Tom Tunguz

JULY 28, 2022

AWS announced earnings earlier today and reported 33% growth. AWS’s growth rate is the slowest of the three largest public infrastructure clouds. With about 39% market share, AWS reigns supreme as the largest provider. With about 39% market share, AWS reigns supreme as the largest provider. Q/Q Growth Rate Change.

GCP(Google Cloud Platform) 256

GCP(Google Cloud Platform) AWS Azure Startup 256

Tom Tunguz

FEBRUARY 2, 2023

A year ago, AWS, GCP, & Azure averaged 44% annual growth. Amazon: We expect [customer] optimization efforts will continue to be a headwind to AWS growth in at least the next couple of quarters. So So far in the first month of the year, AWS year-over-year revenue growth is in the mid-teens. Amazon: Net sales increased $21.4

GCP(Google Cloud Platform) 257

GCP(Google Cloud Platform) Cloud AWS Sales Hiring 257

Intercom, Inc.

MARCH 26, 2020

As the COVID-19 situation continues to impact people, businesses, and communities everywhere, we know it is more important than ever to stay in touch with your customers, and Intercom is committed to helping you stay connected. We have robust plans in place to ensure we continue to deliver the highest levels of technical and business service.

AWS 192

AWS Scale Business Cloud 192

Baremetrics

OCTOBER 31, 2021

But eventually you need to decide what stage your business is in. Do you think that there are 10x or 100x opportunities for your business ahead? If you want to scale, you need to make the investment of time and money and make sure your infrastructure suits your size of business. Are you growing and want to scale?

AWS 115

AWS DevOps as a Service Underperforming Technical Team Development Team Review 115

Clouded Judgement

APRIL 11, 2024

Q4 earnings season for cloud businesses is now behind us. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. Is Software Rebounding?

Cloud 169

Cloud Software Azure AWS 169

Clouded Judgement

FEBRUARY 2, 2024

Amazon on AWS : “…customers are continuing to shift their focus towards driving innovation and bringing new workloads to the cloud. Azure (excluding Azure AI) continued to decelerate, and while AWS did come in ahead of expectations, it wasn’t a blow out. Follow along to stay up to date!

Cost optimization & reporting 161

Cost optimization & reporting Cloud Azure AWS 161

IT World

DECEMBER 7, 2021

Goldman Sachs, through a partnership with Amazon Web Services (AWS), has launched a financial data management and analytics service to help clients crunch data to extract business value.

AWS 75

AWS Trends Banking Data 75

Clouded Judgement

OCTOBER 27, 2023

Subscribe now Cloud Giants Report Q3 ‘23 Not a great signal for software this week from the Cloud Giants (AWS, Azure and Google Cloud)…After Q2 (3 months ago), the tone from the Cloud Giants around optimizations was largely: optimizations have started to ease, and net new workloads have picked up. That is not new.”

Cost optimization & reporting 152

Cost optimization & reporting Cloud Azure AWS 152

SaaStr

JULY 25, 2023

AWS re:Invent : AWS re:Invent is Amazon Web Services’ (AWS) annual conference, focused on cloud computing and SaaS-related services. The event brings together developers, architects, and IT professionals to explore the latest AWS developments.

ChatGPT 230

ChatGPT AWS SaaS CTO 230

SaaStr

MAY 16, 2022

So follow AWS, Azure and Google Cloud. Let’s look a whole level up to the real canaries-in-the-coalmine: AWS, Azure and Google Cloud. Microsoft’s Cloud business overall crossed a stunning $100B run-rate. And Gartner is still predicted SaaS purchase rates will accelerate in 2023 : AWS, Azure and Google Cloud say Yes.

Cloud 257

Cloud Azure AWS Engineering 257

SaaStr

SEPTEMBER 10, 2023

“My App Stack” is a new series where we dig in with top CMOs, CROs, CTOs and CEOs on just what apps they’re really using to run their business. I’m using Google Workspace (Gmail, Drive), AWS , Vercel , Slack , Figma , Notion , Salesforce , HubSpot , Secureframe , Clari , and Zapier. #2. What’s your core stack of apps today?

