AWS Investment SMB Startup 
Clouded Judgement
APRIL 11, 2024
My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., 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. Is Software Rebounding?
SaaStr
MARCH 31, 2022
So for the audience, cloud giants are turbocharging startup sales, and the predominant reason for this is because they’re fundamentally changing IT budgets at the customers that we’re all selling to. And it’s one of the three large cloud vendors that we all know: Microsoft, AWS, and Google. Jabari Norton. Crowdstrike.
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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.
SaaStr
OCTOBER 31, 2019
Before I joined the venture capital industry many years ago, I was a software developer, and I worked for a startup around the 2000 time period. Retail was mentioned twice, that’s it, and AWS was mentioned 78 times, so it’s probably not surprising that they’re doing this. I think it’s a really staggering stat.
Intercom, Inc.
DECEMBER 13, 2018
But as the college-dorm-room startup matures, there’s a fascinating twist to be found in the way it applies its new mission to Workplace, a B2B startup within the (former) startup. You really have to think of Workplace as a SaaS startup within Facebook. When Workplace became a real thing at Facebook, I was in London.
SaaStr
OCTOBER 15, 2019
Unlike when selling into SMB businesses that kind of can go from a demo, to a conversion, to a close in a matter of days, enterprise sales is a lot more complicated and it’s hard to navigate through. So as Lauren sort of alluded to, we started by focusing on SMB’s. Lauren A.: They gave a presentation to their boss.
SaaStr
JANUARY 28, 2020
And then I’ve watched, since she made this comment to me about 13 months ago, then I’ve watched with some startups I’ve worked with, where the first marketing hire comes in, and I asked them what their top five priorities are, and then I asked the CEO. And notice that I said investments, not cost or spend.
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