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. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 161

Cloud Azure AWS Software Review 161

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. Then AWS appeared to add fuel to that hope before giving us a huge rug pull. All eyes shifted to the AWS report on Thursday. They grew 16%!!

Cloud 130

Cloud Azure AWS AI Search 130

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. This brings me back to AWS / Azure downgrades. Subscribe now Share Clouded Judgement Leave a comment

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

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

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

Clouded Judgement

FEBRUARY 16, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. ” From AWS (paraphrased): They said they expect the reaccleration they saw in Q4 to continue into 2024 2024 Estimate Updates One important metric I’m tracking this quarter is the change in 2024 estimates pre / post earnings.

Cloud 161

Cloud AWS Metrics Subscription 161

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

SaaStr

MARCH 31, 2022

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.

Scale 203

Scale Marketplace as a Service Cloud SaaS Payments 203

SaaStr

NOVEMBER 18, 2023

SaaS and Cloud growth overall will remain strong. Shopify , Datadog, Crowdstrike , Google Cloud-Azure-AWS, Snowflake , etc. In fact, Gartner predicts enterprise software spend will cross $1 Trillion Dollars (!) But also focus on the prize at the same time — record Cloud spend. Carpe Diem.

Startup 315

Startup Venture Capital Azure AWS 315

Clouded Judgement

MARCH 22, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Enterprise software businesses strive for 90-95% gross retention (generally the percent of revenue that sticks with you vs churns altogether), with net expansion in the 120%+ range (the aggregate change in expansion - contraction - churned revenue). .”

AI 183

AI Revenue Cloud Technical Advisors 183

SaaStr

APRIL 26, 2024

At SaaStr AI Day , Mike Tamir, Head of AI at Shopify, and Rudina Seseri, founder and Managing Partner at Glasswing Ventures, level-set about where we are in the cycle for Enterprises adopting AI and the critical work being done at Shopify to leverage AI and solve real problems. The future of Enterprise is “Ambient AI.”

AI Search 215

AI Search AI Artificial Intelligence Scale 215

Clouded Judgement

JULY 28, 2023

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.”

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

JUNE 9, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. They were also more constructive on cloud optimizations bottoming. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. Subscribe now Share Clouded Judgement Leave a comment

Trends 130

Trends Cloud Azure AWS 130

SaaStr

FEBRUARY 21, 2024

Welcome to the latest installment of our “ What’s New ” series where SaaStr founder and CEO Jason Lemkin sits down with some of the top leaders and founders in SaaS and Cloud to discuss What’s New and what should be top of mind for fellow founders. AWS can’t support 20 partners equally. Otherwise, it falls apart.

AWS 210

AWS Scale Sales Hiring Marketing 210

Clouded Judgement

FEBRUARY 3, 2023

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. Subscribe now Share Clouded Judgement Leave a comment

Cloud 130

Cloud Azure AWS Generative AI 130

Treehouse Technology Group

JUNE 2, 2022

Treehouse Technology Group is strategy and data firm providing custom, end-to-end solutions for our enterprise and SMB clients. 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.

AWS 40

AWS Cloud Data SMB 40

Clouded Judgement

AUGUST 11, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. The weakness they called out was from larger cloud-native businesses. The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs). Follow along to stay up to date!

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

Clouded Judgement

NOVEMBER 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Overall Stats: Overall Median: 5.0x

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

SaaStr

DECEMBER 13, 2021

Linux is the #1 internet client, makes up 100% of the supercomputer market, and is second to Windows when it comes to enterprise software platforms. The developers you engage with often become your first adopters, who then become product evangelists—and they’ll help you scale and solidify trust within enterprises, too.

AI 239

AI Enterprise SaaS AWS 239

Frontegg

JUNE 30, 2021

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. How to Build a Multi-tenant SaaS Application on AWS?

AWS 88

AWS SaaS Payments Payment Methods Enterprise 88

Clouded Judgement

MARCH 31, 2023

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. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue.

Cloud 130

Cloud Sales Hiring AI Headcount 130

Clouded Judgement

SEPTEMBER 15, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. AWS growth seems to be re-accelerating, and qualitative feedback from a number of companies in Q2 (especially those with July quarter ends) suggested new customer bookings conversations were picking up. Follow along to stay up to date!

Software Review 130

Software Review Cloud Software AWS 130

SaaStr

NOVEMBER 15, 2023

jasonlk) November 13, 2023 Not every area of SaaS and Cloud is seeing big “macro” impacts. Most Enterprises Buy More Than 60 Endpoint Security Products So there is room for many winners here. #8. 64% of Large Customers Sourced From Partners They are AWS’s largest cybersecurity partner. ” #7.

