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A Look Back at Q4 '23 Public Cloud Software Earnings

Clouded Judgement

Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. 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. net retention and CAC payback).

Cloud 177
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My Laptop is Faster than Your Cloud : Announcing MotherDuck

Tom Tunguz

Some of the brightest minds in data founded MotherDuck including BigQuery founding engineer Jordan Tigani & a broader team from Snowflake, Databricks, AWS, Meta, Elastic & Firebolt, among others. Compared to querying PostGres, DuckDB is 80x faster & benchmarks against other systems show similarly impressive results.

Cloud 356
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5 Interesting Learnings from Crowdstrike at ~$3 Billion in ARR

SaaStr

Consistently Strong NRR — And Higher Than 2022 Crowdstrike has targeted a 120% NRR benchmark and it’s interesting to see how it’s fluctuated blow over the past 5+ years. 64% of Large Customers Sourced From Partners They are AWS’s largest cybersecurity partner. Since then, NRR has grown materially. #4.

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Q&A recap | 2022 SaaS retention benchmarks

ChurnZero

In our webinar, 2022 SaaS retention benchmarks , SaaS Capital Manager Director Rob Belcher shares the results from their 11th annual B2B SaaS benchmarking survey. You can download the full report for net retention and gross retention benchmarks as well as retention metrics in relation to ACV, growth, size, and more.

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Q&A recap | 2022 SaaS retention benchmarks

ChurnZero

In our webinar, 2022 SaaS retention benchmarks , SaaS Capital Manager Director Rob Belcher shares the results from their 11th annual B2B SaaS benchmarking survey. You can download the full report for net retention and gross retention benchmarks as well as retention metrics in relation to ACV, growth, size, and more.

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Rule of 40: How to benchmark your SaaS growth

OPEXEngine

Benchmark the health of your SaaS company, and. It depends, assuming you run your service from AWS or a similar cloud platform, we recommend using EBITDA — since your COGS scales with your revenue, and your gross margin is pretty consistent, this metric should be sufficient. So which profit metric should you use? Sources: [link].

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Building a Data Engineering Stack That Boosts Scalability

Chart Mogul

The company’s sole analyst at that time used AWS Athena to query them from the S3 bucket, created additional materialized views to combine and aggregate them, and visualized them into dashboards with Superset using its AWS Athena connector. We used our daily AWS RDS snapshots and loaded them daily to Snowflake tables.