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Q1 ‘25 earnings season for cloud businesses is now behind us. And no, this wasn’t all because of leap year last year (that would only account for a ~3% delta at most) The Hyperscalers (AWS, Azure, Google Cloud) also declined net new adds year over year, but not by as much. Let’s get into some high level data.
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. Pressure is definitely up, yet, unemployment remains at record lows and consumer spending remains strong. The Cloud infra side grew nicely, but growth did slow. Perhaps as it should be.
Q1 earnings season for cloud businesses is now behind us. These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery. It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up).
Within the next 12 months, Adam Seligman, VP of Generative Builders at AWS, believes there will be an inversion of SaaS. Anyone should be able to build any Cloud solutions they want. When these three things come together — Cloud platforms, new builder and dev tools, and generative AI — it creates a tipping point.
Jessica Alexander, Senior Director Cloud Technology & OEM Partnerships, Crowdstrike. So for the audience, cloud giants are turbocharging startup sales, and the predominant reason for this is because they’re fundamentally changing IT budgets at the customers that we’re all selling to. Rico Mallozzi, Sr.
This post is an adaptation of a talk I recently gave at the Amazon Web Services (AWS) community day event in Dublin about the technical strategies I’ve experienced that don’t work and the ones that have helped us to grow and scale at Intercom. Multi-cloud architectures. The top ten technical strategies to avoid. But for the rest of us?
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. On January 27-28, Dremio host their second Subsurface conference.
But like “Cloud” and “SaaS”, its definitely has evolved. First, Snowflake rolls its large customers into fixed comittments (as does AWS and many others), and bills them in advance. So many startups these days are claiming they have “ARR” from revenue that … doesn’t recur.
And AI is obviously on fire, pulling up AWS, Google Cloud, Azure, etc. But classic B2B SaaS is definitely in many cases seeing tougher times. SaaS outside of classic “B2B’ is often holding up well. Klaviyo, Toast, etc. just had very strong quarters. More B2B2C there. Security remains on fire overall as well.
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. After the cloud giants reported this week, the timing of the presumed re-acceleration is very much in question. Follow along to stay up to date! which feels unlikely.
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. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!
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. We’re definitely starting to see more and more estimate revisions now.
Every week I’ll provide updates on the latest trends in cloud software companies. That figure is still quite bad, but the environment in software land definitely got worse in April. I’m as excited as ever about the long term cloud software markets. Subscribe now Share Clouded Judgement Leave a comment
Q4 earnings season for cloud businesses is now behind us. It looks at the YoY dollar change in quarterly revenue from the hyperscalers (just looking at Azure / AWS because the data goes back further) going back a few years. This is the data point shown for Q4 ‘23. Then the ZIRP period hit and we went way over trendline.
Every week I’ll provide updates on the latest trends in cloud software companies. ” For now, some the credit card companies are describing the spending environment as holding up / strong, so there’s definitely some mixed signals. Subscribe now Share Clouded Judgement Leave a comment View draft history Settings
Every week I’ll provide updates on the latest trends in cloud software companies. There's -- we've definitely seen more activity in the digital native space, right? Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Could this be the sign of a slow rebound?
In the latest installment of SaaStr’s What’s New series – where we sit down with the leaders in SaaS and Cloud for the inside scoop on what’s top of mind and what’s new, SaaStr CEO and Jason Lemkin chats with the CEO of ZoomInfo , Henry Schuck. So, what’s new at ZoomInfo? ’ If I can do that without a person.
The Semantic Model Becomes a Must-Have: Semantic models unify a single definition across an organization for a particular metric. The Pendulum Swings to Small Data : Modern Mac laptops have the same computational power as the AWS servers Snowflake used to launch the company. Looker did this within the context of a BI system.
Every week I’ll provide updates on the latest trends in cloud software companies. AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. ” Then at AWS Summit they called out “Your data is your differentiator when it comes to Generative AI.”
Every week I’ll provide updates on the latest trends in cloud software companies. Dovish Fed : Powell definitely had a more dovish tone. 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.
That includes all of our cloud strategy, cloud operations, backend engineering, IT and security. I started at Amazon before they had Amazon Web Services (AWS) so I was lucky enough to see AWS born out of the guts of all of the great operations work done for the amazon.com retail website. Who do we outsource to?
A little context first: here at Intercom we have one of the largest databases in the AWSCloud. Before all these changes, upscaling to manage the GDPR email surge would have caused a definite outage across Intercom. We knew this was a bad customer experience. So what did we do?
For example, without proper data governance, there could be inconsistent data definitions across the organization leading to inaccurate analysis and reporting. For example, a CRM platform would probably not recover from a loss or theft of customer data stored in the cloud. How to implement data democratization in your SaaS?
Bessemer Venture Partners’ Alex Ferrara takes a look at trends and predictions for the cloud industry in 2019. One of the most popular sessions from SaaStr Annual, this presentation will provides an in-depth look at the cloud computing industry across Europe and globally. Want to see more content like this? A few more.
