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Clouded Judgement 12.1.23 - Net New ARR Starts to Rebound + AWS ReInvent Recap

Clouded Judgement

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. A strong data foundation is critical for an effective AI strategy!

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Mastering Partner Marketing: What NOT to Do and How to Excel with Drata CMO Sydney Sloan

SaaStr

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.

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Snowflake, CrowdStike and SumoLogic: “How to Leverage the Cloud Giants to Scale to 100 Million ARR and Beyond”

SaaStr

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.

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5 Interesting Learnings from Crowdstrike at ~$3 Billion in ARR

SaaStr

jasonlk) November 13, 2023 Not every area of SaaS and Cloud is seeing big “macro” impacts. 64% of Large Customers Sourced From Partners They are AWS’s largest cybersecurity partner. What’s your channel / partner strategy? #9. Even in a time of odd uncertainty in Cloud and SaaS.

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How Amazon Web Services (AWS) Achieved an $11.5B Run Rate by Working Backwards

Hitenism

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 run rate business and has made up for an incredible 67% of Amazon’s operating revenue last quarter.

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ISVs vs SaaS: What’s the Difference?

Stax

Independent Software Vendors (ISVs) and Software-as-a-Service Providers (SaaS) operate within the same market, thus creating a push-and-pull revenue dynamic. Examples of popular SaaS apps include Shopify, an eCommerce platform, Dropbox, a cloud storage service, and Stax Bill, an automated payment processing system.

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Measurement: What SaaS platform builders need to know to prepare for growth, Part 3

CloudGeometry

First, SaaS is a business strategy, not a technology strategy. Part 3: Measurement One of the great breakthroughs of SaaS as a business strategy is in how it puts users and subscribers front and center of software development and keeps them there. The winners offer a better and faster way to solve customer problems.