SaaStr

NOVEMBER 18, 2023

SaaS products and services like Pilot track the finances of 1,000s of SaaS and other startup so they’re an interesting source of hard data. Something that’s both not surprising but also pretty impactful: 57% of venture-backed startups will have to go “back to market” in 2024 to raise more capital. Carpe Diem.

Startup 317

Startup Venture Capital Azure AWS 317

Tom Tunguz

JANUARY 23, 2023

The transcript highlights the major trends in software of 2023. We saw moderated consumption growth in Azure and lower-than-expected growth [elsewhere]. Segment Expected Growth Productivity 12% Office Commercial 6% Office On-Premise -25% LinkedIn 5% Dynamics 13% Intelligent Cloud 18% Azure 26% Server -3% Services -3% 2.

Azure 247

Azure Underperforming Technical Team Machine Learning Artificial Intelligence 247

SaaStr

DECEMBER 28, 2023

So 2023 wasn’t a rough year for everyone. Shopify, Canva, Monday and tons of other SaaS leaders less focused on tech and startups had big years. And broader Cloud players had great years too, from MongoDB to Cloudflare to Azure, if not quite as crazy as at the peak of 2021. But then in 2023 — it just plummeted.

Azure 307

Azure Cloud SaaS Trends 307

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 211

AI Search AI Azure GCP(Google Cloud Platform) 211

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 207

Azure GCP(Google Cloud Platform) AI Cloud 207

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 233

Cloud Azure Headcount Software Review 233

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