Clouded Judgement

APRIL 11, 2024

It looks at the YoY dollar change in quarterly revenue from the hyperscalers (just looking at Azure / AWS because the data goes back further) going back a few years. If we break this down and look at Azure and AWS independently (graphs below), you’ll see how the AWS “swings” were a lot more volatile.

Cloud 177

Cloud Software Azure AWS 177

Clouded Judgement

MAY 10, 2024

All 3 (AWS, Azure, GCP) saw positive reacceleration Quarterly Reports Summary Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months.

Cloud 161

Cloud Software GCP(Google Cloud Platform) Azure 161

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

SaaStr

DECEMBER 20, 2023

Growing Almost 50% as Approaches $2B in ARR The exact growth rate is based on an The Information report from a few weeks ago, and it seems about right looking at their published metrics. (@jasonlk) December 19, 2023 5 Interesting Learnings: #1. That’s awfully impressive. Importantly, growth has accelerated this year.

AWS 274

AWS B2C AI Scaling 274

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%. This post and the information presented are intended for informational purposes only. Tailwind of new workloads starting to overtake headwinds of optimizations.

Cloud 130

Cloud Azure Cost optimization & reporting AWS 130

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

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%. This post and the information presented are intended for informational purposes only. Follow along to stay up to date!

Cloud 130

Cloud Azure AWS Cost optimization & reporting 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. The information provided is believed to be from reliable sources but no liability is accepted for any inaccuracies. This post and the information presented are intended for informational purposes only.

Cloud 161

Cloud Azure AWS Software Review 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 post and the information presented are intended for informational purposes only.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

FEBRUARY 16, 2024

” 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. This is for information purposes and should not be construed as an investment recommendation.

Cloud 161

Cloud AWS Metrics Subscription 161

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. ” Then at AWS Summit they called out “Your data is your differentiator when it comes to Generative AI.” AWS reports next week. ” Data is more important than ever! So what did we learn?

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

SEPTEMBER 8, 2023

” We saw some green shoots in AWS and a few other consumption names, and overall sentiment seemed more positive. This post and the information presented are intended for informational purposes only. I’ll post a much longer recap soon, but today I wanted to post the highlights.

Cloud 169

Cloud Software Review AWS Trends 169

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.

Trends 130

Trends Cloud Azure AWS 130

Clouded Judgement

MARCH 22, 2024

This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. The information provided is believed to be from reliable sources but no liability is accepted for any inaccuracies. This is for information purposes and should not be construed as an investment recommendation.

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 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 215

Scale Marketplace as a Service Cloud SaaS Payments 215

Intercom, Inc.

MARCH 26, 2020

Our cross-functional task force managing our internal response meets regularly to assess new information and to recommend and execute policies that take appropriate precautions for individual wellbeing and do our part in contributing to public health. Infrastructure services reliability.

AWS 192

AWS Scale Business Cloud 192

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. Model providers (OpenAI, Anthropic, etc as companies start building out AI).

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

Andreessen Horowitz

APRIL 30, 2024

In this conversation, a16z General Partner David Haber talks with Marco Argenti, the chief information officer at Goldman Sachs, about bringing fintech processes into financial services, turning developers into clients, and how AI is a major inflection point in the history of technology. ” I jumped to the opportunity. Always a pleasure.

Development 103

Development Technical Review AI AWS 103

Intercom, Inc.

OCTOBER 19, 2022

Intercom services and data are hosted in Amazon Web Services (AWS) facilities in the USA (us-east-1), Dublin, Ireland (eu-west-1), and Sydney, Australia. . All of our infrastructure and data are spread across three AWS availability zones and will continue to operate should any one of those fail. Visitor data expires after 9 months.

compliance 138

compliance Data Software Review Scale 138

Clouded Judgement

FEBRUARY 3, 2023

In the short term, enjoy the ride as the chase continues 😊 Kind of related to all of this - we now have seen the Q4’s from AWS, Azure and Google Cloud. This post and the information presented are intended for informational purposes only. Lots of deceleration in growth.

Cloud 130

Cloud Azure AWS Generative AI 130

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

Intercom, Inc.

NOVEMBER 3, 2021

We use the PagerDuty platform as our alert source, and its analytics features give us the information we need to break down alert frequency and response. A weekly summary of problems or performance degradations might be a better place for the information within the alert. We can divide alerting information into two broad categories.

Engineering 209

Engineering Software Review Systems Review AWS 209

Chart Mogul

NOVEMBER 30, 2023

They mostly relied on Google Analytics, which allowed for high-level page and visit tracking of the application pages with origin filters, but lacked detailed information about users and activities in each account. Nowadays, these are packaged and deployed in docker images, and executed via AWS lambda or EKS pods each day.

