Teamgate

JUNE 11, 2025

The AI-powered insights have helped us identify and resolve issues faster, resulting in stellar uptime and increased customer satisfaction for Fortune 500 customers.” “Middleware.io is a powerful cloud observability platform that helps us monitor our infrastructure and applications in real time. ” – Tatevik H.,

Scale 52

Scale Payment Solutions SaaS Payments Payments 52

How To Buy Saas

JUNE 26, 2025

Easy Content Authoring & AI Assistance ProProfs provides a user-friendly yet powerful authoring environment, complete with time-saving AI tools, so you can build a comprehensive knowledge base quickly: WYSIWYG Editor: Creating content is as simple as working in MS Word. It’s a great way to overcome writer’s block and save time.

Technical Review 52

Technical Review Software Review Systems Review Management 52

Sales Hacker

APRIL 1, 2025

How to win in vertical SaaS, from breaking into financial services to owning the category. 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. And, um, I made the jump.

Scale 62

Scale VP of Engineering Outsourcing Services Enterprise 62

Sales Hacker

MARCH 25, 2025

The GTM Podcast is available on any major directory, including: Apple Podcasts Spotify YouTube Ray Smith is the VP of AI Agents at Microsoft. Ray breaks down why the rise of AI agents is a tectonic shift, how businesses are already seeing ROI, and what it means for SaaS, team structure, and go-to-market strategies.

AI Search 67

AI Search AI Scale Software 67

Clouded Judgement

APRIL 26, 2024

Subscribe now Azure Report - Cloud Infra Looks Good! For software, all eyes were on Azure - which grew 31% YoY (ahead of expectations closer to 29%). Azure doesn’t disclose exact Azure quarterly revenue (they disclose growth rate in absolute terms and in constant currency), but there are good estimations.

Azure 184

Azure Cloud Software AI 184

SaaStr

AUGUST 31, 2024

So is it a downturn in SaaS or Cloud — or not? There are so many mixed signals: Unicorn product is up 2x over last year, but layoffs continue AI spend is fast and furious, with Google Cloud, Microsoft Azure, etc. Overall, SaaS leaders tied to non-tech buyers or tied to AI are still growing at epic rates.

Azure 326

Azure SMB Cloud AI 326

Tom Tunguz

APRIL 6, 2023

There are 4 questions a startup should ask themselves about building a startup that uses generative AI. The narrative is : AI is a massive platform change that Goldman Sachs projects will increase GDP 300x more than the PC. There are 4 questions startups should ask themselves about building with generative AI. The video is here.

Generative AI 224

Generative AI AI GCP(Google Cloud Platform) Startup 224

Tom Tunguz

JANUARY 23, 2023

We saw moderated consumption growth in Azure and lower-than-expected growth [elsewhere]. Segment Expected Growth Productivity 12% Office Commercial 6% Office On-Premise -25% LinkedIn 5% Dynamics 13% Intelligent Cloud 18% Azure 26% Server -3% Services -3% 2. At some point, the optimizations will end.

Azure 255

Azure Underperforming Technical Team Artificial Intelligence Machine Learning 255

SaaStr

MAY 16, 2024

SaaS outside of classic “B2B’ is often holding up well. And AI is obviously on fire, pulling up AWS, Google Cloud, Azure, etc. But classic B2B SaaS is definitely in many cases seeing tougher times. So not everyone is seeing tougher times these days. Klaviyo, Toast, etc. just had very strong quarters.

Azure 301

Azure AWS Sales B2B 301

SaaStr

JULY 31, 2024

Just about everything in Cloud, SaaS and AI is firing on all cylinders at Microsoft: Azure and Cloud up +30% (!) 60,000 AI-on-Azure Customers, and Accelerating — Up a Stunning 60% Year-over-Year We all sort of knew this, but helpful to see the numbers here. #3. But the Cloud and AI side of Microsoft?

Azure 229

Azure Cloud AI B2B 229

Clouded Judgement

JUNE 19, 2024

My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up). net retention and CAC payback).

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

SaaStr

MAY 30, 2024

With a PLG-heavy background, first working at Microsoft Azure and again with Atlassian, the PLG pioneers, he gives insights into leveraging PLG for the growth of your organization. Atlassian, Microsoft Azure, and Zoom are good examples of that. Leverage AI to assist sales. Whichever you choose will be a strategic decision.

