Clouded Judgement

AUGUST 2, 2023

Before we dive in, here’s a simple graphic to illustrate the normal IPO process / timeline that I’ll go into detail on in this article: Step 1: The “Bakeoff” Many of you have probably heard of this term. Direct listings are an entirely different animal.

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Cloud Marketing Banking Pricing 49

Clouded Judgement

DECEMBER 21, 2023

Q3 earnings season for cloud businesses is now behind us. Commentary from the cloud providers seems to be that the major macro headwinds around optimizations and new deal scrutiny have started to abate. ” 3 months later, what happened to those green shoots? So we’d expect the YoY growth rate to pick up in Q3 ‘23.

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Cloud Software Benchmarks Retention 184

Clouded Judgement

MARCH 24, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. I read a couple articles that stated the effects of a tighter credit market given the banking crisis would have a similar effect in the economy as a 50-150bps hike in rates. Subscribe now Share Clouded Judgement Leave a comment

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Cloud Banking Subscription Payment Features 130

Clouded Judgement

APRIL 11, 2024

Q4 earnings season for cloud businesses is now behind us. We then dipped below the trendline as we hit the period of “cloud optimizations,” and things have started to rebound. If you look at the historical data you’ll see there’s a very clear trendline through the end of 2020. this quarter.

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Cloud Software Azure AWS 184

Clouded Judgement

OCTOBER 3, 2024

Q2 earnings season for cloud businesses is now behind us. Q2 Top Performers If you don’t have time to read the rest of this article, here are the companies who I believe really stood out (from a financial perspective). As you can see from the data below most cloud businesses beat the consensus estimates for Q2.

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Cloud Software Benchmarks Retention 167

Clouded Judgement

SEPTEMBER 12, 2023

Q2 earnings season for cloud businesses is now behind us. When I line up all the companies I analyze in this article by net new ARR added in a quartery, you can see how bad Q1 was. In this post, I’ll take a data-driven approach in evaluating the overall group’s performance, and highlight individual standouts along the way.

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Cloud Software Benchmarks Retention 176

IT World

APRIL 11, 2022

I've been saying for a long time now that Microsoft's master Windows plan is to move you to a cloud-based Desktop-as-a-Service (DaaS) model. To read this article in full, please click here Earlier this year, I pointed out that Windows 11 was nudging us towards Windows as a Service (WaaS). The march continues.

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Cloud 131

Clouded Judgement

APRIL 12, 2023

Q4 earnings season for cloud businesses is now behind us. Q4 Top Performers If you don’t have time to read the rest of this article, here are the companies who I believe really stood out (from a financial perspective). As you can see from the data below most cloud businesses beat the consensus estimates for Q4.

Cloud 167

Cloud Software Benchmarks Retention 167

SaaStr

JUNE 5, 2020

This article looks at the history of SaaS as it relates to financial capital and production capital. This CNET article captures the uncertainty well: . 2004-2010 marked the early days of SaaS where the model was still risky, and cloud providers were competing hard with their on-prem predecessors. . Don’t VC’s Want This Dealflow?

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Venture Capital Technical Review SaaS Scale 280

IT World

NOVEMBER 1, 2022

Enterprises have been moving steadily to the cloud for years, often paying for multiple cloud platforms — and the COVID-19 pandemic greatly accelerated that trend, as businesses closed offices and outsourced their on-prem operations. Is the cloud-centric environment indeed more scalable and secure than your team can deliver internally?

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Cloud ROI Cloud CTO Trends 115

IT World

JULY 7, 2023

Global revenue generated by public cloud services topped the $500 billion mark in 2022, according to new data released this week by research firm IDC. Foundational cloud services — which IDC defines as infrastructure, platform and system infrastructure software delivered as services — grew even more quickly, rising by 28.8%

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Cloud Revenue AI Software 110

Clouded Judgement

JUNE 20, 2023

Q1 earnings season for cloud businesses is now behind us. Q1 Top Performers If you don’t have time to read the rest of this article, here are the companies who I believe really stood out (from a financial perspective). 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

OCTOBER 14, 2022

That’s why organizations keep their critical information in multiple environments, including private clouds, on premises, and on the public cloud. Broadcom advises business leaders on the hybrid cloud strategies that can best position them for success. To read this article in full, please click here

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Cloud Technology Investment Strategy 100

IT World

MAY 19, 2022

Microsoft has outlined a set of five new European Cloud Principles in response to recent criticism from rival European cloud vendors after customers were asked to pay more to run Microsoft software in non-Microsoft cloud environments, under what were seen as restrictive cloud licensing policies.

