Tom Tunguz

OCTOBER 27, 2022

Microsoft Azure. Google Cloud Platform. The kink downwards in the red line at Q-2 shows a sudden deceleration in AWS’ growth rate. Meanwhile, Azure has declined in a more steady cadence. The data suggests a broader slowdown in software spending as these companies are indices of software buyers’ behavior.

Cloud 227

Cloud GCP(Google Cloud Platform) Azure AWS 227

Clouded Judgement

OCTOBER 20, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. In general economic data has continued to come in strong (a data point suggesting inflation could stay sticky, and the economy can absorb rates staying higher for longer). Subscribe now Share Clouded Judgement Leave a comment

Cloud 161

Cloud Azure AWS Software Review 161

Clouded Judgement

MAY 10, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Here’s some data so far: 6 out of 40 (15%) saw ARR shrink from Q4 to Q1 Of companies who gave Q2 guidance, 20 out of 37 (54%) guided BELOW Q2 consensus. Subscribe now Share Clouded Judgement Leave a comment View draft history Settings

Cloud 161

Cloud Software GCP(Google Cloud Platform) Azure 161

Clouded Judgement

OCTOBER 28, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. 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%.

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Tom Tunguz

JULY 26, 2022

Microsoft Azure. Google Cloud Platform. Microsoft Azure grew 40% y/y, tying the fastest quarterly growth rate in the past 5 quarters. That suggests the cloud market is quite strong. GCP’s data point is less rosy. Here are some hypotheses: Google may have greater customer concentration in GCP than Azure.

GCP(Google Cloud Platform) 186

GCP(Google Cloud Platform) Cloud Azure AWS 186

Clouded Judgement

APRIL 21, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). Let’s double click on Azure. This may be a data point to suggest we’re hitting the trough (or close to it).

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

SaaStr

NOVEMBER 18, 2023

SaaS products and services like Pilot track the finances of 1,000s of SaaS and other startup so they’re an interesting source of hard data. What does Pilot’s latest data say? SaaS and Cloud growth overall will remain strong. Shopify , Datadog, Crowdstrike , Google Cloud-Azure-AWS, Snowflake , etc.

Startup 327

Startup Venture Capital Azure AWS 327

Tom Tunguz

NOVEMBER 28, 2023

" As with many other companies reporting strength in the market, AI & unstructured data workloads are fueling growth. ” Unstructured data is the growth engine : 17x growth y/y suggests a small number last year, but phenomenal interest. “Over 30% of customers use Snowflake to process unstructured data in October.

GCP(Google Cloud Platform) 138

GCP(Google Cloud Platform) Azure Data Startup 138

Clouded Judgement

JULY 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 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.”

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

SaaStr

FEBRUARY 10, 2022

Aiven provides managed open source data technologies on all major clouds. Meanwhile, we do what we do best; manage cloud data infrastructure. The post Thanks to Unit, Everstage, Aiven, Zip, and Mission Cloud for Sponsoring SaaStr Annual 2022! With Aiven, developers can do what they do best: create applications.

Cloud 220

Cloud GCP(Google Cloud Platform) Payments SaaS Payments 220

Clouded Judgement

JUNE 9, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 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 were also more constructive on cloud optimizations bottoming.

Trends 130

Trends Cloud Azure AWS 130

Clouded Judgement

AUGUST 11, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. The weakness they called out was from larger cloud-native businesses. However, it’s not showing up in the data yet. The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs).

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

SaaStr

MARCH 31, 2022

Jessica Alexander, Senior Director Cloud Technology & OEM Partnerships, Crowdstrike. So for the audience, cloud giants are turbocharging startup sales, and the predominant reason for this is because they’re fundamentally changing IT budgets at the customers that we’re all selling to. Rico Mallozzi, Sr.