Scale 299

Scale AI Search Azure Sales 299

Clouded Judgement

MARCH 22, 2024

Subscribe now ARR (Annual Recurring Revenue) vs ERR (Experimental Runrate Revenue) ARR (Annual Recurring Revenue) is one of the most popular SaaS (Non-GAAP) metrics. In it's truest form, ARR is used by pure SaaS business models to describe the aggregate annual value of the entire customer set.

AI 190

AI Cloud Revenue Technical Advisors 190

Clouded Judgement

OCTOBER 27, 2023

Subscribe now Cloud Giants Report Q3 ‘23 Not a great signal for software this week from the Cloud Giants (AWS, Azure and Google Cloud)…After Q2 (3 months ago), the tone from the Cloud Giants around optimizations was largely: optimizations have started to ease, and net new workloads have picked up. Staggering scale already.

Cost optimization & reporting 157

Cost optimization & reporting Cloud Azure AWS 157

Tom Tunguz

NOVEMBER 28, 2023

" As with many other companies reporting strength in the market, AI & unstructured data workloads are fueling growth. “I don’t even hear the words AI and budget in the same sentence.” “Yes, we actually saw quite a bit of energy coming from the Azure platform this quarter.

GCP(Google Cloud Platform) 183

GCP(Google Cloud Platform) Azure Data Startup 183

Clouded Judgement

FEBRUARY 2, 2024

” Microsoft on Azure : “And I think last quarter, we said one, we are going to continue to have these cycles where people will build new workloads. So what you're seeing is much more of that continuous cycles by customers, both when it comes to AI or whether it comes to the traditional workloads.”

Cost optimization & reporting 167

Cost optimization & reporting Cloud Azure AWS 167

Clouded Judgement

AUGUST 2, 2024

Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! Our expectation, obviously again, is that we are going to significantly increase our investments in AI infrastructure next year, and we'll give further guidance as appropriate.” Even a DCF is riddled with long term assumptions.

Cloud 157

Cloud Azure GCP(Google Cloud Platform) AWS 157

Clouded Judgement

OCTOBER 20, 2023

Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. These are thought to be the early AI winners, largely due to all of the compute they’re selling to power GenAI applications. Revenue multiples are a shorthand valuation framework.

Cloud 167

Cloud Azure AWS Software Review 167

SaaStr

JUNE 26, 2024

Last year, the message was that it’s harder, so what is the theme for many SaaS companies this year? SaaStr founder and CEO Jason Lemkin shares his take on the current SaaS landscape midway through 2024 and what might be coming next in 2025 at the opener to this year’s SaaStr Europa. And there’s AI. Or Scale AI securing $1B.

CTO Hire 144

CTO Hire AI Venture Capital Sales Hiring 144

Clouded Judgement

APRIL 11, 2024

My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., 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.

Cloud 184

Cloud Software Azure AWS 184

Clouded Judgement

SEPTEMBER 27, 2024

Subscribe now Foundation Models Are to AI what S3 was to the Public Cloud Many people look at 2006 as the birth of the public cloud - the year Amazon launched AWS. Microsoft launched Azure in 2010, and Google launched GCP to the public in 2011 (they launched a preview of Google App Engine in 2008, but made it publicly available in 2011).

Cloud 176

Cloud GCP(Google Cloud Platform) AWS Azure 176

Clouded Judgement

NOVEMBER 10, 2023

When I think about the monetization of AI (and which “layers” monetize first) I’ve always thought it would follow the below order, with each layer lagging the one that comes before it. Model providers (OpenAI, Anthropic, etc as companies start building out AI). 2024 will be the year of AI applications!

Cloud 190

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 190

Clouded Judgement

APRIL 28, 2023

AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. Azure reported on Tuesday and gave us that glimmer of hope. Azure : Coming into the quarter, a growth rate that would have satisfied the market would have been ~29%. Azure came in at 31% (constant currency). Follow along to stay up to date!

Cloud 130

Cloud Azure AWS AI Search 130

Clouded Judgement

MAY 31, 2024

This can lead to an airpocket of valuation as companies transition to a different primary valuation metric Outside of the hypserscalers (Azure, AWS, GCP) who have uniquely benefited from AI revenue (mainly selling compute), everyone else has largely struggled. Coming in to Q1 there was broader optimism. Q4’s were generally good!

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

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).

