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.
SaaStr
NOVEMBER 18, 2023
And realistically, most won’t have the metrics to pull off another round. 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. And 38% have 12 or less months of runway left.
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SaaStr
DECEMBER 20, 2023
jasonlk) December 19, 2023 5 Interesting Learnings: #1. Growing Almost 50% as Approaches $2B in ARR The exact growth rate is based on an The Information report from a few weeks ago, and it seems about right looking at their published metrics. That’s awfully impressive. Importantly, growth has accelerated this year.
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.
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.”
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!
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).
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