AWS 238

AWS compliance AI Startup 238

Treehouse Technology Group

DECEMBER 2, 2021

The Data Engineer is a combination of a business and technical customer-facing role that will be accountable for the end-to-end customer data architecture, development, deployment, and support. The Data Engineer will… The post Data Engineer (Python & AWS Cloud) appeared first on Treehouse Tech Group.

AWS 40

AWS Engineering Cloud Data 40

SaaStr

MARCH 6, 2024

Split Sales Team Managing SMB Accounts Into 2 Teams, One on New Business and One on Upsell It’s interesting to see Okta do this a bit later in life than some, but it makes a ton of sense given the current macro environment. AWS alone generated $175m of contract value for Okta, growing 130%.

Fractional VPE 225

Fractional VPE Part-Time VPE Scale SMB 225

SaaStr

DECEMBER 14, 2023

Their focus on Marketing with Duet AI with Workspace has been a way to open up business in new accounts. Google Cloud Platform, on the other hand, is in a very different set that also competes with Microsoft, but AWS is considered their biggest competitor in the market.

Cloud 246

Cloud Scale AWS AI 246

Clouded Judgement

APRIL 28, 2023

AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. When the tailwinds of new business start to overcome the headwinds of optimization (or when headwind of optimization becomes a tailwind of net expansion). Then AWS appeared to add fuel to that hope before giving us a huge rug pull. They grew 16%!!

Cloud 130

Cloud Azure AWS AI Search 130

IT World

AUGUST 9, 2022

Usually, when it comes to a business cloud decision, you're going to go with one of the big players: Amazon Web Services (AWS) , Google Cloud Services , IBM Cloud , or Microsoft Azure. You know their names. But the bigger clouds aren't always suitable for everyone or every job.

Cloud 104

Cloud Azure AWS Business 104

Intercom, Inc.

MAY 25, 2022

We have truly global ambitions to bring our mission of making internet business personal to the biggest enterprise customers across the world. We also partner closely with AWS on new technologies and approaches designed to future proof our rapid growth. Our tooling allows for high availability.

Scaling 252

Scaling AWS Software Review Technical Review 252

Clouded Judgement

AUGUST 4, 2023

And now we're seeing more progression into new workloads, new business. ” These are two quotes about AWS on the Amazon earnings call. .” ” These are two quotes about AWS on the Amazon earnings call. AWS grew 16% in Q1, but called out growth in April (first month of Q2) was 11%.

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

IT World

FEBRUARY 8, 2022

5G is an awful name. But, finally, things have changed. Today, 5G can at last deliver much better performance—sometimes—with certain versions of 5G only offered in specific places. First things first. It covers multiple kinds of cellular data networks.

AWS 114

AWS Business Investment Data 114

Clouded Judgement

JANUARY 6, 2023

Cloud Downgrades This week UBS came out with a couple research reports citing concerns in AWS / Azure growth. This brings me back to AWS / Azure downgrades. This was the worst tone that we’ve heard in years from large AWS/Azure partners, a group that usually expresses different shades of optimism about AWS/Azure growth.”

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

SaaStr

NOVEMBER 13, 2022

Check out this week’s top blog posts, podcasts, and videos: Top Blog Posts This Week: Datadog, ZoomInfo, Atlassian, AWS: Epic Growth — But Some Real Headwinds For The First Time. SaaStr 606: Your Real Valuation: How Focusing on Delivering Customer Value Generates Business Value with Gusto Co-Founder Josh Reeves. ?.

Sales Recruiting 232

Sales Recruiting AWS Compensation Enterprise 232

Clouded Judgement

OCTOBER 28, 2022

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!

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Tom Tunguz

OCTOBER 27, 2022

Infrastructure revenue growth averaged 33% this quarter, which is astounding considering we’re talking about businesses that sum to more than $50b of revenue per quarter. A year ago, these business units grew at 44% annually. The kink downwards in the red line at Q-2 shows a sudden deceleration in AWS’ growth rate.

Cloud 225

Cloud GCP(Google Cloud Platform) Azure AWS 225

SaaStr

NOVEMBER 3, 2022

ChartMogul is an analytics platform to help you run your subscription business. Our mission is to build powerful and secure cloud software for subscription businesses of all sizes, with a strong emphasis on good design and ease of use.

