Clouded Judgement

APRIL 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. It’s pretty well understood that consumption trends will bottom and reverse prior to seat based purchasing. AWS had a FASCINATING report.

Cloud 130

Cloud Azure AWS AI Search 130

Clouded Judgement

AUGUST 4, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. But what I would add is that we saw Q2 trends continue into July.” ” 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%.

Cloud 130

Cloud Azure Cost optimization & reporting AWS 130

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

OCTOBER 28, 2022

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

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

OCTOBER 20, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 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.

Cloud 161

Cloud Azure AWS Software Review 161

Clouded Judgement

SEPTEMBER 8, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. ” We saw some green shoots in AWS and a few other consumption names, and overall sentiment seemed more positive. ” We saw some green shoots in AWS and a few other consumption names, and overall sentiment seemed more positive.

Cloud 169

Cloud Software Review AWS Trends 169

Clouded Judgement

JANUARY 6, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 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. Follow along to stay up to date! How far do forward estimates need to come down?

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

Clouded Judgement

APRIL 21, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). If we look at the trends in their most recent quarters YoY growth rates (below) you’ll see the deceleration has been meaningful.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

FEBRUARY 16, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. ” 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.

Cloud 161

Cloud AWS Metrics Subscription 161

Clouded Judgement

NOVEMBER 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now OpenAI Updates OpenAI had their big developer day this week, and I wanted to call out two key announcements (and trends): increasing context windows and decreasing costs. Altimeter is an investment adviser registered with the U.S.

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

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. . Another exciting trend is that more products are being bought than ever before. Next year is forecasted to be even more bullish.

Software Review 187

Software Review Software Azure Cloud 187

Clouded Judgement

JULY 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 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.”

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

MARCH 22, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. 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.

AI 183

AI Revenue Cloud Technical Advisors 183

Clouded Judgement

SEPTEMBER 15, 2023

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

Software Review 130

Software Review Cloud Software AWS 130

OpenView Labs

FEBRUARY 2, 2021

The report’s authors already laid out how to get back to hyper-growth , and their article inspired me to share my predictions for 2021’s most important product marketing trends: 1. And that takes us to the next marketing trend… 2. The post 5 Major Product Marketing Trends to Watch In 2021 appeared first on OpenView.

Product Marketing 58

Product Marketing Trends Scale Marketing 58

OPEXEngine

OCTOBER 25, 2019

Huge capital inflows to tech combined with extraordinarily low interest rates contribute to relatively easy growth capital access across the funding continuum from debt to equity investment. Cost of revenue is trending down for SaaS companies, leading to higher gross margins.

Trends 40

Trends Marketing SaaS Azure 40

ProfitWell

SEPTEMBER 10, 2020

The SaaS industry is growing fast, but if you want to be one of the companies contributing to that trend, you'll need to know the secrets of successful SaaS businesses. SaaS trends that are on the rise. Here are some of the biggest trends in the industry right now: Cloud-based Services. AI Integrations.

SaaS Payments 66

SaaS Payments Trends Merchant Services Payments 66

Intercom, Inc.

MAY 19, 2021

We hoped this would build confidence within the team and provide evidence to our stakeholders for further investment. The positive impact we had on engineering was readily apparent, which led to more investment in the core technologies area. Further investment is in the land of diminishing returns. Scaling to Rails.

Scale 216

Scale Technical Review Technology Scaling 216

OpenView Labs

FEBRUARY 9, 2021

This is why we’re seeing more and more SaaS companies—Datadog, Twilio, AWS, Snowflake, and Stripe, to name a few—find success with product led growth paired with usage-based pricing. Though it was pioneered in the infrastructure layer (think: AWS and Azure), it’s becoming increasingly popular for API-based products and application software.

Scale 98

Scale Pricing Scaling AWS 98

Tom Tunguz

AUGUST 3, 2014

But Amazon’s massive EPS miss has more to do with large scale capital investment in AWS than a lack of a profitable business or customer base. Advertising-driven models, SaaS business models, consumer hardware and marketplaces are all represented in the earnings figures so far.

Startup 100

Startup Trends AWS Marketing 100

Clouded Judgement

FEBRUARY 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 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. Follow along to stay up to date! It’s a place I collect my thoughts.

Cloud 130

Cloud Azure AWS Generative AI 130

SaaStr

SEPTEMBER 12, 2019

I’m talking about product-led growth as an investment strategy, but really my background is 10 years of operating experience in the product-led growth world. Now I’m investing in that. I say investment strategy, but really it’s like how do you build a company that’s focused on product-led growth?

Investment 100

Investment Underperforming Technical Team Sales Hiring Software Review 100

Clouded Judgement

MARCH 31, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. The majority of COGS (revenue less COGS = gross profit) fall in hosting costs (ie AWS), and some customer support. Follow along to stay up to date! How Will AI Effect Software Business Models?

Cloud 130

Cloud Sales Hiring AI Headcount 130

SaaStr

OCTOBER 31, 2019

Bessemer Venture Partners’ Alex Ferrara takes a look at trends and predictions for the cloud industry in 2019. Retail was mentioned twice, that’s it, and AWS was mentioned 78 times, so it’s probably not surprising that they’re doing this. Want to see more content like this? Join us at SaaStr Annual 2020.

