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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.
Every week I’ll provide updates on the latest trends in cloud software companies. Let’s rewind the clock back to the pre-cloud days. Fast forward to the launch of AWS and the public cloud. There was an exponential drop off in costs / complexity to start a company going from on prem to cloud.
SaaS / B2B Public Stock Performance 1H’25: Top Winners & Losers 📊 Market Summary: SaaS Sector in 1H’25 The SaaS sector experienced a dramatic bifurcation in the first half of 2025, with clear winners and losers emerging based on AI differentiation, security positioning, and vertical specialization.
But here’s what makes this particularly fascinating from a market development perspective: this explosive growth is happening while the underlying technology is admittedly broken. This isn’t coincidence. This is category emergence at unprecedented velocity. Security vulnerabilities are well-documented. Reliability issues abound.
The best proof of the power of cloud tools and business models? Yet keeping all the moving parts of cloud running right – especially in a fast-moving, competitive market – can cause conflict between technical and business objectives. Keeping your customers confident and loyal.
Platform Strategies Beat Point Solutions In fast-moving markets, companies that build platforms for others to build on will capture more value than those building specific applications. Companies that nail developer experience will win enterprise deals without traditional enterprise sales motions.
Hiring Non-Technical Sales Leaders for Technical Products The Mistake : Founders think great sales skills translate to any market. Databricks used consumption-based pricing because that’s what AWS, Google, and Microsoft used—it made sense to customers who were already buying cloud services that way.
TL;DR: NVIDIA just became the first company in history to hit a $4 trillion market cap. The Numbers That Will Make Your Head Spin Let’s start with the raw facts that are almost too incredible to believe: IPO (January 1999): $563 million market cap Today (July 9, 2025): $4+ trillion market cap Total Return: 693,574% CAGR: 39.7%
With 200+ top AI demos and sessions from leaders like Perplexity, Google Cloud, GitHub, Rubrik and more, youll get the most comprehensive look at how AI is reshaping B2B. 150+ Sponsors Driving Innovation From the biggest names in cloud to the most exciting startups, our 150+ sponsors are showcasing the latest innovations in SaaS and AI.
In a rapidly evolving industry, the shift from traditional on-premise systems to cloud-based solutions has become crucial for retail success. While many businesses still rely on store-level infrastructure, it's time to embrace the unlimited potential of the cloud! Save your seat today!
Every week I’ll provide updates on the latest trends in cloud software companies. Instead of macro commentary, market commentary or some specific piece of AI commentary, I thought I’d treat this weeks post more as a personal journal entry. There are so many similar stories coming out of AWS ReInvent every year.
Every week I’ll provide updates on the latest trends in cloud software companies. The hyperscalers (AWS, Azure, GCP) are always some of the first companies to report earnings during earnings season (coming up in 2 weeks), and there’s always a read through for consumption names (meaning people believe there’s a correlation).
Every week I’ll provide updates on the latest trends in cloud software companies. I do think LLMs will really help turbo charge these markets though, and finally make the solutions actually useful. Cloud Giants Report Q4 ‘24 We now have the quarterly reports from Amazon, Microsoft and Google. Top 5 Median: 22.2x
With AWS elasticity and real-time observability, FastSpring can make adjustments and scale instantly, ensuring uninterrupted transactions no matter how many players are buying. Moreover, we have an enterprise-grade engineering team that has built and maintains a scalable and resilient cloud-native stack using AWS.
This surging investment spans AI chips, cloud platforms, and smart software. It covers the infrastructure (GPUs, cloud platforms, edge devices), software frameworks (TensorFlow, PyTorch, ML libraries), data pipelines , model development , and end-user applications or APIs. Governments and companies now invest billions: the U.S.
Whether it’s product analytics, marketing automation, or internal alerts, event tracking touches almost every team. for marketing, and n8n to power various workflows and automations. We wanted flexibility as we figured out our product analytics and marketing stack. As a SaaS company, we rely heavily on event tracking.
Key benefits of AI-driven decision support include: Predictive Insights: Machine learning forecasts customer demand and market shifts by analyzing historical and real-time data. Personalized Strategy: Marketing and sales use AI to segment customers and tailor campaigns, improving ROI and conversion rates.
Whether youre a startup , an SMB , or a global enterprise , the right ATS can streamline your recruitment process, save time, and help attract top talent in a competitive market. Table of Contents Cloud-Based vs. On-Premise ATS Solutions The Top 10 Applicant Tracking Systems for 2025 1. GDPR for data privacy in Europe).
