SaaStr

DECEMBER 26, 2022

Amanda Malko is CMO at G2, a software marketplace and review site that reaches over 60 million buyers annually across 2000 software categories. In this session, she shares insights and trends from research conducted this year that can help software buyers and sellers make smarter decisions about software and the market. .

Software Review 187

Software Review Software Azure Cloud 187

Clouded Judgement

OCTOBER 27, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. You can see some quotes from Azure / AWS in my Q2 recap , and pasted below. I believe one of the bigger reasons software has held up despite the run up in the 10Y to 5% is the expectation for re-acceleration (ie numbers / forecasts going up).

Cost optimization & reporting 152

Cost optimization & reporting Cloud Azure AWS 152

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

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. We know software is impacted from macro - but how bad will it get? This brings me back to AWS / Azure downgrades.

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

Tom Tunguz

JUNE 25, 2023

Clouds are picking teams in one of the most important dislocations in software. 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 215

Artificial Intelligence AI AWS Cloud 215

SaaStr

NOVEMBER 3, 2022

Our mission is to build powerful and secure cloud software for subscription businesses of all sizes, with a strong emphasis on good design and ease of use. Maast offers payments, banking, lending and more as features in software provider’s platforms – with one relationship, contract and integration.

Payments 214

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

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. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue.

Cloud 161

Cloud Azure AWS Software Review 161

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

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). Startups have negative time to launch in many markets with Adobe, Microsoft, & Salesforce launching Gen AI enabled software in weeks.

Generative AI 218

Generative AI AI GCP(Google Cloud Platform) Startup 218

Clouded Judgement

AUGUST 4, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. ” 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%. Follow along to stay up to date! Even a DCF is riddled with long term assumptions.

Cloud 130

Cloud Azure Cost optimization & reporting AWS 130

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. Time to make some snow angels & sell some software.

GCP(Google Cloud Platform) 148

GCP(Google Cloud Platform) Azure Data Startup 148

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

MARCH 22, 2024

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

AI 183

AI Revenue Cloud Technical Advisors 183

SaaStr

OCTOBER 13, 2022

Our mission is to build powerful and secure cloud software for subscription businesses of all sizes, with a strong emphasis on good design and ease of use. Our Customer Success software is uniquely designed to integrate with CRM systems and tightly into an application or service.

GCP(Google Cloud Platform) 183

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 183

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

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

SaaStr

APRIL 27, 2021

Cloud software spending grew a stunning 23% in 2021, from $270 billion to $330 billion. 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. Go grab your piece.

GCP(Google Cloud Platform) 158

GCP(Google Cloud Platform) Azure AWS SaaS 158

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

FEBRUARY 16, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now January Green Shoots A couple key software players have given us commentary in their Q4 earnings report (quarter ending December) that January (the first month of Q1) saw some green-shoots. Follow along to stay up to date!

Cloud 161

Cloud AWS Metrics Subscription 161

Clouded Judgement

JUNE 9, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Let’s take a look back at the 6 main consumption players in software and how they preformed. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against.

Trends 130

Trends Cloud Azure AWS 130

Audacix

SEPTEMBER 20, 2022

Building a culture of security in you software development teams is not an easy task, but its crucial if you want to minimise the chances of unforeseen cybersecurity disasters and unfortunate media appearances. Then, based on your responses, we will show you how to: Do regular software security activities to reduce your overall burden.

Software Development 52

Software Development GCP(Google Cloud Platform) Development Software 52

Stax

APRIL 18, 2024

Independent Software Vendors (ISVs) and Software-as-a-Service Providers (SaaS) operate within the same market, thus creating a push-and-pull revenue dynamic. TL;DR ISVs develop and distribute software products independently and often collaborate with hardware manufacturers and platform providers. Learn More What are ISVs?

Outsourcing Services 88

Outsourcing Services SaaS Payments Payment Services Payment Methods 88

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

IT World

APRIL 28, 2020

The public cloud and open source software are pretty much coupled these days. Also on InfoWorld: AWS vs. Azure vs. Google Cloud: Which free tier is best? ]. Some enterprises have not yet used open source on premises, not to mention cloud. However, it’s really not free.

