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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).

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Rule of 40: How to benchmark your SaaS growth

OPEXEngine

Benchmark the health of your SaaS company, and. Think of it this way: most SaaS companies have high customer acquisition costs, as you have to invest heavily in sales and marketing in order to realize high growth. considered a “healthy” or “attractive” SaaS company to invest in. How does the Rule of 40 work?

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Building a Data Engineering Stack That Boosts Scalability

Chart Mogul

Updating the data engineering stack streamlined data processing; reducing the time and effort invested in manual data handling. Nowadays, these are packaged and deployed in docker images, and executed via AWS lambda or EKS pods each day. We used our daily AWS RDS snapshots and loaded them daily to Snowflake tables.

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SaaS, Subscription, and On-Premises Software – Don’t Confuse Subscription with SaaS

OPEXEngine

At OPEXEngine, we pull apart the different nuances of each business model to make sure we are benchmarking companies correctly. The product is hosted by the vendor or a 3 rd party (like AWS). These investments by the vendor may fall into COGs (and affect gross margin) or into R&D or be allocated between the two.

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How to Categorize Expenses in a SaaS Startup v2.0

Baremetrics

Cost of Revenue Examples Hosting AWS / Google Cloud / Azure Payroll – Customer Support Service Delivery Costs Twilio, Sendgrid Merchant Fees Stripe, Braintree You should also include software that helps your support team, such as Help Scout, or your Devops, such as CircleCI.

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State of the Cloud 2019: Europa Edition with Alex Ferrara, Bessemer Venture Partners (Video + Transcript)

SaaStr

It was around that time about 12 years ago that Jeff Bezos launched AWS, and some of you may remember that, when he did this, Wall Street analysts were looking at him and saying, “Why would you take what’s already a very unprofitable business and drive it further into the red by investing in this AWS initiative?”

Cloud 100
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SaaS 2020 Planning: Global Market Trends

OPEXEngine

Huge capital inflows to tech combined with extraordinarily low interest rates contribute to relatively easy growth capital access across the funding continuum from debt to equity investment. We have seen greater efficiency and increased productivity in the use of capital and labor in our benchmarking over the past five years.

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