Payments 232

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions 232

SaaStr

AUGUST 5, 2021

AWS accelerated to 37% YoY growth , up from 32% last quarter. Many of whom really are more proxies for the web overall (Zendesk, everyone needs support) and SMBs using the web to run and scale their businesses (HubSpot). Let’s take a look at a few: Datadog accelerated to 67% YoY growth , up from 51% last quarter. Make it so.

SaaS 333

SaaS AWS Cloud Scaling 333

Intercom, Inc.

OCTOBER 25, 2021

The Intercom team is looking forward to showcasing our latest features and improvements to the world’s leading Business Messenger and powerful customer support product. Startup party: RSVP for our exclusive evening party to close the week on November 3rd in partnership with AWS and Aircall. Apply for a mentorship meeting here.

AWS 198

AWS Scale Innovation Startup 198

SaaStr

JUNE 28, 2023

A very solid business that continues to perform well even with marketing spend under pressure. Atlassian by contrast spends just 15% of revenue on sales and marketing, one of the lowest of the public SaaS companies. A valuation of 4x ARR? Awfully low IMHO for what they’ve built.

Scale 205

Scale AWS Scaling Revenue 205

IT World

NOVEMBER 19, 2019

Storj Labs , which operates a beta storage service for developers, businesses and consumers, initially launched the Tardigrade Decentralized Cloud Storage Service in August. Today, it announced its Beta 2 release and pricing , taking aim at Amazon's AWS S3 cloud service with what it says is a more cost-effective and resilient approach.

Blockchain 49

Blockchain AWS Pricing Cloud 49

Clouded Judgement

OCTOBER 20, 2023

Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. It shows the number of months it takes for a SaaS business to payback their fully burdened CAC on a gross profit basis. Said another way, the 10Y today is double what it averaged from 2010 to 2020.

Cloud 161

Cloud Azure AWS Software Review 161

FastSpring

FEBRUARY 22, 2024

Attendees include programmers, artists, producers, game designers, audio professionals, and business leaders. The GDC Expo showcases the latest game development tools and services from leading technology companies such as AWS, Epic, and Google.

Merchant Services 131

Merchant Services Development Payment Services SaaS Payments 131

Tom Tunguz

JUNE 25, 2023

DataBricks, whose business revolves around Spark operating in customer environments, has announced plans to acquire Mosaic, a vertically integrated model training & management system that functions on similar workloads. Five years ago, many startups defaulted to AWS for the generous credits, broad catalog, & rapid pace of innovation.

AI 186

AI Artificial Intelligence AWS Cloud 186

Clouded Judgement

APRIL 21, 2023

Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). On AWS, in their Q4 earnings call they said AWS was growing “mid teens” in January (down from 20% in Q4). Every week I’ll provide updates on the latest trends in cloud software companies.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Tom Tunguz

OCTOBER 22, 2022

They will manage their own servers to reduce the $3m annual AWS bill by 60%. But for slower growth businesses or those looking to optimize their efficiency, moving to self-hosted infrastructure may be worth considering. Last week, David Heinemeier Hansson explained why his company, Basecamp, is leaving the cloud.

Cloud 222

Cloud Sales Hiring AWS Sales 222

SaaStr

OCTOBER 13, 2022

ChartMogul is an analytics platform to help you run your subscription business. Our mission is to build powerful and secure cloud software for subscription businesses of all sizes, with a strong emphasis on good design and ease of use. ChurnZero is the Customer Success platform and partner for growing SaaS and subscription businesses.

GCP(Google Cloud Platform) 200

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 200

Tom Tunguz

JUNE 30, 2020

Prior to HashiCorp Adam was the Head of Worldwide Developer Marketing at AWS and held senior positions at Pivotal, VMware, and SpringSource. During the conversation, we’ll talk about how to build and scale developer advocacy teams, develop the right portfolio of evangelism approaches at every stage of the business, and measure their success.

Development 295

Development Scale AWS Scaling 295

SaaStr

FEBRUARY 10, 2022

We enable customers to drive business results from open source that trigger true transformations. Currently, we offer Apache Kafka, Apache Cassandra, PostgreSQL, MySQL, OpenSearch, Redis, InfluxDB, Grafana, and M3 in more than 90 regions around the world on AWS, GCP, Microsoft Azure, DigitalOcean, and UpCloud cloud platforms.

Cloud 212

Cloud GCP(Google Cloud Platform) Payments SaaS Payments 212