Trends 130

Trends Cloud Azure AWS 130

Clouded Judgement

JULY 28, 2023

AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. Satya at Microsoft said “Every AI app starts with data and having a comprehensive data and analytics platform is more important than ever.” Subscribe now Busy week! AWS reports next week.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

MAY 10, 2024

So far - you’re either tied to AI tailwinds, or it’s rough out there. And in the public universe, it’s really only been the hyperscalers who’ve benefited from AI. The promise of SaaS is that growth in the early years leads to profits in the mature years. Even a DCF is riddled with long term assumptions.

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

Clouded Judgement

AUGUST 11, 2023

If next quarter we get similar commentary that Azure gave us this quarter (“still a couple quarters away” without any specific guidance), then we may see market loose a little patience. And everyone hoping for AI acceleration will need to wait. The question is how patient will they be waiting for this?

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

Neil Patel

JANUARY 25, 2021

A unique feature of Zoho Analytics is its AI-powered assistant that can answer all your questions in the form of meaningful reports. Power BI can integrate with Azure Machine Learning—plus, its ML and AI features are driven by Azure functions built into the Azure Cloud.

Data Analysis 140

Data Analysis Software Data Scale 140

User Pilot

APRIL 30, 2024

There are many SaaS products , but knowing that, how do you choose the best? This article will look at the most successful SaaS companies, so you can decide if you want to invest in them for your business. TL;DR A SaaS product delivers software remotely, reducing the need for local installation, maintenance, and updates.

SaaS Payments 104

SaaS Payments Payment Methods Payment Services Payment Solutions 104

User Pilot

FEBRUARY 6, 2023

H2O Driverless AI uses machine learning workflows to help you make business and product decisions. Microsoft Azure Machine Learning is a data science tool that helps you create machine learning models at scale so you can prepare data, build and train models, deploy, and then monitor results. Product analytics in Userpilot.

Artificial Intelligence 98

Artificial Intelligence Data Software Review Machine Learning 98

Clouded Judgement

FEBRUARY 3, 2023

We have companies like BuzzFeed and C3 making loose announcements about how they will incorporate generative AI into their business, sending their stocks up 50-100%+. In the short term, enjoy the ride as the chase continues 😊 Kind of related to all of this - we now have seen the Q4’s from AWS, Azure and Google Cloud.

Cloud 130

Cloud Azure AWS Generative AI 130

User Pilot

MAY 30, 2023

Must-have elements in customer data platforms Although each CDP solution will be subtly different, any savvy SaaS owner or product manager should be looking for a few ‘must have’ features. Lytics A CDP built for customer-centric experiences, Lytics is the first CDP with native AI built-in. Microsoft Azure dashboard.

Azure 98

Azure Government Marketplace as a Service Pricing 98

OpenView Labs

FEBRUARY 9, 2021

This is why we’re seeing more and more SaaS companies—Datadog, Twilio, AWS, Snowflake, and Stripe, to name a few—find success with product led growth paired with usage-based pricing. But growing with a usage-model is not as straightforward as traditional subscription SaaS. Then they tell their boss what to buy. Land-and-expand is real.

Scale 98

Scale Pricing Scaling AWS 98

ProfitWell

SEPTEMBER 10, 2020

The SaaS industry is growing fast, but if you want to be one of the companies contributing to that trend, you'll need to know the secrets of successful SaaS businesses. In this post, we'll lay out a SaaS growth blueprint. In this post, we'll lay out a SaaS growth blueprint. SaaS growth is looking strong.

SaaS Payments 66

SaaS Payments Trends Merchant Services Payments 66

Sales Hacker

AUGUST 9, 2021

Orca Security provides security and compliance for Amazon Web Services , Azure , and Google Cloud Platform. iboss is a cloud security company that provides network security as a service delivered in the cloud, and as a complete SaaS offering. Funding Round: $216 million Series B raised in March 2020. Number of Employees: 251–500.

Cybersecurity 120

Cybersecurity Sales Hiring Scale Cloud 120

How To Buy Saas

MAY 27, 2025

In 2025, foundation models or generative AIs like GPT-4, Claude, Gemini, and open-source LLaMA are reshaping AI research, software development, and SaaS products. Below we survey the cutting-edge LLMs of 2025 both commercial and open-source highlighting their key features, performance benchmarks, and use cases in AI workflows.

Artificial Intelligence 40

Artificial Intelligence AI Search AI Software Review 40