Clouded Judgement

APRIL 11, 2024

Q4 earnings season for cloud businesses is now behind us. This has all resulted in the median stock price declining 5% YTD. 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. Are forward estimates “de-risked.”

Cloud 177

Cloud Software Azure AWS 177

Clouded Judgement

AUGUST 4, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Update “What we're seeing in the quarter is that those cost optimizations, while still going on, are moderating and many maybe behind us in some of our large customers. Follow along to stay up to date!

Cloud 130

Cloud Azure Cost optimization & reporting AWS 130

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

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

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

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

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

Tom Tunguz

OCTOBER 26, 2023

In 2021, Amazon announced they had reduced prices on Amazon Web Services 107 times since launch. This drop in prices has grown AWS into a $90b revenue business in 17 years. At those prices, not many transactions are economically viable. AWS Aurora has benefitted from efficiency gains since 1986 - 37 years of development.

Blockchain 244

Blockchain AWS Pricing Innovation 244

SaaStr

MAY 24, 2020

We now have 347,400 readers and subscribers to The Cloud Daily! Oracle Squares Up to AWS with Cloud Cost Calculator. Who would have thought Oracle would be driving to be #3 in the Cloud? But what if the price is less than the price of the last round, and you’ve raised $150m+? from SaaStr.

Cloud 280

Cloud Venture Capital AWS Pricing 280

SaaStr

NOVEMBER 6, 2023

If you’re selling cloud infrastructure, for the most part, growth may be down a smidge but is still strong, e.g., MongoDB. On top of that, inflation and price increases are eating into overall IT budgets. Growth in public cloud services (AWS, Azure, Google Cloud, Snowflake, etc.)

Merchant Services 270

Merchant Services Azure Software AWS 270

Tom Tunguz

JULY 26, 2022

Google Cloud Platform. That suggests the cloud market is quite strong. Microsoft Azure may have more customers under fixed contracts compared to Google, which may have more customers on a usage-based pricing model. Microsoft Azure. Amazon Web Services. Good news & bad news. I bet it’s some combination of the three.

GCP(Google Cloud Platform) 193

GCP(Google Cloud Platform) Cloud Azure AWS 193

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

Chargify

AUGUST 17, 2020

However, with the introduction of Events-Based Billing by Chargify, this event-based billing model is now available to small and medium-sized businesses, giving them the ability to offer the same pricing models and bill customers just as precisely as Amazon Web Services (AWS) or the popular voice and messaging platform Twilio.

AWS 98

AWS Payment Services SaaS Payments Payments 98

SaaStr

DECEMBER 27, 2023

So is it possible to be too efficient in SaaS and Cloud? Many have used Digital Ocean at the cheaper, simpler version of AWS-Azure-Digital Ocean to get going fast and quickly. Even small cloud customers worked to bring down their spend in 2023. #5. And if so, maybe that’s Digital Ocean. It’s gotten crazy good.

Scale 231

Scale AWS Azure Cloud 231

Clouded Judgement

FEBRUARY 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. There’s a real chance the fed funds rate isn’t going >5%, and a soft landing or delayed recession is certainly possible (maybe even being priced in). Follow along to stay up to date! It’s a place I collect my thoughts.

Cloud 130

Cloud Azure AWS Generative AI 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. The only way for software companies to avoid this gross margin compression when incorporating AI features is to raise prices.

Cloud 130

Cloud Sales Hiring AI Headcount 130

Clouded Judgement

MARCH 22, 2024

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. But this is changing - many categories are becoming commoditized leading to massive pricing pressure.

AI 183

AI Revenue Cloud Technical Advisors 183

Clouded Judgement

NOVEMBER 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. The cost decrease is very meaningful - it’s lowers the barrier to experiment with AI, and also lowers the barrier for these AI functionalities to be pushed into production (because vendors don’t have to increase price nearly as much).

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

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

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

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

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. They were also more constructive on cloud optimizations bottoming. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Subscribe now Consumption Trends We’re now through earning season.

