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5 Interesting Learnings from Snowflake at $2.4 Billion in ARR

SaaStr

So Snowflake is the high flier in Cloud. It’s one of the few still commanding a premium multiple in today’s world, and still growing at tremendous rates: Snowflake is also a barometer of everything in SaaS and Cloud, because a significant amount of its revenue is consumption-based, at least in part. Not none, just less.

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Clouded Judgement 3.22.24 - ERR vs ARR and the Conundrum of AI Revenue Streams Today

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. Headcount planning, budgeting, fundraising, etc can often be largely based on a top line plan.

AI 183
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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 Follow along to stay up to date! What do I mean by this?

Cloud 130
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The 9 best tools for your early-stage startup tech stack

Intercom, Inc.

This is especially important for small teams, where you need to operate at a scale far beyond your headcount (without burning out your team by working around the clock). Using Brex also saves time for your finance team (or, depending on headcount, your finance person ??) AWSCloud computing. Apply now.

Scale 163
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Tabular: Turning Your Data Swamp into a Data Lakehouse with Apache Iceberg

Clouded Judgement

If you don’t want to manage all of the infrastructure around Iceberg (plus allocating headcount to do this!) Before diving into more specifics about what Tabular does, I’d like to start with a brief overview of how cloud-native data architectures have evolved over the last decade.

Data 130
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When Does Open Source Make Sense for a Business?

OpenView Labs

On-premise (or “cloud-prem”) is still a thing. These days, on-premise deployments commonly come in the form of businesses running their own VMs in a cloud IaaS environment. The cloud-managed services attract the lower end of the market and make it possible for these businesses to address the SMB/mid-market segments.

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ChartMogul 2021: Year in Review

Chart Mogul

Cloud destinations (coming soon) — we are in process of adding the ability to export your MRR movements data from ChartMogul onto the cloud. We will support exports to Amazon S3, Microsoft Azure Blob, and Google cloud storage. This year, we also migrated ChartMogul to AWS cloud.