Cloud 64

Cloud Azure Software AWS 64

Audacix

OCTOBER 5, 2019

As enterprises increasingly become more open to introducing cloud software to their environments, you as a cloud provider must proactively anticipate their concerns and address them. Why are enterprise buyers' concerned about cloud software security?

Cloud 45

Cloud Enterprise Software Review Cybersecurity 45

Clouded Judgement

NOVEMBER 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Datadog Gives Software the All Clear? This week software stocks shot up on Tuesday, largely a result of Datadog’s quarterly earnings. This doesn’t mean the rest of the software universe will follow suite. So what happened?

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

Clouded Judgement

FEBRUARY 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Then we had the Fed meeting this week creating a huge move in the software market. This was part of the big move in software on Wednesday / Thursday? Not much software was owned. Follow along to stay up to date! So what happened?

Cloud 130

Cloud Azure AWS Generative AI 130

Audacix

MAY 11, 2023

A vulnerability assessment tools or virtual app scanning for your software team has become as important as your git repository or your ticket management system. API vulnerability scanner API security testing ensures business data packets that move between two software applications and ip addresses are secure.

Underperforming Technical Team 52

Underperforming Technical Team Software Cloud Software Engineering 52

The Angel VC

MAY 12, 2018

1 – Dropbox on consumerization "Individual users are changing the way software is adopted and purchased Software purchasing decisions have traditionally been made by an organization’s IT department, which often deploys products that employees don’t like and many refuse to adopt. 8 – Weaning off AWS Look at this. 9 – Eleven 9s?

AWS 187

AWS Scale Subscription Payment Features 187

Intercom, Inc.

MARCH 16, 2022

The secret to Intercom’s success in this realm is simple: years of consistent, careful, and multi-faceted cultural, organizational, systems and software engineering work. This is why our customers – from small startups to massive, complex enterprises – put their trust in us. Here’s how we do it.

Software Review 118

Software Review Technical Review Management Systems Review 118

Clouded Judgement

AUGUST 11, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. This is all important because on a relative basis, high growth software is expensive. So on a growth adjusted basis, high growth software is expensive. Follow along to stay up to date! On the surface, it wasn’t good.

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

Clouded Judgement

MARCH 31, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. How Will AI Effect Software Business Models? Like many, I’ve been thinking about how AI and foundation models will effect the world of software. In particular - how AI will effect software business models. Consumption Pricing.

Cloud 130

Cloud Sales Hiring AI Headcount 130

Audacix

APRIL 2, 2022

The application security landscape is constantly changing, and with the increased frequency of software application breaches in recent years, it's crucial that companies are able to protect their applications and software development life cycle from cyberattacks. Enterprises that you sell to are worried about supply chain attacks.

Software 52

Software DevOps as a Service Software Development Cloud 52

Audacix

OCTOBER 5, 2019

As enterprises increasingly become more open to introducing cloud software to their environments, you as a cloud provider must proactively anticipate their concerns and address them. Why are enterprise buyers' concerned about cloud software security?

Enterprise readiness 52

Enterprise readiness Enterprise Cybersecurity SaaS 52

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). You will get lost in the noise. Post-Launch More than a one-hit wonder, the encore keeps going.

Sales Recruiting 99

Sales Recruiting Generative AI AI AWS 99

Blulogix

NOVEMBER 8, 2023

Take your business further with BluIQ’s flexible, scalable, enterprise-grade intelligent billing solutions. With the shift from one-time software licenses to subscription-based models, businesses and consumers have become accustomed to the idea of paying for technology services on a recurring basis.

Technology 52

Technology Pricing Payment Features Subscription 52

Baremetrics

MARCH 30, 2021

They are both web-based, serving different enterprises and offering billing solutions. Zuora Founded in 2007, Zuora is an enterprise billing and invoicing company that helps businesses launch and manage their subscription-based services. Their integration to SF is also quite awful, and most of the time, the data does not appear.

Payment Solutions 105

Payment Solutions Payments Payment Features Payment Methods 105