Tom Tunguz

APRIL 30, 2024

Cloud Capex in Q1 AWS $14 billion Azure $14 billion Google Cloud $12 billion These are not one-time investments, but part of a broader trend that started to occur after the introduction of GPT 3 in mid-2020 Amazon was the first to invest significantly. “Moving to AWS. 8 percentage points increased margins in a quarter is titanic.

Cloud 311

Cloud AWS Azure AI 311

SaaStr

AUGUST 3, 2024

Overall Cloud spending has bounced back off lows for sure: AWS at a $105B run rate growing 19% Quarterly YoY growth trends below. AMZN pic.twitter.com/APuBHanjQv — Jamin Ball (@jaminball) August 1, 2024 And many VCs on X and otherwise are pushing a narrative venture has rebounded and implicit in that, things are improving.

AWS 235

AWS Scale Social Media SaaS 235

Clouded Judgement

JUNE 19, 2024

It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up). I’ll get into more data later on - but forward estimates largely remained unchanged coming out of Q1 earnings (meaning full year 2024 estimates stayed the same pre / post earnings).

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

FastSpring

APRIL 29, 2025

How FastSpring handled scalability for gaming customers during Cyber Weekend 2024. With AWS elasticity and real-time observability, FastSpring can make adjustments and scale instantly, ensuring uninterrupted transactions no matter how many players are buying. Below, well cover: Why scalability is important for video games and D2C.

Payment Services 133

Payment Services Payments Payment Solutions Payment Methods 133

FastSpring

FEBRUARY 22, 2024

If so, join FastSpring at Game Developers Conference 2024 at Booth S1931! The GDC Expo showcases the latest game development tools and services from leading technology companies such as AWS, Epic, and Google. Schedule a demo now or at GDC 2024 in person! The post FastSpring at Game Developers Conference 2024!

Merchant Services 158

Merchant Services Development Payment Services SaaS Payments 158

SaaStr

DECEMBER 20, 2023

For example, Google and AWS are already ZoomInfo customers, but only certain sub-segments within those businesses – not the entire org. So, in 2024, there should be a more normalized customer base from a retention perspective as you transition past Q1 and those customers are transitioning with you.

New CTO 312

New CTO Scale Sales Hiring CTO Hire 312

Clouded Judgement

OCTOBER 11, 2024

As we head into the end of 2024 I wonder if a similar, but even stronger, budget flush will play out. It feels to me like we saw the same discipline around procurement in 2024 that we saw in 2023, but now there (could) be more budget up for grabs at the end of the year. The macro has only gotten stronger. Cloudflare is up 17%.

Cloud 167

Cloud Cost optimization & reporting GCP(Google Cloud Platform) Software Review 167

SaaStr

DECEMBER 14, 2023

Google Cloud Platform, on the other hand, is in a very different set that also competes with Microsoft, but AWS is considered their biggest competitor in the market. What they’re seeing with GenAI and Google Cloud is an opportunity to grab share from AWS. Right now, 70% of the GenAI startups are using Google Cloud.

Cloud 309

Cloud Scale AWS AI 309

SaaStr

MARCH 6, 2024

That’s 2024. #3. AWS alone generated $175m of contract value for Okta, growing 130%. In just 12 months, Okta has gone from -1% non-GAAP operating margins to +13.7%. Free cash flow is even more impressive. It’s rocketed to +21.6%. That’s radically more efficient. And a few other interesting learnings: #6.

Fractional VPE 282

Fractional VPE Part-Time VPE Scale SMB 282

SaaStr

MAY 31, 2023

AWS is seeing this, and so is Snowflake. Not only has its free-cash flow doubled in just one year from 12% to 25%, but it’s predicting epic free cash flow in 2024 of 46%. Predicting a Conservative 36% Growth in 2024. So when CFOs and others tighten budgets, they’ll also try to buy less Snowflake. Not none, just less.

Headcount 246

Headcount Scale Sales Hiring AWS 246

Scytale

OCTOBER 30, 2024

9 Best HIPAA Compliance Tools in 2024 Now that we’ve gone over what to look for in a HIPAA compliance tool, here are the nine best options available in 2024: 1. The post 9 Best HIPAA Compliance Tools in 2024 appeared first on Scytale.

Payment Services 52

Payment Services compliance Payment Solutions Payment Methods 52

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.”

