRUARY 10, 2022

We wanted to give a special shout-out to some of our newest sponsors for SaaStr Annual 2022. Everstage is a no-code commissions automation platform that removes recurring busywork for your Ops and Finance teams and provides a transparent and gamified incentives experience to your customer-facing teams. Grab tickets here.

Cloud 275

Cloud GCP(Google Cloud Platform) Payments SaaS Payments 275

Tom Tunguz

JULY 26, 2022

Google’s growth rate fell to 35%, a 29% decline from the trailing 4 quarter average of 49% annual revenue growth. GCP’s data point is less rosy. Here are some hypotheses: Google may have greater customer concentration in GCP than Azure. Regardless, Amazon’s data will break the tie Thursday.

GCP(Google Cloud Platform) 223

GCP(Google Cloud Platform) Cloud Azure AWS 223

Clouded Judgement

SEPTEMBER 19, 2023

Tabular is a compelling data lakehouse solution, meaning it brings data warehouse functionality (SQL semantics + ease of use) to the data lake (cost-efficient and scalable). If you want your data platform to run like those at Netflix, Salesforce, Stripe, AirBNB and many others (i.e. Let's dive in.

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

Clouded Judgement

MAY 31, 2024

” Time will tell… Data in chart below show’s the change in full year guide from this quarter vs last quarter. Feels like investors are broadly more comfortable waiting for the data to show up. The “power of the bundle / platform” is very real. Coming in to Q1 there was broader optimism.

Cloud 187

Cloud Software GCP(Google Cloud Platform) AI 187

OpenView Labs

JANUARY 24, 2022

We thought it would be great to take a look back at our State of the Cloud Marketplaces Report and share some of the key findings for those who may be planning to launch their Cloud Marketplace business in 2022. . From our 2021 State of Cloud Marketplaces Report , here are three recommendations for software sellers in 2022. .

Marketplace as a Service 77

Marketplace as a Service Cloud Trends Software 77

Clouded Judgement

OCTOBER 28, 2022

Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. The other piece is higher energy costs (to service their data centers). Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date!

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

AUGUST 11, 2023

From a new logo bookings perspective, we had our largest Q2 and second largest quarter ever, only behind the seasonally larger Q4 2022.” However, it’s not showing up in the data yet. The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs).

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130