SaaStr

JANUARY 27, 2024

Another 5%-7% go to core infrastructure costs (AWS, Azure, Snowflake, etc). It’s your top marketing and customer retention investment. Typically support consumes about perhaps 5%-7% of your revenue at scale (excluding customer success) in most SaaS models. It could be more or less, but that’s a rough way to think about it.

Azure 240

Azure AWS SaaS Customer Success 240

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. Altimeter is an investment adviser registered with the U.S.

Cost optimization & reporting 161

Cost optimization & reporting Cloud Azure AWS 161

SaaStr

NOVEMBER 3, 2022

My summary of Venture Markets in Nov 2022: Series B and later even worse than looks in data: 85%+ of investing here has simply ceased. And while AWS’s growth is down a bit, it’s still at epic levels, Azure isn’t even really down, and Google Cloud is growing faster than ever.

AWS 327

AWS Venture Capital Azure Cloud 327

SaaStr

FEBRUARY 2, 2023

CloudKeeper from TO THE NEW, is a cloud spend optimization solution that guarantees to cut down your AWS bills by 5-15%. With CloudKeeper, we have helped 200+ of our customers optimize their AWS spend with a guaranteed reduction in their AWS bills. Join these incredible companies to experience all the value of SaaStr!

Cloud spend optimization 225

Cloud spend optimization AWS Scale compliance 225

SaaStr

DECEMBER 14, 2023

Alison brings the perspective of all sides of a startup, from investing to SaaS to Cloud. For Google Workspace, they invested in expanding and building Google Meet and the rest of the workspace during 2020. What they’re seeing with GenAI and Google Cloud is an opportunity to grab share from AWS.

Cloud 259

Cloud Scale AWS AI 259

SaaStr

NOVEMBER 17, 2023

PE wants to invest in leaders, if not necessarily always #1 in a category. The startup I invested in that were acquired by PE in the 2020-2021 Boom were acquired for 8x in one case, 12x in another, and 15x in a third. Products that are as close to an annuity as possible, that are amenable to efficiency gains. is interesting to see.

AWS 268

AWS SaaS Pricing Acquisition 268

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

MAY 16, 2022

So follow AWS, Azure and Google Cloud. And it is stressful, especially if you invested at those peaks or as founders raised money at relatively high valuations and multiples. Let’s look a whole level up to the real canaries-in-the-coalmine: AWS, Azure and Google Cloud. If they stumble, we’re in for a rough patch.

Cloud 269

Cloud Azure AWS Engineering 269

SaaStr

DECEMBER 20, 2023

300 Employees Working on AI Not a surprise, but interesting to see the scale of investment here. #5. 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. That’s awfully impressive.

AWS 277

AWS B2C AI Scaling 277

Baremetrics

OCTOBER 31, 2021

If you want to scale, you need to make the investment of time and money and make sure your infrastructure suits your size of business. A lot of our workload was getting moved to AWS, and wouldn’t you know it: they want you to move compute to them so they have migration services to match. Are you growing and want to scale?

AWS 115

AWS DevOps as a Service Underperforming Technical Team Development Team Review 115

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

Tom Tunguz

JUNE 25, 2023

Cloud LLM Infrastructure Microsoft OpenAI Snowflake Nvidia Databricks Mosaic Google Anthropic Oracle Cohere Amazon HuggingFace Microsoft has invested over $10b, plus significant development efforts to work with OpenAI. Google has invested hundreds of millions into Anthropic , complementing its efforts with Google Brain.

Artificial Intelligence 208

Artificial Intelligence AI AWS Cloud 208

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. This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S. Securities and Exchange Commission.

Cloud 161

Cloud Azure AWS Software Review 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

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%. Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date!

Cloud 130

Cloud Azure AWS Cost optimization & reporting 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%. We’ve all been waiting for cloud optimizations to ease up, and this is our clearest signal that we’re getting there.

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

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). It’s likely startups start at plug-ins & then move down with scale that affords more usage & more capital to invest.

Generative AI 210

Generative AI AI GCP(Google Cloud Platform) Startup 210

SaaStr

OCTOBER 13, 2022

Secureframe allows companies to get compliant within weeks, rather than months and monitors 100+ services, including AWS, GCP, and Azure. Verdane is a specialist growth equity investment firm that partners with tech-enabled and sustainable businesses based out of Europe to help them reach the next stage of international growth.

GCP(Google Cloud Platform) 208

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 208

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 218

Scale Marketplace as a Service Cloud SaaS Payments 218

SaaStr

JANUARY 2, 2024

Next, they moved to credits, which are very popular, with AWS and Google Cloud being great examples of companies that are always giving credits out to startups. Find companies with those attributes and use them to see which VC firms invest there, and follow those firms for your partnerships. What is the size of the company?