Everything seems to be moving to the cloud these days, so what about storage? Is it time to unplug those expensive data center storage appliances and migrate all of that data to the cloud? Tech Spotlight: Cloud Computing. The 2020 IDG Cloud Computing Survey (InfoWorld). Reskilling IT for the cloud (CIO).
” This definition, to reiterate my prior post on the subject , is most useful when it applies not merely to “time-is-money”, but to the speed of learning. When you treat your cloud provider as a fractional colo. Bottom-up cost transparency is a key feature of any public cloud platform. DevOps transformation! Containers!
Cost to serve a customer-facing feature is money that comes out of your pocket, and goes straight into the cloud provider’s pocket. When you want to procure more cloud resources faster, cloud providers make it easiest to buy speed, whether or not that pays off for you in the long run. It‘s almost always a function of time.
One podcast you definitely did not know we made is one called Engineer Chats , and that’s because it’s an internal podcast at Intercom. And some famous computer scientist – I have no idea which – has definitely expressed the sentiment that the core of algorithms is data models. Jamie Osler: In between drinks?
Building Agents at Cloud-Scale Speaker: Antje Barth ( AWS ) – Session video As with Microsoft’s keynote featuring Asha Sharma, this session with AWS’s Antje Barth set off my “oh no, vendor flogging ahead” warning lights. AWS Strands Agents (SA). A great demo ensued using Claude Desktop.
There’s not that many people that have been the first salesperson in to managing a global footprint at a cloud leader. Then Jason, on your comment around SDRs needing to be more thoughtful and sophisticated in communication and strategy, definitely. We can save companies $100,000 on their AWS bill. Kristen Habacht: Yeah.
373: Bessemer’s 5th Annual State of the Cloud Report returns for a definitive look at the cloud industry today. We want to take you through the cloud journey over the last several years. Now, the cloud index fell along with it. If you go back to before 2014, what you see is the power of the cloud.
In this guide, we’ll explore the definition, components, and essential building tips for constructing a robust tech stack! Service providers like Amazon Web Services (AWS), Google Cloud Platform, and Microsoft Azure offer server hosting and load-balancing services. For UI design, you can consider tools such as Figma.
If your business has any connection to the healthcare space, you’ve definitely come across HIPAA by now… right? TrueVault provides secure cloud storage for HIPAA-regulated information, ensuring that PHI is fully protected with data encryption and other security measures.
It seems as though more and more companies are jumping on the cloud bandwagon…and for good reason. If you haven’t transitioned to SaaS yet, I promise moving to a cloud-based computing system sounds more complicated than it actually is. Simply, any company that sells software via a central, cloud-based system can be considered SaaS.
WP Engine runs on Google Cloud Platform, which allows you to leverage nearly bottomless resources anywhere in the world. You can also enable the cloud delivery network (CDN) to boost page load speed for users, wherever they are. They also have partnerships with other companies like Cloudflare, AWS, and Let’s Encrypt.
Examples of popular SaaS apps include Shopify, an eCommerce platform, Dropbox, a cloud storage service, and Stax Bill, an automated payment processing system. ISVs (Independent Software Vendors) SaaS (Software as a Service) Companies Definition Businesses that develop and distribute software products to end-users.
As enterprises increasingly become more open to introducing cloud software to their environments, you as a cloud provider must proactively anticipate their concerns and address them. Why are enterprise buyers' concerned about cloud software security? What security questions stop enterprise buyers from buying your cloud software?
The following issues are incredibly common in a RBAC environment: Lack of a standard definition. Lack of a standard definition. RBAC requires role definitions and governance. Examples of cloud provider role-based access control. Most cloud providers enable granular access control. The role is the new perimeter.
If you can just hold back and show a little restraint, and just make sure that you know you’re building the right thing, especially on the software side, you can definitely get out of the gate faster. So I think there was definitely the education of a new way of working, a new category of a product that they can add.
Nicole is the VP of Marketing at Tackle.io, a company that helps ISVs sell their software through the cloud marketplaces. She’s the VP of marketing at Tackle.io, a company that helps ISVs sell their software through the cloud marketplaces. Nicole Wojno Smith: You can definitely give that feedback to the CEO.
A fun story is that I met Sameer about five years ago at a cloud conference. This was anyone from a marketing analyst at a small startup, to a junior analyst at my firm, to a cloud CEO like him. We definitely have a saying at SendGrid, “It’s we, not I.” We were split up into groups. That really stuck with me.
Whether you’re in a SaaS-powered workplace or just dipping your toes into cloud software as you shift to a remote workforce, one thing is immediately clear: There are so many options out there. And yet, this is only a small fraction of my overall duties, and definitely only a tiny portion of IT’s overall responsibilities.
As enterprises increasingly become more open to introducing cloud software to their environments, you as a cloud provider must proactively anticipate their concerns and address them. Why are enterprise buyers' concerned about cloud software security? What security questions stop enterprise buyers from buying your cloud software?
But it is definitely your responsibility to ensure that any external services you use do not increase the risk of a security breach or corporate espionage. All popular cloud services that you probably use, think Dropbox, Slack, AWS, Gmail, etc, have such pages that spell out their security practices. Look them up.
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