Clouded Judgement

APRIL 11, 2024

Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. 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. net retention and CAC payback).

Cloud 177

Cloud Software Azure AWS 177

OPEXEngine

OCTOBER 25, 2019

Microsoft’s recent deal with SAP to bring SAP cloud customers onto the Azure platform, together with similar deals with Oracle and VMWare, gives AWS a run for its money. Cost of revenue is trending down for SaaS companies, leading to higher gross margins. and Adobe is in third place with 6.7%

Trends 40

Trends Marketing SaaS Azure 40

SaaStr

MARCH 17, 2023

This is the biggest trend in SaaS. They can provide big-picture ROI, but they don’t have hard ROI metrics, benchmarks, and success stories. We’re seeing a growing trend of buyers making SaaS purchases through global marketplaces such as the AWS Marketplace and Azure Marketplace. SaaS changed that.

Marketplace as a Service 203

Marketplace as a Service Software Review Technical Review Azure 203