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Datadog, ZoomInfo, Atlassian, AWS: Epic Growth — But Some Real Headwinds For The First Time

SaaStr

But … they cited some economic headwinds in their quarterly announcement, and importantly, new bookings were actually down a bit. Amazon also cited some headwinds in AWS, with growth slowing a bit to 28% and potentially as low as 20% at the very end of this past quarter. Datadog had an epic quarter growing a stunning 61% at $1.8

AWS 264
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The Health of Cloud Spending in Mid-2022

Tom Tunguz

Microsoft Azure. Microsoft Azure grew 40% y/y, tying the fastest quarterly growth rate in the past 5 quarters. Here are some hypotheses: Google may have greater customer concentration in GCP than Azure. Declines in some large customers’ spend may impact results more than Azure. Google Cloud Platform.

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Clouded Judgement 10.28.22

Clouded Judgement

Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. Overall, it wasn’t pretty… AWS grew 28% when expectations were 30-31%. At the same time, Azure came in below expectations. Follow along to stay up to date! The economy grew 2.6%

Cloud 130
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Are You Getting More Competitive, Or Less Competitive? Hitting the Plan Might Not Be Enough

SaaStr

They should be adding more new bookings that you in most cases. DigitalOcean is growing more slowly than its mega competitors Azure, AWS, etc. You’re starting from a smaller base, with a unique competitive advantage of some sort. You have to be growing faster on a percentage basis than they are. But growing more slowly.

Azure 210
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Clouded Judgement 8.11.23 - Datadog Consumption Trends

Clouded Judgement

“New logo and new product bookings and deal cycles haven't been impacted by the period of optimization and we continue to see healthy growth on the sales side. From a new logo bookings perspective, we had our largest Q2 and second largest quarter ever, only behind the seasonally larger Q4 2022.”

Cloud 130
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[WEBINAR REPLAY] How to build a culture of security in your software development teams

Audacix

How to protect your cloud console with GCP/Azure/ AWS cloud console pentests. Book My Discovery Call Get AppSec Checklist. On this 30-minute discovery call we will first ask you where you want to go with your application security structure. How to build application security into your software development lifecycle.

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How to Categorize Expenses in a SaaS Startup v2.0

Baremetrics

Cost of Revenue Examples Hosting AWS / Google Cloud / Azure Payroll – Customer Support Service Delivery Costs Twilio, Sendgrid Merchant Fees Stripe, Braintree You should also include software that helps your support team, such as Help Scout, or your Devops, such as CircleCI. And remember. SaaS Cost of Revenue = Hosting and Support.