Chart Mogul

NOVEMBER 30, 2023

In 2021, ChartMogul experienced a transformative shift in data strategy when we introduced a dedicated data engineering team. Updating the data engineering stack streamlined data processing; reducing the time and effort invested in manual data handling.

Engineering 52

Engineering K8S orchestration (Kubernetes) Data AWS 52

Intercom, Inc.

MAY 25, 2022

We work exclusively with AWS as our cloud services provider and currently provide data hosting offerings in three different global regions – US, EU, and Australia – each architected across multiple availability zones for high availability. Our tooling allows for high availability.

Scaling 252

Scaling AWS Software Review Technical Review 252

Clouded Judgement

OCTOBER 27, 2023

Subscribe now Cloud Giants Report Q3 ‘23 Not a great signal for software this week from the Cloud Giants (AWS, Azure and Google Cloud)…After Q2 (3 months ago), the tone from the Cloud Giants around optimizations was largely: optimizations have started to ease, and net new workloads have picked up. That is not new.”

Cost optimization & reporting 152

Cost optimization & reporting Cloud Azure AWS 152

Clouded Judgement

APRIL 28, 2023

AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. Everyone is hoping to find a glimmer of data to suggest that the headwinds are abating and easing. Then AWS appeared to add fuel to that hope before giving us a huge rug pull. To be clear - this was never data to suggest acceleration was starting.

Cloud 130

Cloud Azure AWS AI Search 130

Clouded Judgement

OCTOBER 20, 2023

In general economic data has continued to come in strong (a data point suggesting inflation could stay sticky, and the economy can absorb rates staying higher for longer). Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud.

Cloud 161

Cloud Azure AWS Software Review 161

Clouded Judgement

MAY 10, 2024

Here’s some data so far: 6 out of 40 (15%) saw ARR shrink from Q4 to Q1 Of companies who gave Q2 guidance, 20 out of 37 (54%) guided BELOW Q2 consensus. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against.

Cloud 161

Cloud Software GCP(Google Cloud Platform) Azure 161

Intercom, Inc.

JANUARY 12, 2022

The fact of the matter is that data science, as a field, is still relatively new. But as Benn points out, the future of data analysis isn’t an architecture diagram or business leaders looking at dashboards – it’s building an experience, and a very exciting one at that. I worked there for a couple years as an analyst or data scientist.

Data 151

Data Airlines AWS Underperforming Technical Team 151

Clouded Judgement

OCTOBER 28, 2022

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%. The other piece is higher energy costs (to service their data centers). Follow along to stay up to date!

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

APRIL 21, 2023

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). This may be a data point to suggest we’re hitting the trough (or close to it).

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

JULY 28, 2023

AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. Satya at Microsoft said “Every AI app starts with data and having a comprehensive data and analytics platform is more important than ever.” ” Data is more important than ever! .”

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

FEBRUARY 16, 2024

As we look at early data for Q1, January usage growth was solid. ” 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

CloudGeometry

MARCH 22, 2022

SaaS business metrics are not hard to find ; we won’t analyze them in-depth here. As it turns out, SaaS operational platform metrics are also abundant. However, it is still too often the case that business metrics and operations metrics live in parallel universes. Big data has been a game-changer.

DevOps as a Service 130

DevOps as a Service Software Delivery Well Architected Framework AWS 130

Clouded Judgement

JUNE 9, 2023

Another data point that optimization headwinds are not getting worse, but not necessarily getting better yet. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against. Overall similar to Datadog.

Trends 130

Trends Cloud Azure AWS 130

Clouded Judgement

NOVEMBER 10, 2023

Hyperscalers (AWS, Azure, GCP as companies look for cloud GPUs who aren’t building out their own data centers) Infra (Data layer, orchestration, monitoring, ops, etc) Durable Applications We’ve clearly well underway of the first 3 layers monetizing. But even more important right now is cost.

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

Clouded Judgement

MARCH 22, 2024

Subscribe now ARR (Annual Recurring Revenue) vs ERR (Experimental Runrate Revenue) ARR (Annual Recurring Revenue) is one of the most popular SaaS (Non-GAAP) metrics. However, it’s also one of the most loosely used metrics, and is frequently misused. I created this subset to show companies where FCF is a relevant valuation metric.

