SaaStr

DECEMBER 14, 2023

Alison brings the perspective of all sides of a startup, from investing to SaaS to Cloud. With the marketing team, there are a lot of the classic functions — brand marketing, product marketing, and partner marketing. What they’re seeing with GenAI and Google Cloud is an opportunity to grab share from AWS.

Cloud 236

Cloud Scale AWS AI 236

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

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 207

Cloud spend optimization AWS Scale compliance 207

SaaStr

NOVEMBER 17, 2023

PE wants to invest in leaders, if not necessarily always #1 in a category. Well, certainly it exploded in 2021, in my portfolio at least, if perhaps not as dramatically as in the public markets. Products that are as close to an annuity as possible, that are amenable to efficiency gains. So what do they pay on average?

AWS 245

AWS SaaS Pricing Acquisition 245

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

DECEMBER 20, 2023

But not always — marketing costs can often overwhelm the smaller revenue per customer. 300 Employees Working on AI Not a surprise, but interesting to see the scale of investment here. #5. That’s awfully impressive. Importantly, growth has accelerated this year. Done right, a self-service motion can be very efficient.

AWS 253

AWS B2C Scaling AI 253

Frontegg

JUNE 30, 2021

Another great benefit of investing in multi-tenant architectures is the possibility of maintaining the application’s agility and good performance. This way, the more customers you have, the more investment you can make in marketing, promotion, and improving customer relations. Maintenance of software agility.

AWS 88

AWS SaaS Payments Payment Methods Enterprise 88

Clouded Judgement

APRIL 11, 2024

The first few months of this year felt like a lot of churning in the market. 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. What I’ve shown below is the market-adjusted stock price reaction.

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. In addition, Microsoft & Snowflake announced a deeper AI go-to-market partnership with Snowflake.

Artificial Intelligence 204

Artificial Intelligence AI AWS Cloud 204

SaaStr

MARCH 22, 2023

Ed Lenta, the SVP and GM of Databricks, had the rare opportunity of scaling three hypergrowth companies — VMware, AWS, and Databricks. Is there a big Total Addressable Market? Does this market need disruption? The commercial market you choose to build and offer your customers defines you, yes.

Scale 198

Scale Scaling AWS Sales Hiring 198

Sales Hacker

FEBRUARY 2, 2024

Those three little letters that can stir up so much debate in the marketing and go-to-market world. What I mean by MQLs is Marketing Qualified Leads. Now, let’s take this idea and apply it to the world of marketing metrics. In the wise words of Charlie Munger: “Show me the incentive, and I’ll show you the outcome.”

Metrics 93

Metrics Revenue Scale Marketing 93

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. Azure : Coming into the quarter, a growth rate that would have satisfied the market would have been ~29%. All eyes shifted to the AWS report on Thursday.

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). Market : how to compete with incumbents? Layer : application, platform, or infrastructure? But there are 100 applications compared to 3 infrastructure vendors.

Generative AI 205

Generative AI AI GCP(Google Cloud Platform) Startup 205

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. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. Altimeter is an investment adviser registered with the U.S. Top 5 Median: 14.3x

Cloud 161

Cloud Azure AWS Software Review 161

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. Overall Stats: Overall Median: 5.7x

Cloud 161

Cloud Software GCP(Google Cloud Platform) Azure 161

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 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

SaaStr

FEBRUARY 22, 2023

I have a strong, semi-proven thesis that in SaaS, market size doesn’t matter that much … at least in the traditional top-down sense. Yes, many of the big winners in SaaS entered already large markets, from CRM (Salesforce) to ERP (Workday) to Collaboration (Workday, Asana). Like Shopify and Okta, to pick two.

Scale 205

Scale Sales Hiring Venture Capital AWS 205

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

Intercom, Inc.

AUGUST 30, 2022

And more importantly – which ones are really going to deliver a return on investment for your precious (and limited) budget? AWS – Cloud computing. Many of the biggest and best companies in the world use AWS – and many of them were once startups using AWS, too. Look for tools that can scale with you. Apply now.

