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A Look Back at Q1 '25 Public Cloud Software Earnings

Clouded Judgement

Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. And no, this wasn’t all because of leap year last year (that would only account for a ~3% delta at most) The Hyperscalers (AWS, Azure, Google Cloud) also declined net new adds year over year, but not by as much.

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A Look Back at Q1 '24 Public Cloud Software Earnings

Clouded Judgement

Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up). net retention and CAC payback).

Cloud 318
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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. This has all resulted in the median stock price declining 5% YTD. 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.

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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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SaaS Pricing Examples, Models, and Strategies That Drive Success

User Pilot

Looking for SaaS pricing examples to get inspiration for your own strategy? In this piece, we’ll explore different pricing models and go over some brands that implemented these in real life. Hopefully, by the end of the article, you’ll have ideas on how to design a pricing strategy that contributes to product growth.

Pricing 104
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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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What is the Go-to-Market Strategy for AI Products? by Maja Voje

User Pilot

Deciding on pricing and positioning. It outlines the target audience, competition, value proposition, messaging, pricing, and marketing and sales channels. It typically outlines business objectives, buyer personas, competitors, a unique value proposition (UVP), pricing, a marketing strategy, and sales and distribution channels.

AI Search 105