Tom Tunguz

FEBRUARY 2, 2023

I’m watching public company earnings to identify early weaknesses in the software market. A year ago, AWS, GCP, & Azure averaged 44% annual growth. Amazon: We expect [customer] optimization efforts will continue to be a headwind to AWS growth in at least the next couple of quarters. So

GCP(Google Cloud Platform) 269

GCP(Google Cloud Platform) Cloud AWS Sales Hiring 269

Clouded Judgement

AUGUST 11, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. While it is too early to call an end to cloud optimization and a significant level of macro uncertainty remains, these new trends, along with the tenor of our customer interactions are encouraging.” Follow along to stay up to date!

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

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. It’s pretty well understood that consumption trends will bottom and reverse prior to seat based purchasing. This week was a roller coaster.

Cloud 130

Cloud Azure AWS AI Search 130

Clouded Judgement

AUGUST 4, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. But what I would add is that we saw Q2 trends continue into July.” ” 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%.

Cloud 130

Cloud Azure Cost optimization & reporting AWS 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

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. Consumption continued to grow in the month of October…Consumption trends have improved.”

GCP(Google Cloud Platform) 133

GCP(Google Cloud Platform) Azure Data Startup 133

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

SaaStr

DECEMBER 26, 2022

Amanda Malko is CMO at G2, a software marketplace and review site that reaches over 60 million buyers annually across 2000 software categories. 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 195

Software Review Software Azure Cloud 195

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

Cloud 161

Cloud Azure AWS Software Review 161

Intercom, Inc.

DECEMBER 31, 2019

Putting narrative order on the past decade, a 10-year-period that has somehow remained stubbornly nameless, is quite the challenge, but it’s impossible to make sense of the 2010s without understanding the role of software. There is a great responsibility to ensure it trends towards the former, not the latter. Big tech takes over.

Payment Solutions 259

Payment Solutions Payment Methods Software SaaS Payments 259

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. Follow along to stay up to date! The Q4 ‘22 growth rate was 38% YoY.

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

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. Datadog Gives Software the All Clear?

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

Clouded Judgement

MARCH 22, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Enterprise software businesses strive for 90-95% gross retention (generally the percent of revenue that sticks with you vs churns altogether), with net expansion in the 120%+ range (the aggregate change in expansion - contraction - churned revenue).

AI 183

AI Revenue Cloud Technical Advisors 183

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! Market Offsides.

Cloud 130

Cloud Azure AWS Generative AI 130

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. The usage-based customer journey often looks different from traditional software.

Scale 98

Scale Pricing Scaling AWS 98

OPEXEngine

OCTOBER 25, 2019

Meanwhile, the global public cloud software as a service (SaaS) market is hitting an annual run rate of $100B in 2019 and forecast to grow to US $157 billion in 2020, more than doubling the market size from 2014. Cloud services spending is also fueling the data center hardware and software market to grow to $150 billion.

Trends 40

Trends Marketing SaaS Azure 40

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. SaaS trends that are on the rise. Here are some of the biggest trends in the industry right now: Cloud-based Services. AI Integrations. Verb Technology.

SaaS Payments 66

SaaS Payments Trends Merchant Services Payments 66

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

Audacix

OCTOBER 5, 2019

As enterprises increasingly become more open to introducing cloud software to their environments, you as a cloud provider must proactively anticipate their concerns and address them. Why are enterprise buyers' concerned about cloud software security? What security questions stop enterprise buyers from buying your cloud software?

Cloud 45

Cloud Enterprise Software Review Cybersecurity 45

Audacix

OCTOBER 5, 2019

As enterprises increasingly become more open to introducing cloud software to their environments, you as a cloud provider must proactively anticipate their concerns and address them. Why are enterprise buyers' concerned about cloud software security? What security questions stop enterprise buyers from buying your cloud software?

Enterprise readiness 52

Enterprise readiness Enterprise Cybersecurity SaaS 52

User Pilot

APRIL 29, 2024

Service providers like Amazon Web Services (AWS), Google Cloud Platform, and Microsoft Azure offer server hosting and load-balancing services. Service providers like Amazon Web Services (AWS), Google Cloud Platform (GCP), and Microsoft Azure offer infrastructure services that support backend development. Web server.

Azure 52

Azure GCP(Google Cloud Platform) AWS Construction 52

SaaStr

MARCH 17, 2023

Buying software has changed significantly over the past 27 years. His first software-buying journey at age 24 involved researching in magazines, calling companies, and receiving demo CDs in the mail. What did software buying look like in the ‘90s? Software was physically shipped to you after purchase.

Marketplace as a Service 203

Marketplace as a Service Software Review Technical Review Azure 203

User Pilot

APRIL 30, 2024

TL;DR A SaaS product delivers software remotely, reducing the need for local installation, maintenance, and updates. Cloud computing offers three main service models: SaaS for ready-to-use software, PaaS for application development frameworks, and IaaS for scalable virtualized computing resources.

SaaS Payments 104

SaaS Payments Payment Services Payment Methods Payment Solutions 104

Valerian Tech

JULY 18, 2023

In this blog post, we will delve into the world of cloud computing, exploring recent trends and developments. Understanding Cloud Computing and Recent Trends Cloud computing refers to the delivery of computing resources, including storage, processing power, and software applications, over the internet.

multi-cloud Kubernetes 52

multi-cloud Kubernetes K8S orchestration (Kubernetes) Cloud CTO Hire 52

Clouded Judgement

SEPTEMBER 19, 2023

The rise of foundation models and generative AI only furthers this trend. 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.

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

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

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 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. These are categories of software that have existed for 30 or 40 years for a reason. That’s my minor…no megatrend, that’s my minor trend.

Sales Hiring 204

Sales Hiring Scale Sales Recruiting Scaling 204

SaaStr

AUGUST 22, 2020

366: The buzz that accompanies digital transformation trends is infinite. Justin Bedecarre: Whereas if you’re a software company, you can wait until, you don’t have to compel people to come in sooner than they feel safe. I think the baseline we took was like, “Okay, well, how big is the software industry today?

Sales Recruiting 147

Sales Recruiting Cloud CTO Hire Scale 147

SmartKarrot

JANUARY 18, 2022

SaaS (Software as a service) has become a buzzword in recent years. Found in 2015 by Vijay Yalamanchili, Keka, Keka is an HR and payroll management software designed for modern organizations. The word Keka is a slang word in Telugu (founder’s native language) that translates to Perfect – how the software is. Freshworks.

SaaS Payments 11

SaaS Payments Payment Solutions Payment Methods Payments 11

OpenView Labs

JANUARY 24, 2022

Every year Tackle surveys sellers and buyers at software companies across the spectrum—from less than $10M to over $1 billion in ARR, across multiple industries, and in roles like alliances/partnerships, sales, operations, product/development, finance, marketing, IT, and more.

Marketplace as a Service 77

Marketplace as a Service Cloud Trends Software 77