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 317

Startup Venture Capital Azure AWS 317

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. The surge in pipeline is notable given the uncertainty in the market but the close rates are low & sales cycles slow : another confirmatory data point for startups to plan cautiously in 2023.

Cloud 231

Cloud Azure Headcount Software Review 231

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. As I’ve talked about before, the big risk for 2023 are fundamentals - are forward estimates too high?

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

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. Our mission is to build powerful and secure cloud software for subscription businesses of all sizes, with a strong emphasis on good design and ease of use.

Payments 230

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions 230

Clouded Judgement

JANUARY 27, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Azure (Microsoft) Quarter The week the first of the cloud giants reported - Azure. Early Look at 2023 Guides Given the Azure weakness reported on Tuesday, all software tumbled Wednesday morning with most names down 5-10%.

Cloud 141

Cloud Azure Pricing Subscription 141

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) 206

GCP(Google Cloud Platform) Azure AWS compliance 206

SaaStr

NOVEMBER 6, 2023

If you’re selling cloud infrastructure, for the most part, growth may be down a smidge but is still strong, e.g., MongoDB. 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!

Merchant Services 272

Merchant Services Azure Software AWS 272

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! Our mission is to build powerful and secure cloud software for subscription businesses of all sizes, with a strong emphasis on good design and ease of use.

GCP(Google Cloud Platform) 197

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 197

Clouded Judgement

FEBRUARY 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 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. Market Offsides.

Cloud 130

Cloud Azure AWS Generative AI 130

Tom Tunguz

APRIL 25, 2023

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. Google Cloud Platform (GCP) & Microsoft Azure had strong quarters with about 28% annual revenue growth each. The total customer count for Azure’s OpenAI has grown dramatically.

AI Search 209

AI Search AI Azure GCP(Google Cloud Platform) 209

Clouded Judgement

MAY 26, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Azure / Confluent / Datadog reported a few weeks back (they all had March quarter ends), and their commentary suggested the worst was behind us. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 141

Cloud Azure Trends Retention 141

Tom Tunguz

JULY 25, 2023

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. At last, we see a change in slope in the annual growth rates of the cloud services. Both Google & Microsoft announced growth rates in GCP & Azure that held steady from one quarter to the next.

Azure 204

Azure GCP(Google Cloud Platform) AI Cloud 204

Clouded Judgement

AUGUST 11, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. The weakness they called out was from larger cloud-native businesses. The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs). Follow along to stay up to date!

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

SaaStr

DECEMBER 27, 2023

So is it possible to be too efficient in SaaS and Cloud? Many have used Digital Ocean at the cheaper, simpler version of AWS-Azure-Digital Ocean to get going fast and quickly. Even small cloud customers worked to bring down their spend in 2023. #5. And if so, maybe that’s Digital Ocean. But you’d be wrong ?

Scale 234

Scale AWS Azure Cloud 234

Clouded Judgement

FEBRUARY 17, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 9:48 PM ∙ Feb 12, 2023 158 Likes 26 Retweets To make the analogy clear to non-football fans: it’s much easier to get inflation from 6% to 4% than from 4% to 2%. However, they guided for 2023 and called for 23-24% growth.

Cloud 130

Cloud Azure Revenue Subscription 130

IT World

JANUARY 25, 2023

Microsoft on Tuesday said it expects the growth across its cloud business to temper down through 2023 as enterprises brace for economic headwinds. The Windows-maker reported 29% growth in total cloud revenue to $21.5 These numbers exclude the impact of currency fluctuations. To read this article in full, please click here

Cloud 96

Cloud Azure AI Enterprise 96

Tom Tunguz

SEPTEMBER 26, 2022

Look no further than the massive companies pushing the public & the private market forward: Snowflake, Databricks, Amazon, Azure, Google Cloud. On October 25th, I’ll share my 10 predictions for data in 2023 at The Impact Data Summit. Cloud databases generated $39b in spend , about half of all database revenue.

Data 242

Data Azure Machine Learning Artificial Intelligence 242

SaaStr

DECEMBER 26, 2022

Tackle.io’s 2021 state of cloud marketplaces report highlighted a similarly dramatic shift. In a 2020 survey, 22% purchased software through a cloud marketplace versus 60% in 2021. The role of AWS, Azure, and Google Cloud Marketplace is becoming increasingly important. “45%

Software Review 203

Software Review Software Azure Cloud 203

Clouded Judgement

NOVEMBER 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. After all, the real headwinds to software started in the Q3 / Q4 2022 timeline, so by Q3 / Q4 2023 we’d start lapping those tough periods. Maybe with the exception of hyperscalers (particularly Azure). Follow along to stay up to date!

Software Review 161

Software Review Cloud Software Azure 161

Clouded Judgement

JUNE 20, 2023

Q1 earnings season for cloud businesses is now behind us. On the Microsoft earnings call they said (related to Azure): “But at some point, workloads just can't be optimized much further. As you can see from the data below most cloud businesses beat the consensus estimates for Q1.

