SaaStr

APRIL 14, 2023

cons is closer to 16% growth — Jordan Novet (@jordannovet) April 13, 2023 So Amazon came out with its latest annual shareholder letter and it was even more cautious on AWS growth than I was expected. AWS said they weren’t going to push folks to sign punitivate contracts, or block downgrades, etc. Growing, yes.

AWS 283

AWS Scale Sales Management 283

Tom Tunguz

FEBRUARY 2, 2023

A year ago, AWS, GCP, & Azure averaged 44% annual growth. Amazon: We expect [customer] optimization efforts will continue to be a headwind to AWS growth in at least the next couple of quarters. So So far in the first month of the year, AWS year-over-year revenue growth is in the mid-teens. Amazon: Net sales increased $21.4

GCP(Google Cloud Platform) 313

GCP(Google Cloud Platform) Cloud AWS Sales Hiring 313

SaaStr

MAY 2, 2023

A few of us are seeing no macro impacts, but probably the biggest tell are Cloud platform giants — AWS, Azure and Google Cloud. They see overall SaaS spend still growing a very healthy 18% in 2023 to almost $200 Billion Worldwide in 2023. The post Gartner: SaaS Will Still Grow 18% in 2023 to $200 Billion Worldwide.

Azure 271

Azure AWS SaaS Cloud 271

SaaStr

FEBRUARY 2, 2023

In February 2023, we’re heading to Singapore for our first APAC event and we wanted to give a special shout-out to some of the companies that will be there with us! We’ll see 1,000+ of the best SaaS founders, execs, and VCs February 22-23 at SaaStr APAC 2023 ! At SaaStr, our partners are an integral part of our events.

Cloud spend optimization 260

Cloud spend optimization AWS Scale compliance 260

SaaStr

NOVEMBER 3, 2022

SaaStr events couldn’t happen without our partners, and we wanted to give a special shout-out to some of our newest sponsors for SaaStr Annual 2023. Secureframe allows companies to get compliant within weeks, rather than months and monitors 100+ services, including AWS, GCP, and Azure. appeared first on SaaStr.

Payments 261

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions 261

SaaStr

AUGUST 9, 2023

Ok we’ll keep this page and list updated all the way through 2023 SaaStr Annual on Sep 6-8 in SF Bay Area!! Greenhouse has a great co-hosted after-party event with HiBob around WorkTech on September 6 at 7 pm PT here: [link] Mission Cloud and AWS are hosting a happy hour at the Paul Martin’s just near the campus.

AWS 246

AWS Cloud SaaS Sales 246

SaaStr

OCTOBER 13, 2022

In June 2023, we’re heading back to London for SaaStr Europa and we wanted to give a special shout-out to some of the companies that will be there with us! Secureframe allows companies to get compliant within weeks, rather than months and monitors 100+ services, including AWS, GCP, and Azure. Grab tickets here. .

GCP(Google Cloud Platform) 257

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 257

SaaStr

AUGUST 19, 2023

We’re adding the final batches of Workshops and Braindates for 2023 SaaStr Annual!! The post 55+ New Workshops and Braindates for 2023 SaaStr Annual appeared first on SaaStr. Ok we are close!! Ari Lee Bayme, Managing Director @ Sandfox Advisors See You There!! Ari Lee Bayme, Managing Director @ Sandfox Advisors See You There!!

VP of Engineering 246

VP of Engineering AWS Engineering AI 246

SaaStr

NOVEMBER 18, 2023

At a practical level though, the headlines in 2024 may actually look much worse than 2023 for startup failures. So many were able to cut the burn and stretch their cash through 2023. Folks that raised in the Go-Go Times of 2021 in many cases have been able to stretch their cash through 2023. But you can only cut so much.

Startup 357

Startup Venture Capital Azure AWS 357

SaaStr

OCTOBER 6, 2022

SaaStr events couldn’t happen without our partners, and we wanted to give a special shout-out to some of our newest sponsors for SaaStr Annual 2023. The platform automates the provisioning of your application to the cloud (AWS, GCP, Azure), integrating cloud ops, DevOps, and security/compliance with 24×7 monitoring and support.

GCP(Google Cloud Platform) 246

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 246

SaaStr

MAY 16, 2022

So follow AWS, Azure and Google Cloud. Let’s look a whole level up to the real canaries-in-the-coalmine: AWS, Azure and Google Cloud. And AWS grew 37% at a $74B run-rate , down a bit from 39% the prior quarter but still adding an insane amount of new revenue. In 2023, it will be $750B. jasonlk) May 16, 2022.

Cloud 293

Cloud Azure AWS Engineering 293

SaaStr

JANUARY 20, 2023

The full agenda has just launched for SaaStr APAC 2023! It will be the #1 place to talk SaaS, learn SaaS, and share SaaS learnings in APAC in 2023! We’ll have dozens and dozens of workshops, braindates, and much more! The post The Full SaaStr APAC Agenda for Feb 22-23 in Singapore is Here! appeared first on SaaStr.

