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Shopify Says eCommerce is Back. But AWS Says Cloud Under More Scrutiny.

SaaStr

o this was an interesting week in terms of reading the tea leaves on what’s going on in SaaS, Cloud, the economy, and all that. The Cloud infra side grew nicely, but growth did slow. Google Cloud actually accelerated growth at a $27B run-rate.

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Clouded Judgement 3.31.23

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. The majority of COGS (revenue less COGS = gross profit) fall in hosting costs (ie AWS), and some customer support. Subscribe now Share Clouded Judgement Leave a comment

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Search at Intercom: Building our Elasticsearch cloud on AWS

Intercom, Inc.

For this reason, we chose to run exclusively on AWS and wherever possible, we make use of battle-tested AWS services, be it RDS Aurora for our relational databases, the Simple Queue Service (SQS) for our async workers or ElastiCache for our caching layer.

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

SaaStr

Atlassian noted a decline in Free to Paid conversion, but importantly, no decline in demand for their products: Amazon: We’re Seeing Strong But Slowing Growth at AWS to 28%, Albeit at a Stunning $82B Run Rate.

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Zeroing in on Cloud Technical Risk for Targeted Customer Impact

Need to get business and technical stakeholders aligned on cloud investments? Get practical guidance from the AWS experts at CloudGeometry to stay ahead of risks to cloud security, cost, and reliability – and keep customers loyal and confident.

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Atlassian and AWS Say: “Maybe Worry a Little Bit”

SaaStr

Yet, the Cloud is on fire during Work-and-Do-Everything-Possible-from-Home. Zoom is growing at rates we’ve never seen before in SaaS and Cloud. And Morgan Stanley has predicted Cloud penetration will be pulled forward 5+ years or more. These are crazy times.

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Data Architect (Python & AWS Cloud)

Treehouse Technology Group

Our approach is an independent, vendor-agnostic cloud solution designed to deliver and execute our client’s strategy to unlock the power of data and its storytelling potential. As a Lead Data Engineer, you will work with stakeholders and… The post Data Architect (Python & AWS Cloud) appeared first on Treehouse Tech Group Treehouse Technology Group is strategy and data firm providing custom, end-to-end solutions for our enterprise and SMB clients.

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Clouded Judgement 1.6.23

Clouded Judgement

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. This brings me back to AWS / Azure downgrades.

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Predicting Cloud Growth Rates for 2023

Tom Tunguz

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 Google: [We] are pushing Google Cloud to Profitability.

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Clouded Judgement 2.3.23

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. In the short term, enjoy the ride as the chase continues 😊 Kind of related to all of this - we now have seen the Q4’s from AWS, Azure and Google Cloud.

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MacStadium’s VMWare virtualization replacement now available at AWS

IT World

Reflecting the growing popularity of the Mac platform , Mac cloud and SaaS provider MacStadium's Orka Platform is now available to purchase at the AWS Marketplace, a move that brings Orka to Amazon EC2 Mac instances.

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Clouded Judgement 10.28.22

Clouded Judgement

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. Subscribe now Share Clouded Judgement Leave a comment

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Data Engineer (Python & AWS Cloud)

Treehouse Technology Group

The Data Engineer will… The post Data Engineer (Python & AWS Cloud) appeared first on Treehouse Tech Group. Overview: As a Data Engineer, you will work with stakeholders and the internal development team to guide the technical development of enterprise data solutions. 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.

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Moving ChartMogul to AWS and Kubernetes

Chart Mogul

A few months ago, we retired our last pieces of infrastructure on DigitalOcean, marking our migration to AWS as complete. Our journey was not your regular AWS migration as it involved moving our infrastructure from classic VMs to containers orchestrated by Kubernetes. Why AWS?

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Cloud Stocks May Be Down. But the Cloud Remains on Fire. That Matters More.

SaaStr

But at end of the day, in Cloud, the question is if CIO and related spend will slow down. So follow AWS, Azure and Google Cloud. So there’s much angst and even panic with so many SaaS and Cloud public stocks down 50% or more from their peaks. They are the Cloud.

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My Laptop is Faster than Your Cloud : Announcing MotherDuck

Tom Tunguz

My laptop is faster than your cloud. Instead of requiring a scale-out database in the sky, most analyses are faster with an optimized database on your computer that can leverage the cloud when needed.

