Clouded Judgement

APRIL 11, 2024

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. As you can see, the median beat this quarter was 2.0%.

Cloud 184

Cloud Software Azure AWS 184

Clouded Judgement

JUNE 9, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 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.

Trends 130

Trends Cloud Azure AWS 130

SaaStr

JULY 2, 2025

Having invested more than $13 billion in OpenAI, Microsoft provides cloud infrastructure to the startup and has incorporated its models into Windows, Teams and other products. Microsoft’s revenue from Azure and other cloud services increased 33% in the fiscal first quarter, with 12 percentage points stemming from AI services.

Technical Review 184

Technical Review AI VP of Engineering Azure 184

Stax

JUNE 3, 2025

TL;DR SaaS platforms are cloud-based software solutions that offer ready-to-use tools over the internet, enabling businesses to scale operations, improve efficiency, and integrate with other applications without managing infrastructure. Identify which acquisition channels bring in your highest-quality leads and double down.

Payment Services 88

Payment Services DevOps as a Service SaaS Payments Payments 88

Clouded Judgement

MARCH 22, 2024

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

AI 190

AI Revenue Cloud Technical Advisors 190

Clouded Judgement

NOVEMBER 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Maybe with the exception of hyperscalers (particularly Azure). Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Already we’ve seen huge earnings move. Q4 guides have painted a pretty stark picture.

Software Review 167

Software Review Cloud Software Azure 167

Clouded Judgement

JUNE 20, 2023

Q1 earnings season for cloud businesses is now behind us. On the Microsoft earnings call they said (related to Azure): “But at some point, workloads just can't be optimized much further. As you can see from the data below most cloud businesses beat the consensus estimates for Q1.

Cloud 167

Cloud Software Benchmarks Scale 167

IT World

AUGUST 19, 2019

With its acquisition of Java support services company jClarity, Microsoft is making a play to optimize Java workloads on its Azure cloud platform. Microsoft calls jClarity the leading contributor to the AdoptOpenJDK project, which provides free, open source OpenJDK binaries. The new Java is coming!

Azure 14

Azure Acquisition Cloud Enterprise 14

SaaStr

SEPTEMBER 13, 2020

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.

Sales Hiring 229

Sales Hiring Scale Payments Sales Recruiting 229

Tom Tunguz

MAY 25, 2017

The chart above is a value chain analysis at the company level for the cloud computing ecosystem. The Azure team has built products to leverage that strength. A F500 can simply decide to replicate a local SQL Server instance to cloud Azure instance with a few clicks, and they instantly become a Microsoft Cloud customer.

Startup 100

Startup Underperforming Technical Team Strategy Azure 100

Andreessen Horowitz

MAY 7, 2024

As more workloads and data move to the cloud and generative AI takes over the enterprise , cybersecurity is more critical today than ever. And that’s because with every new paradigm shift—from the internet to cloud computing—the sheer magnitude of digital threats has exploded and threat vectors have become increasingly sophisticated.

Investment 118

Investment Cybersecurity Azure Cloud 118

OpenView Labs

DECEMBER 15, 2020

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?

Marketplace as a Service 64

Marketplace as a Service Cloud Scale VP of Engineering 64

User Pilot

JULY 14, 2024

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.

Artificial Intelligence 98

Artificial Intelligence Business Payments Sales Recruiting 98

Teamgate

JUNE 11, 2025

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.,

Scale 52

Scale Payment Solutions SaaS Payments Payments 52

How To Buy Saas

MAY 21, 2025

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).

Systems Review 52

Systems Review Sales Recruiting Sales Hiring Technical Review 52

ProfitWell

SEPTEMBER 10, 2020

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.

SaaS Payments 66

SaaS Payments Trends Merchant Services Payments 66

How To Buy Saas

JUNE 26, 2025

ProProfs Knowledge Base is an easy-to-use, cloud-based knowledge management tool designed to help organizations build online FAQ pages, help centers, user manuals, internal knowledge repositories, and more. Internal Knowledge Base for Employees: Develop a private, cloud-based knowledge repository for your employees.

Technical Review 52

Technical Review Software Review Systems Review Management 52

Baremetrics

DECEMBER 7, 2023

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.