Cloud 101

Cloud Software 101

SaaStr

JULY 23, 2020

If you squint as you read TechCrunch, you’ll notice a pattern in a bunch of articles about Hot Startups. “Bob worked at Pinterest for 8 months before he …” or “after a stint as senior something engineer at Facebook [12 months], Bill joined …” etc. These are the Best of Times in SaaS and Cloud.

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Sales Hiring Engineering Startup Cloud 344

IT World

AUGUST 9, 2022

Usually, when it comes to a business cloud decision, you're going to go with one of the big players: Amazon Web Services (AWS) , Google Cloud Services , IBM Cloud , or Microsoft Azure. But the bigger clouds aren't always suitable for everyone or every job. You know their names.

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Cloud Azure AWS Business 104

FastSpring

OCTOBER 16, 2024

Our platform accommodates one-time purchases or recurring payments , subscription downloads and cloud-based offerings, trials with and without payments, and more. Extensive B2C and B2B Selling Features Sell in all the ways that customers want to buy.

Merchant Services 159

Merchant Services Payment Services Payment Methods Outsourcing Services 159

IT World

NOVEMBER 8, 2022

Apple developers might be pleased to learn that cloud testing platform LambdaTest has introduced support for macOS Ventura, which means they of any kind can begin to test sites and services across Mac in the cloud. To read this article in full, please click here That’s important as the platform becomes ubiquitous.

Cloud 101

Cloud Development 101

SaaStr

DECEMBER 6, 2022

Unemployment remains at record lows, and Cloud budgets overall are still growing at close to unprecedented rates. You can sort of see it all in this chart of the latest articles in the Wall Street Journal: Some folks are missing their plans. Having said that, the effects of the current “macro” environment are.

Forecasting 277

Forecasting Cloud Scale Enterprise 277

SaaStr

DECEMBER 6, 2021

From then on, Pagey became a meme as a part of our IPO—he even had a Fortune article written about him and has an entire public reputation to manage. Before going public, PagerDuty landed on tailwinds like cloud adoption and migration, DevOps transformation, and digital acceleration (formerly digital transformation).

DevOps as a Service 269

DevOps as a Service Scale Cloud Interviewing 269

IT World

JUNE 9, 2022

Salesforce announced Wednesday that it has rolled out a closed pilot program for a new service called NFT Cloud, allowing users to mint and manage NFTs for brand engagement and marketing purposes, even as the wider crypto market continues to spiral. To read this article in full, please click here

Cloud 104

Cloud Blockchain Marketplace as a Service Technology 104

Stax

JUNE 3, 2025

In this article, we’ll break down what a SaaS platform is, highlight real-world examples, and explore key strategies to succeed in the fast-moving software-as-a-service industry. A SaaS platform is cloud-based software that delivers tools, features, and services over the internetno downloads or hardware required.

Payment Services 88

Payment Services DevOps as a Service SaaS Payments Payments 88

Clouded Judgement

DECEMBER 20, 2022

Q3 earnings season for cloud businesses is now behind us. Subscribe now Share Q3 Top Performers If you don’t have time to read the rest of this article, here are the companies who I believe really stood out (from a financial perspective). This quarter more than half of cloud software businesses missed next quarters consensus.

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Cloud Software Review Software Benchmarks 130

Clouded Judgement

JULY 21, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Let’s look at Salesforce - they may be in maturity mode in their core CRM business, but they also have marketing, commerce and data cloud products that are not in maturity mode. Follow along to stay up to date! ” Quite the claim!

Cloud 130

Cloud Software Sales Hiring Scale 130

SaaStr

DECEMBER 23, 2022

For every article you read about layoffs, far more startups are just freezing or way slowing down hiring. But with Cloud still growing overall, I thought the overall pain would be real but more muted than it looked on Twitter and the tech press. Well, other than perhaps the most important metrics of all IMHO — hiring freezes.