AB Tasty: A digital experience optimization platform for marketing teams, providing easy A/B testing and personalization features. Drive Revenue Growth With FullSession Learn how to visualize and improve each step in your sales or marketing funnel. Integrations Heap connects to CRM systems, marketing platforms and data warehouses.
Every B2B and SaaS company now competes in a global, AI-enabled market from Day 1. 4% during initial cloud buildout) What’s Really Happening: This isn’t just “cloud 2.0” The companies that move fastest to integrate AI capabilities will capture disproportionate value before the market commoditizes.
is a powerful cloud observability platform that helps us monitor our infrastructure and applications in real time. Integration with Development Tools Datadog simplifies monitoring by aggregating data from a wide range of sources, including SaaS applications, cloud platforms, automation tools, and databases. “Middleware.io
ARR data cloud leader is adapting to AI disruption, the evolution of technical sales, and what it really takes to build strategic partnerships that scale. The days of relationship-only selling are over in AI-adjacent markets. At SaaStr, we’ve seen everything from scaling revenue to product-market fit.
With a background that includes leadership roles at AWS, Microsoft, and Lenovo, Fred brings a wealth of experience in building high-performing teams and driving revenue growth. And I think if you look at the Australian market, they are early adopter exactly as the U.S. That’s going to work because your market is not so big.
Integrations with other tools: Does it integrate with CRM, marketing automation, and other essential business applications? Best for: Sales and marketing teams who need customer engagement software to proactively interact with leads and customers, provide real-time support, and build stronger customer relationships. Adobe dashboard.
Its not just the design, features, or marketing. Data security: Userpilot encrypts and securely stores data using SOC-compliant vendors like Amazon AWS and Google Cloud , and meets standards like SOC 2 Type II, GDPR, and HIPAA. What separates a good app from a great one? Engage users seamlessly across platforms with Userpilot.
MSP teams can differentiate themselves in a competitive market, strengthen client relationships, and focus on what they do best: delivering core security services. Scytale will be showcasing its comprehensive compliance solutions at an exclusive golf networking event during AWS re:Invent 2024. The result?
This is especially helpful for marketing, product, and CS teams, which all prioritize different metrics. For instance, marketing focuses on user acquisition, whereas product looks at feature adoption. Userpilots data is fully encrypted and stored with SOC-compliant vendors like Amazon AWS and Google Cloud. Konstantin L.,
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.
Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Amazon ReInvent This week Amazon had their annual AWS ReInvent conference. ” AWS fully embracing the breadth over depth approach. We’re still in the early days of the cloud.”
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. Strange Days, Indeed.
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
Aside from the overall growth of these clouds increasing, the massive investment in CapEx data centers, power plants, and GPUs is stunning. ” And those margins are increasing for the clouds, which should catalyze more companies, especially the largest spenders, to think about managing their own infrastructure.
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 CMO of Google Cloud, Alison Wagonfeld. They also compete with Microsoft in a big way.
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? Google Cloud sees it hitting $760B+ in 2025. million customers.
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. Go-to-Market is expensive and labor-intensive. What does that mean? That many of the standard assumptions and ways of doing SaaS will change a lot.
AWS announced earnings earlier today and reported 33% growth. AWS’s growth rate is the slowest of the three largest public infrastructure clouds. With about 39% market share, AWS reigns supreme as the largest provider. With about 39% market share, AWS reigns supreme as the largest provider.
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. This person has built out a partnership marketing team within the product marketing team.
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.
I’m watching public company earnings to identify early weaknesses in the software market. Google Cloud Platform. At a 7x multiple of revenue, that is another $84b of market cap creation, in theory. The kink downwards in the red line at Q-2 shows a sudden deceleration in AWS’ growth rate. Microsoft Azure.
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 AWS is now an $11.5B The post How Amazon Web Services (AWS) Achieved an $11.5B
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]. A huge donation, driven by the Cloud: [link].
My summary of Venture Markets in Nov 2022: Series B and later even worse than looks in data: 85%+ of investing here has simply ceased. And while AWS’s growth is down a bit, it’s still at epic levels, Azure isn’t even really down, and Google Cloud is growing faster than ever. But only up to a point.
I’m watching public company earnings to identify early weaknesses in the software market. Google Cloud Platform. That suggests the cloudmarket is quite strong. AWS is the largest infrastructure provider by revenue, so its trajectory will shed more light on the patterns of software buyers. Microsoft Azure.
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