SaaStr

DECEMBER 7, 2020

3. “Atlassian and AWS Say: Maybe Worry a Little Bit. ” We answer the debate with real data: VCs or Founders: Who Makes More? What’s a typical price increase I can expect when renewing my SaaS subscriptions? ” Some great data in here. What Makes a Great VP of Sales and How to Hire One.

Venture Capital 319

Venture Capital Sales Hiring AWS Cloud 319

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

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

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

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. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

Cloud 161

Cloud Software GCP(Google Cloud Platform) Azure 161

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

MAY 31, 2024

” Time will tell… Data in chart below show’s the change in full year guide from this quarter vs last quarter. Feels like investors are broadly more comfortable waiting for the data to show up. Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 177

Cloud Software GCP(Google Cloud Platform) AI 177

Blulogix

OCTOBER 11, 2023

In this blog post, we’ll delve into the five keys to automating usage-based billing for MSPs , with a particular focus on the vital role of data integration. Comprehensive data integration ensures that you have a holistic view of client usage across all services, enabling precise billing. Generate immediate invoices.

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

Clouded Judgement

JUNE 9, 2023

Another data point that optimization headwinds are not getting worse, but not necessarily getting better yet. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Overall similar to Datadog.

Trends 130

Trends Cloud Azure AWS 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. ” “So where are we now?

Cloud 161

Cloud AWS Metrics Subscription 161

Stax

APRIL 18, 2024

SaaS companies deliver software applications over the internet on a subscription basis, simplifying access and management for users. SaaS, or Software as a Service, companies host and deliver software applications over the internet on a subscription basis. Primarily through direct-to-user subscriptions and third-party distributors.

Outsourcing Services 88

Outsourcing Services SaaS Payments Payment Services Payment Methods 88

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. Pricing model growth.

Subscription 52

Subscription Payment Features Pricing SaaS 52

CloudGeometry

JANUARY 15, 2022

Sign-Up is the most recognizable part of onboarding, as it’s where the application captures information about who is going to use the software and how the subscription gets billed. For a deep dive, have a look at the AWS Definitions – SaaS Lens ; for a deeper dive, see the Google DevOps Catalog here. Or just drop us a line.

Well Architected Framework 130

Well Architected Framework DevOps as a Service AWS Traceability 130

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

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

The Angel VC

MAY 12, 2018

We generate over 90% of our revenue from self-serve channels — users who purchase a subscription through our app or website. As a result, each cohort of new users typically generates higher subscription amounts over time. 8 – Weaning off AWS Look at this. For what it’s worth, this also gives you a hint on the margins of AWS. #9

AWS 187

AWS Scale Subscription Payment Features 187

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. And I think we got some hints in Q2 that re-acceleration may be a quarter or two.

Software Review 130

Software Review Cloud Software AWS 130

Clouded Judgement

MARCH 22, 2024

.” Let’s look at consumption revenue - this is also not technically recurring! It’s probably better described as re-occurring vs recurring. This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. in December, unemployment to be 4.0%

AI 183

AI Revenue Cloud Technical Advisors 183

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 million subscriptions transacted and Google’s marketplace has seen 3X growth in SaaS sales. Like I said, we run 100% of our platform on AWS, so the fit was great.

Scale 204

Scale Marketplace as a Service Cloud SaaS Payments 204

ProfitWell

MAY 15, 2020

There are many different cloud-based models for storing data, but this article is focused directly on SaaS. Customers typically don’t interact with the physical data centers, but it is provided as a service to them. Google Compute Engine (GCE), Digital Ocean, and Amazon Web Services (AWS) are all good examples of IaaS.

SaaS Payments 75

SaaS Payments Payment Services Payment Solutions Payments 75

CloudGeometry

MARCH 3, 2022

It’s easy to get lost in the noise of “SaaS monetization makes the world go round,” “Subscriptions mean printing money,” and other hype. The more money you will have left to add more customers, get them committed to subscriptions, and keep them away from your competitors. So why put it on our shortlist?

