AWS GCP(Google Cloud Platform) Revenue SaaS 
Clouded Judgement
MAY 3, 2024
We now have results from the three hypersclaers (AWS / Azure / GCP). The most notable change in tone was Andy Jassy talking about AWS. Revenue multiples are a shorthand valuation framework. The promise of SaaS is that growth in the early years leads to profits in the mature years. Top 5 Median: 17.5x
Clouded Judgement
MAY 10, 2024
And no one raised full year guide >2% The median “beat” (Q1 revenue over Q1 consensus estimates) was 1.5%, which is the lowest it’s been in the last 4 years Overall, it’s been a TOUGH quarter for software companies. Revenue multiples are a shorthand valuation framework. Overall Stats: Overall Median: 5.7x
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Tom Tunguz
NOVEMBER 28, 2023
“Q3 product revenue grew 34% year-over-year to reach $698 million. ” A surprising impact of the cost-cutting may be increased margins for SaaS providers on infrastructure as their own cost reductions manifest as margin improvements. And as a result, our salespeople are really not inclined to do much in GCP.”
SaaStr
OCTOBER 13, 2022
We’ll see 2,500+ of the best SaaS founders, execs, and VCs June 6-7 at 2022 SaaStr Europa ! ChartMogul is an analytics platform to help you run your subscription business. ChurnZero is the Customer Success platform and partner for growing SaaS and subscription businesses. Grab tickets here. .
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%. Revenue multiples are a shorthand valuation framework. The promise of SaaS is that growth in the early years leads to profits in the mature years. Top 5 Median: 16.1x
SaaStr
APRIL 27, 2021
Just how fast is SaaS and Cloud growing? After polling CIOs, Gartner found that total SaaS spend will grow from $100B in 2020 to $140B in 2022: A few interesting implications and learnings: The growth in SaaS buying should give you a +20% a year boost on top of your other sales and marketing efforts. Go grab your piece.
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). Revenue multiples are a shorthand valuation framework. Top 5 Median: 12.9x
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