Clouded Judgement

APRIL 28, 2023

AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. When the tailwinds of new business start to overcome the headwinds of optimization (or when headwind of optimization becomes a tailwind of net expansion). Azure reported on Tuesday and gave us that glimmer of hope.

Cloud 130

Cloud Azure AWS AI Search 130

Tom Tunguz

OCTOBER 27, 2022

Microsoft Azure. Infrastructure revenue growth averaged 33% this quarter, which is astounding considering we’re talking about businesses that sum to more than $50b of revenue per quarter. A year ago, these business units grew at 44% annually. Meanwhile, Azure has declined in a more steady cadence.

Cloud 228

Cloud GCP(Google Cloud Platform) Azure AWS 228

Tom Tunguz

JULY 26, 2022

Today, Microsoft & Google revealed the health of their infrastructure business units. 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. Google Cloud Platform.

GCP(Google Cloud Platform) 199

GCP(Google Cloud Platform) Cloud Azure AWS 199

Clouded Judgement

AUGUST 4, 2023

And now we're seeing more progression into new workloads, new business. ” These are two quotes about AWS on the Amazon earnings call. .” ” These are two quotes about AWS on the Amazon earnings call. AWS grew 16% in Q1, but called out growth in April (first month of Q2) was 11%.

Cloud 130

Cloud Azure Cost optimization & reporting AWS 130

Clouded Judgement

JANUARY 6, 2023

Cloud Downgrades This week UBS came out with a couple research reports citing concerns in AWS / Azure growth. This brings me back to AWS / Azure downgrades. It shows the number of months it takes for a SaaS business to payback their fully burdened CAC on a gross profit basis. Follow along to stay up to date!

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

Clouded Judgement

OCTOBER 28, 2022

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!

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

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. It shows the number of months it takes for a SaaS business to payback their fully burdened CAC on a gross profit basis. Revenue multiples are a shorthand valuation framework.

Cloud 161

Cloud Azure AWS Software Review 161

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. You know their names. But the bigger clouds aren't always suitable for everyone or every job.

Cloud 104

Cloud Azure AWS Business 104

SaaStr

NOVEMBER 3, 2022

ChartMogul is an analytics platform to help you run your subscription business. Our mission is to build powerful and secure cloud software for subscription businesses of all sizes, with a strong emphasis on good design and ease of use.

Payments 214

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions 214

SaaStr

OCTOBER 13, 2022

ChartMogul is an analytics platform to help you run your subscription business. Our mission is to build powerful and secure cloud software for subscription businesses of all sizes, with a strong emphasis on good design and ease of use. ChurnZero is the Customer Success platform and partner for growing SaaS and subscription businesses.

GCP(Google Cloud Platform) 183

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 183

Clouded Judgement

APRIL 21, 2023

Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). Let’s double click on Azure. On AWS, in their Q4 earnings call they said AWS was growing “mid teens” in January (down from 20% in Q4). The Q4 ‘22 growth rate was 38% YoY.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

JULY 28, 2023

Subscribe now Busy week! AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. ” Then at AWS Summit they called out “Your data is your differentiator when it comes to Generative AI.” AWS reports next week. So what did we learn?

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

SaaStr

FEBRUARY 10, 2022

We enable customers to drive business results from open source that trigger true transformations. Currently, we offer Apache Kafka, Apache Cassandra, PostgreSQL, MySQL, OpenSearch, Redis, InfluxDB, Grafana, and M3 in more than 90 regions around the world on AWS, GCP, Microsoft Azure, DigitalOcean, and UpCloud cloud platforms.

Cloud 196

Cloud GCP(Google Cloud Platform) Payments SaaS Payments 196

Clouded Judgement

JUNE 9, 2023

Very healthy new business (new customer) acquisition. 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 guided to 26-27% growth in Azure in Q2 (with 1% coming from AI).

Trends 130

Trends Cloud Azure AWS 130

SaaStr

MARCH 31, 2022

And it’s one of the three large cloud vendors that we all know: Microsoft, AWS, and Google. Azure’s marketplace has over 4 million monthly visitors. AWS’s marketplace has seen 1.5 Like I said, we run 100% of our platform on AWS, so the fit was great. It was pretty easy to drive that from our side.

Scale 191

Scale Marketplace as a Service Cloud SaaS Payments 191

Clouded Judgement

MARCH 22, 2024

In it's truest form, ARR is used by pure SaaS business models to describe the aggregate annual value of the entire customer set. Many laude the SaaS business model because ARR is inherently predictable - you know what you’re revenue will be over the coming 12 months, and sometimes even further out than that.

AI 183

AI Revenue Cloud Technical Advisors 183

Clouded Judgement

AUGUST 11, 2023

The weakness they called out was from larger cloud-native businesses. However, they called out strength when looking at new business (ie net new customer signups). ” It’s really important that new business is still healthy, and a sign of overall market health. However, it’s not showing up in the data yet.

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

SaaStr

NOVEMBER 14, 2023

What Is A “Consumption” Business In the old days of software, you had a company like Oracle that popularized the perpetual license where customers own the software and vendors own the market. What’s evolved over the years and is driven by hyper-scalers like Google Azure, AWS, Twilio, and Stripe is the consumption-based model.

Compensation 164

Compensation Sales Azure AWS 164

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

IT World

FEBRUARY 3, 2020

The ongoing shift to the cloud is affecting nearly all types of IT environments—including Microsoft platforms and applications that companies have been relying on for years to support key business processes. Also on InfoWorld: VMware Cloud on AWS? These customers are all in ]. These customers are all in ].

Azure 56

Azure Cloud AWS Enterprise 56

Intercom, Inc.