Cost optimization & reporting 157

Cost optimization & reporting Cloud Azure AWS 157

Tom Tunguz

NOVEMBER 28, 2023

" Here’s another insight : Google’s cloud is more expensive for customers than others : " One of the reasons why GCP is not as big as just so much more expensive for our customers to operate in GCP than it is in AWS and Azure. And as a result, our salespeople are really not inclined to do much in GCP.”

GCP(Google Cloud Platform) 187

GCP(Google Cloud Platform) Azure Data Startup 187

Clouded Judgement

APRIL 11, 2024

It looks at the YoY dollar change in quarterly revenue from the hyperscalers (just looking at Azure / AWS because the data goes back further) going back a few years. If we break this down and look at Azure and AWS independently (graphs below), you’ll see how the AWS “swings” were a lot more volatile.

Cloud 184

Cloud Software Azure AWS 184

Clouded Judgement

FEBRUARY 16, 2024

” From AWS (paraphrased): They said they expect the reaccleration they saw in Q4 to continue into 2024 2024 Estimate Updates One important metric I’m tracking this quarter is the change in 2024 estimates pre / post earnings. There's -- we've definitely seen more activity in the digital native space, right?

Cloud 167

Cloud AWS Payment Features Subscription 167

Scytale

JULY 8, 2024

Scytale joins AWS ISV Accelerate Program to enhance cloud-based compliance automation solutions. This partnership will help Scytale reach new heights by directly connecting with the AWS Sales organization, which means direct access to more AWS tools that better serve Scytale’s customers in their compliance journeys.

AWS 52

AWS Marketplace as a Service compliance Innovation 52

Clouded Judgement

APRIL 28, 2023

AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. Then AWS appeared to add fuel to that hope before giving us a huge rug pull. After all, they had a lot of AI tailwinds, and benefited tremendously from consolidation (without a headwind of a larger base of smaller startups, like AWS).

Cloud 130

Cloud Azure AWS AI Search 130

Scytale

NOVEMBER 18, 2024

New York, NY, 18 October, 2024 Scytale is excited to announce the launch of its support for partnerships with Managed Security Service Providers (MSSPs). Scytale will be showcasing its comprehensive compliance solutions at an exclusive golf networking event during AWS re:Invent 2024.

compliance 52

compliance Management AWS Innovation 52

Clouded Judgement

SEPTEMBER 15, 2023

Let’s put aside the short term, and think about what the drivers will be of software valuations over the next couple quarters into the first half of 2024. Are 2024 estimates too high? Are 2024 estimates correct, and what level of re-acceleration is baked in? As you can see, for the most part 2024 estimates stayed constant.

Software Review 130

Software Review Cloud Software AWS 130

Clouded Judgement

APRIL 21, 2023

Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). On AWS, in their Q4 earnings call they said AWS was growing “mid teens” in January (down from 20% in Q4). Every week I’ll provide updates on the latest trends in cloud software companies.

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Cloud Azure AWS GCP(Google Cloud Platform) 130

Zuora

AUGUST 15, 2024

With the rapidly changing landscape of media and technology, effective content monetization is more critical than ever.

Innovation 52

Innovation Technology AWS Strategy 52

Clouded Judgement

MAY 10, 2024

All 3 (AWS, Azure, GCP) saw positive reacceleration Quarterly Reports Summary Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months.

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

Dubb

JUNE 4, 2024

No, just awful. The post Dubb Academy Demo and Training on Zoom (2024) Q3 appeared first on Dubb Blog. Because I thought we were live already. All right, let me go back live. Robbie, wait, you're asking me to play Pearl jam again? No, no, I don't want to do that.

AWS 52

AWS 52

SaaStr

JUNE 26, 2024

SaaStr founder and CEO Jason Lemkin shares his take on the current SaaS landscape midway through 2024 and what might be coming next in 2025 at the opener to this year’s SaaStr Europa. You can see the growth on the platform side with Azure, Google, and AWS and how much it’s accelerating in AI. Why does 2024 in AI feel like 2021?

CTO Hire 144

CTO Hire AI Venture Capital Sales Hiring 144

Clouded Judgement

FEBRUARY 3, 2023

A 2023 recession feels less likely, with 2024 being the more realistic timing if we do in fact get to a deeper recession. Meanwhile, more growth oriented indexes like WCLD rallied hard I do want to finish with this – we very well could have a recession, and a bad one, in 2024. Lots of deceleration in growth.

