Clouded Judgement

MAY 10, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. And no one raised full year guide >2% The median “beat” (Q1 revenue over Q1 consensus estimates) was 1.5%, which is the lowest it’s been in the last 4 years Overall, it’s been a TOUGH quarter for software companies.

Cloud 161

Cloud Software GCP(Google Cloud Platform) Azure 161

Clouded Judgement

APRIL 11, 2024

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. Beating consensus revenue estimates is the first aspect of a successful quarter.

Cloud 177

Cloud Software Azure AWS 177

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. Revenue multiples are a shorthand valuation framework. 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. Revenue multiples are a shorthand valuation framework.

Cloud 130

Cloud Azure AWS Underperforming Technical Team 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

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

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

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

NOVEMBER 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Best of breed platforms (with more of a usage based model) will recover first (in terms of revenue growth recovery). Revenue multiples are a shorthand valuation framework. Follow along to stay up to date! Overall Stats: Overall Median: 5.0x

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

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

JUNE 9, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Expansion revenue is still declining (we see this in falling net retention rates), but gross retention remains strong. They were also more constructive on cloud optimizations bottoming. Revenue multiples are a shorthand valuation framework.

Trends 130

Trends Cloud Azure AWS 130

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. Revenue multiples are a shorthand valuation framework.

Cloud 130

Cloud Azure AWS Generative AI 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

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. As more of the product is used (ie as more SQL queries executed), your revenue goes up (regardless of # of seats).

Cloud 130

Cloud Sales Hiring AI Headcount 130

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 202

Scale Marketplace as a Service Cloud SaaS Payments 202

SaaStr

NOVEMBER 3, 2022

ChartMogul is an analytics platform to help you run your subscription business. 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. Which means better customer relationships, more data, and new sources of revenue.

Payments 226

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions 226

SaaStr

APRIL 24, 2021

So many startups these days are claiming they have “ARR” from revenue that … doesn’t recur. Doesn’t ARR stand for Annual Recurring Revenue? But like “Cloud” and “SaaS”, its definitely has evolved. ARR now really means revenue with 100%+ Net Revenue Retention.

Merchant Services 359

Merchant Services SaaS Payments Payment Solutions Payment Services 359

SaaStr

DECEMBER 7, 2020

Many Cloud leaders grew 500% or more this year. 3. “Atlassian and AWS Say: Maybe Worry a Little Bit. ” When will this incredible run for Cloud and SaaS end? What’s a typical price increase I can expect when renewing my SaaS subscriptions? What a crazy year for Cloud. Even If It Isn’t Revenue.”

Venture Capital 323

Venture Capital Sales Hiring AWS Cloud 323

SaaStr

OCTOBER 13, 2022

ChartMogul is an analytics platform to help you run your subscription business. 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.

GCP(Google Cloud Platform) 194

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 194

Buffer Resources

AUGUST 16, 2023

We’ve shared a number of parts of Buffer’s business transparently over the years — and one piece we’ve always wanted to expand on is where your money goes when you pay for a Buffer subscription. This means our software is hosted on the cloud and used over an internet connection via a web browser or mobile app.

Merchant Services 83

Merchant Services Payment Services Payment Features Payments 83

Stax

APRIL 18, 2024

Independent Software Vendors (ISVs) and Software-as-a-Service Providers (SaaS) operate within the same market, thus creating a push-and-pull revenue dynamic. SaaS companies deliver software applications over the internet on a subscription basis, simplifying access and management for users.

Outsourcing Services 88

Outsourcing Services SaaS Payments Payment Services Payment Methods 88

Baremetrics

MARCH 30, 2021

If you are looking for the right billing and invoicing solution for your business, Zuora and Chargebee should be at the top of your list. Do they support the payment platform you desire? Do any of them have what you want in a subscription management service? Zuora These two platforms are quite useful for billing and invoicing.

Payment Solutions 105

Payment Solutions Payments Payment Features Payment Methods 105

Blulogix

OCTOBER 11, 2023

The ability to bill clients based on their actual consumption of services not only maximizes revenue but also simplifies operations. MSPs typically manage a myriad of services, from cloud infrastructure to software applications and more. Generate immediate invoices. Calculate charges in real time.

Payment Features 52

Payment Features Management Azure AWS 52

Blulogix

NOVEMBER 8, 2023

Traditional pricing models, such as fixed subscriptions and one-time purchases, no longer align with the dynamic and ever-evolving nature of this sector. Subscription Billing The Evolution of Pricing Models in the Technology Industry The technology industry has undergone significant transformations in recent years.