DECEMBER 31, 2019

Google, too, saw a smooth transfer of power from its founders to a new CEO, Sundar Pichai, while also strengthening its core business of search advertising and reorganizing under Alphabet. Rise of the cloud and SaaS businesses. What was perhaps less predictable was the ensuing prevalence of the subscription-based business model.

Payment Solutions 259

Payment Solutions Payment Methods Software SaaS Payments 259

Clouded Judgement

NOVEMBER 10, 2023

Hyperscalers (AWS, Azure, GCP as companies look for cloud GPUs who aren’t building out their own data centers) Infra (Data layer, orchestration, monitoring, ops, etc) Durable Applications We’ve clearly well underway of the first 3 layers monetizing. Most likely Datadog is seeing trends more unique to their own business.

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

Stax

APRIL 18, 2024

While they operate under different business models, ISVs and SaaS share similarities in software development, cross-platform accessibility, and industry reach. ISVs, or Independent Software Vendors, are businesses that develop and distribute software products to end-users. Learn More What are ISVs?

Outsourcing Services 88

Outsourcing Services SaaS Payments Payment Services Payment Methods 88

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. Though it was pioneered in the infrastructure layer (think: AWS and Azure), it’s becoming increasingly popular for API-based products and application software.

Scale 98

Scale Pricing Scaling AWS 98

Blulogix

OCTOBER 11, 2023

Cloud Service Providers: Integrate data from popular cloud providers like AWS , Azure, or Google Cloud to track resource consumption and costs. Consistent service quality as the business expands. Efficient management of new services and clients.

Payment Features 52

Payment Features Management Azure AWS 52

Blulogix

NOVEMBER 8, 2023

Take your business further with BluIQ’s flexible, scalable, enterprise-grade intelligent billing solutions. With the shift from one-time software licenses to subscription-based models, businesses and consumers have become accustomed to the idea of paying for technology services on a recurring basis.

Technology 52

Technology Pricing Payment Features Subscription 52

ProfitWell

MAY 12, 2020

Many business owners do not know the difference between these offerings and are therefore unaware of which option is best for their company. Before we can start talking about how each of these choices match with your business needs, we need to define what they are. GSuite — This is Google's suite of software products for businesses.

Cloud 59

Cloud Azure SaaS Underperforming Technical Team 59

BetterCloud

JANUARY 8, 2021

There are a variety of root causes that we could spend days analyzing, but there’s one harsh reality that IT constantly faces: It’s really hard to craft access control policies that fit your business and evolve with it as the organization grows. With Azure RBAC, access to resources is controlled by role assignments.

Azure 52

Azure AWS Scale Technical Review 52

Audacix

JULY 28, 2022

There are the most obvious and often quoted reasons for investing in robust application security standards and processes: It helps to protect your business. It helps to protect your customers' business. A cloud server, like an AWS EC2 instance, is still a server. Great question. Prevention is always better than cure.

Cybersecurity 52

Cybersecurity AWS Underperforming Technical Team Scale 52

Baremetrics

DECEMBER 7, 2023

This series attempts to give practical advice to SaaS CEOs and Founders on how to organize and automate their financial backend , giving them freedom to spend time with more value-adding parts of their business like financial planning. Keep an eye on the Type column, and scroll down to see what do you currently have stowed away in there.

Merchant Services 90

Merchant Services Startup DevOps as a Service SaaS 90

Neil Patel

APRIL 8, 2021

Cloud computing has taken over in recent years, and it offers many opportunities for businesses and users. Along with PaaS and SaaS , these acronyms describe the different ways businesses can use cloud technology, and choosing the right one for your e-commerce store can make a big difference. Today, 90% of businesses use the cloud.

Outsourcing Services 119

Outsourcing Services Cloud Outsourced Development Azure 119

SaaStr

APRIL 26, 2024

Mike and Rudina do a great job of explaining the complex AI terminology for everyday non-technical founders and leaders to understand and apply to their businesses. Because they’ve contributed $40M to their bottom line by bringing AI to their core product and business, and they’re one of the few companies who have.

AI Search 204

AI Search AI Artificial Intelligence Scale 204

ProfitWell

MAY 15, 2020

Google Compute Engine (GCE), Digital Ocean, and Amazon Web Services (AWS) are all good examples of IaaS. Platform as a service, PaaS, is also a cloud computing but service providers deliver platforms to clients, allowing them to develop, run, and manage business applications without the need to build and maintain the infrastructure.

SaaS Payments 75

SaaS Payments Payment Services Payment Solutions Payments 75

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. By almost all key metrics, now is a great time to get into the SaaS business model. As such, many SaaS businesses are opting for the latter. AI Integrations.

SaaS Payments 66

SaaS Payments Trends Merchant Services Payments 66

Audacix

OCTOBER 24, 2019

There are the most obvious and often quoted reasons for investing in robust application security standards and processes: It helps to protect your business. It helps to protect your customers' business. Great question. It helps to minimise your costs when you do eventually get hacked. Prevention is always better than cure.

Cloud 49

Cloud Cybersecurity Scale Transportation 49

OpenView Labs

FEBRUARY 11, 2021

Gross margin is the complete, consistent indicator of business maturity. It documents the business your product is building. For example, 84% GM means that for every dollar of product sold, a business keeps 84 cents. “Gross margin is the complete, consistent indicator of business maturity.

Scale 52

Scale Payment Methods Payment Services Systems Review 52

Audacix

MAY 11, 2023

API vulnerability scanner API security testing ensures business data packets that move between two software applications and ip addresses are secure. They also help to keep out unauthorized devices from a business network. Password Vulnerabilities using weak passwords compromises critical business assets.

Underperforming Technical Team 52

Underperforming Technical Team Software Cloud Software Engineering 52