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AWS outage hit collaboration vendors, highlights risk of cloud-based tools

IT World

The Tuesday outage at an Amazon Web Service data center that affected services from several collaboration software vendors, highlighting how reliant companies have become on cloud providers for a variety of workplace tools. Asana, Smartsheet, Trello, and Slack — all of which host their services on the AWS cloud — reported problems following the AWS outage.

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Jamf Pro now lets IT admins manage AWS Mac instances

IT World

Jamf has teamed up with Amazon Web Services (AWS) to introduce new tools that let IT admins using Jamf Pro enroll virtual EC2 Macs when they are provisioned via the AWS portal.

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Bessemer: $1 Trillion in Cloud Market Cap Lost Year-to-Date

SaaStr

There are many ways to slice-and-dice public market data, but the headline one Bessemer called out is the most visceral I’ve seen: Public SaaS and Cloud companies lost $1 Trillion in market cap so far in 2022. And the number of public SaaS and Cloud decacorns has fallen from 50 to 17.

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The Health of Cloud Spending in Mid-2022

Tom Tunguz

Google Cloud Platform. That suggests the cloud market is quite strong. AWS is the largest infrastructure provider by revenue, so its trajectory will shed more light on the patterns of software buyers I’m watching public company earnings to identify early weaknesses in the software market. This week Microsoft, Google/ Alphabet, & Amazon report their figures. Today, Microsoft & Google revealed the health of their infrastructure business units. Company. Q-4 CAGR.

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Global Payments to boost fintech services with AWS partnership

ITPro

Contactless payments and digital banking services "can all be done better, faster and cheaper in the cloud", says CEO Jeff Sloan. software as a service (SaaS

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AWS certifications: Validate your skills with Amazon’s cloud

IT World

Amazon Web Services (AWS) remains the most widely adopted cloud platform on the market used by companies such as Netflix, Apple, Slack and Adobe. And that makes AWS certifications among the most valuable certifications you can earn in IT.

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Would You Leave the Cloud to Improve Sales Efficiency by 11%?

Tom Tunguz

Last week, David Heinemeier Hansson explained why his company, Basecamp, is leaving the cloud. They will manage their own servers to reduce the $3m annual AWS bill by 60%. Basecamp’s 60% reduction in cloud COGS isn’t anomalous. In addition, the cloud offers burst-ability, the potential to serve a significant surge in traffic. Inspecting & controlling cloud costs may be the more appealing path.

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Cisco taps into AWS for data center, cloud applications

IT World

Cisco Cloud ACI for AWS lets customers manage and secure applications running in the data center or in Amazon Web Service cloud environments(Insider Story

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Google Cloud Anthos now available for AWS, with Azure to follow

IT World

Google Cloud’s software for managing Kubernetes workloads across multiple on-prem and cloud environments reaches out to its biggest rivals

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Google Cloud Anthos now available for AWS, with Azure to follow

IT World

Google Cloud has announced that Anthos — the company’s software for deploying and managing Kubernetes workloads across multiple on-prem and cloud environments — now supports running workloads on rival cloud platform Amazon Web Services (AWS), with Microsoft Azure support still in preview for now.

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Cloud Data Lakes - The Future of Large Scale Data Analysis

Tom Tunguz

Cloud Data Lakes are a trend we’ve been excited about for a long time at Redpoint. A cloud data lake is a repository of data in the cloud, with the tools and infrastructure to analyze it securely. A vital part of a cloud data lake is the open format of data.

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AWS re:Invent: Intelligent services, closer clouds

IT World

At its AWS re:Invent 2019 event, the company acknowledged that computing power can be more useful when it’s closer to home, announcing three new services for reducing latency, including a mini-cloud you can house in your own data center. The company also released a raft of new AI services, including ways for enterprises to leverage machine learning without prior experience and a service that aims to help customers pick the most appropriate AWS compute services for their needs.

