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

SaaStr

Atlassian noted a decline in Free to Paid conversion, but importantly, no decline in demand for their products: Amazon: We’re Seeing Strong But Slowing Growth at AWS to 28%, Albeit at a Stunning $82B Run Rate. Cloud Giants Update: AWS (Amazon): $82B run rate growing 28% YoY (last Q grew 33%). More on that here.

AWS 259
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Atlassian and AWS Say: “Maybe Worry a Little Bit”

SaaStr

Amazon/AWS and Atlassian both had huge Q2’s. But both Atlassian and Amazon/AWS said … Maybe Not As Much Going Forward, Not Forever. Azure and Google Cloud also saw growth begin to slow. The post Atlassian and AWS Say: “Maybe Worry a Little Bit” appeared first on SaaStr.

AWS 293
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Dear SaaStr: What is The Average Ratio of Support Staff to Customer Count in SaaS?

SaaStr

Typically support consumes about perhaps 5%-7% of your revenue at scale (excluding customer success) in most SaaS models. Another 5%-7% go to core infrastructure costs (AWS, Azure, Snowflake, etc). Dear SaaStr: What is The Average Ratio of Support Staff to Customer Count in SaaS?

Azure 212
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Clouded Judgement 10.27.23 - Cloud Giants Report Q3 '23

Clouded Judgement

Subscribe now Cloud Giants Report Q3 ‘23 Not a great signal for software this week from the Cloud Giants (AWS, Azure and Google Cloud)…After Q2 (3 months ago), the tone from the Cloud Giants around optimizations was largely: optimizations have started to ease, and net new workloads have picked up. Staggering scale already.

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Clouded Judgement 2.2.24 - Cloud Giants Report Q4 '23

Clouded Judgement

Amazon on AWS : “…customers are continuing to shift their focus towards driving innovation and bringing new workloads to the cloud. ” Microsoft on Azure : “And I think last quarter, we said one, we are going to continue to have these cycles where people will build new workloads. Follow along to stay up to date!

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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. And if so, maybe that’s Digital Ocean. If you haven’t heard of Digital Ocean, ask your developer. Or at least.

Scale 219
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Pilot: 57% of Venture Startups Will Need to Raise More In 2024

SaaStr

They typically give them just enough to see if it will work, and the startup grows and scales to the next stage. Shopify , Datadog, Crowdstrike , Google Cloud-Azure-AWS, Snowflake , etc. VC finance is designed to fund 18-24 months of runway. That’s how it works. VCs don’t give startups 10 years of capital.

Startup 301