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Our New Transparent Pricing Dashboard: Where Your Money Goes When You Buy a Buffer Subscription

Buffer Resources

We’ve shared a number of parts of Buffer’s business transparently over the years — and one piece we’ve always wanted to expand on is where your money goes when you pay for a Buffer subscription. Another important detail to note is how Average Sales Price (ASP) and Expenses have changed over time.

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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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How Custom Bots can reshape your entire sales cycle

Intercom, Inc.

Second, sales teams spend a lot of time doing laborious, repetitive tasks that don’t always result in much value. We chase after potential leads trying to qualify them, we spend a lot of time trying to book meetings and give demos, we spend an awful lot of time simply trying to make a value driven discussion happen at a later date.

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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. Meanwhile, FCF margins stayed quite strong, with a median Q2 FCF margin of 12% Sales efficiency also dramatically improved in Q2. Partly due to larger layoffs, as well as stronger bookings And finally - net retention.

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Clouded Judgement 8.11.23 - Datadog Consumption Trends

Clouded Judgement

“New logo and new product bookings and deal cycles haven't been impacted by the period of optimization and we continue to see healthy growth on the sales side. From a new logo bookings perspective, we had our largest Q2 and second largest quarter ever, only behind the seasonally larger Q4 2022.”

Cloud 130
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Clouded Judgement 3.31.23

Clouded Judgement

The majority of COGS (revenue less COGS = gross profit) fall in hosting costs (ie AWS), and some customer support. They have massive distribution (installed customers + sales teams), and margin to play around with. Companies could end up hiring less SDRs but booking more sales demos. What do I mean by this?

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Consumption-based pricing models: transition guidance for CFOs

OPEXEngine

Some companies can estimate the contract value at the time of booking, however, most cannot. For example, technology companies like AWS, GCP, and Snowflake offer no contracts for customers interested in using their self-service option or beta-testing the solution. These contracts are very common in ‘revenue share’ models (i.e.,

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