Cloud 100

Cloud Scale AWS Machine Learning 100

Blulogix

NOVEMBER 8, 2023

Enhanced Data Insights Usage-based pricing generates extensive data that can be harnessed by technology companies to gain insights into customer behavior, preferences, and emerging trends. Investing in robust billing and invoicing systems. It attracts customers seeking flexibility and transparency in their technology services.

Technology 52

Technology Pricing Payment Features Subscription 52

Intercom, Inc.

DECEMBER 31, 2019

Here, we trace some of the biggest trends and stories in technology over the past decade, and try to find a narrative to make sense of it all. There is a great responsibility to ensure it trends towards the former, not the latter. Big tech takes over. Rise of the cloud and SaaS businesses.

Payment Solutions 259

Payment Solutions Payment Methods Software SaaS Payments 259

OPEXEngine

JANUARY 11, 2022

The trend has been bolstered by several customer benefits — primarily, the model provides a clear linkage between what a customer pays and what they use or value they realize. While there is a growing trend toward consumption-based pricing, implementing these new models presents several key challenges: Revenue cannibalization.

Pricing 52

Pricing Payment Solutions Outsourced Development Compensation 52

Chart Mogul

JUNE 23, 2022

This is a perfect time to invest in your user base & core product offering because playing to your strengths will pay off. You might be hard-pressed by your AWS bill but you’re not going to start replacing the engine to lighten the load mid-flight. Here are a few thoughts: 1. Dig Deep Into Your Financials.

SaaS 52

SaaS DevOps as a Service Marketplace as a Service Forecasting 52

Sales Hacker

DECEMBER 3, 2019

The content that resonates best with buyers discusses issues and tells great stories, says Cameron Tanner at AWS. But investing time in building that expertise can slow reps down. This gives you the insight to continuously improve your content creation efforts. Create content to inform and prequalify buyers.

Sales Enablement 84

Sales Enablement Artificial Intelligence Branding Sales Hiring 84

SaaStr

JUNE 3, 2020

My background as a SaaS entrepreneur, and then share the big trends we’re seeing in the world of SaaS, both what we’re seeing over the next few years and then also zeroing in on what has changed in the last few weeks in the middle of this COVID crisis. This was a 30 year mega trend into the future.

Software Review 178

Software Review Scale Technical Review SaaS 178

Chart Mogul

MARCH 2, 2021

It might be awful. In other words, they trusted you to grow their money, to give them a return worthy of their investment and mentorship. However, if you’ve built a good relationship with them, you might still be able to count on their mentorship, guidance, and possible future investment in other ventures. It might be awesome.

Startup 52

Startup Acquisition SaaS Scale 52

Chart Mogul

MARCH 2, 2021

It might be awful. In other words, they trusted you to grow their money, to give them a return worthy of their investment and mentorship. However, if you’ve built a good relationship with them, you might still be able to count on their mentorship, guidance, and possible future investment in other ventures. It might be awesome.

Startup 52

Startup Acquisition SaaS Scale 52

Audacix

OCTOBER 5, 2019

By acting on this trend early you will be able to turn your SaaS security prowess from just a differentiator into a barrier to entry for lucrative enterprise sales in your industry. You probably host it on AWS/Google Cloud/Azure - brands that are well known for prioritising your and their own security.

Enterprise readiness 52

Enterprise readiness Enterprise Cybersecurity SaaS 52

SmartKarrot

JULY 27, 2021

Provide due diligence and CS strategies for new potential company investments. Monitor and identify adoption and utilization trends, provide recommendations based on risk and customers’ needs. Leveraging our collective technical expertise in AWS to help our customers succeed. Implement proper CS tracking and reporting.

Development Team Review 10

Development Team Review Technical Review Customer Success Systems Review 10

SaaStr

JANUARY 28, 2020

Maria : Yeah, I think, coming from a marketing side and thinking about that as a marketer, marketing is all about investments. There’s none of the brands that you’ve seen get to an IPO or continue on to a Fortune 500 company that is not making some significant investments there. Aaron : And they just have to do it.

Sales Hiring 204

Sales Hiring Scale Underperforming Technical Team Sales Recruiting 204

Upscope

JUNE 9, 2021

Working as a apple tech was awful but for the rude customers I would put on hold while I went outside to chat with co workers or grab something from the vending machine. I don't have a thick skin, which probably made it about 15 times worse, but I still can't think about it without having awful flashbacks. What can we learn from this?

Payment Methods 52

Payment Methods Management Underperforming Technical Team Sales Hiring 52

SmartKarrot

MARCH 2, 2023

Here are the top 15 venture capital podcast leaders shaping the industry with their visionary and thought leading podcasts covering a range of topics from startups, investments, trends, interviews, and more! He invested in more than 20 early-stage companies. Azeem is also a creator of the Exponential View newsletter and podcast.

Venture Capital 10

Venture Capital Scale Entrepreneurship EKS (Elastic Kubernetes Service) 10