Startup 200

Startup Scale Underperforming Technical Team AWS 200

SaaStr

FEBRUARY 22, 2023

Or of my investments, ones like Algolia and Salesloft, that yes, in theory, were playing in larger markets, but in practice, their entry points were quite narrow. Worth investing 7+ years of your life in. But others started off in what seemed like … material but smaller markets. Like Shopify and Okta, to pick two.

Scale 225

Scale Sales Hiring Venture Capital AWS 225

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

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

SaaStr

NOVEMBER 11, 2022

Back then, folks all over Twitter were making fun of Sequoia for investing $20m+ in an iOS app that never launched and failed. Now, to a small fund, or a new VC, I’d think a $14m loss would just be awful. So the original post below I wrote a full 10 (!) years ago in the first few months of SaaStr.com, in November 2012.

Venture Capital 230

Venture Capital AWS Enterprise Investment 230

Andreessen Horowitz

APRIL 30, 2024

And so when Amazon called me and they’re like, “Hey you want to come with us and do you want to actually start the mobile services, backend business within AWS?” David: Maybe you can talk about that transition, coming from a business like AWS to financial services, which I think was new for you.

Development 104

Development Technical Review AI AWS 104

Crafty CTO

APRIL 23, 2024

Better Idea: AWS Systems Manager Session Manager Our development partner suggested a better solution, AWS Systems Manager Session Manager , which enables tunneled sessions into the AWS environment and leverages AWS IAM to manage access. Why invest precious time on such a limited solution? What is Tailscale, Really?

VPCs (Virtual Private Cloud) 40

VPCs (Virtual Private Cloud) AWS Underperforming Technical Team ECS (Elastic Container Service) 40

SaaStr

MAY 31, 2019

Of the 25+ investments I’ve made, less than half have equal splits. In still others, one founder invested a lot of cash. My gut was that equal splits were more common than non-equal — but I just looked and I’m wrong. And it looks like only a minority of the SaaS companies to IPO had equal splits. And looking at them, most seem “fair”.

Startup 191

Startup AWS Investment SaaS 191

Clouded Judgement

SEPTEMBER 8, 2023

” We saw some green shoots in AWS and a few other consumption names, and overall sentiment seemed more positive. I’ll post a much longer recap soon, but today I wanted to post the highlights. Overall, I’d describe Q2 as “Buying environment didn’t get worse, but we’re not out of the woods yet.”

Cloud 169

Cloud Software Review AWS Trends 169

SaaStr

DECEMBER 26, 2022

The role of AWS, Azure, and Google Cloud Marketplace is becoming increasingly important. “45% Categories like customer success, learning management platforms, and onboarding software are witnessing increased investments. . The value of community expertise: Invest in advocacy and connecting customers with each other. .

Software Review 212

Software Review Software Azure Cloud 212

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

MARCH 22, 2024

This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S. Securities and Exchange Commission.

AI 183

AI Revenue Cloud Technical Advisors 183

Sales Hacker

JANUARY 30, 2024

Previously, Amit led marketing efforts at startups like Tact AI (1st AI Assistant for Sales backed by AWS, Microsoft, and Salesforce), HP Inc (next-gen computing) and Spire AI (Human Capital SaaS). Amit Pande is CMO and EVP of Strategy at Aviso AI, a leading revenue intelligence platform.

AWS 79

AWS AI Advertising Finance 79

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

IT World

FEBRUARY 8, 2022

For years, I’ve been writing about 5G and telling you why you shouldn’t invest in it. 5G is an awful name. The bottom line has been that 5G simply hasn’t been able to deliver on its high-speed, low-latency promises. But, finally, things have changed. First things first. It covers multiple kinds of cellular data networks.

AWS 114

AWS Business Investment Data 114

SaaStr

NOVEMBER 8, 2022

Does it cost so, so much to host a few million lines of code on AWS? Don’t wait to invest in customer success and account management. Why did sales-driven Qualtrics get to $100m+ in ARR without ever raising a nickel, and generating more than $20m a year in free cash flow ? So is SaaS cursed? I know this seems counter-intuitive.

Scale 286

Scale SaaS Banking AWS 286

SaaStr

NOVEMBER 14, 2023

What’s evolved over the years and is driven by hyper-scalers like Google Azure, AWS, Twilio, and Stripe is the consumption-based model. That way, they know what growth to expect and what incremental uplift they’re getting from having sales involved so they can continue to make better investments. This is MongoDB’s approach.

Compensation 169

Compensation Sales Azure AWS 169