AWS 293

AWS Cloud Trends Startup 293

SaaStr

NOVEMBER 6, 2023

In fact, In fact, Gartner sees overall global software spend growing faster in 2024 than 2023, a very health +13.8% — and crossing $1 Trillion in total spend for the first time! Growth in public cloud services (AWS, Azure, Google Cloud, Snowflake, etc.) With some big caveats. But it’s not that simple.

Merchant Services 307

Merchant Services Azure Software AWS 307

SaaStr

DECEMBER 20, 2023

jasonlk) December 19, 2023 5 Interesting Learnings: #1. From 60 Million Users in September 2021 to 170 Million in December 2023 It certainly helps that Canva in many ways is as B2C as it is B2B, as it fuels a huge TAM. That’s awfully impressive. Importantly, growth has accelerated this year.

AWS 307

AWS B2C Scaling AI 307

SaaStr

DECEMBER 27, 2023

Many have used Digital Ocean at the cheaper, simpler version of AWS-Azure-Digital Ocean to get going fast and quickly. Customers Just Tried to Optimize Their Spend — Even Tiny Ones You might not think smaller Digital Ocean customers would be putting as much energy into optimizing their cloud spend as say a $1m a month AWS customer.

Scale 291

Scale AWS Azure Cloud 291

SaaStr

NOVEMBER 13, 2022

Check out this week’s top blog posts, podcasts, and videos: Top Blog Posts This Week: Datadog, ZoomInfo, Atlassian, AWS: Epic Growth — But Some Real Headwinds For The First Time. Gartner: SaaS Spend In the Enterprise Will Grow 17% to $195 Billion in 2023. 5 Interesting Learnings from Duolingo at $360,000,000 in ARR.

Sales Recruiting 291

Sales Recruiting AWS Compensation Enterprise 291

FastSpring

NOVEMBER 9, 2023

It is the largest in-person event in the country—2,000+ attendees, 800+ companies, and 100+ speakers—along with features such as Betakit Keynote Stage, AWS Pitchfest, Workspaces Tradeshow. The post Join FastSpring at SaaS North 2023! The conference is jam packed with networking opportunities too! appeared first on FastSpring.

Merchant Services 158

Merchant Services SaaS Payments Payment Methods Payment Services 158

SaaStr

AUGUST 4, 2022

And inflation is awful. Gartner, spending on SaaS: 2020: $120B 2021: $152B 2022: $177B 2023: $208B. . — Jason 2022 SaaStr Annual Sep 13-15 Lemkin (@jasonlk) August 3, 2022. So are we in a downturn in SaaS? Certainly, segments are. eCommerce, video, and more are having post-crazy growth hangovers. At least, in many segments.

Venture Capital 326

Venture Capital AWS Cloud Scale 326

SaaStr

AUGUST 3, 2024

Overall Cloud spending has bounced back off lows for sure: AWS at a $105B run rate growing 19% Quarterly YoY growth trends below. Yes, AI has fueled Nvidia and Google Cloud and Microsoft and AWS to massive growth, and growth that has accelerated the past few quarters. OneStream had an epic SaaS IPO at $500m ARR, growing 34%.

AWS 235

AWS Scale Social Media SaaS 235

SaaStr

DECEMBER 26, 2022

The role of AWS, Azure, and Google Cloud Marketplace is becoming increasingly important. “45% The post What to Know About the Software Buying Landscape in 2023: What’s Changed, What’s the Same, and What Your Buyers Want with G2 CMO Amanda Malko (Video) appeared first on SaaStr.

Software Review 245

Software Review Software Azure Cloud 245

SaaStr

NOVEMBER 15, 2023

jasonlk) November 13, 2023 Not every area of SaaS and Cloud is seeing big “macro” impacts. 64% of Large Customers Sourced From Partners They are AWS’s largest cybersecurity partner. – 26% Free Cash Flow – 125% NRR – $48B Market Cap — Up 94.58% this year (!) 5 Interesting Learnings: #1.

Cybersecurity 293

Cybersecurity AWS Benchmarks Cloud 293

SaaStr

JANUARY 29, 2023

Even If It’s Awful for Series A-E Rounds. SaaStr 629: CRO Confidential: Sales Recruitment in 2023 For Candidates and Hiring Managers With Flexport’s Ben Braverman   3. Each week, we round up our most popular content so you can catch up on anything you may have missed. A 6 Part Test to Help You Get It Right.

Sales Recruiting 244

Sales Recruiting Sales Hiring Scale AWS 244

SaaStr

JUNE 28, 2023

Still, 2023 has started more slowly. #5. And again a challenge to everyone in SaaS to go global. #4. 2022 Growth Was Down from 2021, But Almost the Same as 2020. Growth was 35% in both 2022 and 2020. Another simple example of 2021 being the outlier year. Not Yet Non-GAAP Profitable. This likely explains the modest multiple and market cap.

Scale 258

Scale AWS Scaling Revenue 258

SaaStr

SEPTEMBER 28, 2023

Can You Get Away Without Single Sign-On When Closing Bigger Customers In 2023? If you go back 10-15 years, when people ask about build vs. buy for the long-term, people would consider building their own data center if they were spending $100k/month on AWS. No, you can’t. You can’t just use Google login.