Technology 52

Technology Pricing Payment Features Subscription 52

OPEXEngine

DECEMBER 7, 2021

The pricing model, which leads to increases or decreases in revenue based on how much customers engage with a service, has been gaining on the more traditional subscription model as the main way SaaS companies make money. It has tended to be used most in infrastructure platforms, like AWS, Google Cloud, and Azure.

Subscription 52

Subscription Payment Features Pricing SaaS 52

SaaStr

AUGUST 2, 2019

Tableau was at >$900m in recurring revenue … growing 41% (!). And subscriptions were growing 115%. Mulesoft, ExactTarget, Commerce Cloud/Demandbase, etc. There aren’t that many things of true scale, that are strategic, that Salesforce could buy at this stage. Tableau Reports First Quarter 2019 Financial Results.

AWS 131

AWS Acquisition Cloud Subscription 131

OPEXEngine

JUNE 11, 2020

You hear the terms SaaS, subscription, term licenses and perpetual license software tossed around frequently. We sometimes hear companies call themselves “SaaS” companies, because they sell subscriptions, but they do not host software. The product is hosted by the vendor or a 3 rd party (like AWS).

SaaS Payments 52

SaaS Payments Payment Solutions Subscription Payment Features 52

Chart Mogul

NOVEMBER 30, 2023

Decision-makers still rely on ChartMogul charts and segments to analyze our subscription data, but as we started collecting a lot more different types of data from a lot more sources, we needed a sustainable data management plan for our growing team. Selecting a data warehouse was one of the first big decisions for the newly formed team.

Engineering 52

Engineering K8S orchestration (Kubernetes) Data AWS 52

ProfitWell

MAY 12, 2020

The three major cloud service models are SaaS, PaaS, and IaaS. Cloud service models in 2020. Some SaaS products allow the user to download the application, but require an internet connection to confirm their subscription for it to operate. We are not considering those in our comparison of cloud services. What is SaaS?

Cloud 59

Cloud Azure SaaS Underperforming Technical Team 59

Baremetrics

DECEMBER 7, 2023

Your forecasting needs for Adwords, GSuite and Google Cloud are all very different, which is why you should also categorize them separately: Google Cloud is a hosting cost that increases alongside your revenue, whereas GSuite is an overhead software cost that grows as your team grows. Payee: Google Adwords.

Banking 52

Banking Outsourcing Services SaaS Payments SaaS 52

OPEXEngine

JANUARY 11, 2022

There are many vendor benefits, too — it is easier to sell and it embodies a customer success solution orientation that drives high customer lifetime value and revenue. These contracts are very common in ‘revenue share’ models (i.e., Less predictable revenue. they do not have to overprovision for “just in case” scenarios).

Pricing 52

Pricing Payment Solutions Outsourced Development Compensation 52

OpenView Labs

MARCH 4, 2021

For their first five years in business, HubSpot offered three subscription packages ranging in price from $3,000 to $18,000 per year. The company struggled with poor churn and anemic expansion revenue. Net revenue retention was near 70%, a far cry from the 100%+ that most SaaS companies aim to achieve. HubSpot isn’t an outlier.

Pricing 55

Pricing Outsourced Development Marketplace as a Service AWS 55

ProfitWell

APRIL 15, 2019

Let's go ham and cheese on this day of subscription news and resources you won’t want to miss. When you read about these crazy-successful companies with insane revenue streams (like 700k/mo for ConvertKit), it's easy to forget that real people are behind it all. for their cheapest subscription, then $11.99 Look at Those Leads.

Sales Recruiting 45

Sales Recruiting Entertainment Sales Hiring Subscription 45

OpenView Labs

JANUARY 29, 2020

Not satisfied with reaching $1 billion in annual revenue, Atlassian furthered its commitment to product led growth by jumping on the freemium bandwagon. Is freemium an effective lead generation, conversion, and revenue driving strategy for your recurring revenue-based business? Freemium benchmarks.

Pricing 82

Pricing Payments SaaS Payments Payment Solutions 82

OPEXEngine

JUNE 29, 2020

If this is the first time you’re hearing about the Rule of 40, this financial framework helps you weigh up your revenue growth against your margins. These companies aren’t likely to become the market leader anytime soon, but at least they can turn over a decent amount of revenue due to their higher profit margins. Enter the Rule of 40!

Benchmarks 52

Benchmarks SaaS Sales Hiring Scale 52