SaaStr

DECEMBER 14, 2023

I t’s been a wild growth experience, and Google Cloud is considered the fourth or fifth-largest Enterprise company in the world. They’re selling from SMBs, especially with Workspace, all the way through some of the largest Enterprises in the world. Right now, 70% of the GenAI startups are using Google Cloud.

Cloud 229

Cloud Scale AWS AI 229

SaaStr

NOVEMBER 18, 2023

Shopify , Datadog, Crowdstrike , Google Cloud-Azure-AWS, Snowflake , etc. In fact, Gartner predicts enterprise software spend will cross $1 Trillion Dollars (!) At the end of the day, 2024 may well be a year of Divergent Headlines. SaaS and Cloud growth overall will remain strong. for the first time in 2024!

Startup 301

Startup Venture Capital Azure AWS 301

IT World

MARCH 17, 2023

The chatbot’s integration will allow enterprise users to get notifications about events such as security risks and the status of system health from within Teams, and also let them run command line interface commands to run notebooks to address issues.

AWS 110

AWS Enterprise 110

SaaStr

APRIL 2, 2023

SaaStr 644: Lessons Learned in Scaling Early-Stage to Hyper-Growth Companies: From VMware, AWS and Databricks with Databricks SVP and GM Ed Lenta  4. SaaStr 642: Founder-Led Enterprise Sales: Failure Points on the Path to $100m ARR                          Top Videos This Week: 1.

Scale 223

Scale AWS Scaling Enterprise 223

Clouded Judgement

FEBRUARY 2, 2024

Amazon on AWS : “…customers are continuing to shift their focus towards driving innovation and bringing new workloads to the cloud. Azure (excluding Azure AI) continued to decelerate, and while AWS did come in ahead of expectations, it wasn’t a blow out. Follow along to stay up to date! Top 5 Median: 17.2x

Cost optimization & reporting 161

Cost optimization & reporting Cloud Azure AWS 161

Andreessen Horowitz

SEPTEMBER 25, 2023

Ali Ghodsi, CEO and cofounder of Databricks, and Ben Horowitz, cofounder of a16z, explain the data wars happening inside and outside enterprises and how they could impact the evolution of LLMs. [00:38] 00:38] Why is it so hard for enterprise to adopt AI? [03:08] But we haven’t seen anybody with any traction in enterprise.

AI 107

AI Enterprise Artificial Intelligence Generative AI 107

SaaStr

MAY 16, 2022

So follow AWS, Azure and Google Cloud. Let’s look a whole level up to the real canaries-in-the-coalmine: AWS, Azure and Google Cloud. And AWS grew 37% at a $74B run-rate , down a bit from 39% the prior quarter but still adding an insane amount of new revenue. If they stumble, we’re in for a rough patch. They are the Cloud.

Cloud 239

Cloud Azure AWS Engineering 239

Treehouse Technology Group

JUNE 2, 2022

Treehouse Technology Group is strategy and data firm providing custom, end-to-end solutions for our enterprise and SMB clients. As a Lead Data Engineer, you will work with stakeholders and… The post Data Architect (Python & AWS Cloud) appeared first on Treehouse Tech Group.

AWS 40

AWS Cloud Data SMB 40

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

SaaStr

NOVEMBER 15, 2023

Most Enterprises Buy More Than 60 Endpoint Security Products So there is room for many winners here. #8. 64% of Large Customers Sourced From Partners They are AWS’s largest cybersecurity partner. ” #7. What’s your channel / partner strategy? #9. Only Founded in 2011.

Cybersecurity 249

Cybersecurity AWS Benchmarks Cloud 249

Treehouse Technology Group

DECEMBER 2, 2021

Overview: As a Data Engineer, you will work with stakeholders and the internal development team to guide the technical development of enterprise data solutions. The Data Engineer will… The post Data Engineer (Python & AWS Cloud) appeared first on Treehouse Tech Group.

AWS 40

AWS Engineering Cloud Data 40

Clouded Judgement

JANUARY 6, 2023

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. This was the worst tone that we’ve heard in years from large AWS/Azure partners, a group that usually expresses different shades of optimism about AWS/Azure growth.”

