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

MAY 10, 2024

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. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against.

Cloud 161

Cloud Software GCP(Google Cloud Platform) Azure 161

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

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

MAY 31, 2024

” Time will tell… Data in chart below show’s the change in full year guide from this quarter vs last quarter. ” As growth starts to slow, it gets harder and harder to justify using revenue multiples as a primary valuation metric. Feels like investors are broadly more comfortable waiting for the data to show up.

Cloud 177

Cloud Software GCP(Google Cloud Platform) AI 177

SaaStr

APRIL 3, 2021

There’s a metric the very top founders track quitely, but ruthlessly, that I find other founders either don’t track, or sort of hide from. 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.

Azure 205

Azure Headcount AWS Education 205

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 198

Scale Marketplace as a Service Cloud SaaS Payments 198

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

MARCH 22, 2024

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. However, it’s also one of the most loosely used metrics, and is frequently misused. I created this subset to show companies where FCF is a relevant valuation metric.

AI 183

AI Revenue Cloud Technical Advisors 183

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

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

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

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. Closely watched SaaS metrics. But that has been changing.

Subscription 52

Subscription Payment Features Pricing SaaS 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

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 211

AI Search AI Artificial Intelligence Scale 211

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

ProfitWell

SEPTEMBER 10, 2020

By almost all key metrics, now is a great time to get into the SaaS business model. 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. AI Integrations.

SaaS Payments 66

SaaS Payments Trends Merchant Services Payments 66

OpenView Labs

FEBRUARY 11, 2021

And yet it’s often tucked away in a financial update while a medley of product metrics enjoy the spotlight. It needs to be treated as a top-level operational metric that a founder must know and understand. Fighting skewed data with segmentation. Pick a common anchoring metric that measures a core customer activity.

Scale 52

Scale Payment Methods Payment Services Systems Review 52

Clouded Judgement

SEPTEMBER 19, 2023

Tabular is a compelling data lakehouse solution, meaning it brings data warehouse functionality (SQL semantics + ease of use) to the data lake (cost-efficient and scalable). If you want your data platform to run like those at Netflix, Salesforce, Stripe, AirBNB and many others (i.e. Let's dive in.

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

User Pilot

APRIL 29, 2024

Service providers like Amazon Web Services (AWS), Google Cloud Platform, and Microsoft Azure offer server hosting and load-balancing services. Service providers like Amazon Web Services (AWS), Google Cloud Platform (GCP), and Microsoft Azure offer infrastructure services that support backend development. Web server.

Azure 52

Azure GCP(Google Cloud Platform) AWS Construction 52

SaaStr

MARCH 17, 2023

G2 has pulled data from a global buyer behavior study they conducted. People want to know you’re serving their industry, and you can show them through case studies, reviews, and in-depth data. According to the data, though, buyers are increasingly experimenting with cloud marketplaces, increasing from 22% in 2020 to 61% in 2021.

Marketplace as a Service 203

Marketplace as a Service Software Review Technical Review Azure 203

Audacix

JUNE 9, 2023

With the increasing number of sensitive data security breaches, it's essential to have the right automated application security tools in place to protect your software. AWS WAF is a great option for software and DevOps teams that are already using AWS services or looking for a scalable and flexible WAF solution.

Software Review 66

Software Review Software DevOps as a Service AWS 66

Frontegg

JUNE 17, 2021

This will let you achieve optimal security and performance metrics, but these boxes will not be fully utilized. Type 1 SaaS Architecture – This type of architecture basically requires runtime and data isolation, but not necessarily on the cloud. Privacy-conscious customers unwilling to share data storage.

ECS (Elastic Container Service) 97

ECS (Elastic Container Service) multi-cloud Kubernetes K8S orchestration (Kubernetes) Scale 97

CloudGeometry

FEBRUARY 7, 2022

Additional Isolation Options – Supplementary isolation approaches focused on compute and data Storage considerations. The AWS Well-Architected Framework is one such approach that helps adopt architectural best practices (whether or not you run on AWS) and adapt continuously.

Well Architected Framework 130

Well Architected Framework SaaS AWS Construction 130

Chart Mogul

DECEMBER 22, 2021

And we know how important it is for you to be able to track your metrics on the move. They also have a VC feature that lets you track metrics for multiple ChartMogul accounts at once. Importing your billing systems data into ChartMogul has never been as easy as it is now. New ways of exporting data out of ChartMogul.

Software Review 52

Software Review Systems Review Payment Features PayPal 52

SaaStr

SEPTEMBER 13, 2020

We’ve all seen AWS and what they’ve done with their platform. Azure has been gaining on them rapidly and is growing a double that rate. Number two, we really want companies to report and track these metrics early. We have data scientists who are embedded into our go to market motion. It is staggering.

Sales Hiring 156

Sales Hiring Scale Payments Cloud 156

Sales Hacker

OCTOBER 8, 2018

They seamlessly integrate into your CRM, eliminating data entry for your reps, and providing you with greater visibility into your team’s performance through advanced reporting. We are native to the cloud, we are on AWS, we are on Microsoft, Azure, and next year we’ll be on Google Cloud as well. The first is Aircall.

Scale 66

Scale Sales Hiring Sales Recruiting CTO Hire 66

SaaS Metrics

JUNE 10, 2019

Compared to traditional network systems, cloud computing systems are highly concentrated because of the virtualization technology, which allows single servers to hold data of multiple clients and many virtual machines. This means that if someone hacks a single server, it puts many virtual machines or data of many customers at risk.

VPCs (Virtual Private Cloud) 40

VPCs (Virtual Private Cloud) Technical Review SaaS Systems Review 40

SmartKarrot

JANUARY 18, 2022

The real-time data provided by VTION provides valuable insights that help marketers and advertisers understand customer behaviors. CloudCherry’s Customer Delight Meter charts each phase of the customer journey and collects data at each point to quantify consumer satisfaction with their experience. Freshworks. Capillary Technologies.

SaaS Payments 11

SaaS Payments Payment Solutions Payment Methods Payments 11