Scale 163

Scale Payment Services Startup AWS 163

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. As you can see, just two months ago, the market predicted that that Fed Funds rate would be 3.6%

Cloud 161

Cloud AWS Metrics Subscription 161

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 200

Scale Marketplace as a Service Cloud SaaS Payments 200

SaaStr

JANUARY 2, 2024

You have to think about how you will differentiate and craft your offers from the rest of your marketing. 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. Key Takeaways You want to invest in your GTM approach for startups.

Startup 183

Startup Scale Underperforming Technical Team AWS 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). The big question I have - everyone knows the market is tough right now. Top 5 Median: 12.9x

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

SaaStr

DECEMBER 26, 2022

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. . and go-to-market partners, to understand what’s happening in the space. . “G2 Go-to-market Partners released a report using G2 data.

Software Review 198

Software Review Software Azure Cloud 198

SaaStr

SEPTEMBER 10, 2021

Investing at a breathtaking pace. In many ways, your Quality of Life will simply be awful. Your quality of life will simply be awful if your co-founders aren’t as committed as you, and if they aren’t at least close to as good as you. This friend is one of the hardest working people in the industry. Do not pass go.

Part-Time VPE 278

Part-Time VPE CTO Hire AWS New CTO 278

SaaStr

DECEMBER 14, 2021

It can be easy for SaaS companies to lose momentum if they haven’t quite found the perfect product-market fit. The Treasure Data platform instantly analyzed large amounts of data, which meant that companies didn’t need to hire lots of computer scientists or put up a considerable upfront investment for data projects. . million and $1.2

Sales Hiring 265

Sales Hiring Data AWS Leadership 265

FastSpring

FEBRUARY 23, 2023

Michael Bonfils is a marketer first, and a translator second. That’s the philosophy behind SEM International , the firm he founded that specializes in multilingual internationally-based digital marketing services. Needless to say, Michael knows a thing or two about helping software and big tech manage their global marketing presence.

Payment Solutions 141

Payment Solutions SaaS Payments Strategy Software 141

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.” Meaning labor markets continue to be strong! AWS reports next week.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

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). What You Will Learn: Challenges of entering crowded markets with large incumbents.

AWS 80

AWS AI Advertising Finance 80

SaaStr

NOVEMBER 8, 2022

Does it cost so, so much to host a few million lines of code on AWS? And your marketing costs should be manageable as your mini-brand kicks in. 18 in marketing? As soon as your competitor cuts prices and quintuples their marketing budget … and is everywhere … can you stay out of the arms race? Get better.

Scale 278

Scale SaaS Banking AWS 278

Clouded Judgement

SEPTEMBER 8, 2023

” We saw some green shoots in AWS and a few other consumption names, and overall sentiment seemed more positive. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. I’ll post a much longer recap soon, but today I wanted to post the highlights. Top 5 Median: 15.1x

Cloud 169

Cloud Software Review AWS Trends 169

SaaStr

NOVEMBER 14, 2023

What Is A “Consumption” Business In the old days of software, you had a company like Oracle that popularized the perpetual license where customers own the software and vendors own the market. What’s evolved over the years and is driven by hyper-scalers like Google Azure, AWS, Twilio, and Stripe is the consumption-based model.

Compensation 161

Compensation Sales Azure AWS 161

Clouded Judgement

MARCH 22, 2024

This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. Quick Macro Update We also got an update from the Fed this Wednesday that sent the markets higher. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue.

AI 183

AI Revenue Cloud Technical Advisors 183

SaaStr

MARCH 1, 2024

For some context, Base10 is a research-driven investment firm focusing on companies automating the largest sectors of the real economy. If you look at the market caps of these businesses, they’ve all done incredibly well this year. What niche, market, or vertical can you absolutely dominate? Now, it’s 100+ times.

Generative AI 240

Generative AI Outsourcing Services AI Software Review 240

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

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

SaaStr

DECEMBER 13, 2021

Databricks’ CEO, Ali Ghodsi, shares why Open Source is becoming a multi-billion investment, why it’s taking over multiple industries, and why it’s here to stay. Linux is the #1 internet client, makes up 100% of the supercomputer market, and is second to Windows when it comes to enterprise software platforms.

AI 238

AI Enterprise SaaS AWS 238