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Q1 ‘25 earnings season for cloud businesses is now behind us. And no, this wasn’t all because of leap year last year (that would only account for a ~3% delta at most) The Hyperscalers (AWS, Azure, Google Cloud) also declined net new adds year over year, but not by as much. Let’s get into some high level data.
Q1 earnings season for cloud businesses is now behind us. These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery. It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up).
The Week in Cloud: A look at the stories in Cloud, SaaS, and business software that we found particularly useful and interesting. Number 2 is still awfully big in the largest market in all of Cloud: [link]. A huge donation, driven by the Cloud: [link]. A huge donation, driven by the Cloud: [link].
Clouds are picking teams in one of the most important dislocations in software. Cloud LLM Infrastructure Microsoft OpenAI Snowflake Nvidia Databricks Mosaic Google Anthropic Oracle Cohere Amazon HuggingFace Microsoft has invested over $10b, plus significant development efforts to work with OpenAI.
Goodness : We forget about the OS in the Cloud, but we all need to still deal with things like Windows 7 IRL: One perspective on the Top 25 VCs in SaaS now: Pretty Funny. Alibaba is their AWS (or becoming it): The Cloud is better. There are 500+ Massive Cloud Data Centers Now. Billion Acquisition.
Google Cloud Next: Google Cloud Next (now known as Google Cloud Next ’21) is an event organized by Google Cloud to showcase their latest advancements, product announcements, and customer success stories, impacting the SaaS industry.
Q4 earnings season for cloud businesses is now behind us. 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. This is the data point shown for Q4 ‘23. Then the ZIRP period hit and we went way over trendline.
Pothole #5 – Prioritizing Revenue Acquisition Ahead of Customer Value Creation. It can be tough to know the answer to that question, but the indicators should be focused more on the retention side over the acquisition side. . Pothole #4 – Promoting Your Best Salesperson to Manager. When should you scale?
Every week I’ll provide updates on the latest trends in cloud software companies. Very healthy new business (new customer) acquisition. They were also more constructive on cloud optimizations bottoming. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!
Every week I’ll provide updates on the latest trends in cloud software companies. And once a customer has paid back the initial acquisitions costs to acquire it, all future streams of revenue can loosely be described as a cash flow annuity. Subscribe now Share Clouded Judgement Leave a comment
And Salesforce doesn’t seem to screw up its bigger acquisitions. Mulesoft, ExactTarget, Commerce Cloud/Demandbase, etc. That’s not Twilio growth, but it’s awfully strong. are all doing well.
373: Bessemer’s 5th Annual State of the Cloud Report returns for a definitive look at the cloud industry today. We want to take you through the cloud journey over the last several years. Now, the cloud index fell along with it. If you go back to before 2014, what you see is the power of the cloud.
In this session, Anna and Sameer will highlight SendGrid’s journey from growth stage through acquisition and why focusing on people and culture is mission critical to success as a company goes through the scaling process. I’m Sameer Dholakia, CEO of now Twilio SendGrid as of Friday after our completed acquisition.
How to use it: Break the complete user journey into stages: Acquisition, Onboarding, Activation, and Retention. Assign trackable events to each stage, such as “Account Created,” during the acquisition stage. Engage users seamlessly across platforms with Userpilot.
And if you think about AWS, if you think about the rise of cloud data warehousing, that is a big technology change and a big game changer for a lot of companies. “So we’ve seen companies who have basically re-centralized their data into cloud data warehouses, and that is the source of truth.
There’s not that many people that have been the first salesperson in to managing a global footprint at a cloud leader. There’s customer acquisition, and then, there’s your existing customers. We can save companies $100,000 on their AWS bill. Everybody wants to save $100,000 on their AWS bill right now.
In February 2020, the public cloud market surpassed a $1 trillion market cap, with a 45% growth rate, as reported in Bessemer Venture Partners’ 2020 State of Cloud report. This data revealed a clear picture of where cloud marketplaces are heading in 2021. Here’s what we learned. . What’s accelerating this marketplace movement?
For instance, marketing focuses on user acquisition, whereas product looks at feature adoption. Userpilots data is fully encrypted and stored with SOC-compliant vendors like Amazon AWS and Google Cloud. Userpilots real-time analytics let you track behavior, feature usage, and engagement trends across web and mobile in one place.
is a powerful cloud observability platform that helps us monitor our infrastructure and applications in real time. Sara Cowie, Head of Customer Acquisition at Syncano , emphasizes the importance of these features: “Uptime and performance are vital to us. “Middleware.io ” – Tatevik H.,
Last week, I listened to a panel of IT professionals share their experience with software-as-a-service (SaaS) and cloud solutions. Not only do the IT folks get an ear-load of grief from users who complain that "IT is deliberately wasting our time with this awful system," but they also bear the burden of supporting these end-users.
From cloud-based SaaS solutions to on-premise enterprise software , businesses worldwide are leveraging ATS technology to build efficient, fair, and scalable hiring pipelines. Table of Contents Cloud-Based vs. On-Premise ATS Solutions The Top 10 Applicant Tracking Systems for 2025 1. GDPR for data privacy in Europe).
Salesforce pricing Salesforce offers several product categories, each with unique pricing, but Ill focus on the service cloud since its more relevant to this article. Features and functionality Adobe Experience Cloud empowers teams to deliver personalized experiences across various digital touchpoints. Criterion Does It Deliver?
As a result, more products are being discovered and sold through online marketplaces, like the Salesforce AppExchange and the AWS Marketplace. If you look at the 10 largest SaaS companies and the five leading cloud providers , for example, 14 out of the 15 have hundreds or thousands of technology and channel partners.
