Remove Acquisition Remove AWS Remove Trends
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The Complete Guide to SaaS Pricing Strategy

Tom Tunguz

AWS, Twilio, Heroku, etc. 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. Looking at current AI pricing trends in SaaS, there’s significant variance. Many infrastructure as a service companies do this.

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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). Their ongoing revenue can “fund” new logo acquisition and allow the business to operate profitably at paybacks much larger than what private companies (with smaller ARR bases) can afford.

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The Top 10 Events in SaaS. According to ChatGPT.

SaaStr

It provides insights into the latest trends, best practices, and networking opportunities in the SaaS space. AWS re:Invent : AWS re:Invent is Amazon Web Services’ (AWS) annual conference, focused on cloud computing and SaaS-related services.

ChatGPT 189
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Clouded Judgement 6.9.23 - Recap of Consumption Trends in Q1 '23

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Consumption Trends We’re now through earning season. Is there any incremental signal on consumption trends reversing? Very healthy new business (new customer) acquisition. Follow along to stay up to date!

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Mobile App Tracking: How to Analyze User Behavior In-App

User Pilot

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. Create cohorts, build retention tables, and visualize retention trends with Userpilot.

Mobile 96
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5 Major Product Marketing Trends to Watch In 2021

OpenView Labs

The report’s authors already laid out how to get back to hyper-growth , and their article inspired me to share my predictions for 2021’s most important product marketing trends: 1. Here’s why: PLG is an end user-focused growth model that relies on the product itself as the primary driver of customer acquisition, retention, and expansion.

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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.

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