Engineering 52

Engineering K8S orchestration (Kubernetes) Data AWS 52

IT World

MAY 24, 2022

But I'm not here to talk about hyper-scale, public clouds such as Amazon Web Services (AWS), Azure, or Google Cloud. Instead, most organizations need a way to store our documents and data so we, and our teammates, can easily get our information whether we're at home or sitting at a convention center in Valencia, Spain.

Cloud 90

Cloud SMB Azure AWS 90

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. AI starts spitting out information. There are a whole crop of coding assistants popping up that can write code and configure infrastructure like Github Copilot and AWS’ Code Whisperer. What does that mean?

Generative AI 267

Generative AI AWS AI Artificial Intelligence 267

SaaStr

DECEMBER 26, 2022

Only 1 in 3 buyers consider vendor websites the information source they trust most.”. The role of AWS, Azure, and Google Cloud Marketplace is becoming increasingly important. “45% Today, the focus is less on companies advocating for themselves but rather on building people advocates.

Software Review 210

Software Review Software Azure Cloud 210

Clouded Judgement

SEPTEMBER 15, 2023

AWS growth seems to be re-accelerating, and qualitative feedback from a number of companies in Q2 (especially those with July quarter ends) suggested new customer bookings conversations were picking up. The information provided is believed to be from reliable sources but no liability is accepted for any inaccuracies.

Software Review 130

Software Review Cloud Software AWS 130

Clouded Judgement

AUGUST 11, 2023

The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs). This post and the information presented are intended for informational purposes only. I’m hopeful we’re getting leading indicators that the light at the end of the tunnel is getting closer.

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. This post and the information presented are intended for informational purposes only. The gross margin profile dictates how much you can spend on operating expenses to ultimately generate free cash flow.

Cloud 130

Cloud Sales Hiring AI Headcount 130

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! You may have noticed some exciting things happening here at Baremetrics. Product Team Our product team has expanded by a factor of 3!

AWS 94

AWS Forecasting Onboarding Finance 94

SaaStr

FEBRUARY 10, 2023

Tech companies realized that this cloud thing might be for real, but the word on the street was that AWS was too hard and complex for customers to realize its benefits. Once you have that information, you can create a strategy. This was when everything in the tech world was all about Amazon Web Services. That’s when OpDemand was born.

Sales Hiring 130

Sales Hiring Development AWS Engineering 130

Stax

APRIL 18, 2024

Some well-known examples are Adobe, a design and creator platform, Autodesk, a leading construction management system; and Meditech, a healthcare information systems solution. Microsoft Azure, Amazon Web Services (AWS), or Salesforce AppExchange). ISV software products are tailored to meet the specific needs of industries and users.

Outsourcing Services 88

Outsourcing Services SaaS Payments Payment Services Payment Methods 88

Kellblog

OCTOBER 7, 2021

Executives from companies including Algolia, AWS, Celigo, Contentful, Freshworks, Intercom, Yellowfin, Zephr, and Zoominfo. It should be a fun and informative session. VCs from partnerships including Accel, Index, Point Nine, Seedcamp, Sequoia, and of course, Balderton. What is a marketing machine? How do we model it?

Marketing 77

Marketing AWS Venture Capital SaaS 77

User Pilot

MAY 10, 2023

Amazon grants its AWS customers access to its recommendation engine to help them personalize their user experience. Surfer SEO also provides information on everything from content structure to images. SurferSEO uses NLP to offer suggestions for content optimization, providing insight into ideal keywords, content length, headers, etc.

Artificial Intelligence 66

Artificial Intelligence AI Search AI Machine Learning 66

OpenView Labs

JANUARY 27, 2021

And below that I’ve included a SlideShare with more in-depth information to help founders, product managers, and all creators focused on growth take my learnings from these interviews and build better experiences for developers. Below, I’ve broken them down into the four biggest mistakes that I see expansion-stage businesses making.

Development 105

Development DevOps as a Service Software AWS 105

Intercom, Inc.

SEPTEMBER 12, 2018

They want, in short, to complete some action, and yet all too often they spend their time providing information about themselves and their situation without getting a satisfactory resolution. Once that information had been gathered, it usually requires a human to ensure the appropriate action is taken, beyond the most basic of outcomes.

Sales 144

Sales Payment Features AWS Subscription 144

Scytale

JANUARY 9, 2024

Even when searching the internet for answers, understanding the technical jargon in the information security industry can be challenging. Section 1: Management Assertion In this section, your company declares that all the information provided in the report is accurate and relevant. Here’s what you can expect from each section.

compliance 52

compliance Software Review Systems Review Technical Review 52