AI 183

AI Revenue Cloud Technical Advisors 183

Clouded Judgement

SEPTEMBER 15, 2023

We just wrapped up Q2 earnings season, and are a couple months away from getting incremental data on individual company performances (Q3 earnings season). So until we get that data, we’ll see short term moves more tied to rates. I created this subset to show companies where FCF is a relevant valuation metric.

Software Review 130

Software Review Cloud Software AWS 130

SaaStr

APRIL 3, 2021

There’s a metric the very top founders track quitely, but ruthlessly, that I find other founders either don’t track, or sort of hide from. DigitalOcean is growing more slowly than its mega competitors Azure, AWS, etc. Yes, you may have to make some educated guesses and get some data from unusual sources.

Azure 200

Azure Headcount AWS Education 200

SaaStr

MARCH 31, 2022

And it’s one of the three large cloud vendors that we all know: Microsoft, AWS, and Google. AWS’s marketplace has seen 1.5 But also it’s allowed us to get much closer to our provider, I mean, we host and run 100% on AWS, but pull data from everywhere. It was pretty easy to drive that from our side.

Scale 209

Scale Marketplace as a Service Cloud SaaS Payments 209

CloudGeometry

MARCH 3, 2022

Billing events and unit metrics The variable cost model of cloud platforms has forever changed how compute resources are bought and paid for and consumed. This is known as a unit metric. The key economic touchstone in monetization is settling on a unit metric driven by value from the customer’s perspective.

Well Architected Framework 130

Well Architected Framework VPCs (Virtual Private Cloud) SaaS Cloud 130

Sales Hacker

DECEMBER 3, 2019

Data-driven marketers aren’t playing to win a hand or two. And as more companies mature from making impulsive decisions based on data in spreadsheets to making data-driven decisions based on statistics collected through automation, more marketers are minimizing risk to play their cards by the numbers. Data Talks, Instincts Walk.

Sales Enablement 85

Sales Enablement Artificial Intelligence Branding Sales Hiring 85

SaaStr

MARCH 24, 2019

Alibaba is their AWS (or becoming it): The Cloud is better. Zoom is Growing at A Rate, And With Metrics, As We’ve Rarely Seen Before. There are 500+ Massive Cloud Data Centers Now. There are 500+ Massive Cloud Data Centers Now. Clippy was AI before AI: China is a whole different world for SaaS. It is even cheaper.

Cloud 136

Cloud AWS AI Acquisition 136

Baremetrics

OCTOBER 28, 2021

If you’ve seen our recent articles on AWS migration, the updated stripe integration and the acquisition of Flightpath Finance, it will come as no surprise to you that our team is getting pretty busy! These are the guys on the front lines, helping new businesses connect their data and distill the insights that actually benefit them.

AWS 94

AWS Forecasting Onboarding Finance 94

Clouded Judgement

FEBRUARY 3, 2023

We can look at data for indicators, but predicting anything with confidence on all 3 of these vectors is very hard. One data point to support this – the WCLD index was up >5% on Wednesday, but the S&P was up only 1%. What we do know – Powell continues to sound confident that a soft landing is still possible.

Cloud 130

Cloud Azure AWS Generative AI 130

SaaStr

FEBRUARY 22, 2023

And if you don’t know how to get there … if you can’t honestly build a real, data-driven model that proves it at least to you … then that’s awfully telling. Even if you come up short, and/or even if it takes much longer, you’ll then have a real solid chance of creating something of value.

Scale 212

Scale Sales Hiring Venture Capital AWS 212

Sales Hacker

DECEMBER 8, 2023

While many gravitate towards major industry events for announcements, Joseph has a hot take (and we love a spicy take): do not announce a major new feature at a major industry conference (such as RSA Conference or AWS re:Invent). Start-ups to watch: This week, Demostack released its AI Data Generator to the public.

