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

SaaStr

But … they cited some economic headwinds in their quarterly announcement, and importantly, new bookings were actually down a bit. Amazon also cited some headwinds in AWS, with growth slowing a bit to 28% and potentially as low as 20% at the very end of this past quarter. Datadog had an epic quarter growing a stunning 61% at $1.8

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

SaaStr

Some Deceleration in Growth — But Still Jaw-Dropping Growth Crowstrike is seeing growth slow somewhat from 55% to 39% Year-over-Year, but that’s still adding over $1B in net new bookings a year! #2. 64% of Large Customers Sourced From Partners They are AWS’s largest cybersecurity partner. ” #7.

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Clouded Judgement 10.28.22

Clouded Judgement

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%. Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date!

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The Health of Cloud Spending in Mid-2022

Tom Tunguz

UBP spend fluctuates by the month and introduces more volatility into bookings. AWS is the largest infrastructure provider by revenue, so its trajectory will shed more light on the patterns of software buyers. I bet it’s some combination of the three. Regardless, Amazon’s data will break the tie Thursday.

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Sales Engagement Book Available for Pre-Order!

Sales Hacker

Big news today: my colleagues at Outreach and I wrote a book (yes, a physical book), and it’s now available for pre-order! Why a Book on Sales Engagement? The book will be released on March 12, 2019. So if you want in, you can pre-order the book now at: Amazon. Books-A-Million. Reserve your copy now.

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Clouded Judgement 9.8.23 - Early Q2 '23 Earnings Recap

Clouded Judgement

” We saw some green shoots in AWS and a few other consumption names, and overall sentiment seemed more positive. Partly due to larger layoffs, as well as stronger bookings And finally - net retention. I’ll post a much longer recap soon, but today I wanted to post the highlights.

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Why Can’t SaaS Companies Just Mint Cash?

SaaStr

Some are still burning far more than their new bookings, which is very, very risky these days. Does it cost so, so much to host a few million lines of code on AWS? Next year they are all going from a few million to >$300m in ARR, but the burn rates are all, all, all over the place. Some are barely burning any cash.

Scale 286