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) 143

GCP(Google Cloud Platform) Azure Data Startup 143

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 161

Cloud Software GCP(Google Cloud Platform) Azure 161

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 177

Cloud Software Azure AWS 177

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 161

Cloud Azure AWS Software Review 161

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

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

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 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

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

Intercom, Inc.

DECEMBER 31, 2019

The ultimate failure of Siri to dominate the AI personal assistant game might come to be seen as its biggest miss of the decade. Rise of the cloud and SaaS businesses. Facebook and Twitter, meanwhile, struggled under the unavoidable pressure of hosting half a globe’s worth of daily online communication.

Payment Solutions 259

Payment Solutions Payment Methods Software SaaS Payments 259

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

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

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 128

Data Analysis Software Data Scale 128

User Pilot

JULY 18, 2023

Customization – so that you can set it up for the unique requirements of your SaaS operation. It helps SaaS businesses understand user behavior, optimize user experience, and improve conversion rates. Support – both self-help resources and high-touch support need to be easily available in case you need a hand.

Software Review 98

Software Review Software Management Azure 98

OPEXEngine

OCTOBER 25, 2019

As the close of 2019 approaches, with extreme stock market volatility and mixed economic signals, SaaS Finance execs building plans for 2020 and 2-5 years beyond don’t have an easy time. The Cloud infrastructure landscape for all SaaS companies should become more competitive, contributing to better margins and continued growth.

Trends 40

Trends Marketing SaaS Azure 40

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

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 Services Payment Methods Payment Solutions 104

Audacix

MAY 11, 2023

Follow this easy process to include vulnerability assessment and management in your best-practice SaaS security program: Run vulnerability assessment scans every time you update a production or non-production environment. Great, Book My Demo How can software teams implement vulnerability management processes frictionlessly in their SDLC?

Underperforming Technical Team 52

Underperforming Technical Team Software Cloud Software Engineering 52

SmartKarrot

DECEMBER 1, 2021

Top 6 SaaS business intelligence platforms. Power BI is a Microsoft product, and it works with Azure only, now that is a huge limitation. This tool fails to offer some crucial Business Intelligence capabilities like augmented analytics and AI experiences. The post Top 6 SaaS Business Intelligence Platforms: Revealed!

Underperforming Technical Team 10

Underperforming Technical Team Business SaaS Cloud 10

User Pilot

JULY 17, 2023

Software for customer feedback has become essential for SaaS businesses that have customers in their hearts. Qualaroo helps you collect customer feedback and measure customer satisfaction with AI-powered sentiment analysis. AI-powered Tools: It leverages AI-powered tools to help you effectively manage feedback.

Software Review 19

Software Review Software AI Search AI 19

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 Data 98

OPEXEngine

FEBRUARY 15, 2022

Paired with gross margin (GM), cost of goods (COGs) tells investors in a single glance about the profitability of revenues, SaaS business model purity, and company efficiency. As we and others have written before, there are a few main categories of expense that typically are included in SaaS COGs: Hosting and hosting infrastructure.

Benchmarks 52

Benchmarks Artificial Intelligence Systems Review Cloud 52

Navint

AUGUST 26, 2019

Apttus built their applications on the Microsoft Azure platform with the goal of opening new markets, specifically with Microsoft Dynamics CRM. Salesforce CPQ & Billing is part of the Sales Cloud and, as such, is a true SaaS CPQ product, subject to the seasonal releases that customers expect from Salesforce.

Azure 40

Azure Outsourced Development Scale Finance 40

SmartKarrot

JANUARY 18, 2022

SaaS (Software as a service) has become a buzzword in recent years. A SaaS company is a service provider that hosts applications and makes them available to customers over the internet. The SaaS company is responsible for maintaining databases and servers and making sure that users can access the applications from almost all devices.

SaaS Payments 11

SaaS Payments Payment Solutions Payment Methods Payments 11

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 103

Cybersecurity Sales Hiring Scale compliance 103

All that Saas

JULY 8, 2021

The software integrates well with over 65 tools like Microsoft Azure, Google Compute Engine, Google App Engine, and many others to deliver a seamless user experience. Mailchimp provides extensive AI-powered, user-friendly tools to its users for rapid growth. appeared first on All That SaaS.

Software Review 52

Software Review Marketing Software Scale 52

SaaStr

AUGUST 22, 2020

Aaron Levie: Yeah, well, I think first of all, the one dynamic is that I think for probably anybody who would be paying attention to the SaaS universe and joining us today, probably actually less has changed about our daily lives than the vast majority of the world. We are one of the larger SaaS providers that leverages public cloud.

Sales Recruiting 148

Sales Recruiting Cloud CTO Hire Scale 148

SaaStr

SEPTEMBER 13, 2020

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. We’re all a little bit woke to the power of debt in SaaS if you do it right. It is staggering. Henry Schuck: Yep.

Sales Hiring 156

Sales Hiring Scale Payments Cloud 156