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 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. This post and the information presented are intended for informational purposes only. Said another way, the 10Y today is double what it averaged from 2010 to 2020.

Cloud 161

Cloud Azure AWS Software Review 161

SaaStr

NOVEMBER 3, 2022

You get a complete overview of your global subscriber base; MRR, ARPU, ASP, churn and LTV are presented in a beautiful and easy to use dashboard. Secureframe allows companies to get compliant within weeks, rather than months and monitors 100+ services, including AWS, GCP, and Azure.

Payments 228

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions 228

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

You get a complete overview of your global subscriber base; MRR, ARPU, ASP, churn and LTV are presented in a beautiful and easy to use dashboard. Secureframe allows companies to get compliant within weeks, rather than months and monitors 100+ services, including AWS, GCP, and Azure.

GCP(Google Cloud Platform) 196

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 196

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. Securities and Exchange Commission.

Cloud 161

Cloud Software GCP(Google Cloud Platform) Azure 161

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). This post and the information presented are intended for informational purposes only.

Trends 130

Trends Cloud Azure AWS 130

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 177

Cloud Software GCP(Google Cloud Platform) AI 177

Clouded Judgement

MARCH 22, 2024

First, it models out the annual cash flow of a businesses (say 10 years out), and discounts the future value of those cash flows back to present value (this is why software businesses are sensitive to interest rates - as rates go up, so does the discount rate). , you’d build a DCF (discounted cash flow) analysis.

AI 183

AI Revenue Cloud Technical Advisors 183

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

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. Altimeter is an investment adviser registered with the U.S.

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

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. This post and the information presented are intended for informational purposes only. Lots of deceleration in growth.

Cloud 130

Cloud Azure AWS Generative AI 130

Audacix

JULY 28, 2022

A cloud server, like an AWS EC2 instance, is still a server. The only difference is that it is sitting in AWS' datacentres, rather than in your office. Everything that you read here is relevant to you whether you host your own web applications or use a cloud platform like AWS. Not really.

Cybersecurity 52

Cybersecurity AWS Underperforming Technical Team Scale 52

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. Depending on how sensitive your data is, storing it offsite with a SaaS service may present problems with compliance.

SaaS Payments 75

SaaS Payments Payment Services Payment Solutions Payments 75

Audacix

MAY 11, 2023

Frequent updates will present you with new key features. Yes, Book My Demo Other paid vulnerability scanning tools Tenable.io Pros Good network scanning capability with the Nessus/Tenable network security add-on. Tenable is best for your computer emergency readiness team working in-house. Cons The dashboard is not satisfactory.

Underperforming Technical Team 52

Underperforming Technical Team Software Cloud Software Engineering 52

Audacix

OCTOBER 5, 2019

These windows usually present themselves when your teams ship new versions to your production environments. You probably host it on AWS/Google Cloud/Azure - brands that are well known for prioritising your and their own security. How are you managing changes to your environment?

Enterprise readiness 52

Enterprise readiness Enterprise Cybersecurity SaaS 52

Audacix

OCTOBER 5, 2019

These windows usually present themselves when your teams ship new versions to your production environments. You probably host it on AWS/Google Cloud/Azure - brands that are well known for prioritising your and their own security. How are you managing changes to your environment?

Cloud 45

Cloud Enterprise Software Review Cybersecurity 45

SaaStr

OCTOBER 6, 2022

The platform automates the provisioning of your application to the cloud (AWS, GCP, Azure), integrating cloud ops, DevOps, and security/compliance with 24×7 monitoring and support. Easily present your program security details and SOC 2 reports using your secure, customized SafeBase Security Portal.

GCP(Google Cloud Platform) 204

GCP(Google Cloud Platform) Azure AWS compliance 204

Sales Hacker

OCTOBER 7, 2019

One approach is that you never mention the competition or you’re just sort of skating to the puck and presenting an aspirational message. Sam Jacobs: How do you think about marketing messaging when it comes to direct competition?

