Intercom, Inc.

FEBRUARY 26, 2018

The same is true in software. In this battle, I’ve found a secret weapon hidden within one of our core engineering strategies, an idea called Run Less Software. As well as being a critical philosophy behind how we build software, it also represents how I feel about the software industry and technology in general.

Outsourcing Services 224

Outsourcing Services Software Review Software Outsourced Development 224

Tom Tunguz

FEBRUARY 2, 2023

I’m watching public company earnings to identify early weaknesses in the software market. 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 Amazon: Net sales increased $21.4

GCP(Google Cloud Platform) 269

GCP(Google Cloud Platform) Cloud AWS Sales Hiring 269

Clouded Judgement

SEPTEMBER 15, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Software Setup Currently, interest rates seem to be the primary driver of software valuations. It shows the number of months it takes for a SaaS business to payback their fully burdened CAC on a gross profit basis.

Software Review 130

Software Review Cloud Software AWS 130

Clouded Judgement

FEBRUARY 2, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Amazon on AWS : “…customers are continuing to shift their focus towards driving innovation and bringing new workloads to the cloud. I’d say both of the “non AI” Azure / AWS figures weren’t actually that strong?

Cost optimization & reporting 161

Cost optimization & reporting Cloud Azure AWS 161

Hitenism

NOVEMBER 7, 2016

In 2006, after Amazon Web Services (AWS) helped pioneer what we now call the cloud, product development changed forever. Today, one-third of daily internet users visit websites built on top of AWS. AWS is now an $11.5B run rate business and has made up for an incredible 67% of Amazon’s operating revenue last quarter.

AWS 189

AWS New CTO Scale CTO 189

Clouded Judgement

OCTOBER 27, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. You can see some quotes from Azure / AWS in my Q2 recap , and pasted below. I believe one of the bigger reasons software has held up despite the run up in the 10Y to 5% is the expectation for re-acceleration (ie numbers / forecasts going up).

Cost optimization & reporting 152

Cost optimization & reporting Cloud Azure AWS 152

Tom Tunguz

NOVEMBER 28, 2017

How quickly do the fastest growing software companies build their teams? In fact, this data bolsters the notion that management team’s top priority is recruiting, especially after the business has reached product market fit and capitalized itself well. This is a proxy for when the business established product market fit.

Headcount 162

Headcount Scaling Software Business 162

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 231

AWS compliance AI Startup 231

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

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 251

Cloud Azure AWS Engineering 251

Intercom, Inc.

DECEMBER 31, 2019

Putting narrative order on the past decade, a 10-year-period that has somehow remained stubbornly nameless, is quite the challenge, but it’s impossible to make sense of the 2010s without understanding the role of software. Rise of the cloud and SaaS businesses.

Payment Solutions 259

Payment Solutions Payment Methods Software SaaS Payments 259

Clouded Judgement

APRIL 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 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).

Cloud 130

Cloud Azure AWS AI Search 130

Intercom, Inc.

APRIL 19, 2018

Yet competition and the exponential rate of change in software are pushing against that mission. Enter our philosophy of Run Less Software. Our chat covers the origins of Run Less Software, how it has evolved at scale, and how it differs from the equally valid approaches of other engineering teams.

Outsourcing Services 192

Outsourcing Services Part-Time VPE Software AWS 192

Tom Tunguz

OCTOBER 27, 2022

I’m watching public company earnings to identify early weaknesses in the software market. 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.

Cloud 224

Cloud GCP(Google Cloud Platform) Azure AWS 224

Clouded Judgement

AUGUST 4, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. And now we're seeing more progression into new workloads, new business. ” 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 Cost optimization & reporting AWS 130

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. Embedded finance has everything to do with the flow of money.

Payments 227

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions 227

Clouded Judgement

JANUARY 6, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Cloud Downgrades This week UBS came out with a couple research reports citing concerns in AWS / Azure growth. We know software is impacted from macro - but how bad will it get? This brings me back to AWS / Azure downgrades.

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

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. Where to Get Tickets Still need tickets?

Merchant Services 158

Merchant Services Development Payment Services SaaS Payments 158

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. At Intercom, we aim to run less software. We also partner closely with AWS on new technologies and approaches designed to future proof our rapid growth.

Scaling 252

Scaling AWS Software Review Technical Review 252

FastSpring

NOVEMBER 9, 2023

It is the largest in-person event in the country—2,000+ attendees, 800+ companies, and 100+ speakers—along with features such as Betakit Keynote Stage, AWS Pitchfest, Workspaces Tradeshow. The conference is jam packed with networking opportunities too! Where to Get Tickets Still need tickets? Schedule a demo now or at SaaS North in person!

