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 million subscriptions transacted and Google’s marketplace has seen 3X growth in SaaS sales.

Scale 256

Scale Marketplace as a Service Cloud SaaS Payments 256

Clouded Judgement

FEBRUARY 2, 2024

Amazon on AWS : “…customers are continuing to shift their focus towards driving innovation and bringing new workloads to the cloud. ” Microsoft on Azure : “And I think last quarter, we said one, we are going to continue to have these cycles where people will build new workloads. Follow along to stay up to date!

Cost optimization & reporting 170

Cost optimization & reporting Cloud Azure AWS 170

Blulogix

MAY 20, 2025

From statewide digital transformation initiatives to university research platforms running on AWS and Azure, cloud services have become essential infrastructure. Cloud providers like AWS and Microsoft Azure dont operate on fixed fees. Schedule a Demo Today Cloud Is Usage-Based. Your Billing Needs to Be Too.

Cloud 59

Cloud Azure AWS Government 59

Clouded Judgement

MAY 3, 2024

We now have results from the three hypersclaers (AWS / Azure / GCP). The most notable change in tone was Andy Jassy talking about AWS. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

Cost optimization & reporting 193

Cost optimization & reporting Cloud Software AWS 193

Clouded Judgement

APRIL 11, 2024

It looks at the YoY dollar change in quarterly revenue from the hyperscalers (just looking at Azure / AWS because the data goes back further) going back a few years. If we break this down and look at Azure and AWS independently (graphs below), you’ll see how the AWS “swings” were a lot more volatile.

Cloud 187

Cloud Software Azure AWS 187

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. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

Cloud 170

Cloud Azure AWS Software Review 170

Clouded Judgement

APRIL 28, 2023

AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. Azure reported on Tuesday and gave us that glimmer of hope. Then AWS appeared to add fuel to that hope before giving us a huge rug pull. Azure came in at 31% (constant currency). They then guided to 26-27% Azure growth in Q2.

Cloud 130

Cloud Azure AWS AI Search 130

Clouded Judgement

JANUARY 6, 2023

Cloud Downgrades This week UBS came out with a couple research reports citing concerns in AWS / Azure growth. This brings me back to AWS / Azure downgrades. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

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

Blulogix

MAY 19, 2025

If your internal billing system cant generate journal-entry-ready records , reconcile to vendor invoices, or allocate shared service costs with precision, its not just inefficientits a liability. But many are still relying on spreadsheets and outdated tools that werent designed for todays IT complexity or compliance demands.

Traceability 59

Traceability Payment Features compliance Finance 59

Clouded Judgement

SEPTEMBER 27, 2024

Subscribe now Foundation Models Are to AI what S3 was to the Public Cloud Many people look at 2006 as the birth of the public cloud - the year Amazon launched AWS. Microsoft launched Azure in 2010, and Google launched GCP to the public in 2011 (they launched a preview of Google App Engine in 2008, but made it publicly available in 2011).

Cloud 179

Cloud GCP(Google Cloud Platform) AWS Azure 179

Clouded Judgement

AUGUST 2, 2024

Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 159

Cloud Azure GCP(Google Cloud Platform) AWS 159

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.

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

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

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!

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

Clouded Judgement

MAY 10, 2024

All 3 (AWS, Azure, GCP) saw positive reacceleration Quarterly Reports Summary Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months.

Cloud 170

Cloud Software GCP(Google Cloud Platform) Azure 170

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.

Cloud 193

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 193

Clouded Judgement

MAY 31, 2024

This can lead to an airpocket of valuation as companies transition to a different primary valuation metric Outside of the hypserscalers (Azure, AWS, GCP) who have uniquely benefited from AI revenue (mainly selling compute), everyone else has largely struggled. Coming in to Q1 there was broader optimism. Q4’s were generally good!

Cloud 187

Cloud Software GCP(Google Cloud Platform) AI 187

Clouded Judgement

MARCH 22, 2024

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

AI 193

AI Cloud Revenue Technical Advisors 193

OpenView Labs

FEBRUARY 9, 2021

This is why we’re seeing more and more SaaS companies—Datadog, Twilio, AWS, Snowflake, and Stripe, to name a few—find success with product led growth paired with usage-based pricing. But growing with a usage-model is not as straightforward as traditional subscription SaaS. Then they tell their boss what to buy.

Scale 98

Scale Pricing Scaling AWS 98

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. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

Cloud 130

Cloud Azure AWS Generative AI 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

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

SaaStr

JUNE 26, 2024

It Takes Time To Bounce Back Jason was the first investor in RevenueCat , a company that automates mobile subscriptions on your phone. 30% of all mobile apps with a paid subscription use RevenueCat to manage it. You can see the growth on the platform side with Azure, Google, and AWS and how much it’s accelerating in AI.

