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. Both Google & Microsoft announced growth rates in GCP & Azure that held steady from one quarter to the next. Yesterday, Microsoft & Google announced earnings. The desire for AI is broad.

Azure 238

Azure GCP(Google Cloud Platform) AI Cloud 238

SaaStr

DECEMBER 26, 2022

This includes data from companies on how they utilize SaaS and their spending. G2 track data supports expected spending increase in 2022 with average quarterly SaaS spending up 15% YoY.”. The three key themes that emerged from G2’s data are: The value of community experience . Third-party partnerships, including tackle.io

Software Review 245

Software Review Software Azure Cloud 245

Tom Tunguz

APRIL 25, 2024

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. " The rest of Azure is still growing in a nice clip of 24% annually. “We now have 1.8 “We now have 1.8

Azure 214

Azure AI Search Marketing ChatGPT 214

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 244

Cloud Azure Headcount Software Review 244

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. Staggering scale already.

Cost optimization & reporting 157

Cost optimization & reporting Cloud Azure AWS 157

Clouded Judgement

JANUARY 27, 2023

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%. A big reason for that was the guides for the full year 2023 we saw.

Cloud 144

Cloud Azure Pricing Payment Features 144

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

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 Enterprise AI Artificial Intelligence 145

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. Maze – for enabling a product manager to create data-driven decisions Maze is a user-testing platform. Product management software: ProductPlan.

Software Review 98

Software Review Software Management Azure 98

Clouded Judgement

MAY 26, 2023

As many of you know, the data points I’m looking for are any signs of consumption trends starting to tick back up. Azure / Confluent / Datadog reported a few weeks back (they all had March quarter ends), and their commentary suggested the worst was behind us. ie instead of storing 5 years of data they store 3 years.

Cloud 144

Cloud Azure Trends Forecasting 144

IT World

DECEMBER 15, 2022

Microsoft on Thursday said it will begin rolling out the first phase of its European Union data boundary plan from January 1, 2023 that’ll allow customers to store and process their customer data within the EU. Microsoft has included Azure, Power BI, Dynamics 365 and Office 365 under the first phase.

Azure 70

Azure Data 70

Clouded Judgement

FEBRUARY 3, 2023

We can look at data for indicators, but predicting anything with confidence on all 3 of these vectors is very hard. A 2023 recession feels less likely, with 2024 being the more realistic timing if we do in fact get to a deeper recession. Let’s imagine a world where we don’t have a recession in 2023. Market Offsides.

Cloud 130

Cloud Azure AWS Generative AI 130

Clouded Judgement

JUNE 20, 2023

In this post, I’ll take a data-driven approach in evaluating the overall group’s performance, and highlight individual standouts along the way. Of course, these two charts show historical (ie lagging) data. As you can see from the data below most cloud businesses beat the consensus estimates for Q1.

Cloud 167

Cloud Software Benchmarks Scale 167

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. Here’s some data so far: 6 out of 40 (15%) saw ARR shrink from Q4 to Q1 Of companies who gave Q2 guidance, 20 out of 37 (54%) guided BELOW Q2 consensus.

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

Clouded Judgement

FEBRUARY 17, 2023

It seems like the incremental data we’ve gotten continue to increase the odds of a “no landing.” Some of the data to support a no-landing. 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%.

Cloud 130

Cloud Azure Payment Features Subscription 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. So there’s a bit of a “trust us back half acceleration is coming.” Q4’s were generally good!

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

User Pilot

FEBRUARY 6, 2023

If you are wondering how actionable analytics can help you boost product growth in 2023, this post is for you! In this article, we cover everything about different types of actionable analytics, how to collect those actionable insights and the best tools you can use to harness the analytical data. Let’s get started.

Artificial Intelligence 98

Artificial Intelligence Data Software Review Machine Learning 98

User Pilot

MAY 30, 2023

Understanding how to choose CDP vendors that help you harness data, make the most of the insights you gather, and drive growth is a tricky challenge. In this article, we’re going to unpack what a customer data platform (CDP) is, explore the best tools out there, and share a few attractive alternatives. Let’s get into it!

Azure 98

Azure Government Marketplace as a Service Pricing 98

Clouded Judgement

AUGUST 11, 2023

If next quarter we get similar commentary that Azure gave us this quarter (“still a couple quarters away” without any specific guidance), then we may see market loose a little patience. However, it’s not showing up in the data yet. The question is how patient will they be waiting for this?

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

OpenView Labs

JANUARY 24, 2022

Our goal is to give our customers and the market the data they need to build a solid case and make informed decisions about when they should take advantage of Cloud Marketplaces. . We predict Cloud Marketplaces will exceed $10B in throughput by the end of 2023 and $50B by the end of 2025.