Sales Recruiting 100

Sales Recruiting Generative AI AI AWS 100

Clouded Judgement

AUGUST 11, 2023

However, it’s not showing up in the data yet. The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs). Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against.

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

Clouded Judgement

MARCH 31, 2023

The majority of COGS (revenue less COGS = gross profit) fall in hosting costs (ie AWS), and some customer support. Or hire less data engineers but write more SQL queries. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against.

Cloud 130

Cloud Sales Hiring AI Headcount 130

Stax

APRIL 18, 2024

Yet, challenges arise when integrating them with existing systems due to compatibility, data migration, and interoperability issues. It reduces the time and resources for setup and maintenance, improving users’ efficiency, productivity, and data management capabilities.

Outsourcing Services 88

Outsourcing Services SaaS Payments Payment Services Payment Methods 88

Intercom, Inc.

NOVEMBER 3, 2021

Dashboards are a great way to surface large amounts of system information at once, meaning engineers don’t have to dig into various logs, metrics and traces to figure out the cause of a problem. Aggregating data into a dashboard and providing the link as part of the alert allows for much faster troubleshooting.

Engineering 209

Engineering Software Review Systems Review AWS 209

Chart Mogul

FEBRUARY 19, 2018

A common request from our customers is to be able to push data from Segment to ChartMogul. Using Xplenty, it's possible to achieve this, in addition to virtually any other data connection. If there’s one thing that all companies have, it’s data – and lots of it. Building data connections with the Xplenty visual tool.

Data 58

Data Churn AWS Data Integration Services 58

SaaStr

OCTOBER 31, 2019

What I’m going to do is talk a little bit about what we’ve seen over the course of the last year and then also talk about some metrics we track or we encourage our founders to track as they’re building their businesses, and then, lastly, try to go through a few predictions for the next couple of years.

Cloud 101

Cloud Scale AWS Machine Learning 101

SaaStr

JANUARY 26, 2023

So there are a lot of rough and arm chair metrics for fundraising in SaaS in terms of valuations. Even If It’s Awful for Series A-E Rounds. For years, the standard was “about 10x” Top tier SaaS companies would tend to raise at around 10x ARR, with ones with slightly lower growth often raising at 5x.

Venture Capital 59

Venture Capital AWS SaaS Startup 59

SaaStr

APRIL 26, 2024

Rudina sees it along three dimensions: Data Infrastructure A culture of adopting AI Where are we heading as we try to adopt AI in the Enterprise? The layout and framework of data, infrastructure, and culture will be even more important as AI shifts to Enterprise. Many people think we have data, so why not build the models?

AI Search 217

AI Search AI Artificial Intelligence Scale 217

Baremetrics

MARCH 30, 2021

Baremetrics integrates with Chargebee and Chargify to help growing SaaS & subscription driven-businesses with accurate metrics. However, transitioning data from the playground to the live environment can be quite confusing. It offers automatic recurring billing, quoting, collection, revenue recognition, and metrics.

Payment Solutions 105

Payment Solutions Payments Payment Features Payment Methods 105

OPEXEngine

DECEMBER 7, 2021

Usage-based pricing has been growing since at least 2018, when about a quarter of companies were using it, according to OpenView’s data. It has tended to be used most in infrastructure platforms, like AWS, Google Cloud, and Azure. Closely watched SaaS metrics. Pricing model growth. But that has been changing.

Subscription 52

Subscription Payment Features Pricing SaaS 52

Tom Tunguz

NOVEMBER 8, 2023

At the IMPACT Summit yesterday, I shared our Top 10 Trends for Data in 2024. LLMs Transform the Stack : Large language models transform data in many ways. First, they have driven an increased demand for data and are causing a complete architecture inside companies. Second, they change the way that we manipulate data.

Artificial Intelligence 183

Artificial Intelligence Trends Data Software Review 183

Baremetrics

JANUARY 25, 2022

From the widespread use of secure, off-site data storage, to the growing digitization of business communications, cloud computing is an increasingly ubiquitous feature of modern business. Inform The first phase of the FinOps process should always be gathering the necessary data.

Payment Services 97

Payment Services SaaS Payments Payment Solutions Payments 97