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

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! Revenue multiples are a shorthand valuation framework.

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. I created this subset to show companies where FCF is a relevant valuation metric.

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

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

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

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

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. Why do software companies get “credit” simply for revenue?

AI 183

AI Revenue Cloud Technical Advisors 183

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. Why move and why now?

K8S orchestration (Kubernetes) 52

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

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. All software slowly but surely gets out of date. DigitalOcean is growing more slowly than its mega competitors Azure, AWS, etc. That’s % of marketshare. More here. #2.

Azure 210

Azure Headcount AWS Education 210

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 But with cloud computing spend, it’s concentrated typically with one primary vendor.

Scale 195

Scale Marketplace as a Service Cloud SaaS Payments 195

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

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

SaaStr

NOVEMBER 14, 2023

What Is A “Consumption” Business In the old days of software, you had a company like Oracle that popularized the perpetual license where customers own the software and vendors own the market. What’s evolved over the years and is driven by hyper-scalers like Google Azure, AWS, Twilio, and Stripe is the consumption-based model.

Compensation 169

Compensation Sales Azure AWS 169

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

OpenView Labs

FEBRUARY 9, 2021

Software buying has evolved. Long gone are the days of executives choosing software for their employees based on IT compatibility or KPIs. Employees now find their preferred software products and start using them, usually for free. Pick the right usage metric. There are many usage metrics you could use in your pricing.

Scale 98

Scale Pricing Scaling AWS 98

ProfitWell

MAY 15, 2020

First, to nip any confusion in the bud, SaaS stands for “software as a service.” Simply, any company that sells software via a central, cloud-based system can be considered SaaS. Google Compute Engine (GCE), Digital Ocean, and Amazon Web Services (AWS) are all good examples of IaaS. What is SaaS? Integrated with your stack.

SaaS Payments 75

SaaS Payments Payment Services Payment Solutions Payments 75

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. The gist of it is that Cost of Revenue includes costs that go into providing your Software as a Service. This is a v2.0

Merchant Services 90

Merchant Services Startup DevOps as a Service SaaS 90

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

Subscription 52

Subscription Payment Features Pricing SaaS 52

ProfitWell

MAY 12, 2020

These stand for software as a service, platform as a service, and infrastructure as a service. Let's take a quick look at what it means to use software, platform, or infrastructure as service. Software as a service (SaaS) is when a provider hosts an application and makes it available to subscribers over the internet.

Cloud 59

Cloud Azure SaaS Underperforming Technical Team 59

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. Get ProfitWell Metrics.

SaaS Payments 66

SaaS Payments Trends Merchant Services Payments 66

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

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

SaaStr

MARCH 17, 2023

Buying software has changed significantly over the past 27 years. His first software-buying journey at age 24 involved researching in magazines, calling companies, and receiving demo CDs in the mail. What did software buying look like in the ‘90s? Software was physically shipped to you after purchase.

Marketplace as a Service 197

Marketplace as a Service Software Review Technical Review Azure 197

Clouded Judgement

SEPTEMBER 19, 2023

Typical data lake storage solutions include AWS S3, Azure Data Lake Storage (ADLS), Google Cloud Storage (GCS) or Hadoop Distributed File System (HDFS). Iceberg leaned into the git functionality that software developers have become accustomed to. In this post, I’ll focus more on the data lake portion of the diagram above.

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

CloudGeometry

FEBRUARY 7, 2022

Behind the curtain, selling essentially the same software to different users and companies, again and again, relies on a distinct product architecture: secure multi-tenancy. The Single-Tenant architecture that dedicates specific software and infrastructure services to a single customer (in many ways similar to the world before cloud).

Well Architected Framework 130

Well Architected Framework SaaS AWS Construction 130

Frontegg

JUNE 17, 2021

As explained in the first part of this series, we clearly saw why Software-as-a-Service (SaaS) is the way to go when it comes to establishing self-serving applications that can be scaled up and developed fast(er). This will let you achieve optimal security and performance metrics, but these boxes will not be fully utilized.

ECS (Elastic Container Service) 97

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

SaaStr

MAY 15, 2020

How does it differ, in terms of traditional enterprise software, versus open source? And I remember AWS was growing really quickly. And at the time there was a big debate of, will big companies ever really use AWS? I mean, them and Azure, they’ve just had tremendous success. And so this huge shift was going on.

Sales Hiring 200

Sales Hiring Scale Technical Review Outsourcing Services 200

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. If you think of this in the context of software, it’s particularly powerful because for years, we’ve been seeing the visionaries out there promoting this transition.

Sales Hiring 156

Sales Hiring Scale Payments Cloud 156

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. We will support exports to Amazon S3, Microsoft Azure Blob, and Google cloud storage. This year, we also migrated ChartMogul to AWS cloud.

Software Review 52

Software Review Systems Review Payment Features PayPal 52

Sales Hacker

OCTOBER 8, 2018

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. Related article: The SaaS Metrics Blueprint: How to Define, Measure and Display What Actually Matters. Aircall , your advanced call center software. We started building that in 2012.

Scale 66

Scale Sales Hiring Sales Recruiting CTO Hire 66

SmartKarrot

JANUARY 18, 2022

SaaS (Software as a service) has become a buzzword in recent years. Found in 2015 by Vijay Yalamanchili, Keka, Keka is an HR and payroll management software designed for modern organizations. The word Keka is a slang word in Telugu (founder’s native language) that translates to Perfect – how the software is.

SaaS Payments 11

SaaS Payments Payment Solutions Payment Methods Payments 11

SaaStr

JULY 29, 2020

And so when you think back to what was happening, when we start back in 2010, when we were working on this idea in 2009, we just saw there’s this huge shift going on, where we were going from a world from hardware and software that you owned to services in the cloud that you rented. And I remember like AWS was growing really quickly.

Sales Hiring 171

Sales Hiring Outsourcing Services Scale Sales Recruiting 171