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Datadog, ZoomInfo, Atlassian, AWS: Epic Growth — But Some Real Headwinds For The First Time

SaaStr

The budgets are >still< there, but they're harder to access, so sales needs to understand what your buyer's true goals are for next year and align with it. A similar story with arguably the #1 public leader in next-generation sales tools. So a great one to look at if you sell into sales. More on that here.

AWS 273
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5 Interesting Learnings from Digital Ocean at $700,000,000 in ARR

SaaStr

Many have used Digital Ocean at the cheaper, simpler version of AWS-Azure-Digital Ocean to get going fast and quickly. But at scale, even the slightly less long version of the tail is where the money is. Digital Ocean has added a sales team and now a partner team, but it’s still early for both. Or at least.

Scale 234
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Gartner: Software Spend Will Grow 13.8% in 2024, to Over $1 Trillion For The First Time

SaaStr

If you’re selling sales and marketing software, like Zoominfo, it can seem a lot tougher than 12-18 months ago. Growth in public cloud services (AWS, Azure, Google Cloud, Snowflake, etc.) If you’re selling cloud infrastructure, for the most part, growth may be down a smidge but is still strong, e.g., MongoDB.

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Snowflake, CrowdStike and SumoLogic: “How to Leverage the Cloud Giants to Scale to 100 Million ARR and Beyond”

SaaStr

This episode is an excerpt from a session at SaaStr Scale. So for the audience, cloud giants are turbocharging startup sales, and the predominant reason for this is because they’re fundamentally changing IT budgets at the customers that we’re all selling to. Azure’s marketplace has over 4 million monthly visitors.

Scale 201
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5 Interesting Learnings from Google Cloud at $13 Billion in ARR

SaaStr

So we’ve had a lot of fun in our 5 Interesting Learnings profiling the top SaaS and Cloud companies at scale, from Slack to Zoom, from Shopify to Datadog, from Box to DropBox. But are AWS, Azure and Google Cloud just too big for us to learn from? And it’s gone much more aggressive in its sales motions.

Cloud 219
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A Look Back at Q4 '23 Public Cloud Software Earnings

Clouded Judgement

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 177
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How Nimble + Azure Revolutionize Relationship Management for Office 365 Teams

Nimble - Sales

Nimble has migrated its market-leading SaaS CRM from Amazon Web Services (AWS) to Microsoft Azure. The migration enables Nimble to tap into Microsoft’s world-class Azure platform and partner ecosystem to scale.

Azure 96