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How Amazon Web Services (AWS) Achieved an $11.5B Run Rate by Working Backwards

Hitenism

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 According to the Wall Street Journal , the cloud unit has pushed “Amazon to record profit.”. Working backwards isn’t a silver bullet that guarantees you success on the scale of AWS. The post How Amazon Web Services (AWS) Achieved an $11.5B

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Create Pricing Models Like AWS and Twilio with Events-Based Billing

Chargify

As of late 2019, Amazon’s cloud services business, Amazon Web Services (AWS), accounts for about 71 percent of its parent company’s operating income and about 13 percent of the brand’s overall revenue. How AWS Does It.

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Cloud Data Lakes - The Keystone to the Decade of Data

Tom Tunguz

Cloud Data Lakes are the future of large scale data analysis , and the more than 5000 registrants to the first conference substantiate this massive wave. Mai-Lan Tomsen Bukovec, Global Vice President for AWS Storage will deliver one of the keynotes. Also, Tableau’s Chief Product Officer François Ajenstat will discuss the Tableau’s role in the cloud data lake. Cloud data lakes are a key technology enabling the innovation in analytics and machine learning.

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Thanks to Unit, Everstage, Aiven, Zip, and Mission Cloud for Sponsoring SaaStr Annual 2022!

SaaStr

Aiven provides managed open source data technologies on all major clouds. Meanwhile, we do what we do best; manage cloud data infrastructure. The post Thanks to Unit, Everstage, Aiven, Zip, and Mission Cloud for Sponsoring SaaStr Annual 2022!

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Big clouds aren't always the right fit for small businesses

IT World

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. But the bigger clouds aren't always suitable for everyone or every job.

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Building a Multi-tenant Enterprise SaaS Application on AWS (Step-by-Step Guide)

Frontegg

A multi-tenant architecture is a cloud-oriented application architecture that involves a single instance of the application but serves multiple clients or organizations. We will see later that the technologies integrated into AWS allow this difficulty to be quickly resolved.

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AWS rolls out Outposts for on-premises hybrid cloud

IT World

Looking to further nudge the data-center crowd into the cloud world, Amazon Web Services announced the availability of its long-awaited Outposts hybrid-cloud service this week. Outposts delivers on-premises hardware and services that enables AWS cloud services inside enterprise data centers. That on-premises market is huge according to Amazon Web Services CEO Andy Jassy who told the AWS re:Invent 2019 conference audience 97% of the $3.7T

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Cisco taps into AWS for data center, cloud applications

IT World

Cisco has released a cloud-service program on its flagship software-defined networking (SDN) software that will let customers manage and secure applications running in the data center or in Amazon Web Service cloud environments. The service, Cisco Cloud ACI (application centric infrastructure) for AWS lets users configure inter-site connectivity, define policies and monitor the health of network infrastructure across hybrid environments, Cisco said.

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5 Interesting Learnings from Google Cloud at $13 Billion in ARR

SaaStr

So we’ve had a lot of fun in our 5 Interesting Learnings profiling the top SaaS and Cloud companies at scale, from Slack to Zoom, from Shopify to Datadog, from Box to DropBox. But are AWS, Azure and Google Cloud just too big for us to learn from?

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VMware fortifies its hybrid-cloud portfolio with management, automation, AWS and Dell offerings

IT World

SAN FRANCISCO—VMware has uncorked a variety of software products and services aimed at letting customers more quickly and securely build and manage hybrid-cloud environments. More apps will be built and deployed in the next five years than in the last 40 to support workloads including analytics and connecting IoT devices, said Kip Colbert, vice president and cloud CTO for VMware, and that will require more expansive hybrid-cloud platform.

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The Week in Cloud: March 17, 2019

SaaStr

The Week in Cloud: A look at the stories in Cloud, SaaS, and business software that we found particularly useful and interesting. Number 2 is still awfully big in the largest market in all of Cloud: [link]. A huge donation, driven by the Cloud: [link]. Acquisition multiples in SaaS/Cloud doubled last year. The post The Week in Cloud: March 17, 2019 appeared first on SaaStr.

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The Week In Cloud: April 7, 2019

SaaStr

Join our Quora group to get all of The Week in Cloud updates throughout the week. These options can be particularly appealing to SaaS companies with their recurring revenues: For now, hybrid cloud is what a lot of the biggest enterprises still want: Wow, Apple Music passes Spotify in the U.S: You see, the company is spending $750 million a year on cloud services, more specifically to AWS. Oracle has struggled in the cloud, but acquiring NetSuite was a gem.

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