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A Look Back at Q1 '25 Public Cloud Software Earnings

Clouded Judgement

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. Net new ARR added was down 28% from Q1 last year. Let’s get into some high level data.

Cloud 277
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The Complete Guide to SaaS Pricing Strategy

Tom Tunguz

AWS, Twilio, Heroku, etc. This keeps morale high and creates a very predictable revenue forecast. Just a quick reminder: Payback Period = Cost of Customer Acquisition/Gross Margin The gross margin is the revenue per customer minus the costs to provide the service. So does Expensify, which decreases the time to file expenses.

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A Look Back at Q1 '24 Public Cloud Software Earnings

Clouded Judgement

It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up). Every public company has a number of equity research analysts covering them who build their own forecasted models, which combine guidance from the company and their own research / sentiment analysis.

Cloud 318
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A Look Back at Q4 '23 Public Cloud Software Earnings

Clouded Judgement

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
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Clari Autocapture: An In-Depth Look + A Better Alternative

User Pilot

By putting every piece of information in context, Clari Capture empowers revenue teams to make more reliable sales forecasts and accelerate deals. As you better understand your customer acquisition costs and ROI, you can then allocate resources to campaigns that deliver the highest ROI.

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Hello! We’re growing at Baremetrics

Baremetrics

If you’ve seen our recent articles on AWS migration, the updated stripe integration and the acquisition of Flightpath Finance, it will come as no surprise to you that our team is getting pretty busy! You may have noticed some exciting things happening here at Baremetrics.

AWS 94
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Are You Ready To Be a Public Company?

Andreessen Horowitz

Can you accurately forecast your business within +/-10% 4 quarters out—and meet or beat it? ” —Deputy CISO, AWS “In my career, the deployment of the CrowdStrike Falcon platform was perhaps the easiest global security rollout I’ve seen.” Can you accurately forecast your business?

Travel 113