Cybersecurity 261

Cybersecurity AWS Benchmarks Cloud 261

Treehouse Technology Group

DECEMBER 2, 2021

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 will… The post Data Engineer (Python & AWS Cloud) appeared first on Treehouse Tech Group.

AWS 40

AWS Engineering Cloud Data 40

CloudGeometry

APRIL 25, 2022

Big enterprise customers have been buying software for a long time. There’s real payoff from careful attention to the issues that enterprise customers care about. There’s real payoff from careful attention to the issues that enterprise customers care about. Here are seven things enterprise SaaS customers look for. #1

Enterprise readiness 130

Enterprise readiness Enterprise Technical Review Software Review 130

SaaStr

APRIL 28, 2021

That is, until you’ve got a major enterprise deal close to the finish line. At Secureframe , we help companies get enterprise ready by streamlining SOC 2 compliance and get them ready within weeks, rather than months. . Security, besides having a password that isn’t “password123”, is probably not a major priority. .

Enterprise 208

Enterprise Software Review Azure GCP(Google Cloud Platform) 208

Tom Tunguz

JUNE 25, 2023

Clouds are picking teams in one of the most important dislocations in software. Cloud LLM Infrastructure Microsoft OpenAI Snowflake Nvidia Databricks Mosaic Google Anthropic Oracle Cohere Amazon HuggingFace Microsoft has invested over $10b, plus significant development efforts to work with OpenAI.

Artificial Intelligence 210

Artificial Intelligence AI AWS Cloud 210

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. This is the third post in a series exploring the ways Intercom has scaled key functions to support the needs of enterprise customers. We’re growing alongside our customers. Can Intercom do that?

Scaling 252

Scaling AWS Software Review Technical Review 252

SaaStr

APRIL 7, 2019

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: They accelerated its growth.

Cloud 152

Cloud AWS Enterprise SaaS 152

SaaStr

MARCH 9, 2022

So DigitalOcean is the quiet Cloud platform that keeps on growing. Focusing on smaller developers, in some ways it’s been a bit overshadowed by AWS, Azure, and Google Cloud. DigitialOcean doesn’t want to take AWS, Azure and Google on in the enterprise and doesn’t really try. Wow what a story!!

Azure 216

Azure AWS SMB Cloud 216

Audacix

FEBRUARY 4, 2024

Table Of Contents SaaS cloud security tools and SaaS providers act as a constructive bridge for cloud infrastructure and application protection. However, the path to SaaS cloud security can be challenging. Opting for cloud security as a service from the best SaaS provider and shifting left is the way to move forward.

Outsourcing Services 52

Outsourcing Services Cloud Outsourced Development Software Review 52

SaaStr

OCTOBER 6, 2022

The platform automates the provisioning of your application to the cloud (AWS, GCP, Azure), integrating cloud ops, DevOps, and security/compliance with 24×7 monitoring and support. The software runs in your cloud account and is accessed thru our UI, Terraform or API. Add Single Sign-On (SSO) to your app for free.

GCP(Google Cloud Platform) 203

GCP(Google Cloud Platform) Azure AWS compliance 203

SaaStr

AUGUST 27, 2019

Around 2013 or so, the Cloud started to grow far faster than any of us had thought it would: Amazon Web Services revenue 2018 | Statista. But enterprise buying went on a tear. It turned our CIOs and bigger companies were ready to transfer as much as another 20% of their $1 trillion+ IT budgets to Cloud far faster than any of us knew.

Cloud 132

Cloud Azure AWS Enterprise 132

SaaStr

DECEMBER 20, 2023

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? Is it Cheaper or Better to go PLG?

New CTO 255

New CTO Scale Sales Hiring AWS 255

SaaStr

NOVEMBER 3, 2022

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. Secureframe helps companies get enterprise ready by streamlining SOC 2, ISO 27001, GDPR, CCPA, PCI DSS and HIPAA compliance. appeared first on SaaStr.

Payments 227

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

SaaStr

APRIL 28, 2019

Join our Quora group to get all of The Week in Cloud updates throughout the week. Also, small enterprises are not well served by US companies with their high cost structures. . Woah, the cloud is on fire! Wow, $260m valuation. The campus has a lake, its own tram system, and enough room to accommodate up to 25,000 employees.” .

Cloud 136

Cloud AWS Enterprise Scaling 136

IT World

DECEMBER 10, 2019

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. Get the latest cloud computing insights by signing up for our newsletter. ]

AWS 40

AWS Cloud Machine Learning Artificial Intelligence 40