AI AWS Azure SMB 
Clouded Judgement
MARCH 22, 2024
For SaaS businesses that target smaller SMB customer segments, gross retention is typically in the mid to low 80’s with net expansion in the ~105% range. This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown.
Clouded Judgement
APRIL 11, 2024
Who are the real AI winners. 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. For businesses selling predominantly to SMB customers, these benchmarks are all slightly lower given the higher-churn nature of SMBs.
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Clouded Judgement
JUNE 9, 2023
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’re also seeing some real strength in AI Services. They guided to 26-27% growth in Azure in Q2 (with 1% coming from AI).
SaaStr
SEPTEMBER 13, 2020
We’ve all seen AWS and what they’ve done with their platform. Azure has been gaining on them rapidly and is growing a double that rate. Everyone knows Shopify for what it is today, but in the earlier days, it really was the best SaaS platform for SMB eCommerce providers. It is staggering.
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