Startup 90

Startup Merchant Services DevOps as a Service SaaS 90

Sales Hacker

APRIL 1, 2025

Um, the goal was to bring all of those assets of Azure Modern Workplace, the business application side together, build a really powerful data set, um, all within that common data platform on Azure. Azure and how much consumption you’re driving there and transacting through their marketplaces. And, um, I made the jump.

Scale 62

Scale VP of Engineering Outsourcing Services Enterprise 62

OPEXEngine

DECEMBER 7, 2021

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.

Payment Features 52

Payment Features Subscription Pricing Venture Capital 52

Navint

AUGUST 26, 2019

The acquisition sent shockwaves through the Salesforce ecosystem and vendor community. Apttus built their applications on the Microsoft Azure platform with the goal of opening new markets, specifically with Microsoft Dynamics CRM. Prior to the acquisition, Apttus had been positioning for an IPO. When asked “why Steelbrick?”

Azure 40

Azure Outsourced Development Scale Finance 40

User Pilot

JULY 25, 2024

To excel, leverage resources like books (e.g., “Python for Data Analysis”), webinars (Data Science Salon, BrightTALK), blogs (Data Science Central, KD Nuggets), podcasts (Lex Fridman Podcast, Data Skeptic), and certifications (Senior Data Scientist (SDS), Microsoft Certified: Azure Data Scientist Associate, etc.).

Data 52

Data Technical Review Machine Learning Artificial Intelligence 52

OpenView Labs

FEBRUARY 11, 2021

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.

Payment Methods 69

Payment Methods Scale Payment Services Wireless 69

User Pilot

JULY 28, 2024

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).

Data 52

Data Technical Review Machine Learning Artificial Intelligence 52

User Pilot

JULY 24, 2024

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. Google Cloud Blog – Looker : Looker, now part of Google Cloud, offers a powerful BI platform for data exploration and analysis.

Artificial Intelligence 52

Artificial Intelligence Business Sales Recruiting Data Analysis 52

Chart Mogul

DECEMBER 22, 2021

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 AWS cloud.

Software Review 52

Software Review Systems Review Payment Features PayPal 52

User Pilot

JULY 21, 2024

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.

Technical Review 52

Technical Review Data Machine Learning Artificial Intelligence 52

User Pilot

JULY 14, 2024

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.,

Data 52

Data Technical Review Machine Learning Artificial Intelligence 52

SmartKarrot

JANUARY 18, 2022

CloudCherry is a cloud-based CRM ( customer relationship management ) company that assists its clients’ tracking and enhancing their customer engagement. Found in 2011 by Ashish Thusoo and Joydeep Sen Sarma, Qubole works on developing a “cloud-based data lake platform for self-service AI.” CloudCherry.

SaaS Payments 11

SaaS Payments Payment Solutions Payment Methods Payments 11

SaaStr

MARCH 17, 2023

If you’re buying from a 3rd party, is a cloud marketplace a better option? According to the data, though, buyers are increasingly experimenting with cloud marketplaces, increasing from 22% in 2020 to 61% in 2021. It depends on what you’re buying and your organization.

Marketplace as a Service 246

Marketplace as a Service Software Review Technical Review Azure 246

SaaStr

AUGUST 26, 2022

What’s their acquisition channel? I think Azure’s like 7,000, Google. If you’re already teasing into it, if your deal size is going up a bit, if your customers are getting a little bit bigger, I think so much of the money is going into bigger enterprises today in cloud. What’s their NRR?

Sales Hiring 246

Sales Hiring Scale Sales Recruiting Scaling 246

Full Session

NOVEMBER 16, 2022

It works in the cloud. For example, general information about website traffic, user demographics, acquisition, etc. Mixpanel also offers a decent list of integrations, with over 50 apps, including Amazon Web Services, Microsoft Azure, Google Cloud, Hubspot, Slack, Snowflake, and Zendesk.

Software Review 52

Software Review Sales Hiring Technical Review Underperforming Technical Team 52

How To Buy Saas

MARCH 3, 2025

In just the past few years, weve watched Software-as-a-Service evolve at breakneck speed, transforming from a neat cloud-based delivery model into an essential driver of business innovation. And with businesses relying on cloud-based SaaS platforms for everything from customer data to financial recordssecurity isnt just an IT concern anymore.

Payment Solutions 52

Payment Solutions Software Review SaaS Payments Payment Services 52