SaaStr

MAY 23, 2022

There are many ways to slice-and-dice public market data, but the headline one Bessemer called out is the most visceral I’ve seen: Public SaaS and Cloud companies lost $1 Trillion in market cap so far in 2022. And the number of public SaaS and Cloud decacorns has fallen from 50 to 17. Strange Days, Indeed.

Cloud 309

Cloud Azure AWS Marketing 309

SaaStr

JULY 31, 2020

Yet, the Cloud is on fire during Work-and-Do-Everything-Possible-from-Home. Zoom is growing at rates we’ve never seen before in SaaS and Cloud. And Morgan Stanley has predicted Cloud penetration will be pulled forward 5+ years or more. Amazon/AWS and Atlassian both had huge Q2’s.

AWS 305

AWS Azure Cloud SaaS 305

Clouded Judgement

AUGUST 4, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Update “What we're seeing in the quarter is that those cost optimizations, while still going on, are moderating and many maybe behind us in some of our large customers. Follow along to stay up to date!

Cloud 130

Cloud Azure Cost optimization & reporting AWS 130

Clouded Judgement

APRIL 11, 2024

Q4 earnings season for cloud businesses is now behind us. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., We then dipped below the trendline as we hit the period of “cloud optimizations,” and things have started to rebound.

Cloud 177

Cloud Software Azure AWS 177

Clouded Judgement

APRIL 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. Azure reported on Tuesday and gave us that glimmer of hope. Then AWS appeared to add fuel to that hope before giving us a huge rug pull.

Cloud 130

Cloud Azure AWS AI Search 130

SaaStr

MAY 2, 2023

So there’s no doubt things are a bit harder for everyone in SaaS and Cloud right now. A few of us are seeing no macro impacts, but probably the biggest tell are Cloud platform giants — AWS, Azure and Google Cloud. The Cloud is still growing. The Cloud is still growing.

Azure 212

Azure AWS Cloud SaaS 212

Clouded Judgement

OCTOBER 20, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. The promise of SaaS is that growth in the early years leads to profits in the mature years.

Cloud 161

Cloud Azure AWS Software Review 161

Clouded Judgement

JANUARY 6, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 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. Follow along to stay up to date!

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

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

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. Follow along to stay up to date! The Q4 ‘22 growth rate was 38% YoY.

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. SaaS and Cloud growth overall will remain strong. Shopify , Datadog, Crowdstrike , Google Cloud-Azure-AWS, Snowflake , etc. Carpe Diem.

Startup 310

Startup Venture Capital Azure AWS 310

SaaStr

FEBRUARY 20, 2021

So we’ve had a lot of fun in our 5 Interesting Learnings profiling the top SaaS and Cloud companies at scale, from Slack to Zoom, from Shopify to Datadog, from Box to DropBox. But are AWS, Azure and Google Cloud just too big for us to learn from? Google Cloud sees it hitting $760B+ in 2025.

Cloud 220

Cloud Azure AWS Scale 220

SaaStr

DECEMBER 27, 2023

So is it possible to be too efficient in SaaS and Cloud? Many have used Digital Ocean at the cheaper, simpler version of AWS-Azure-Digital Ocean to get going fast and quickly. Even small cloud customers worked to bring down their spend in 2023. #5. And if so, maybe that’s Digital Ocean.

Scale 236

Scale AWS Azure Cloud 236

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. We’ll see 10,000 of the best SaaS founders, execs and VCs Sep 13-15 at 2022 SaaStrAnnual.com ! With Aiven, developers can do what they do best: create applications.

Cloud 209

Cloud GCP(Google Cloud Platform) Payments SaaS Payments 209

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. The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs). Follow along to stay up to date!

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

SaaStr

MAY 6, 2022

Many SaaS and Cloud leaders are down more than 50% from their all-time highs. But Covid did create a lot of artificial demand for Cloud products, especially the lockdown phase. A Covid Hangover in SaaS stocks.’ Amazon AWS, Microsoft Azure and even Google Cloud are on fire, adding insane amounts of revenue this year.

SaaS 335

SaaS Azure Cloud AWS 335

Clouded Judgement

MARCH 22, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now ARR (Annual Recurring Revenue) vs ERR (Experimental Runrate Revenue) ARR (Annual Recurring Revenue) is one of the most popular SaaS (Non-GAAP) metrics. Follow along to stay up to date! It largely has to do with what I described above.

AI 183

AI Revenue Cloud Technical Advisors 183

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 203

Scale Marketplace as a Service Cloud SaaS Payments 203

Clouded Judgement

FEBRUARY 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 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. Subscribe now Share Clouded Judgement Leave a comment

Cloud 130

Cloud Azure AWS Generative AI 130

SaaStr

NOVEMBER 3, 2022

So we’ve talked about it often here at SaaStr, but things are just so … odd right now in SaaS. 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. And yet … the stock markets have plummeted.

