Tom Tunguz

FEBRUARY 2, 2023

A year ago, AWS, GCP, & Azure averaged 44% annual growth. So far in the first month of the year, AWS year-over-year revenue growth is in the mid-teens. So far in the first month of the year, AWS year-over-year revenue growth is in the mid-teens. Google: [We] are pushing Google Cloud to Profitability.

GCP(Google Cloud Platform) 285

GCP(Google Cloud Platform) Cloud AWS Sales Hiring 285

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. Maast offers payments, banking, lending and more as features in software provider’s platforms – with one relationship, contract and integration. appeared first on SaaStr.

Payments 229

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions 229

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! ChurnZero is the Customer Success platform and partner for growing SaaS and subscription businesses. At SaaStr, our partners are an integral part of our events.

GCP(Google Cloud Platform) 196

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 196

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. Revenue multiples are a shorthand valuation framework. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. Top 5 Median: 15.5x

Cloud 161

Cloud Software GCP(Google Cloud Platform) Azure 161

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. Yesterday, Microsoft & Google announced earnings. Google Cloud Platform (GCP) & Microsoft Azure had strong quarters with about 28% annual revenue growth each.

AI Search 204

AI Search AI Azure GCP(Google Cloud Platform) 204

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. Yesterday, Microsoft & Google announced earnings. Both Google & Microsoft announced growth rates in GCP & Azure that held steady from one quarter to the next.

Azure 202

Azure GCP(Google Cloud Platform) AI Cloud 202

Clouded Judgement

AUGUST 11, 2023

While the overall median revenue multiple of the software universe is ~6x (which is ~25% below the long term average of ~8x), high growth software is currently trading at a premium to it’s long term average (9.4x The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs).

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130