Clouded Judgement

APRIL 11, 2024

My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., 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.

Cloud 177

Cloud Software Azure AWS 177

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. This brings me back to AWS / Azure downgrades. Follow along to stay up to date! It’s very tricky to predict.

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

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

Consumption continued to grow in the month of October…Consumption trends have improved.” ” A surprising impact of the cost-cutting may be increased margins for SaaS providers on infrastructure as their own cost reductions manifest as margin improvements. ” The resurgence of strength is a recent phenomenon.

GCP(Google Cloud Platform) 138

GCP(Google Cloud Platform) Azure Data Startup 138

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

Cloud 161

Cloud Azure AWS Software Review 161

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). If we look at the trends in their most recent quarters YoY growth rates (below) you’ll see the deceleration has been meaningful.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

MAY 10, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. The promise of SaaS is that growth in the early years leads to profits in the mature years. It shows the number of months it takes for a SaaS business to payback their fully burdened CAC on a gross profit basis.

Cloud 161

Cloud Software GCP(Google Cloud Platform) Azure 161

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

SaaStr

DECEMBER 26, 2022

Despite economic headwinds, SaaS spending continues to grow, with most companies having self-reported increasing or maintaining SaaS spending. In this session, she shares insights and trends from research conducted this year that can help software buyers and sellers make smarter decisions about software and the market. .

Software Review 198

Software Review Software Azure Cloud 198

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 77

SaaS Payments Payment Services Payment Methods Payment Solutions 77

Clouded Judgement

NOVEMBER 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now OpenAI Updates OpenAI had their big developer day this week, and I wanted to call out two key announcements (and trends): increasing context windows and decreasing costs. Follow along to stay up to date!

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

SaaStr

MARCH 17, 2023

The average mid-size company has 111 SaaS applications. There’s so much competition in SaaS that it can feel confusing to figure out where to start and compare solutions. This is the biggest trend in SaaS. SaaS changed that. Key Takeaways SaaS is still growing quickly, but the market is incredibly competitive.

Marketplace as a Service 206

Marketplace as a Service Software Review Technical Review Azure 206

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. Follow along to stay up to date! It largely has to do with what I described above.

AI 183

AI Revenue Cloud Technical Advisors 183

ProfitWell

SEPTEMBER 10, 2020

The SaaS industry is growing fast, but if you want to be one of the companies contributing to that trend, you'll need to know the secrets of successful SaaS businesses. In this post, we'll lay out a SaaS growth blueprint. In this post, we'll lay out a SaaS growth blueprint. SaaS growth is looking strong.

SaaS Payments 66

SaaS Payments Trends Merchant Services Payments 66

OPEXEngine

OCTOBER 25, 2019

As the close of 2019 approaches, with extreme stock market volatility and mixed economic signals, SaaS Finance execs building plans for 2020 and 2-5 years beyond don’t have an easy time. The Cloud infrastructure landscape for all SaaS companies should become more competitive, contributing to better margins and continued growth.

Trends 40

Trends Marketing SaaS Azure 40

Intercom, Inc.

DECEMBER 31, 2019

Here, we trace some of the biggest trends and stories in technology over the past decade, and try to find a narrative to make sense of it all. There is a great responsibility to ensure it trends towards the former, not the latter. Rise of the cloud and SaaS businesses. Big tech takes over.

Payment Solutions 259

Payment Solutions Payment Methods Software SaaS Payments 259

Clouded Judgement

FEBRUARY 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 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. Follow along to stay up to date! It’s a place I collect my thoughts.

Cloud 130

Cloud Azure AWS Generative AI 130

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

Blulogix

NOVEMBER 8, 2023

Enhanced Data Insights Usage-based pricing generates extensive data that can be harnessed by technology companies to gain insights into customer behavior, preferences, and emerging trends. Software-as-a-Service (SaaS) Many SaaS providers have adopted usage-based models, allowing customers to pay per user or feature.

Technology 52

Technology Pricing Payment Features Subscription 52

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. . The post 25% of B2B SaaS Sales Are Headed to Cloud Marketplaces appeared first on OpenView.

Marketplace as a Service 52

Marketplace as a Service Cloud Scale B2B 52

Audacix

OCTOBER 5, 2019

By acting on this trend early you will be able to turn your SaaS security prowess from just a differentiator into a barrier to entry for lucrative enterprise sales in your industry. Most SaaS/cloud software companies that we talk to only think about security after a product or new version has been built. I didn't think so!

Enterprise readiness 52

Enterprise readiness Enterprise Cybersecurity SaaS 52

Audacix

OCTOBER 5, 2019

By acting on this trend early you will be able to turn your SaaS security prowess from just a differentiator into a barrier to entry for lucrative enterprise sales in your industry. Most SaaS/cloud software companies that we talk to only think about security after a product or new version has been built. I didn't think so!

Cloud 45

Cloud Enterprise Software Review Cybersecurity 45

SaaStr

AUGUST 26, 2022

I just thought that if there was anybody left at the end of day two that had anything they wanted to talk about, scaling SaaS, fundraising, hiring, anything, and I could be helpful, we could do a little extra Q&A. Now there are 20 or 30 public SaaS companies we can learn from. But the downturn in SaaS, at best, is uneven.

Sales Hiring 207

Sales Hiring Scale Sales Recruiting Scaling 207

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

SaaStr

SEPTEMBER 13, 2020

Byron Deeter and Elliott Robinson, partners at Bessemer Venture Partners, offer macro trends in the public and private cloud markets, strategic advice to cloud founders, and insights into why entrepreneurs should feel auspicious about the future. We’ve all seen AWS and what they’ve done with their platform.

Sales Hiring 156

Sales Hiring Scale Payments Cloud 156

SaaStr

AUGUST 22, 2020

366: The buzz that accompanies digital transformation trends is infinite. 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.

Sales Recruiting 146

Sales Recruiting Cloud CTO Hire Scale 146