Marketplace as a Service 77

Marketplace as a Service Cloud Trends Software 77

SaaStr

JUNE 26, 2024

If B2C rebounded back in 2023, that means 2025 might be a little easier for a lot of folks in classic B2B. You can see the growth on the platform side with Azure, Google, and AWS and how much it’s accelerating in AI. What this graph shows is that there is no downturn in the mobile economy. It’s a rocket ship.

CTO Hire 147

CTO Hire AI Venture Capital Sales Hiring 147

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.

Outsourcing Services 52

Outsourcing Services Technical Review Cybersecurity Data 52

Frontegg

FEBRUARY 9, 2023

We’re thrilled to announce that Frontegg was named a G2 Best Software Award Winner, placing #26 on the Top Security Products list alongside other best-in-class tools, such as Okta, Microsoft Azure Active Directory, GitLab, IBM Security Verify, Snyk, Datadog, and GitHub.

Technical Review 52

Technical Review Software Review Systems Review CTO 52

Blulogix

OCTOBER 11, 2023

In this blog post, we’ll delve into the five keys to automating usage-based billing for MSPs , with a particular focus on the vital role of data integration. Comprehensive data integration ensures that you have a holistic view of client usage across all services, enabling precise billing. Calculate charges in real time.

Payment Features 52

Payment Features Management Azure AWS 52

Chart Mogul

DECEMBER 20, 2022

Product analytics, customer data or user feedback from your CRM, as well as revenue analytics, all play an essential role in understanding and growing your business. But that’s just cloud storage and data warehouse destinations! . It will give you more flexibility and control over who has access to what data in your ChartMogul account.

Systems Review 52

Systems Review Payment Solutions Payments Azure 52

Blulogix

NOVEMBER 8, 2023

Whether it’s cloud computing resources, software applications, or data storage, usage-based pricing offers adaptability and efficiency. Enhanced Data Insights Usage-based pricing generates extensive data that can be harnessed by technology companies to gain insights into customer behavior, preferences, and emerging trends.

Technology 52

Technology Pricing Payment Features Subscription 52

BetterCloud

JANUARY 24, 2023

User provisioning is the process of granting employees certain clearance levels and access to applications and data within a company. Why user provisioning is so time-consuming in a SaaS-filled workplace According to BetterCloud’s 2023 State of SaaSOps report, the average organization has 130 apps in its SaaS stack.

SaaS 52

SaaS Azure Onboarding Innovation 52

Audacix

FEBRUARY 4, 2024

SaaS security assessment tools provide the flexibility and accessibility of cloud computing that ensure you follow security measures to protect data and applications. By doing this you're able to secure your users' sensitive data and become known as a security-conscious SaaS company. © Copyright Ayush Trivedi 2023.

Outsourcing Services 52

Outsourcing Services Cloud Outsourced Development Software Review 52

OpenView Labs

DECEMBER 15, 2020

Cloud marketplaces like AWS Marketplace, Azure Marketplace and Google Cloud Platform Marketplace are digital storefronts where companies can list their offerings for software buyers to find, purchase and provision software. . This data revealed a clear picture of where cloud marketplaces are heading in 2021. The reality?

Marketplace as a Service 52

Marketplace as a Service Cloud Scale VP of Engineering 52

SaaStr

OCTOBER 16, 2024

Google Cloud , Azure, and GitLab, all tied directly or indirectly to AI, are seeing massive acceleration. But Google Cloud, Azure, and GitLab are all benefiting and on fire. All unstructured data to be instantly searchable. You’ll fall behind if your data can’t be found or it’s in painful dashboards. Does it matter?

Sales Hiring 321

Sales Hiring Scale AI SaaS 321

Full Session

NOVEMBER 16, 2022

It provides session recordings and replays, interactive heatmaps, customer feedback forms, advanced data segmentation, and analytics. It allows you to gather real-time data regarding user actions on the website. Google Analytics data shows page-level information. It means the data collected via GA is very relevant and helpful.

Software Review 52

Software Review Sales Hiring Technical Review Underperforming Technical Team 52

How To Buy Saas

FEBRUARY 27, 2025

was trained with more data and new techniques on OpenAIs Azure supercomputers , making it an even more robust AI assistant. Expanded Knowledge Base It has been trained on more data (making it OpenAIs most knowledgeable model to date, so it knows about a broader range of topics and more up-to-date information.

ChatGPT 40

ChatGPT AI Search Software Review AI 40