Scale 216

Scale Marketplace as a Service Cloud SaaS Payments 216

Clouded Judgement

FEBRUARY 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. We can look at data for indicators, but predicting anything with confidence on all 3 of these vectors is very hard. One data point to support this – the WCLD index was up >5% on Wednesday, but the S&P was up only 1%.

Cloud 130

Cloud Azure AWS Generative AI 130

SaaStr

NOVEMBER 3, 2022

My summary of Venture Markets in Nov 2022: Series B and later even worse than looks in data: 85%+ of investing here has simply ceased. And while AWS’s growth is down a bit, it’s still at epic levels, Azure isn’t even really down, and Google Cloud is growing faster than ever.

AWS 326

AWS Venture Capital Azure Cloud 326

Clouded Judgement

NOVEMBER 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. There are many limiters here - data security and compliance are big ones. The counter argument to this is will we be able to find enough high quality long context training data. Subscribe now Share Clouded Judgement Leave a comment

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

SaaStr

NOVEMBER 3, 2022

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. Which means better customer relationships, more data, and new sources of revenue. Embedded finance has everything to do with the flow of money.

Payments 238

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions 238

Tom Tunguz

APRIL 6, 2023

In the cloud, AWS, Azure, & GCP have created about as much market cap as all the top 100 B2B & B2C publics built on cloud (Netflix, ServiceNow, AirBnb, etc). Access to proprietary data provides a moat. There are 4 questions startups should ask themselves about building with generative AI.

Generative AI 205

Generative AI AI GCP(Google Cloud Platform) Startup 205

Clouded Judgement

MARCH 22, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

AI 183

AI Revenue Cloud Technical Advisors 183

Andreessen Horowitz

FEBRUARY 20, 2024

The traditional clouds (AWS, GCP, and Azure) are getting dated. They continue to be the standard for the vast majority of cloud workloads, of course, but they are built around a set of operational practices that were more relevant a decade ago. I’m certain you’ll not want to go back to the traditional clouds again.

Investment 111

Investment GCP(Google Cloud Platform) AWS Azure 111

IT World

MAY 24, 2022

I want to talk to you today about clouds. But I'm not here to talk about hyper-scale, public clouds such as Amazon Web Services (AWS), Azure, or Google Cloud. They're great, but for many, they're overkill.

Cloud 90

Cloud SMB Azure AWS 90

Chart Mogul

JANUARY 28, 2022

A few months ago, we retired our last pieces of infrastructure on DigitalOcean, marking our migration to AWS as complete. Our journey was not your regular AWS migration as it involved moving our infrastructure from classic VMs to containers orchestrated by Kubernetes. Lack of modern cloud features and managed services.

K8S orchestration (Kubernetes) 52

K8S orchestration (Kubernetes) AWS EKS (Elastic Kubernetes Service) GCP(Google Cloud Platform) 52

How To Buy Saas

MAY 15, 2024

In today’s world, cloud computing has become very popular among businesses of all sizes because of its effective tech services. Cloud computing services have helped businesses conveniently access and utilize tools to perform different tasks. You can get them all through cloud computing. Ensure cloud security and compliance.

DevOps as a Service 52

DevOps as a Service Marketplace as a Service Cloud SaaS 52

SaaStr

DECEMBER 26, 2022

This includes data from companies on how they utilize SaaS and their spending. G2 track data supports expected spending increase in 2022 with average quarterly SaaS spending up 15% YoY.”. The three key themes that emerged from G2’s data are: The value of community experience . Third-party partnerships, including tackle.io

Software Review 213

Software Review Software Azure Cloud 213

IT World

APRIL 9, 2019

Cisco and Google have expanded their joint cloud-development activities to help customers more easily build secure multicloud and hybrid applications everywhere from on-premises data centers to public clouds. Check out what hybrid cloud computing is and learn what you need to know about multi-cloud.

