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A Look Back at Q4 '23 Public Cloud Software Earnings

Clouded Judgement

My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., 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.

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Clouded Judgement 6.9.23 - Recap of Consumption Trends in Q1 '23

Clouded Judgement

Very healthy new business (new customer) acquisition. Usage on Snowflake is driven by queries run on Snowflake Azure: Neutral Tone With Strength in AI Overall I’d characterize Azure’s quarter as a net positive. They guided to 26-27% growth in Azure in Q2 (with 1% coming from AI).

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How to Categorize Expenses in a SaaS Startup v2.0

Baremetrics

Here’s an overview of the series: Part 1: How to Categorize Expenses in a SaaS Startup v2.0 You’ll need Cost of Revenue to calculate your Gross Margin, which in turn you need to calculate Customer Lifetime Value (LTV), Customer Acquisition Cost (CAC) Payback Time and to understand your company’s unit economics in general.

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Using Gross Margin to Score Your Product’s Maturity

OpenView Labs

Related read: Freemium vs. Free Trial: How to Know Which One to Pick for Your SaaS Startup. Offering free usage is par for the course as a SaaS customer acquisition strategy. It can happen due to either revenue-based factors like a freemium or a free trial, or expense-based issues like poor vendor relationships.

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25% of B2B SaaS Sales Are Headed to Cloud Marketplaces

OpenView Labs

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. . And there are some pretty amazing opportunities for doing business this way.

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ChartMogul 2021: Year in Review

Chart Mogul

We will support exports to Amazon S3, Microsoft Azure Blob, and Google cloud storage. This year, we also migrated ChartMogul to AWS cloud. We even did a collaborative video with Slidebean discussing “Why Startups have booths at Trade Shows?”. Customers are at the heart of what we do.

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The Answers to Scaling, Hiring, and Everything Else: A SaaStr Europa AMA with SaaStr CEO Jason Lemkin (Pod 585 + Video)

SaaStr

What’s their acquisition channel? A few can, Andreessen and maybe Sequoia, but 99% of the VCs you meet, legally, they can only invest in startups, whether they’re late stage or early stage. Don’t wish that you ran a hotter startup. I think Azure’s like 7,000, Google. What’s their NRR?