CTO Hire 141

CTO Hire AI Venture Capital Sales Hiring 141

ProfitWell

MAY 15, 2020

Google Compute Engine (GCE), Digital Ocean, and Amazon Web Services (AWS) are all good examples of IaaS. Some PaaS examples include Windows Azure, Google App Engine, and Force.com. Since SaaS is typically subscription-based (aka, no licensing fees) there are lower costs upfront. However, the subscription model is flexible.

SaaS Payments 75

SaaS Payments Payment Services Payment Solutions Payments 75

User Pilot

APRIL 30, 2024

Quickbooks and Xero are accounting SaaS products that help you send invoices, track expenses, and process payroll. Software as a Service (SaaS): SaaS providers have ready-to-use software applications over the internet on a subscription basis. Online invoicing : Manage and track invoices to maintain cash flow with ease.

SaaS Payments 104

SaaS Payments Payment Methods Payment Services Payment Solutions 104

OPEXEngine

DECEMBER 7, 2021

The pricing model, which leads to increases or decreases in revenue based on how much customers engage with a service, has been gaining on the more traditional subscription model as the main way SaaS companies make money. It has tended to be used most in infrastructure platforms, like AWS, Google Cloud, and Azure.

Subscription 52

Subscription Payment Features Pricing Venture Capital 52

Blulogix

OCTOBER 11, 2023

A collection of recorded webinars and videos on Software-as-a-Service and Subscription Management Webinars & Videos Key 1: Comprehensive Data Integration The foundation of successful usage-based billing automation for MSPs lies in comprehensive data integration. Generate immediate invoices. Calculate charges in real time.

Payment Features 52

Payment Features Management Azure AWS 52

Audacix

JUNE 9, 2023

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. 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

Stax

APRIL 18, 2024

SaaS companies deliver software applications over the internet on a subscription basis, simplifying access and management for users. SaaS, or Software as a Service, companies host and deliver software applications over the internet on a subscription basis. Primarily through direct-to-user subscriptions and third-party distributors.

Outsourcing Services 88

Outsourcing Services SaaS Payments Payment Services Payment Methods 88

Blulogix

NOVEMBER 8, 2023

Traditional pricing models, such as fixed subscriptions and one-time purchases, no longer align with the dynamic and ever-evolving nature of this sector. Subscription Billing The Evolution of Pricing Models in the Technology Industry The technology industry has undergone significant transformations in recent years.

Technology 52

Technology Pricing Payment Features Subscription 52

ProfitWell

MAY 12, 2020

Some SaaS products allow the user to download the application, but require an internet connection to confirm their subscription for it to operate. AWS — Amazon Web Services is perhaps the most used of the cloud infrastructure options. We are not considering those in our comparison of cloud services.

Cloud 59

Cloud Azure SaaS Underperforming Technical Team 59

BetterCloud

JANUARY 8, 2021

For example, with Azure RBAC you can: Allow one user to manage virtual machines in a subscription and another user to manage virtual networks. Allow a DBA group to manage SQL databases in a subscription. With Azure RBAC, access to resources is controlled by role assignments. In AWS, these attributes are called tags.

Azure 52

Azure AWS Technical Review Scale 52

Chart Mogul

DECEMBER 22, 2021

Our mission is to build the world’s most powerful subscription analytics platform for the SaaS community. Building the leading subscriptions analytics platform means listening to our customers, and implementing changes to the product that bring them the most value. This year, we also migrated ChartMogul to AWS cloud.

Software Review 52

Software Review Systems Review Payment Features PayPal 52

How To Buy Saas

MAY 21, 2025

This model offers easy accessibility (anywhere, anytime), automatic updates, and lower upfront costs (subscription-based pricing). Paid plans include Startup (around $189/month), Growth ($329/month), and Business ($529/month) annual subscriptions come at a ~17% discount. separate pipelines per client, invoicing).

Systems Review 52

Systems Review Sales Recruiting Sales Hiring Technical Review 52

OpenView Labs

FEBRUARY 11, 2021

For example, when coming to a cloud vendor, deciding to be vendor agnostic at the time of product design ensures you aren’t tied down to AWS, Microsoft Azure, or Google Cloud. If it’s not paid back soon, the customer will collect by canceling the subscription or requesting a refund. Most subscription plans have it.

Scale 69

Scale Payment Methods Payment Services Wireless 69