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

SaaStr

MARCH 9, 2022

Focusing on smaller developers, in some ways it’s been a bit overshadowed by AWS, Azure, and Google Cloud. DigitialOcean doesn’t want to take AWS, Azure and Google on in the enterprise and doesn’t really try. Even as the Big Guys went more and more enterprise. Wow what a story!!

Azure 203

Azure AWS SMB Cloud 203

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%. Regardless, the misses by the hyperscalers is a good proxy for broader enterprise software demand.

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

APRIL 28, 2023

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. After all, they had a lot of AI tailwinds, and benefited tremendously from consolidation (without a headwind of a larger base of smaller startups, like AWS).

Cloud 130

Cloud Azure AWS AI Search 130

Clouded Judgement

AUGUST 4, 2023

” These are two quotes about AWS on the Amazon earnings call. AWS grew 16% in Q1, but called out growth in April (first month of Q2) was 11%. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. And most importantly, they’ve seen these positive trends continue.

Cloud 130

Cloud Azure Cost optimization & reporting AWS 130

Clouded Judgement

OCTOBER 20, 2023

Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. However, it’s important to keep in mind that while hype and expectations are quite high around AI, true enterprise buying cycles typically lag. Even a DCF is riddled with long term assumptions.

Cloud 161

Cloud Azure AWS Software Review 161

SaaStr

NOVEMBER 13, 2022

Check out this week’s top blog posts, podcasts, and videos: Top Blog Posts This Week: Datadog, ZoomInfo, Atlassian, AWS: Epic Growth — But Some Real Headwinds For The First Time. Gartner: SaaS Spend In the Enterprise Will Grow 17% to $195 Billion in 2023. 5 Interesting Learnings from Duolingo at $360,000,000 in ARR.

Sales Recruiting 214

Sales Recruiting AWS Compensation Enterprise 214

Tom Tunguz

JUNE 25, 2023

Five years ago, many startups defaulted to AWS for the generous credits, broad catalog, & rapid pace of innovation. LLM-enabled apps require customer data to train, propelling data security to the top of the list for most enterprise buyers.

Artificial Intelligence 224

Artificial Intelligence AI AWS Cloud 224

SaaStr

NOVEMBER 3, 2022

Secureframe helps companies get enterprise ready by streamlining SOC 2, ISO 27001, GDPR, CCPA, PCI DSS and HIPAA compliance. Secureframe allows companies to get compliant within weeks, rather than months and monitors 100+ services, including AWS, GCP, and Azure.

Payments 214

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions 214

IT World

DECEMBER 10, 2019

At its AWS re:Invent 2019 event, the company acknowledged that computing power can be more useful when it’s closer to home, announcing three new services for reducing latency, including a mini-cloud you can house in your own data center. Get the latest cloud computing insights by signing up for our newsletter. ]

AWS 40

AWS Cloud Machine Learning Artificial Intelligence 40

Tom Tunguz

APRIL 6, 2023

In the cloud, AWS, Azure, & GCP have created about as much market cap as all the top 100 B2B & B2C publics built on cloud (Netflix, ServiceNow, AirBnb, etc). Enterprise readiness will be an essential : ensuring buyers are safe from legal & compliance risks. Layer : application, platform, or infrastructure?

Generative AI 224

Generative AI AI GCP(Google Cloud Platform) Startup 224

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 Rico Mallozzi: So marketplaces are fundamentally changing, go to market motions for a lot of enterprise technology companies. Azure’s marketplace has over 4 million monthly visitors.

Scale 191

Scale Marketplace as a Service Cloud SaaS Payments 191

Tom Tunguz

NOVEMBER 28, 2023

Snowflake announced earnings yesterday, echoing the strength within software companies more broadly & underscoring the shift in enterprise buyer behavior to normal after three quarters of extensive cost cuts. “Q3 product revenue grew 34% year-over-year to reach $698 million.

GCP(Google Cloud Platform) 155

GCP(Google Cloud Platform) Azure Data Startup 155

SaaStr

FEBRUARY 19, 2020

It’s an incredible group, and they are already setting up 1:1 and other meetings with top enterprise CEOs. It’s “easy” First, you have to be at $15m+ ARR and have enterprise customers (> $100k) AND be a CEO coming to SaaStr Annual. (If How can you come? See you at 2020 Annual! And learn more here.