Cloud 161

Cloud Software Benchmarks Scale 161

Audacix

FEBRUARY 4, 2024

Table Of Contents SaaS cloud security tools and SaaS providers act as a constructive bridge for cloud infrastructure and application protection. However, the path to SaaS cloud security can be challenging. Opting for cloud security as a service from the best SaaS provider and shifting left is the way to move forward.

Outsourcing Services 52

Outsourcing Services Cloud Outsourced Development Software Review 52

User Pilot

JULY 18, 2023

15 best product management software solutions of 2023 Here’s our list of product management software tools that can help you achieve your product goals. Figma – for product designing and prototyping Figma is a cloud-based all-in-one design platform. Product management software: ProductPlan.

Software Review 87

Software Review Software Management Azure 87

OpenView Labs

JANUARY 24, 2022

So, it’s no wonder that it has been a massive year in the Cloud Marketplace business. 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. .

Marketplace as a Service 77

Marketplace as a Service Cloud Trends Software 77

Blulogix

OCTOBER 11, 2023

MSPs typically manage a myriad of services, from cloud infrastructure to software applications and more. However, in today’s fast-paced business landscape, Read More » November 8, 2023 Blog Transforming the Technology Industry: The Power of Usage-Based Pricing The technology industry is in the midst of a profound transformation.

Payment Features 52

Payment Features Management Azure AWS 52

Blulogix

NOVEMBER 8, 2023

Whether it’s cloud computing resources, software applications, or data storage, usage-based pricing offers adaptability and efficiency. Enter Usage-Based Pricing – a revolutionary model that’s changing the game. This model allows customers to pay for technology services based on their actual usage.

Technology 52

Technology Pricing Payment Features Subscription 52

Audacix

AUGUST 11, 2023

Table Of Contents India's Digital Personal Data Protection Bill, 2023, (DPDPB) is going to force IT decision makers like you to completely rethink how your organisation collects, processes, stores and secures customer, vendor, employee and partner data. Examples include: Veronis, Azure Purview, AWS Macie.

Outsourcing Services 52

Outsourcing Services Technical Review Cybersecurity Data 52

OpenView Labs

DECEMBER 15, 2020

In February 2020, the public cloud market surpassed a $1 trillion market cap, with a 45% growth rate, as reported in Bessemer Venture Partners’ 2020 State of Cloud report. This data revealed a clear picture of where cloud marketplaces are heading in 2021. Here’s what we learned. . What’s accelerating this marketplace movement?

Marketplace as a Service 52

Marketplace as a Service Cloud Scale B2B 52

Clouded Judgement

SEPTEMBER 19, 2023

Before diving into more specifics about what Tabular does, I’d like to start with a brief overview of how cloud-native data architectures have evolved over the last decade. Typical data lake storage solutions include AWS S3, Azure Data Lake Storage (ADLS), Google Cloud Storage (GCS) or Hadoop Distributed File System (HDFS).

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

Chart Mogul

DECEMBER 20, 2022

With our new destinations, you can send your clean and tidy revenue data to be combined with other data points in: Amazon S3, Google Cloud, Microsoft Azure , Snowflake, Amazon Redshift, or Google BigQuery. But that’s just cloud storage and data warehouse destinations! . Cloud storage and data warehouses.

Systems Review 52

Systems Review Payment Solutions Payments Azure 52

Tom Tunguz

APRIL 25, 2024

If it wasn’t clear before, AI is the single biggest revenue driver in cloud. Microsoft’s Azure is winning share directly from Amazon. “The number of $100 million-plus Azure deals increased over 80% year-over-year, while the number of $10 million-plus deals more than doubled. “We now have 1.8

Azure 197

Azure AI Search Marketing AI 197

Andreessen Horowitz

MARCH 21, 2024

Generative AI took the consumer landscape by storm in 2023, reaching over a billion dollars of consumer spend 1 in record time. In 2023, the average spend across foundation model APIs, self-hosting, and fine-tuning models was $7M across the dozens of companies we spoke to. Budgets for generative AI are skyrocketing.

Generative AI 145

Generative AI AI Enterprise Artificial Intelligence 145

Full Session

NOVEMBER 16, 2022

Google announced that the Universal Analytics service, which currently finds use in many businesses, will be deprecated on October 1, 2023. It works in the cloud. Mixpanel also offers a decent list of integrations, with over 50 apps, including Amazon Web Services, Microsoft Azure, Google Cloud, Hubspot, Slack, Snowflake, and Zendesk.

Software Review 52

Software Review Sales Hiring Technical Review Underperforming Technical Team 52

User Pilot

MAY 30, 2023

The best customer data platform of 2023 Next up, we’re going to dive into a few of the best customer data platforms currently available on the market, their features, and how much they cost. Host in your Google Cloud for top-class privacy, security, and GDPR compliance. Microsoft Azure dashboard. Easy as pie.

Azure 88

Azure Government Marketplace as a Service Data 88