Well Architected Framework 130

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

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%. Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 130

Cloud Azure AWS Generative AI 130

SaaStr

NOVEMBER 7, 2023

Within the next 12 months, Adam Seligman, VP of Generative Builders at AWS, believes there will be an inversion of SaaS. They want one that fits their unique needs and integrates with their data sources and third-party things. Could you write down the core features, data model, and primary functionality the app should have?

Generative AI 251

Generative AI AWS AI Artificial Intelligence 251

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). Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

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. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). What do I mean by this?

Cloud 130

Cloud Sales Hiring AI Headcount 130

How To Buy Saas

MAY 15, 2024

Cloud computing services provide on-demand solutions and IT resources to companies via the Internet with pay-as-you-go or subscription-based pricing models. This may include infrastructural support like storage, security, network equipment, and data centers, as well as comprehensive applications built to perform specific tasks.

DevOps as a Service 52

DevOps as a Service Marketplace as a Service Cloud SaaS 52

OPEXEngine

JANUARY 11, 2022

For example, technology companies like AWS, GCP, and Snowflake offer no contracts for customers interested in using their self-service option or beta-testing the solution. Many companies want to migrate their subscription or perpetual business to consumption pricing models; however, it doesn’t always result in incremental business.

Pricing 52

Pricing Payment Solutions Outsourced Development Compensation 52

SaaStr

MAY 15, 2024

In this week’s Workshop Wednesday, RevenueCat CEO Jacob Eiting and Growth Advocate David Barnard share their annual State of Subscription Apps report with us. So, let’s look at the state of subscription apps and how B2B SaaS can learn from it. Churn is much higher on consumer subscriptions, but you have higher expansion revenue.

Subscription 263

Subscription Payment Features B2B Mobile 263

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

Frontegg

MAY 27, 2021

User-centric behavior data is a MUST: You are getting access to user-centric behavior metrics to scale up fast – your user journey can be optimized by the people who matter most – your clients. Founded : 2011 Known customers: Facebook, IBM, Microsoft, AWS, Unity, Udemy, Shopify Price starts at: $38/month per user. #2

Payment Solutions 98

Payment Solutions SaaS Payments Payments Scale 98

BetterCloud

JANUARY 8, 2021

A layperson might (and often does) assume that the biggest SaaSOps challenges are fairly straightforward, especially when it comes to granting access to your company’s data. Of course, access control isn’t that simple—and as a result, even some of the world’s biggest companies have fallen victim to some high-profile data breaches.

Azure 52

Azure AWS Scale Technical Review 52

ProfitWell

MARCH 12, 2019

Let us commence the celebrations with today’s subscription news and recurring revenue resources you can’t miss. SUBSCRIPTION NEWS DIRECT TO YOUR INBOX. AWS Guide by Cloudability Cost manager Cloudability brings the thunder , snagging the nomination as a finalist in the Most Disruptive category in the #ORTechAwards.

AWS 49

AWS Marketplace as a Service Social Media Subscription 49

OpenView Labs

MARCH 16, 2021

But the shift from pure subscription to usage-based pricing is nearly as complex as going from on-premise to SaaS. There’s a reason why cell phone providers now charge based on GB of data rather than talk minutes – data volumes keep going up. IPO-ready FP&A teams treat forecasting as a data science exercise.

Pricing 52

Pricing Payments SaaS Payments Payment Solutions 52

SaaStr

SEPTEMBER 12, 2019

Many of our users begin their journey with Slack on our free subscription plan. Who here has done procurement or invoicing, and had to use your internal tools to do it? I was at Facebook for a while after Parse got acquired, and they had a three day training on how to use their invoicing system. Product led growth.

Investment 100

Investment Underperforming Technical Team Sales Hiring Software Review 100

Chargify

AUGUST 17, 2020

Until recently, only industry titans like Microsoft, Amazon, and Google could successfully and effectively harness continuous, real-time data use statistics to fuel events-based billing models. Twilio’s pricing structures include offering customers monthly recurring charges or pay-as-you-go options. How AWS Does It.

AWS 98

AWS Payment Services SaaS Payments Payments 98