SaaStr

MAY 16, 2022

So follow AWS, Azure and Google Cloud. Let’s look a whole level up to the real canaries-in-the-coalmine: AWS, Azure and Google Cloud. And AWS grew 37% at a $74B run-rate , down a bit from 39% the prior quarter but still adding an insane amount of new revenue. For now, they are still on fire.

Cloud 252

Cloud Azure AWS Engineering 252

Tom Tunguz

OCTOBER 27, 2022

I’m watching public company earnings to identify early weaknesses in the software market. Microsoft Azure. Infrastructure revenue growth averaged 33% this quarter, which is astounding considering we’re talking about businesses that sum to more than $50b of revenue per quarter. Public software multiples - 4.9x

Cloud 228

Cloud GCP(Google Cloud Platform) Azure AWS 228

Clouded Judgement

APRIL 28, 2023

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

Cloud 130

Cloud Azure AWS AI Search 130

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%. Revenue multiples are a shorthand valuation framework. Follow along to stay up to date!

Cloud 130

Cloud Azure Cost optimization & reporting AWS 130

Tom Tunguz

JULY 26, 2022

I’m watching public company earnings to identify early weaknesses in the software market. Microsoft Azure. Microsoft Azure grew 40% y/y, tying the fastest quarterly growth rate in the past 5 quarters. Google’s growth rate fell to 35%, a 29% decline from the trailing 4 quarter average of 49% annual revenue growth.

GCP(Google Cloud Platform) 191

GCP(Google Cloud Platform) Cloud Azure AWS 191

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. Revenue multiples are a shorthand valuation framework. Follow along to stay up to date!

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

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. “Q3 product revenue grew 34% year-over-year to reach $698 million.

GCP(Google Cloud Platform) 142

GCP(Google Cloud Platform) Azure Data Startup 142

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 222

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions 222

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. Revenue multiples are a shorthand valuation framework. Top 5 Median: 12.9x

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. Expansion revenue is still declining (we see this in falling net retention rates), but gross retention remains strong.

Trends 130

Trends Cloud Azure AWS 130

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. You need an efficient way to keep your customers successful, reduce churn, drive adoption, and increase net revenue retention.

GCP(Google Cloud Platform) 190

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 190

SaaStr

MAY 6, 2022

Ultimately — revenue multiples. Update on cloud software multiples, charted alongside the 10Y and 5 year pre-covid NTM rev multiple average. Revenue multiples are how much VCs, investors, and ultimately, an IPO and public markets will value each dollar of revenue. pic.twitter.com/JNnzizB82v.

SaaS 332

SaaS Azure Cloud AWS 332

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

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

SaaStr

APRIL 27, 2021

Cloud software spending grew a stunning 23% in 2021, from $270 billion to $330 billion. In my 148 public SaaS companies (including most of the categories of this list but not AWS, Azure, GCP) the aggregate revenue is $185B. Just how fast is SaaS and Cloud growing? One thing we know — Fast. Go make it happen.

GCP(Google Cloud Platform) 165

GCP(Google Cloud Platform) Azure AWS SaaS 165

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 198

Scale Marketplace as a Service Cloud SaaS Payments 198

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 173

Compensation Sales Azure AWS 173

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. Public usage-based companies are trading at a 50% revenue multiple premium over their peers.

Scale 98

Scale Pricing Scaling AWS 98

Baremetrics

DECEMBER 7, 2023

Part 2: How to Automate your SaaS Expenses – Payroll with Gusto and QuickBooks Part 3: How to Automate your SaaS Expenses – QuickBooks Bank Rules Part 4: How to Choose SaaS Billing Software This post – Part 1 – focuses on how to categorize your SaaS expenses properly by using QuickBooks or Xero, and what are the benefits of doing so.

Merchant Services 90

Merchant Services Startup DevOps as a Service SaaS 90

Blulogix

OCTOBER 11, 2023

The ability to bill clients based on their actual consumption of services not only maximizes revenue but also simplifies operations. MSPs typically manage a myriad of services, from cloud infrastructure to software applications and more.

Payment Features 52

Payment Features Management Azure AWS 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. The survey is based on responses from 600 SaaS companies.

Subscription 52

Subscription Payment Features Pricing SaaS 52

Blulogix

NOVEMBER 8, 2023

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. Whether it’s cloud computing resources, software applications, or data storage, usage-based pricing offers adaptability and efficiency.

Technology 52

Technology Pricing Payment Features Subscription 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

OPEXEngine

OCTOBER 25, 2019

And Microsoft, now the largest SaaS vendor in the world, just beat analysts’ expectations announcing $33B in revenue in the first quarter of 2020 – and new guidance signaling continued growth for the rest of the fiscal year. Microsoft revenues represent 18% of the total market, followed by SalesForce at 11.5%

Trends 40

Trends Marketing SaaS Azure 40

ProfitWell

SEPTEMBER 10, 2020

SaaS revenue is expected to reach $143.7 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. Later, you'll be able to track annual recurring revenue as well.

SaaS Payments 66

SaaS Payments Trends Merchant Services Payments 66

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) 194

GCP(Google Cloud Platform) Azure AWS compliance 194

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.

Scale 10

Scale Cloud Enterprise Scaling 10

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

SaaStr

MAY 15, 2020

Finally, before YesWare, she was VP of Sales @ Engine Yard, where she tripled monthly recurring revenue, over the course of her 3+ year tenure, in 3 key leadership roles. How does it differ, in terms of traditional enterprise software, versus open source? And I remember AWS was growing really quickly. Loving our podcast content?

Sales Hiring 203

Sales Hiring Scale Technical Review Outsourcing Services 203

OpenView Labs

DECEMBER 15, 2020

Cloud marketplaces like AWS Marketplace, Azure Marketplace and Google Cloud Platform Marketplace are digital storefronts where companies can list their offerings for software buyers to find, purchase and provision software. . And there are some pretty amazing opportunities for doing business this way.

Marketplace as a Service 52

Marketplace as a Service Cloud Scale B2B 52

Audacix

AUGUST 11, 2023

Here the "worm" is being well prepared to ensure your company stays compliant with this far-reaching legislation and avoids penalties, the goliath among which is the fine of 4% of your company's global revenues! Examples include: Veronis, Azure Purview, AWS Macie. Examples include: Delphix and Informatica.

Outsourcing Services 52

Outsourcing Services Technical Review Cybersecurity Data 52

SaaStr

SEPTEMBER 13, 2020

If you look at the IAS vendors, they passed $130 billion revenue milestone this year. 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. The dark blue bar here is cloud as a percentage of worldwide software spend.

Sales Hiring 158

Sales Hiring Scale Payments Cloud 158