Cloud 44

Cloud Artificial Intelligence Scale GCP(Google Cloud Platform) 44

Audacix

JULY 18, 2022

You can start with the usual channels for knowledge transfer - ops manuals, mastermind sessions, lunch presentations, etc. Naturally, your first choice is likely to be between choosing between AWS DevOps or Azure Devops. The trick is to continue what is working and change that which needs improvement.

DevOps as a Service 52

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

User Pilot

APRIL 30, 2024

Key examples are Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform, which provide scalable resources like virtual servers and storage. Analytics dashboard : Mixpanel’s analytics dashboard presents a comprehensive data view in an easily digestible format. What are the benefits of the SaaS model?

SaaS Payments 104

SaaS Payments Payment Services Payment Methods Payment Solutions 104

Clouded Judgement

SEPTEMBER 19, 2023

Then I’ll weave in where Tabular / Iceberg fit, and why they’re already playing a prominent role in the future (and present) of data infrastructure. Typical data lake storage solutions include AWS S3, Azure Data Lake Storage (ADLS), Google Cloud Storage (GCS) or Hadoop Distributed File System (HDFS).

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

SmartKarrot

SEPTEMBER 15, 2022

This is one of the main reasons why many businesses opt for cloud hosting services from established providers like Microsoft Azure or Amazon AWS rather than managing their infrastructure—professionals manage their infrastructure. They do not have to worry about data security or backups.

Scale 10

Scale Cloud Enterprise Scaling 10

Audacix

AUGUST 11, 2023

Examples include: Veronis, Azure Purview, AWS Macie. But this adoption of the cloud also presents risks that need to be assessed and managed in real time. Data discovery and classification - Discover personal data spread across systems, classify it and monitor access to ensure compliance.

Outsourcing Services 52

Outsourcing Services Technical Review Cybersecurity Data 52

Chart Mogul

DECEMBER 22, 2021

We will support exports to Amazon S3, Microsoft Azure Blob, and Google cloud storage. We also added the ability to filter via “is present operator” and “is at least one of” logic within our filters. This year, we also migrated ChartMogul to AWS cloud. last week, month, or quarter) to segment your customers.

Software Review 52

Software Review Systems Review Payment Features PayPal 52

SaaStr

MAY 15, 2020

If you would like to find out more about the show and the guests presented, you can follow us on Twitter here: Jason Lemkin. 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.

Sales Hiring 196

Sales Hiring Scale Technical Review Outsourcing Services 196

SaaStr

AUGUST 22, 2020

If you would like to find out more about the show and the guests presented, you can follow us on Twitter here: Jason Lemkin. Justin Bedecarre: Well, that is the presentation for today. Is AWS in the lead? This episode is an excerpt from Jason and Loren’s session at SaaStr Summit: Enterprise. Justin Bedecarre. Aaron Levie.

Sales Recruiting 148

Sales Recruiting Cloud CTO Hire Scale 148

SaaStr

SEPTEMBER 13, 2020

If you would like to find out more about the show and the guests presented, you can follow us on Twitter here: Jason Lemkin. 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. You can read the podcast transcript below. Byron Deeter.

Sales Hiring 158

Sales Hiring Scale Payments Cloud 158

SaaStr

AUGUST 26, 2022

I’m going to get the numbers wrong, I think Amazon has 10,000 open positions out in AWS. I think Azure’s like 7,000, Google. We tell all our speakers, you have to bring a diverse co-presenter, and if they say, no, we just say, “Don’t come.” I think hiring is harder than ever.

Sales Hiring 210

Sales Hiring Scale Sales Recruiting Scaling 210

SmartKarrot

JANUARY 18, 2022

The company is presently working on incubation cells, gaming certificates, and setting up a variety of gaming cafes. The company offers a data analytics platform based on Amazon Web Services (AWS), Google Clouds, and Microsoft Azure. The SaaS company arranges and promotes a variety of e-sports leagues for gamers.

SaaS Payments 11

SaaS Payments Payment Solutions Payment Methods Payments 11