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. The promise of SaaS is that growth in the early years leads to profits in the mature years. Said another way, the 10Y today is double what it averaged from 2010 to 2020.

Cloud 161

Cloud Azure AWS Software Review 161

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

SaaStr

OCTOBER 13, 2022

We’ll see 2,500+ of the best SaaS founders, execs, and VCs June 6-7 at 2022 SaaStr Europa ! ChartMogul is an analytics platform to help you run your subscription business. 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.

GCP(Google Cloud Platform) 192

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 192

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 161

Cloud Software GCP(Google Cloud Platform) Azure 161

User Pilot

APRIL 30, 2024

There are many SaaS products , but knowing that, how do you choose the best? This article will look at the most successful SaaS companies, so you can decide if you want to invest in them for your business. TL;DR A SaaS product delivers software remotely, reducing the need for local installation, maintenance, and updates.

SaaS Payments 80

SaaS Payments Payment Services Payment Methods Payment Solutions 80

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. SaaS companies deliver software applications over the internet on a subscription basis, simplifying access and management for users. What are SaaS companies?

Outsourcing Services 88

Outsourcing Services SaaS Payments Payment Services Payment Methods 88

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). The promise of SaaS is that growth in the early years leads to profits in the mature years.

Trends 130

Trends Cloud Azure AWS 130

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. The survey is based on responses from 600 SaaS companies. It has tended to be used most in infrastructure platforms, like AWS, Google Cloud, and Azure.

Subscription 52

Subscription Payment Features Pricing SaaS 52

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. In it's truest form, ARR is used by pure SaaS business models to describe the aggregate annual value of the entire customer set.

AI 183

AI Revenue Cloud Technical Advisors 183

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 200

Scale Marketplace as a Service Cloud SaaS Payments 200

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

Intercom, Inc.

DECEMBER 31, 2019

The most triumphant transfer of control from an original generation leader to a new CEO was surely that of Microsoft, which pivoted from chasing after Apple’s success in the consumer space under Steve Ballmer (don’t mention Nokia ) to successfully focusing on the cloud under Satya Nadella (please do mention Azure).

Payment Solutions 259

Payment Solutions Payment Methods Software SaaS Payments 259

How To Buy Saas

MAY 15, 2024

There are various Cloud service models to choose from, like IaaS PaaS SaaS, and you may get confused while making a decision. Don’t worry; in this blog, we will help you know everything about the different cloud computing models like IaaS PaaS SaaS to decide which one will be best for your business. Therefore, keep reading!

DevOps as a Service 52

DevOps as a Service Marketplace as a Service Cloud SaaS 52

SaaStr

NOVEMBER 14, 2023

Moving from a traditional SaaS to a pure consumption model was a challenging but fun transition for MongoDB. Then, we moved to a more customer-friendly model with SaaS and subscription-based pricing. There are still some complexities around SaaS-based approaches.

Compensation 161

Compensation Sales Azure AWS 161

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. Revenue multiples are a shorthand valuation framework.

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

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

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. The promise of SaaS is that growth in the early years leads to profits in the mature years. Lots of deceleration in growth.

Cloud 130

Cloud Azure AWS Generative AI 130

ProfitWell

MAY 15, 2020

The SaaS model continues to gain traction. If you haven’t transitioned to SaaS yet, I promise moving to a cloud-based computing system sounds more complicated than it actually is. There are many different cloud-based models for storing data, but this article is focused directly on SaaS. What is SaaS? Cheaper upfront.

SaaS Payments 75

SaaS Payments Payment Services Payment Solutions Payments 75

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

ProfitWell

MAY 12, 2020

The three major cloud service models are SaaS, PaaS, and IaaS. What is SaaS? Software as a service (SaaS) is when a provider hosts an application and makes it available to subscribers over the internet. SaaS vs PaaS vs IaaS: the key differences. Starting with SaaS, there's very little for the user to manage.

Cloud 59

Cloud Azure SaaS Underperforming Technical Team 59

BetterCloud

JANUARY 8, 2021

but with SaaS apps, you no longer have that perimeter. Network-based security is no longer adequate, and you can’t think about your infrastructure as a safe place inside your company. ULM can become complicated across multiple SaaS apps, with the complexity of data types, objects, and configurations across different apps.

Azure 52

Azure AWS Scale Technical Review 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

Audacix

OCTOBER 5, 2019

Without doing both, you will lose high paying and reliable enterprise customers to competitors who use their cloud software security standards as a differentiating factor to grow sales. Do you have a security architecture strategy? Great question and one that most SaaS teams would just assume happens automatically. "We

Enterprise readiness 52

Enterprise readiness Enterprise Cybersecurity SaaS 52

SaaS Metrics

JUNE 10, 2019

The total cost of ownership was once the main roadblock for potential SaaS customers, but security is now arguably on top of the list. The concerns about SaaS security grew as more and more users started embracing the new technology, but is everything all that bad as online reviews and opinions suggest? Virtualization.

VPCs (Virtual Private Cloud) 40

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

Audacix

OCTOBER 5, 2019

Without doing both, you will lose high paying and reliable enterprise customers to competitors who use their cloud software security standards as a differentiating factor to grow sales. Do you have a security architecture strategy? Great question and one that most SaaS teams would just assume happens automatically. "We

Cloud 45

Cloud Enterprise Software Review Cybersecurity 45

OpenView Labs

FEBRUARY 11, 2021

Related read: Freemium vs. Free Trial: How to Know Which One to Pick for Your SaaS Startup. Offering free usage is par for the course as a SaaS customer acquisition strategy. 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 52

Scale Payment Methods Payment Services Systems Review 52

SmartKarrot

JANUARY 18, 2022

SaaS (Software as a service) has become a buzzword in recent years. A SaaS company is a service provider that hosts applications and makes them available to customers over the internet. The SaaS company is responsible for maintaining databases and servers and making sure that users can access the applications from almost all devices.

SaaS Payments 11

SaaS Payments Payment Solutions Payment Methods Payments 11

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. But not every SaaS solution is created equivalent. And how can SaaS help?

Scale 10

Scale Cloud Enterprise Scaling 10

SmartKarrot

JUNE 19, 2020

Before you enter into the world of E-commerce vernacular, the three important acronyms that you will see a comparison around is SaaS vs. PaaS vs. IaaS. Statistics claim that SaaS accounts for almost 24% of the total enterprise workloads. Software as a Service (SaaS). SaaS Advantages. SaaS Examples.

SaaS 10

SaaS Azure Cloud AWS 10

SaaStr

AUGUST 22, 2020

Aaron Levie: Yeah, well, I think first of all, the one dynamic is that I think for probably anybody who would be paying attention to the SaaS universe and joining us today, probably actually less has changed about our daily lives than the vast majority of the world. We are one of the larger SaaS providers that leverages public cloud.

Sales Recruiting 146

Sales Recruiting Cloud CTO Hire Scale 146