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. We know software is impacted from macro - but how bad will it get? This brings me back to AWS / Azure downgrades.

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

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) 137

GCP(Google Cloud Platform) Azure Data Startup 137

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. Maast offers payments, banking, lending and more as features in software provider’s platforms – with one relationship, contract and integration.

Payments 226

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions 226

Clouded Judgement

AUGUST 4, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. ” 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%. Follow along to stay up to date! Even a DCF is riddled with long term assumptions.

Cloud 130

Cloud Azure Cost optimization & reporting AWS 130

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. Follow along to stay up to date! Even a DCF is riddled with long term assumptions.

Cloud 161

Cloud Azure AWS Software Review 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

SaaStr

DECEMBER 26, 2022

Amanda Malko is CMO at G2, a software marketplace and review site that reaches over 60 million buyers annually across 2000 software categories. In this session, she shares insights and trends from research conducted this year that can help software buyers and sellers make smarter decisions about software and the market. .

Software Review 194

Software Review Software Azure Cloud 194

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). Startups have negative time to launch in many markets with Adobe, Microsoft, & Salesforce launching Gen AI enabled software in weeks.

Generative AI 204

Generative AI AI GCP(Google Cloud Platform) Startup 204

SaaStr

OCTOBER 13, 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. Our Customer Success software is uniquely designed to integrate with CRM systems and tightly into an application or service.

GCP(Google Cloud Platform) 194

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 194

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

Clouded Judgement

JUNE 9, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Let’s take a look back at the 6 main consumption players in software and how they preformed. They guided to 26-27% growth in Azure in Q2 (with 1% coming from AI). Follow along to stay up to date! Will we see re-acceleration soon?

Trends 130

Trends Cloud Azure AWS 130

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

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 203

Scale Marketplace as a Service Cloud SaaS Payments 203

SaaStr

APRIL 27, 2021

Cloud software spending grew a stunning 23% in 2021, from $270 billion to $330 billion. 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. Go grab your piece.

GCP(Google Cloud Platform) 169

GCP(Google Cloud Platform) Azure AWS SaaS 169

Clouded Judgement

MARCH 22, 2024

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

AI 183

AI Revenue Cloud Technical Advisors 183

Audacix

SEPTEMBER 20, 2022

Building a culture of security in you software development teams is not an easy task, but its crucial if you want to minimise the chances of unforeseen cybersecurity disasters and unfortunate media appearances. Then, based on your responses, we will show you how to: Do regular software security activities to reduce your overall burden.

Software Development 52

Software Development GCP(Google Cloud Platform) Development Software 52

Clouded Judgement

AUGUST 11, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. This is all important because on a relative basis, high growth software is expensive. So on a growth adjusted basis, high growth software is expensive. Follow along to stay up to date! On the surface, it wasn’t good.

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

IT World

APRIL 28, 2020

The public cloud and open source software are pretty much coupled these days. 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. However, it’s really not free.

Cloud 64

Cloud Azure Software AWS 64

Clouded Judgement

FEBRUARY 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Then we had the Fed meeting this week creating a huge move in the software market. This was part of the big move in software on Wednesday / Thursday? Not much software was owned. Follow along to stay up to date! So what happened?

Cloud 130

Cloud Azure AWS Generative AI 130

Clouded Judgement

NOVEMBER 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Datadog Gives Software the All Clear? This week software stocks shot up on Tuesday, largely a result of Datadog’s quarterly earnings. This doesn’t mean the rest of the software universe will follow suite. So what happened?

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

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. TL;DR ISVs develop and distribute software products independently and often collaborate with hardware manufacturers and platform providers. Learn More What are ISVs?

Outsourcing Services 88

Outsourcing Services SaaS Payments Payment Services Payment Methods 88

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?

Cloud 45

Cloud Enterprise Software Review Cybersecurity 45

How To Buy Saas

MAY 15, 2024

This helps you cut down on costly upfront capital investments in hardware and software and save on recurring maintenance fees. Enterprises can buy or lease only the services they need, thus reducing maintenance and upfront charges. IaaS services allow you to opt for only what you require and pay accordingly. Why would you need PaaS?

DevOps as a Service 52

DevOps as a Service Marketplace as a Service Cloud SaaS 52

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. With the shift from one-time software licenses to subscription-based models, businesses and consumers have become accustomed to the idea of paying for technology services on a recurring basis.

Technology 52

Technology Pricing Payment Features Subscription 52

Audacix

MAY 11, 2023

A vulnerability assessment tools or virtual app scanning for your software team has become as important as your git repository or your ticket management system. API vulnerability scanner API security testing ensures business data packets that move between two software applications and ip addresses are secure.

Underperforming Technical Team 52

Underperforming Technical Team Software Cloud Software Engineering 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. It has tended to be used most in infrastructure platforms, like AWS, Google Cloud, and Azure. Enterprise companies. But that has been changing.

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?

Enterprise readiness 52

Enterprise readiness Enterprise Cybersecurity SaaS 52

Audacix

JULY 28, 2022

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. A cloud server, like an AWS EC2 instance, is still a server. Not really.

Cybersecurity 52

Cybersecurity Underperforming Technical Team AWS Scale 52

SmartKarrot

SEPTEMBER 15, 2022

SaaS (Software as a Service) solutions have revolutionized how businesses and enterprises interact with computing platforms. SaaS is broad in its range of applications, allowing users a lot of freedom and control over how they evaluate their software. The Evolution of Enterprise Software. 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 213

Enterprise Software Review Azure GCP(Google Cloud Platform) 213

Audacix

OCTOBER 24, 2019

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. But it's also true that it's never too late to secure your cloud-based web app.

Cloud 49

Cloud Cybersecurity Scale Transportation 49

Audacix

JULY 18, 2022

DevOps is really a set of ideas and practices that emphasise a culture and environment where building, testing, and releasing software can happen rapidly, frequently, and more reliably. DevOps best practices that will help you to run your software development projects smoothly. Fail often, fail fast. Get Cyber Chief Free Trial Idea 5.

DevOps as a Service 52

DevOps as a Service Technical Review CTO Coach Underperforming Technical Team 52

Audacix

JUNE 9, 2023

Table Of Contents As a software engineering leader, you know application security is no longer an activity that you can palm off to someone else. 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.

Software Review 66

Software Review Software DevOps as a Service AWS 66

User Pilot

APRIL 30, 2024

TL;DR A SaaS product delivers software remotely, reducing the need for local installation, maintenance, and updates. Cloud computing offers three main service models: SaaS for ready-to-use software, PaaS for application development frameworks, and IaaS for scalable virtualized computing resources.

SaaS Payments 104

SaaS Payments Payment Services Payment Methods Payment Solutions 104

SaaStr

OCTOBER 6, 2022

We help B2B SaaS marketers turn organic search into a source of repeatable revenue through software and coaching. DuploCloud offers an end-to-end DevOps software platform for dev teams that don’t have dedicated DevOps engineers and augments those that do. Prismatic is the integration platform for B2B software companies.

GCP(Google Cloud Platform) 197

GCP(Google Cloud Platform) Azure AWS compliance 197

Audacix

FEBRUARY 4, 2024

But before we talk about tools, let me help you understand the nuances of SaaS security; its challenges and the software security best practices you can follow to protect cloud infrastructure and applications. If your SaaS is hosted on AWs, here are 47 AWS security controls you can put in place for free.

Outsourcing Services 52

Outsourcing Services Cloud Outsourced Development Software Review 52