AWS 220

AWS Enterprise Cloud 220

IT World

DECEMBER 4, 2019

Outposts delivers on-premises hardware and services that enables AWS cloud services inside enterprise data centers. That on-premises market is huge according to Amazon Web Services CEO Andy Jassy who told the AWS re:Invent 2019 conference audience 97% of the $3.7T

AWS 40

AWS Cloud Enterprise Data 40

SaaStr

NOVEMBER 11, 2022

Then I saw that enterprise WiFi company Meraki was acquired by Cisco for $1.2 Now what does an enterprise WiFi company have to do with a consumer iOS app? Now, to a small fund, or a new VC, I’d think a $14m loss would just be awful. But it wasn’t that interesting, that post/story, so I let it rest. Going Big.

Venture Capital 201

Venture Capital AWS Enterprise Investment 201

SaaStr

OCTOBER 13, 2022

Secureframe helps companies get enterprise ready by streamlining SOC 2, ISO 27001, GDPR, CCPA, PCI DSS and HIPAA compliance. Secureframe allows companies to get compliant within weeks, rather than months and monitors 100+ services, including AWS, GCP, and Azure.

GCP(Google Cloud Platform) 183

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 183

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). Every week I’ll provide updates on the latest trends in cloud software companies.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

SaaStr

AUGUST 15, 2020

Recently I was catching up with a good friend who used to be CEO of an enterprise-y SaaS social networking company — and the usage and engagement numbers of his business were just awful. Most of our larger enterprise customers deployed relatively quickly – the first 60 days.

AWS 260

AWS Churn Enterprise Engagement 260

SaaStr

JULY 8, 2023

At AWS Reinvent, if your customers are there. But they are also where field and enterprise marketers spend 40% of their budget. At Dreamforce, if you are in the SFDC ecosystem. At Shoptalk, if you are in eCommerce. At SaaStr Annual , if you are in SaaS and especially if you see to founders or revenue leaders.

AWS 196

AWS Enterprise Pricing Marketing 196

SaaStr

APRIL 27, 2021

Enterprises are spending an additional $20B on SaaS each year. That’s $20B more budget than last year, just for enterprises alone. The SaaS companies with $1B in ARR have 1% of all total enterprise spend. E.g., if Slack at $1B is 50% enterprise, that probably means 0.5% Go grab your piece. Go make it happen.

GCP(Google Cloud Platform) 158

GCP(Google Cloud Platform) Azure AWS SaaS 158

Andreessen Horowitz

FEBRUARY 20, 2024

The traditional clouds (AWS, GCP, and Azure) are getting dated. The benefits of these new platforms can be functional — Fly.io, for example, has far simpler multi-region support than AWS — but they also get adopted because they have better native support for modern applications frameworks and practices, and a far better developer experience.

Investment 121

Investment GCP(Google Cloud Platform) AWS Azure 121

SaaStr

DECEMBER 27, 2023

70% of customers are in the Enterprise and mid-market space, and 30% are SMBs. Customers range from AWS skills-builder platforms with billions of users to Zoom using it for customers and employees. The image above is a glance at Docebo today. They’re also growing fast and are nicely profitable.

Sales Hiring 193

Sales Hiring Scale SMB Outsourced Development 193

Clouded Judgement

JUNE 9, 2023

They did call out sequential growth in Confluent Cloud every quarter this year which was a big positive Still seeing elongated deal cycles and less expansion revenue The Bad AWS: Headwinds Getting Worse Their quarter ended in March, but on the earnings call they called out weakening growth in April. Overall Stats: Overall Median: 5.7x

Trends 130

Trends Cloud Azure AWS 130

Clouded Judgement

MARCH 22, 2024

Enterprise software businesses strive for 90-95% gross retention (generally the percent of revenue that sticks with you vs churns altogether), with net expansion in the 120%+ range (the aggregate change in expansion - contraction - churned revenue). .” It’s probably better described as re-occurring vs recurring.

AI 183

AI Revenue Cloud Technical Advisors 183

SaaStr

DECEMBER 26, 2022

The role of AWS, Azure, and Google Cloud Marketplace is becoming increasingly important. “45% This need for ease is even more true for enterprises. The cliche that enterprises have more money than time certainly plays out here. . “88% Tackle.io’s 2021 state of cloud marketplaces report highlighted a similarly dramatic shift.

Software Review 187

Software Review Software Azure Cloud 187