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. At the same time, the leaders in Cloud (AWS, Azure, Google Cloud) are growing a stunning 40%.

Cloud 321

Cloud Azure AWS Marketing 321

Tom Tunguz

OCTOBER 27, 2022

Microsoft Azure. 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. Google Cloud Platform.

Cloud 228

Cloud GCP(Google Cloud Platform) Azure AWS 228

Tom Tunguz

JULY 26, 2022

Microsoft Azure. Microsoft Azure grew 40% y/y, tying the fastest quarterly growth rate in the past 5 quarters. GCP’s data point is less rosy. Here are some hypotheses: Google may have greater customer concentration in GCP than Azure. Declines in some large customers’ spend may impact results more than Azure.

GCP(Google Cloud Platform) 192

GCP(Google Cloud Platform) Cloud Azure AWS 192

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 329

AWS Venture Capital Azure Cloud 329

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

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). Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud.

Cloud 161

Cloud Azure AWS Software Review 161

SaaStr

NOVEMBER 3, 2022

Which means better customer relationships, more data, and new sources of revenue. Secureframe allows companies to get compliant within weeks, rather than months and monitors 100+ services, including AWS, GCP, and Azure.

Payments 241

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions 241

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. The PC increased GDP by 0.006%, according to NBER That alone should turn heads.

Generative AI 211

Generative AI AI GCP(Google Cloud Platform) Startup 211

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. With Aiven, developers can do what they do best: create applications. We enable customers to drive business results from open source that trigger true transformations.

Cloud 223

Cloud GCP(Google Cloud Platform) Payments SaaS Payments 223

Andreessen Horowitz

FEBRUARY 20, 2024

The traditional clouds (AWS, GCP, and Azure) are getting dated. Heck, you can even write confliction updates in multiple regions at the same time and Tigris will resolve the updates and give a consistent global view of the data. However, storage has been a key issue for moving applications wholesale to these new clouds.

Investment 129

Investment GCP(Google Cloud Platform) AWS Azure 129

Clouded Judgement

JULY 28, 2023

AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. Satya at Microsoft said “Every AI app starts with data and having a comprehensive data and analytics platform is more important than ever.” ” Data is more important than ever! .”

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

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. Ultimately, we decided to go with AWS. Team expertise.

K8S orchestration (Kubernetes) 52

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

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

JUNE 9, 2023

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). Their consumption is driven by usage of applications built on top of Mongo.

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 219

Scale Marketplace as a Service Cloud SaaS Payments 219

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 215

Software Review Software Azure Cloud 215

SaaStr

APRIL 3, 2021

DigitalOcean is growing more slowly than its mega competitors Azure, AWS, etc. Yes, you may have to make some educated guesses and get some data from unusual sources. . $4B BigCommerce is growing more slowly than its $140B bigger rival, Shopify. That’s a big, big gap. But BigCommerce is still worth a very impressive $4B.

Azure 209

Azure Headcount AWS Education 209

IT World

MAY 24, 2022

But I'm not here to talk about hyper-scale, public clouds such as Amazon Web Services (AWS), Azure, or Google Cloud. Instead, most organizations need a way to store our documents and data so we, and our teammates, can easily get our information whether we're at home or sitting at a convention center in Valencia, Spain.

Cloud 90

Cloud SMB Azure AWS 90

Clouded Judgement

AUGUST 11, 2023

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. However, it’s not showing up in the data yet. The question is how patient will they be waiting for this?

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

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. But even more important right now is cost.

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

Clouded Judgement

FEBRUARY 3, 2023

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%. What we do know – Powell continues to sound confident that a soft landing is still possible.

Cloud 130

Cloud Azure AWS Generative AI 130

Clouded Judgement

MARCH 22, 2024

This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. .” Let’s look at consumption revenue - this is also not technically recurring! It’s probably better described as re-occurring vs recurring. in December, unemployment to be 4.0%

AI 183

AI Revenue Cloud Technical Advisors 183

Scytale

SEPTEMBER 18, 2023

User access reviews involve monitoring the rights and access privileges of those who can interact with your organization’s data, applications and infrastructure, including personnel, employees, vendors, service providers, and other relevant third parties. and Scytale will pull its relevant user access data automatically.

Systems Review 52

Systems Review Azure compliance AWS 52

Stax

APRIL 18, 2024

Yet, challenges arise when integrating them with existing systems due to compatibility, data migration, and interoperability issues. It reduces the time and resources for setup and maintenance, improving users’ efficiency, productivity, and data management capabilities.

Outsourcing Services 88

Outsourcing Services SaaS Payments Payment Services Payment Methods 88

BetterCloud

JULY 14, 2022

Today’s employees have far more access to company data than ever before. This is why automating your employee offboarding process is more than just a time saver—it is a critical way to protect sensitive data. Five months after he was terminated , a former Cisco employee accessed a critical AWS-hosted system.

Data 52

Data Azure AWS Banking 52

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. Comprehensive data integration ensures that you have a holistic view of client usage across all services, enabling precise billing. Calculate charges in real time.

Payment Features 52

Payment Features Management Azure AWS 52

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

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

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

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

However, you will most likely view this finding from an IBM Security study to be the most compelling data point when deciding if now is a good time to look at your web application's security standards: Doesn't it then make complete sense to give your potential customers just what they're looking for? Not really.

Cybersecurity 52

Cybersecurity Underperforming Technical Team AWS Scale 52

ProfitWell

MAY 12, 2020

IaaS is used by those who want to alleviate the need to maintain their own on-premise data centers. Data and software — SaaS users do not have to worry about managing data usage, or application upkeep. PaaS and IaaS solutions both require users to manage their own data usage and applications. Let's take a closer look.

Cloud 59

Cloud Azure SaaS Underperforming Technical Team 59

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. Companies offering middleware and applications are now using it more.

Subscription 52

Subscription Payment Features Pricing SaaS 52

SaaStr

APRIL 26, 2024

Rudina sees it along three dimensions: Data Infrastructure A culture of adopting AI Where are we heading as we try to adopt AI in the Enterprise? The layout and framework of data, infrastructure, and culture will be even more important as AI shifts to Enterprise. Many people think we have data, so why not build the models?

AI Search 231

AI Search AI Artificial Intelligence Scale 231

Neil Patel

APRIL 8, 2021

According to some estimates, cloud data centers will soon process 94% of workloads. Whereas in the past, businesses would have had their own data centers. Instead, they pay to use a third-party’s servers, networking technology, storage, and data center space. Today, 90% of businesses use the cloud.

Outsourcing Services 119

Outsourcing Services Cloud Outsourced Development Azure 119

ProfitWell

MAY 15, 2020

There are many different cloud-based models for storing data, but this article is focused directly on SaaS. Customers typically don’t interact with the physical data centers, but it is provided as a service to them. Google Compute Engine (GCE), Digital Ocean, and Amazon Web Services (AWS) are all good examples of IaaS.

SaaS Payments 75

SaaS Payments Payment Services Payment Solutions Payments 75

OPEXEngine

OCTOBER 25, 2019

Microsoft’s recent deal with SAP to bring SAP cloud customers onto the Azure platform, together with similar deals with Oracle and VMWare, gives AWS a run for its money. Cloud services spending is also fueling the data center hardware and software market to grow to $150 billion. and Adobe is in third place with 6.7%

Trends 40

Trends Marketing SaaS Azure 40