SaaStr
DECEMBER 27, 2023
Many have used Digital Ocean at the cheaper, simpler version of AWS-Azure-Digital Ocean to get going fast and quickly. Digital Ocean is only growing 16% now at $700m ARR, and churn is up and NRR down. Churn Stable. Churn did grow from 12% to 15%, but NRR fell far faster, from 118% to 96% in just one year.
Clouded Judgement
APRIL 11, 2024
The first few months of this year felt like a lot of churning in the market. 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). Is Software Rebounding? Who are the real AI winners.
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SaaStr
NOVEMBER 3, 2022
You get a complete overview of your global subscriber base; MRR, ARPU, ASP, churn and LTV are presented in a beautiful and easy to use dashboard. Secureframe allows companies to get compliant within weeks, rather than months and monitors 100+ services, including AWS, GCP, and Azure.
SaaStr
OCTOBER 13, 2022
You get a complete overview of your global subscriber base; MRR, ARPU, ASP, churn and LTV are presented in a beautiful and easy to use dashboard. You need an efficient way to keep your customers successful, reduce churn, drive adoption, and increase net revenue retention.
Clouded Judgement
MARCH 22, 2024
At contract expiration these customers either renew (sign another contract with same annual value), expand (sign another contract with higher annual value), contract (sign another contract with lower annual value), or churn (stop being a customer and spend goes to zero). It’s probably better described as re-occurring vs recurring.
Clouded Judgement
AUGUST 11, 2023
The good news is gross retention (ie churn) stayed constant. 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. The weakness they called out was from larger cloud-native businesses.
SaaStr
NOVEMBER 14, 2023
What’s evolved over the years and is driven by hyper-scalers like Google Azure, AWS, Twilio, and Stripe is the consumption-based model. So, if you’re measuring on incremental ARR, you create a large disincentive for a rep to talk to a customer about optimizing their environment… Because that means churn for them.
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