AWS Azure Churn Investment 
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.
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.
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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). Altimeter is an investment adviser registered with the U.S.
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. That way, they know what growth to expect and what incremental uplift they’re getting from having sales involved so they can continue to make better investments. This is MongoDB’s approach.
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.
Blulogix
NOVEMBER 8, 2023
Reduced Churn Customers are more likely to stay with a service that provides them with the exact value they need, no more and no less. Reduced churn is a natural outcome of usage-based pricing. Investing in robust billing and invoicing systems. This approach has transformed the way companies manage their IT infrastructure.
ProfitWell
SEPTEMBER 10, 2020
Running your own server to handle your customer's valuable data requires a huge investment to match the same level of security and reliability that comes baked into services like Amazon AWS and Microsoft Azure cloud. This, in turn, helps reduce churn. As such, many SaaS businesses are opting for the latter.
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