AWS 311

AWS Venture Capital Azure Cloud 311

SaaStr

MARCH 9, 2022

So DigitalOcean is the quiet Cloud platform that keeps on growing. Focusing on smaller developers, in some ways it’s been a bit overshadowed by AWS, Azure, and Google Cloud. DigitialOcean doesn’t want to take AWS, Azure and Google on in the enterprise and doesn’t really try.

Azure 218

Azure AWS SMB Cloud 218

Clouded Judgement

NOVEMBER 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Quarterly Reports Summary Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months.

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

Tom Tunguz

NOVEMBER 28, 2023

” A surprising impact of the cost-cutting may be increased margins for SaaS providers on infrastructure as their own cost reductions manifest as margin improvements. Improved terms from the cloud service providers have contributed to margin expansion.” And we’re seeing the effects of that.

GCP(Google Cloud Platform) 139

GCP(Google Cloud Platform) Azure Data Startup 139

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). Usage & distribution, like in classical SaaS, are likely the most sustainable & repeatable. Layer : application, platform, or infrastructure?

Generative AI 206

Generative AI AI GCP(Google Cloud Platform) Startup 206

SaaStr

AUGUST 27, 2019

Around 2013 or so, the Cloud started to grow far faster than any of us had thought it would: Amazon Web Services revenue 2018 | Statista. It turned our CIOs and bigger companies were ready to transfer as much as another 20% of their $1 trillion+ IT budgets to Cloud far faster than any of us knew. The markets took a while to catch up.

Cloud 139

Cloud Azure AWS Enterprise 139

SaaStr

APRIL 27, 2021

Just how fast is SaaS and Cloud growing? Cloud software spending grew a stunning 23% in 2021, from $270 billion to $330 billion. Budgets and spend are increasing a stunning 20% a year in SaaS. Yes, we all now know top SaaS leaders have world-class NRR, from 110% to 160%. One thing we know — Fast.

GCP(Google Cloud Platform) 166

GCP(Google Cloud Platform) Azure AWS SaaS 166

Stax

APRIL 18, 2024

Independent Software Vendors (ISVs) and Software-as-a-Service Providers (SaaS) operate within the same market, thus creating a push-and-pull revenue dynamic. SaaS companies deliver software applications over the internet on a subscription basis, simplifying access and management for users. What are SaaS companies?

Outsourcing Services 88

Outsourcing Services SaaS Payments Payment Services Payment Methods 88

SaaStr

OCTOBER 13, 2022

We’ll see 2,500+ of the best SaaS founders, execs, and VCs June 6-7 at 2022 SaaStr Europa ! 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. Grab tickets here. .

GCP(Google Cloud Platform) 194

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 194

SaaStr

DECEMBER 26, 2022

Despite economic headwinds, SaaS spending continues to grow, with most companies having self-reported increasing or maintaining SaaS spending. G2 track, their proprietary SaaS spend management platform. This includes data from companies on how they utilize SaaS and their spending.

Software Review 196

Software Review Software Azure Cloud 196

Intercom, Inc.

DECEMBER 31, 2019

The most triumphant transfer of control from an original generation leader to a new CEO was surely that of Microsoft, which pivoted from chasing after Apple’s success in the consumer space under Steve Ballmer (don’t mention Nokia ) to successfully focusing on the cloud under Satya Nadella (please do mention Azure).

Payment Solutions 259

Payment Solutions Payment Methods Software SaaS Payments 259

ProfitWell

MAY 12, 2020

The three major cloud service models are SaaS, PaaS, and IaaS. Cloud service models in 2020. What is SaaS? Software as a service (SaaS) is when a provider hosts an application and makes it available to subscribers over the internet. We are not considering those in our comparison of cloud services.

Cloud 59

Cloud Azure SaaS Underperforming Technical Team 59

Baremetrics

DECEMBER 7, 2023

The main benefits of categorizing your SaaS company’s expenses are more accurate metrics and forecasts, and getting a better understanding of your company’s overall spending. Here’s an overview of the series: Part 1: How to Categorize Expenses in a SaaS Startup v2.0 This is a v2.0 New Gross Margins?

Merchant Services 90

Merchant Services Startup DevOps as a Service SaaS 90

Audacix

SEPTEMBER 20, 2022

When you should conduct SaaS pentests / mobile app pentests to solidify your security posture. How to protect your cloud console with GCP/Azure/ AWS cloud console pentests. How to make your software or SaaS enterprise-ready so that you can sell more to larger B2B customers. Would that be helpful?

Software Development 52

Software Development GCP(Google Cloud Platform) Development Software 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 Underperforming Technical Team AWS Scale 52

OPEXEngine

DECEMBER 7, 2021

Dive Brief: Usage-based pricing has grown 32% this year and now 45% of software-as-a-service (SaaS) companies use it all or in part, up from 34%, an OpenView survey shows. The survey is based on responses from 600 SaaS companies. It has tended to be used most in infrastructure platforms, like AWS, Google Cloud, and Azure.

Subscription 52

Subscription Payment Features Pricing SaaS 52