Enterprise readiness 283

Enterprise readiness Payment Solutions Enterprise Payments 283

SaaStr

JULY 8, 2023

At AWS Reinvent, if your customers are there. The first time we sponsored, here are the 5 things we did to stand out: — Sam Blond (@samdblond) February 7, 2023 The post Why Booths Work at Top Industry Events. At Dreamforce, if you are in the SFDC ecosystem. At Shoptalk, if you are in eCommerce. Events solve for this.

AWS 260

AWS Enterprise Pricing Marketing 260

Panintelligence

NOVEMBER 28, 2023

Panintelligence recognized as Rising Star Partner of the Year (ISV) – EMEA finalist, one of many AWS Partners around the globe that help customers drive innovation. Geo and Global AWS Partner Awards recognize a wide range of AWS Partners, whose business models have embraced specialization, innovation, and cooperation over the past year.

AWS 64

AWS Innovation Business Model Metrics 64

Tom Tunguz

NOVEMBER 8, 2023

The Pendulum Swings to Small Data : Modern Mac laptops have the same computational power as the AWS servers Snowflake used to launch the company. Cost Pressures Continue : The dominant theme of 2023 is doing more with less.

Artificial Intelligence 227

Artificial Intelligence Trends Data Software Review 227

SaaStr

MAY 15, 2024

That’s up from 60% in 2023. In B2B, you also have fixed costs, but you can diversify monetization based on tokens or seats, or in the case of AWS, however you like. Lesson #2: Conversion to Paid Is Fairly Low While Free Trial Offerings Are Way Up 70% of mobile subscription apps now offer free trials, at least in part.

Payment Features 301

Payment Features Subscription B2B Mobile 301

SaaStr

DECEMBER 27, 2023

Customers range from AWS skills-builder platforms with billions of users to Zoom using it for customers and employees. Between 2016 and 2023, you see the ACV (average contract value) going up and up. They’re also growing fast and are nicely profitable. Let’s dive into it. Instead, it was growth at all costs.

Sales Hiring 277

Sales Hiring Scale SMB Outsourced Development 277

SaaStr

APRIL 21, 2023

In 2023, highly personalized outbound to the right buyers always generates conversations, and mediocre outbound with trite cadences often gets you nowhere. Pick one or two and do them well. Tip #1: Outbound Done Well Works A lot of founders say outbound doesn’t work for them. But make sure you’re good at it!

Outsourcing Services 259

Outsourcing Services Scale Outsourced Development Marketing 259

Clouded Judgement

JANUARY 6, 2023

Cloud Downgrades This week UBS came out with a couple research reports citing concerns in AWS / Azure growth. As I’ve talked about before, the big risk for 2023 are fundamentals - are forward estimates too high? This brings me back to AWS / Azure downgrades. Follow along to stay up to date!

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

Clouded Judgement

OCTOBER 27, 2023

Subscribe now Cloud Giants Report Q3 ‘23 Not a great signal for software this week from the Cloud Giants (AWS, Azure and Google Cloud)…After Q2 (3 months ago), the tone from the Cloud Giants around optimizations was largely: optimizations have started to ease, and net new workloads have picked up. That is not new.”

Cost optimization & reporting 157

Cost optimization & reporting Cloud Azure AWS 157

Clouded Judgement

FEBRUARY 3, 2023

A 2023 recession feels less likely, with 2024 being the more realistic timing if we do in fact get to a deeper recession. From the S&P to software, consensus was 2023 estimates were too high, and set to fall meaningfully. Let’s imagine a world where we don’t have a recession in 2023. The market was offsides.

Cloud 130

Cloud Azure AWS Generative AI 130

SaaStr

AUGUST 10, 2023

They had open cores and created enterprise features around it to protect the business model until it got torpedoed by AWS early on. So the not-so-simple answer here is if you’re starting from scratch in 2023… You should only ever consider doing both open-source and cloud services simultaneously.

Scale 243

Scale Scaling Sales Hiring Cloud 243

Clouded Judgement

MAY 10, 2024

After a strong finish in Q4, we saw a return to weaker demand conditions in the first quarter, similar to what we experienced in 2023. If I had to sum up software earnings in one quote it would be the following from Yamini Rangan, the Hubspot CEO: “Switching gears to macro.

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

Clouded Judgement

SEPTEMBER 15, 2023

AWS growth seems to be re-accelerating, and qualitative feedback from a number of companies in Q2 (especially those with July quarter ends) suggested new customer bookings conversations were picking up. The graph below shows the difference between 2024 consensus growth rates and 2023 consensus growth rates (so 2024 growth minus 2023 growth).

Software Review 130

Software Review Cloud Software AWS 130

Clouded Judgement

MAY 31, 2024

This can lead to an airpocket of valuation as companies transition to a different primary valuation metric Outside of the hypserscalers (Azure, AWS, GCP) who have uniquely benefited from AI revenue (mainly selling compute), everyone else has largely struggled. Coming in to Q1 there was broader optimism. Q4’s were generally good!

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184