Andreessen Horowitz
MAY 7, 2024
The time to value is magnified by Wiz’s best-in-class product and deep spirit of partnership with security and development teams ( with their recent acquisition of Gem Security, SOC teams are also part of the equation ). Within the first week, Wiz was already fixing things.” To top it off, Wiz has an incredible founding team.
Clouded Judgement
APRIL 11, 2024
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.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Clouded Judgement
JUNE 9, 2023
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).
SaaStr
NOVEMBER 4, 2021
2 drivers stood out as notable: Customer Acquisition Cost (CAC) and Churn. In terms of Customer Acquisition Costs, “Rule of 40” Qualifiers spent 31% less to acquire a new customer. As a result, maintaining the same “Rule of 40” score requires 1% of extra revenue growth for 1% of profit margin investment.
Clouded Judgement
JANUARY 27, 2023
Azure (Microsoft) Quarter The week the first of the cloud giants reported - Azure. Early Look at 2023 Guides Given the Azure weakness reported on Tuesday, all software tumbled Wednesday morning with most names down 5-10%. Every week I’ll provide updates on the latest trends in cloud software companies.
SaaStr
NOVEMBER 14, 2023
What’s evolved over the years and is driven by hyper-scalers like Google Azure, AWS, Twilio, and Stripe is the consumption-based model. That way, they know what growth to expect and what incremental uplift they’re getting from having sales involved so they can continue to make better investments. The first might be market acquisition.
Clouded Judgement
MARCH 22, 2024
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. This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. Securities and Exchange Commission.
Expert insights. Personalized for you.
113 
Let's personalize your content