Startup 266

Startup Cloud Data Metrics 266

IT World

FEBRUARY 7, 2023

Qualys , sometimes described as one of the pioneering SaaS vendors, has bent with the times to begin offering Mac support within its cloud security offering. A pioneer in SaaS goes Mac Since it launched in 1999, Qualys has traditionally offered its services to PCs, mobile devices, and cloud-native applications.

Cloud 95

Cloud Mobile SaaS Management 95

IT World

JANUARY 25, 2023

Microsoft on Tuesday said it expects the growth across its cloud business to temper down through 2023 as enterprises brace for economic headwinds. The Windows-maker reported 29% growth in total cloud revenue to $21.5 Microsoft said it expects its third quarter cloud gross margin to decrease by one percentage point, driven by Azure.

Cloud 96

Cloud Azure AI Enterprise 96

Stax

OCTOBER 13, 2024

You should note that the only version of Quicken we will discuss is Quicken Home & Business in this article. (We This article will focus on QuickBooks Online, which is by far the most popular version of QuickBooks among small businesses. (If Quicken Inc. This means you need your laptop or desktop to fully utilize Quicken.

Payment Methods 88

Payment Methods Payment Solutions Payments Payment Services 88

IT World

JANUARY 25, 2023

Alphabet already plans to cut its workforce by 6% , it said on January 20, 2023, a move that will affect staff across the company including in its enterprise cloud computing division. To read this article in full, please click here

Cloud 93

Cloud Enterprise Compensation Management 93

IT World

DECEMBER 14, 2021

To read this article in full, please click here Or for those who discovered that while they’d never given AWS one thin dime, many of the services they did pay for—Asana, Smartsheet, Trello, and Slack, to name a few—were built atop AWS.

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AWS Cloud 130

Intercom, Inc.

NOVEMBER 30, 2021

Proactive notifications: Article Inserter (built by Intercom). To protect your support team’s inbox and help your customers get faster resolutions, you can integrate the Article Inserter app with the Messenger. Knowledge base: Article Search (built by Intercom). Cloud-based phone support: Aircall.

Technical Review 249

Technical Review Customer Support Payment Methods Payment Solutions 249

SaaStr

AUGUST 29, 2022

10.000 SaaS CEOs, Founders, Revenue Leaders, and VCs will join us for 3 days of tactical content, networking, and epic evening events when the Cloud comes to San Mateo. If you haven’t already, sign up here for tickets before we sell out. In other words, companies need to sell a vision – not a product.

Scale 278

Scale Sales Hiring Marketplace as a Service B2B 278

IT World

APRIL 13, 2023

Building on its WebEx product line, Cisco plans to deliver an air-gapped, cloud-based collaboration system for companies involved in US national security and defense work, extending the secure offerings the company already provides to industries that require collaboration tools with strong security measures to meet US government requirements.

Cloud 87

Cloud Government Communication 87

SaaStr

NOVEMBER 7, 2023

Anyone should be able to build any Cloud solutions they want. When these three things come together — Cloud platforms, new builder and dev tools, and generative AI — it creates a tipping point. That many of the standard assumptions and ways of doing SaaS will change a lot. You don’t have to be an expert to be able to build things.”

Generative AI 286

Generative AI AWS Artificial Intelligence AI 286

IT World

JULY 12, 2023

Microsoft clawed its way back from oblivion by betting big on the cloud rather than focusing on its then-cash cow, Windows. Not only has the company become a big provider of cloud services to enterprises, but it’s also converted as many of its products as possible to the cloud. To read this article in full, please click here

Cloud 85

Cloud Payment Services Enterprise Subscription 85

IT World

JANUARY 10, 2022

Tech Spotlight: Hybrid Cloud. Hybrid cloud hurdles — and how to address them (CIO). Hybrid-cloud demands new tools for performance monitoring (Network World). 5 top hybrid cloud security challenges (CSO). 16 irresistible cloud innovations (InfoWorld). To read this article in full, please click here

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Management SaaS Cloud Innovation 143

Incredo

JULY 14, 2019

At the end of this article, you will learn about the subscription model in general + get the detailed distinction between monthly/annual subscription billing models and discover how small and large SaaS companies charge their customers. The same principle works when it comes to cloud computing. Did you find our article useful?

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Payment Features SaaS Payments Payment Methods Subscription 184