Tom Tunguz

NOVEMBER 28, 2023

Snowflake announced earnings yesterday, echoing the strength within software companies more broadly & underscoring the shift in enterprise buyer behavior to normal after three quarters of extensive cost cuts. “Yes, we actually saw quite a bit of energy coming from the Azure platform this quarter.

GCP(Google Cloud Platform) 143

GCP(Google Cloud Platform) Azure Data Startup 143

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

AUGUST 4, 2023

” These are two quotes about AWS on the Amazon earnings call. AWS grew 16% in Q1, but called out growth in April (first month of Q2) was 11%. You can see more detail about their net new ARR added each quarter below Azure Growth came in at 27%, and guided to 25-26% growth for Q3. Overall Stats: Overall Median: 6.4x

Cloud 130

Cloud Azure Cost optimization & reporting AWS 130

Clouded Judgement

OCTOBER 20, 2023

Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. However, it’s important to keep in mind that while hype and expectations are quite high around AI, true enterprise buying cycles typically lag. Overall Stats: Overall Median: 5.7x

Cloud 161

Cloud Azure AWS Software Review 161

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). Enterprise readiness will be an essential : ensuring buyers are safe from legal & compliance risks. Layer : application, platform, or infrastructure?

Generative AI 212

Generative AI AI GCP(Google Cloud Platform) Startup 212

SaaStr

NOVEMBER 3, 2022

Secureframe helps companies get enterprise ready by streamlining SOC 2, ISO 27001, GDPR, CCPA, PCI DSS and HIPAA compliance. Secureframe allows companies to get compliant within weeks, rather than months and monitors 100+ services, including AWS, GCP, and Azure.

Payments 230

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions 230

SaaStr

OCTOBER 13, 2022

Secureframe helps companies get enterprise ready by streamlining SOC 2, ISO 27001, GDPR, CCPA, PCI DSS and HIPAA compliance. Secureframe allows companies to get compliant within weeks, rather than months and monitors 100+ services, including AWS, GCP, and Azure.

GCP(Google Cloud Platform) 197

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 197

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

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.

Investment 125

Investment GCP(Google Cloud Platform) AWS Azure 125

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 Rico Mallozzi: So marketplaces are fundamentally changing, go to market motions for a lot of enterprise technology companies.

Scale 206

Scale Marketplace as a Service Cloud SaaS Payments 206

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. ” Then at AWS Summit they called out “Your data is your differentiator when it comes to Generative AI.” AWS reports next week. ” Data is more important than ever! Bucketed by Growth.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Andreessen Horowitz

SEPTEMBER 25, 2023

Ali Ghodsi, CEO and cofounder of Databricks, and Ben Horowitz, cofounder of a16z, explain the data wars happening inside and outside enterprises and how they could impact the evolution of LLMs. [00:38] 00:38] Why is it so hard for enterprise to adopt AI? [03:08] But we haven’t seen anybody with any traction in enterprise.

AI 112

AI Enterprise Artificial Intelligence Generative AI 112

SaaStr

APRIL 27, 2021

Enterprises are spending an additional $20B on SaaS each year. That’s $20B more budget than last year, just for enterprises alone. The SaaS companies with $1B in ARR have 1% of all total enterprise spend. E.g., if Slack at $1B is 50% enterprise, that probably means 0.5% Go grab your piece. Go make it happen.

GCP(Google Cloud Platform) 162

GCP(Google Cloud Platform) Azure AWS SaaS 162

SaaStr

DECEMBER 26, 2022

The role of AWS, Azure, and Google Cloud Marketplace is becoming increasingly important. “45% This need for ease is even more true for enterprises. The cliche that enterprises have more money than time certainly plays out here. . “88% Is this software easy to use? Is it easy to implement? Will I see value quickly?

Software Review 203

Software Review Software Azure Cloud 203

Clouded Judgement

MARCH 22, 2024

Enterprise software businesses strive for 90-95% gross retention (generally the percent of revenue that sticks with you vs churns altogether), with net expansion in the 120%+ range (the aggregate change in expansion - contraction - churned revenue). .” It’s probably better described as re-occurring vs recurring.

AI 183

AI Revenue Cloud Technical Advisors 183

SaaStr

AUGUST 27, 2019

But enterprise buying went on a tear. That $200b+ of additional Cloud and SaaS spend fueled 50+ Cloud unicorns and massive growth in AWS, Azure, etc. There were dips in 2016 and otherwise. It’s still accelerating.

Cloud 132

Cloud Azure AWS Enterprise 132

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. 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

IT World

FEBRUARY 3, 2020

It can also take a relatively long time to complete, particularly for large enterprises with far-flung operations. Also on InfoWorld: VMware Cloud on AWS? Because these applications are generally so well entrenched within organizations and among end users, migrating to the cloud can be a cultural and technical challenge.