Here’s a quick rundown of their key tasks: Data Acquisition and Sorting : They help gather information from various sources like sales figures, customer surveys , and in-app behavior. Cloud technologies (bonus) : Familiarity with cloud platforms like AWS or Azure can give you an edge in the job market.
Gartner is estimating that the cloud services industry as a whole will outpace the growth of overall IT services by a factor of three, with SaaS making up $143.7 28% of IT spending will shift to the cloud by 2022. Gartner is also predicting that nearly a third of IT spending will shift to the cloud by that same year.
Sales Manager, SMB New Business Acquisition. Cloud Solutions Executive. Amazon Web Services (AWS). Regional Vice President – Marketing Cloud, Enterprise Sales. Cloud Adoption Solutions. Head of Sales – SMB New Business Acquisition. President & Co-founder. Goose & Gander. Ashley Roberts.
Emerging from our survey in no particular order: Adobe Creative Cloud : A powerhouse suite offering design tools for graphic design, video editing, web development, and photography. Amazon Web Services (AWS) : A leader in cloud computing, offering a wide array of services for storage, databases, networking, and more.
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. In QuickBooks, add “Marketing” account as a subaccount of Sales & Marketing.
It has tended to be used most in infrastructure platforms, like AWS, Google Cloud, and Azure. Companies with the best net dollar retention (NDR) and customer acquisition costs (CAC), two other closely watched SaaS metrics, also tend to rely on usage-based pricing. But that has been changing. Closely watched SaaS metrics.
We went through an acquisition and we got bought. I got into the game there, obviously went through the acquisition, that’s how we came up with the idea for the company. I got the infrastructure, I got the AWS bill, don’t worry about it. Rob May being the founder and CEO of the company, and a great mentor for me.
Think of it this way: most SaaS companies have high customer acquisition costs, as you have to invest heavily in sales and marketing in order to realize high growth. Read on to find out more! How does the Rule of 40 work? The Rule of 40 essentially reflects the tradeoff between growth and profit. What if your business has a low growth rate?
Offering free usage is par for the course as a SaaS customer acquisition strategy. For example, when coming to a cloud vendor, deciding to be vendor agnostic at the time of product design ensures you aren’t tied down to AWS, Microsoft Azure, or Google Cloud. The signature of such compressions is that they are short term.
On-premise (or “cloud-prem”) is still a thing. These days, on-premise deployments commonly come in the form of businesses running their own VMs in a cloud IaaS environment. The cloud-managed services attract the lower end of the market and make it possible for these businesses to address the SMB/mid-market segments.
SaaS companies have to focus both on new customer acquisition as well as retaining and delighting customers throughout the customer relationship. The product is hosted by the vendor or a 3 rd party (like AWS). In addition, it affects cash flow. It changes sales and marketing organizations and their execution.
Data scientist’s main responsibilities The three responsibility pillars of a data scientist encompass Data Acquisition and Engineering, Data Analysis and Modeling, and Communication and Collaboration. Data acquisition and engineering: Data Extraction : SaaS products generate a ton of user data. Tableau, Power BI).
Cloud destinations (coming soon) — we are in process of adding the ability to export your MRR movements data from ChartMogul onto the cloud. We will support exports to Amazon S3, Microsoft Azure Blob, and Google cloud storage. This year, we also migrated ChartMogul to AWScloud.
Think about the ascendancy of the cloud in terms of technology environments. But by the time I left and retired last summer in 2023, we were actually a top-quartile software company by revenue in terms of cloud SaaS if we had been listed just in the public markets in the U.S. for cloud SaaS software at Global Payments.
ARR data cloud leader is adapting to AI disruption, the evolution of technical sales, and what it really takes to build strategic partnerships that scale. Separate Teams for Land vs. Expand : Snowflake completely separates new customer acquisition from account growth teams. This unique relationship reveals how the $4.5B
Bonus points : Experience with cloud platforms (AWS, Azure, GCP). Data scientist’s main responsibilities The three responsibility pillars of a data scientist encompass Data Acquisition and Engineering, Data Analysis and Modeling, and Communication and Collaboration. Experience with data visualization tools (e.g.,
The Infrastructure Math Is Unprecedented The Capital Intensity Is Off The Charts: Big Six tech CapEx: $212B annually (63% YoY growth) Microsoft AI business: $13B run-rate (175% YoY growth) NVIDIA data center revenue: $39B quarterly (78% YoY growth) Amazon AWS CapEx as % of revenue: 49% (vs. The Scary Part: Energy consumption is exploding.
It had customer acquisition and revenue targets for existing products, and new lines of business that did not yet exist. What would happen is one of the development guys would come to me and say ‘We need more cloud hosting servers, I think we should use these, can we do it?’ The plan included budgets for each department, each year.
Google Analytics is a website analytics tool that provides comprehensive reports on traffic and user acquisition, behavior flow, and ecommerce performance. Integration with data sources : Connect to a variety of data sources, including databases, spreadsheets, cloud services, and big data platforms.
Google Analytics is a website analytics tool that provides comprehensive reports on traffic and user acquisition, behavior flow, and ecommerce performance. Integration with data sources : Connect to a variety of data sources, including databases, spreadsheets, cloud services, and big data platforms.
The cloud’s biggest days are yet to come. The rise of the public cloud is driving a massive replatforming of the tech stack and customer experiences for every company. Like the notion, was cloud going to be the future? This cloud thing isn’t a certain thing yet, etc, etc. What’s next? Mikkel : Sunshine.
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