Cloud 130

Cloud Azure AWS Generative AI 130

Clouded Judgement

NOVEMBER 10, 2023

Hyperscalers (AWS, Azure, GCP as companies look for cloud GPUs who aren’t building out their own data centers) Infra (Data layer, orchestration, monitoring, ops, etc) Durable Applications We’ve clearly well underway of the first 3 layers monetizing. 2024 will be the year of AI applications!

Cloud 190

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 190

Sales Hacker

DECEMBER 8, 2023

While many gravitate towards major industry events for announcements, Joseph has a hot take (and we love a spicy take): do not announce a major new feature at a major industry conference (such as RSA Conference or AWS re:Invent). You will get lost in the noise. Post-Launch More than a one-hit wonder, the encore keeps going.

Sales Recruiting 124

Sales Recruiting Generative AI AWS AI 124

Chart Mogul

DECEMBER 6, 2023

What will 2024 bring? What will 2024 bring? Enzo Avgio , CEO and Founder of June “2024 will see the rise of automated SaaS. Capital will return to SaaS markets, and M&A activity will accelerate Yoram Wijngaarde , CEO and Founder of Dealroom “VC investment into SaaS companies could start growing again in 2024.

SaaS 52

SaaS AI Search Generative AI ChatGPT 52

Clouded Judgement

AUGUST 11, 2023

The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs). Confluent, Datadog, Snowflake, Mongo don’t have the same luxury :) Microsoft also gave specific commentary that they don’t expect Office Copilot revenue to really kick in until first half of 2024.

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

User Pilot

AUGUST 22, 2024

Alternatives to Clari Autocapture It’s 2024 and there are multiple options for automatically capturing user data and providing the same to your entire team. It also logs its data on AWS rather than Salesforce, which means the data will never be added to your Salesforce records.

Forecasting 105

Forecasting AWS Revenue Data 105

Buffer Resources

AUGUST 16, 2023

Our hosting costs include service providers like AWS, Cloudflare, MongoDb, Twitter, etc. Lastly, we will continue to invest in team retreats and we are excited that we have already kicked off initial planning for a full company retreat for 2024. Stripe payments make up 98.5 percent of our total revenue and 83 percent of our fees.

Merchant Services 98

Merchant Services Payment Services Payment Features Payments 98

Scytale

JUNE 24, 2024

We kicked off 2024 by integrating some big names to our compliance automation platform. It’s really this simple: Connect your tech stack with Scytale Map the relevant controls Start automated evidence collection Let’s take a look at the integrations added so far in 2024, with many more exciting ones on the way.

compliance 52

compliance Scale AWS Cybersecurity 52

Scytale

JANUARY 9, 2024

if they use AWS, then they’re not responsible for control of physical security of production servers hosting their customer data). The post SOC 2 Report Examples for 2024: Insights into Top-Tier Compliance appeared first on Scytale. Significant changes to control design (if any) occurred in the period.

compliance 52

compliance Software Review Systems Review Technical Review 52

BetterCloud

MAY 6, 2024

Amazon Web Services (AWS) : A leader in cloud computing, offering a wide array of services for storage, databases, networking, and more. Asana : A work management platform aiding teams in organizing tasks, projects, and goals, while enhancing communication and collaboration.

Outsourced Development 52

Outsourced Development SaaS AWS Web Development 52

User Pilot

FEBRUARY 15, 2024

Finally, the Outlook integration is that Salesforce is planning to sunset it in June 2024. The data is stored in AWS (for 2 years only), so you don’t own it. Moreover, there are delays in calendar event synchronization, and Outlook tasks can’t be synced at all (neither can custom fields).

Cloud 105

Cloud Engagement AWS Data 105

How To Buy Saas

MAY 27, 2025

Pro (Feb 2024) matched Gemini 1.0 In 2024 Anthropic released Claude 3 (family: Opus, Sonnet, Haiku) , and in 2025 Claude 4 (Opus 4 & Sonnet 4). In April 2024 Meta released Llama 3 with 8B and 70B parameter versions, trained on ~15 trillion tokens. In late 2024 they launched Mistral Large 24.11 (123B parameters).

Artificial Intelligence 40

Artificial Intelligence AI Search AI Software Review 40

User Pilot

AUGUST 18, 2024

Marketplaces – Online platforms like AWS Marketplace and Salesforce AppExchange let you list your product and attract new users by giving you access to a wider audience base. So, tune in as she spills all the beans on October 8th, 2024.

AI Search 105

AI Search AI Scale Strategy 105