Azure 56

Azure Cloud AWS Enterprise 56

Clouded Judgement

FEBRUARY 3, 2023

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. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. Lots of deceleration in growth. Top 5 Median: 14.5x

Cloud 130

Cloud Azure AWS Generative AI 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. Even a DCF is riddled with long term assumptions. Top 5 Median: 14.5x

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

Stax

APRIL 18, 2024

To simplify the procurement process, ISVs target enterprises looking for ISV partners. Microsoft Azure, Amazon Web Services (AWS), or Salesforce AppExchange). As an example, Intuit software operates on a subscription-based model, which users pay for on a monthly or annual basis. Consider Stax’s partner program.

Outsourcing Services 88

Outsourcing Services SaaS Payments Payment Services Payment Methods 88

Audacix

SEPTEMBER 20, 2022

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. How to prioritise and pick the right security related activities to do first.

Software Development 52

Software Development GCP(Google Cloud Platform) Development Software 52

IT World

APRIL 28, 2020

Also on InfoWorld: AWS vs. Azure vs. Google Cloud: Which free tier is best? ]. Some enterprises have not yet used open source on premises, not to mention cloud. Cloud providers charge for usage, either by time or other resource-units consumed. Indeed, it’s half or more of the cloud computing bills I’ve seen recently.

Cloud 64

Cloud Azure Software AWS 64

IT World

NOVEMBER 20, 2019

To read this article in full, please click here

Cloud 53

Cloud Enterprise Azure AWS 53

IT World

JANUARY 27, 2020

Hybrid cloud environments can deliver an array of benefits, but in many enterprises, they're becoming increasingly complex and difficult to manage. To cope, adopters typically turn to some type of management software. To read this article in full, please click here

Cloud 63

Cloud Azure Management AWS 63

Blulogix

NOVEMBER 8, 2023

Take your business further with BluIQ’s flexible, scalable, enterprise-grade intelligent billing solutions. Scalability Startups and enterprises alike can scale their technology usage in alignment with their specific needs. Take your business further with BluIQ’s flexible, scalable, enterprise-grade intelligent billing solutions.

Technology 52

Technology Pricing Payment Features Subscription 52

OPEXEngine

DECEMBER 7, 2021

It has tended to be used most in infrastructure platforms, like AWS, Google Cloud, and Azure. Enterprise companies. The only category where usage pricing isn’t taking hold quickly is in the enterprise space. Only a little more than a quarter of companies’ enterprise customers pay on a usage basis.

Subscription 52

Subscription Payment Features Pricing SaaS 52

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?

Enterprise readiness 52

Enterprise readiness Enterprise Cybersecurity SaaS 52

Audacix

JULY 28, 2022

Combine the above overarching statistic with these 10 cybersecurity questions that enterprise clients consider when evaluating cloud service providers, you'll quickly realise that you've found the illuminated runway that leads to your cloud sales goals. A cloud server, like an AWS EC2 instance, is still a server. Not really.

Cybersecurity 52

Cybersecurity Underperforming Technical Team AWS Scale 52

BetterCloud

JANUARY 8, 2021

Margaret Rouse of TechTarget defines role-based access control as a method of restricting network access based on the roles of individual users within an enterprise. For example, with Azure RBAC you can: Allow one user to manage virtual machines in a subscription and another user to manage virtual networks.

Azure 52

Azure AWS Scale Technical Review 52

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

SaaStr

APRIL 26, 2024

At SaaStr AI Day , Mike Tamir, Head of AI at Shopify, and Rudina Seseri, founder and Managing Partner at Glasswing Ventures, level-set about where we are in the cycle for Enterprises adopting AI and the critical work being done at Shopify to leverage AI and solve real problems. The future of Enterprise is “Ambient AI.”

AI Search 217

AI Search AI Artificial Intelligence Scale 217

SmartKarrot

SEPTEMBER 15, 2022

SaaS (Software as a Service) solutions have revolutionized how businesses and enterprises interact with computing platforms. The Evolution of Enterprise Software. The evolution of enterprise software has been a constant and rapid process. SaaS and the Cloud Let Enterprises Scale Faster. Like what you are reading?

Scale 10

Scale Cloud Enterprise Scaling 10

SaaStr

APRIL 28, 2021

That is, until you’ve got a major enterprise deal close to the finish line. At Secureframe , we help companies get enterprise ready by streamlining SOC 2 compliance and get them ready within weeks, rather than months. . Security, besides having a password that isn’t “password123”, is probably not a major priority. .

Enterprise 210

Enterprise Software Review Azure GCP(Google Cloud Platform) 210

Audacix

OCTOBER 24, 2019

Combine the above overarching statistic with these 10 cybersecurity questions that enterprise clients consider when evaluating cloud service providers, you'll quickly realise that you've found the illuminated runway that leads to your cloud sales goals. So, should I just get a web application penetration test done?

Cloud 49

Cloud Cybersecurity Scale Transportation 49

Audacix

MAY 11, 2023

Metasploit Metasploit Pros It's reliable and provides accurate enterprise-level scanning. With this AI tool, you will discover effective ways to perform enterprise-grade application security and implement security patches really fast. Limited API scanning capability. Licensing model can be restrictive.

Underperforming Technical Team 52

Underperforming Technical Team Software Cloud Software Engineering 52