multi-cloud Kubernetes 72

multi-cloud Kubernetes Cloud GCP(Google Cloud Platform) Development 72

Stax

APRIL 18, 2024

Examples of popular SaaS apps include Shopify, an eCommerce platform, Dropbox, a cloud storage service, and Stax Bill, an automated payment processing system. Some may use cloud platforms for online solutions. Some use cloud-based solutions to deliver online solutions (e.g.,

Outsourcing Services 88

Outsourcing Services SaaS Payments Payment Services Payment Methods 88

IT World

NOVEMBER 20, 2019

IBM is taking aim at the challenging concept of securely locking-down company applications and data spread across multiple private and public clouds and on-premises locations. Learn how server disaggregation can boost data center efficiency and how Windows Server 2019 embraces hyperconverged data centers. |

Cloud 53

Cloud Enterprise Azure AWS 53

ProfitWell

MAY 12, 2020

The three major cloud service models are SaaS, PaaS, and IaaS. Cloud service models in 2020. We are not considering those in our comparison of cloud services. With PaaS, developers can create everything from simple apps to complex cloud-based business software. What is SaaS? What is IaaS? Let's take a closer look.

Cloud 59

Cloud Azure SaaS Underperforming Technical Team 59

Blulogix

OCTOBER 11, 2023

In this blog post, we’ll delve into the five keys to automating usage-based billing for MSPs , with a particular focus on the vital role of data integration. MSPs typically manage a myriad of services, from cloud infrastructure to software applications and more. Provide clients with real-time access to their usage data.

Payment Features 52

Payment Features Management Azure AWS 52

Blulogix

NOVEMBER 8, 2023

Whether it’s cloud computing resources, software applications, or data storage, usage-based pricing offers adaptability and efficiency. Enhanced Data Insights Usage-based pricing generates extensive data that can be harnessed by technology companies to gain insights into customer behavior, preferences, and emerging trends.

Technology 52

Technology Pricing Payment Features Subscription 52

Audacix

JULY 28, 2022

But it's also true that it's never too late to secure your cloud-based web app. In fact, smart and fast-growing cloud software companies who outperform their peers usually share this common trait: they consistently grow sales and build their brand by turning their security standards into a key differentiator and selling point.

Cybersecurity 52

Cybersecurity AWS Underperforming Technical Team Scale 52

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

BetterCloud

JANUARY 8, 2021

A layperson might (and often does) assume that the biggest SaaSOps challenges are fairly straightforward, especially when it comes to granting access to your company’s data. Of course, access control isn’t that simple—and as a result, even some of the world’s biggest companies have fallen victim to some high-profile data breaches.

Azure 52

Azure AWS Scale Technical Review 52

Audacix

OCTOBER 24, 2019

But it's also true that it's never too late to secure your cloud-based web app. In fact, smart and fast-growing cloud software companies who outperform their peers usually share this common trait: they consistently grow sales and build their brand by turning their security standards into a key differentiator and selling point.

Cloud 49

Cloud Cybersecurity Scale Transportation 49

ProfitWell

MAY 15, 2020

It seems as though more and more companies are jumping on the cloud bandwagon…and for good reason. If you haven’t transitioned to SaaS yet, I promise moving to a cloud-based computing system sounds more complicated than it actually is. Simply, any company that sells software via a central, cloud-based system can be considered SaaS.

SaaS Payments 75

SaaS Payments Payment Services Payment Solutions Payments 75

Audacix

OCTOBER 5, 2019

As enterprises increasingly become more open to introducing cloud software to their environments, you as a cloud provider must proactively anticipate their concerns and address them. Why are enterprise buyers' concerned about cloud software security? What security questions stop enterprise buyers from buying your cloud software?

Cloud 45

Cloud Enterprise Software Review Cybersecurity 45

OPEXEngine

DECEMBER 7, 2021

Usage-based pricing has been growing since at least 2018, when about a quarter of companies were using it, according to OpenView’s data. It has tended to be used most in infrastructure platforms, like AWS, Google Cloud, and Azure. But that has been changing.

Subscription 52

Subscription Payment Features Pricing SaaS 52