Merchant Services 158

Merchant Services SaaS Payments Payment Methods Payment Services 158

Tom Tunguz

OCTOBER 22, 2022

They will manage their own servers to reduce the $3m annual AWS bill by 60%. I wouldn’t be surprised if private equity held software companies adopt this practice to generate extra income in the next few years to offset some of this era’s greater interest expenses on debt.

Sales Hiring 232

Sales Hiring Cloud AWS Sales 232

Clouded Judgement

OCTOBER 28, 2022

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

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

OCTOBER 20, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. Follow along to stay up to date! Said another way, the 10Y today is double what it averaged from 2010 to 2020.

Cloud 161

Cloud Azure AWS Software Review 161

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. appeared first on SaaStr.

GCP(Google Cloud Platform) 195

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 195

Tom Tunguz

JUNE 25, 2023

Clouds are picking teams in one of the most important dislocations in software. 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.

Artificial Intelligence 194

Artificial Intelligence AI AWS Cloud 194

Clouded Judgement

APRIL 21, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 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).

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Tom Tunguz

JULY 26, 2022

I’m watching public company earnings to identify early weaknesses in the software market. Today, Microsoft & Google revealed the health of their infrastructure business units. Google may have greater sector exposure to clients that are suffering through a recession: retail, ecommerce, & advertising-based businesses.

GCP(Google Cloud Platform) 176

GCP(Google Cloud Platform) Cloud Azure AWS 176

Clouded Judgement

MARCH 22, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. In it's truest form, ARR is used by pure SaaS business models to describe the aggregate annual value of the entire customer set. With stable gross retention and net expansion figures, it’s actually quite easy to model SaaS businesses.

AI 183

AI Revenue Cloud Technical Advisors 183

OpenView Labs

JANUARY 27, 2021

Anyone who has ever tried to sell software to developers probably learned pretty quickly that traditional B2B marketing tactics just plain don’t work. That’s why I interviewed more than 50 developers in DevOps, DevSecOps, and generalist back-end roles about how they prefer to discover, try, and purchase software.

Development 105

Development DevOps as a Service Software AWS 105

SaaStr

DECEMBER 9, 2020

But every business leader has a few top pressing problems that a software vendor can solve. But VPs are still sitting on their computers, struggling to hit their plans, manage their teams, hire the next great engineer, deploy their software releases, and hit their number. Emails get blocked, spam filtered.

Sales Hiring 354

Sales Hiring Outbound Sales Team AWS Engineering 354

SaaStr

MARCH 31, 2022

And it’s one of the three large cloud vendors that we all know: Microsoft, AWS, and Google. AWS’s marketplace has seen 1.5 But also it’s allowed us to get much closer to our provider, I mean, we host and run 100% on AWS, but pull data from everywhere.

Scale 204

Scale Marketplace as a Service Cloud SaaS Payments 204

SaaStr

MAY 31, 2024

But this is software. Why am I selling insurance software while my neighbor saves lives at the ER? The world is crumbling, and I’m here peddling software.” Businesses have to make money. 7: Having the CMO Report to the CRO is a Terrible Idea Having marketing under a CRO is an awful idea for two reasons.

Sales Hiring 228

Sales Hiring Sales Recruiting Marketing Scale 228

Clouded Judgement

SEPTEMBER 8, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. ” We saw some green shoots in AWS and a few other consumption names, and overall sentiment seemed more positive. ” We saw some green shoots in AWS and a few other consumption names, and overall sentiment seemed more positive.

Cloud 169

Cloud Software Review AWS Trends 169

CloudGeometry

MARCH 22, 2022

First, SaaS is a business strategy, not a technology strategy. The challenge is to build common ground between business and architecture so as to translate business assumptions into critical technical solution inputs. SaaS business metrics are not hard to find ; we won’t analyze them in-depth here.

DevOps as a Service 130

DevOps as a Service Software Delivery Well Architected Framework AWS 130

Clouded Judgement

FEBRUARY 16, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now January Green Shoots A couple key software players have given us commentary in their Q4 earnings report (quarter ending December) that January (the first month of Q1) saw some green-shoots. Follow along to stay up to date!

Cloud 161

Cloud AWS Metrics Subscription 161

Clouded Judgement

JUNE 9, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Let’s take a look back at the 6 main consumption players in software and how they preformed. Very healthy new business (new customer) acquisition. Follow along to stay up to date! Will we see re-acceleration soon?

Trends 130

Trends Cloud Azure AWS 130

Clouded Judgement

JULY 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Busy week! AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. AWS reports next week. Follow along to stay up to date! So what did we learn?

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130