Trends 130

Trends Cloud Azure AWS 130

SaaStr

FEBRUARY 2, 2023

CloudKeeper from TO THE NEW, is a cloud spend optimization solution that guarantees to cut down your AWS bills by 5-15%. With CloudKeeper, we have helped 200+ of our customers optimize their AWS spend with a guaranteed reduction in their AWS bills. RI pricing for On-demand usage. No lock-ins.

Cloud spend optimization 211

Cloud spend optimization AWS Scale compliance 211

SaaStr

MAY 5, 2019

Join our Quora group to get all of The Week in Cloud updates throughout the week. The sham began in February, when an unknown user with a Chinese IP address and fake phone number side-stepped Zillow’s security measures and toyed with the sale prices displayed on the mansion’s listing.”. One space in cloud where growth slowed.

Cloud 149

Cloud AWS Pricing Revenue 149

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. Slack was acquired for $28b.

Venture Capital 324

Venture Capital Sales Hiring AWS Cloud 324

IT World

NOVEMBER 19, 2019

A cloud storage service first announced in 2015 that uses the decentralized, peer-to-peer architecture of blockchain to store encrypted data on the computers of users around the globe has unveiled its pricing model and production launch date. To read this article in full, please click here

Blockchain 49

Blockchain AWS Pricing Cloud 49

SaaStr

MARCH 1, 2024

We’re on the cusp of a golden age in AI, and the lesson learned from Cloud was that Cloud sped up the pace of development by a lot. Notion launched the first of many upcoming AI features, and they’ve priced it so that it may be at $100M ARR in the near term. The automations are an add-on, priced at 50% of core offerings.

Generative AI 245

Generative AI Outsourcing Services AI Software Review 245

SaaStr

APRIL 24, 2021

But like “Cloud” and “SaaS”, its definitely has evolved. Let’s take a look at 3 great examples: Example #1: Bill.com We could have picked many B2D services, like Twilio or others, too, which have primarily or substantial transaction pricing too. Doesn’t ARR stand for Annual Recurring Revenue?

Merchant Services 359

Merchant Services SaaS Payments Payment Solutions Payment Services 359

SaaStr

MAY 21, 2022

The markets for SaaS and Cloud stocks are down 50%+ in just a few months, and it hasn’t spared even the leaders. ZoomInfo was the first post-Covid IPO in June 2020, and it priced at $8.3 But they kept on going, and gong, and growing. years later, in a market down 50% …. They’re worth $2.7 Billion #golong pic.twitter.com/nA8jSXgehx.

AWS 221

AWS SaaS Cloud Scale 221

Blulogix

NOVEMBER 8, 2023

Transforming the Technology Industry: The Power of Usage-Based Pricing By BluLogix Team The technology industry is in the midst of a profound transformation. Traditional pricing models, such as fixed subscriptions and one-time purchases, no longer align with the dynamic and ever-evolving nature of this sector.

Technology 52

Technology Pricing Payment Features Subscription 52

SaaStr

DECEMBER 14, 2021

When it launched in 2011, Treasure Data’s positioning was a Hadoop-based big data warehouse in the cloud. Commoditization From AWS & Google Cloud. The ASP was shrinking, so sales were having difficulty overcoming the objection of comparing prices to competitors. The Platform: $0 – $5 Million ARR.

Sales Hiring 270

Sales Hiring Data AWS Leadership 270

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?

New CTO 255

New CTO Scale Sales Hiring AWS 255

IT World

JUNE 7, 2020

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).

Cloud 69

Cloud AWS Enterprise Pricing 69

Intercom, Inc.

AUGUST 30, 2022

Does it have flexible pricing? AWS – Cloud computing. Many of the biggest and best companies in the world use AWS – and many of them were once startups using AWS, too. For startups in particular, AWS Activate provides architecture guidance and expert support to help you accelerate your growth. Apply now.

Scale 163

Scale Payment Services Startup AWS 163