SaaStr

FEBRUARY 5, 2022

Why Customer Success and Product Should be Best Friends: Lessons Learned with AWS’ Head of Customer Success Harini Gokul. Effective collaboration between go-to-market and R&D teams is critical, and it all starts with understanding how the other side operates. Why Customer Success and Product Should be Best Friends.

AWS 226

AWS Customer Success Scale Sales Hiring 226

Chart Mogul

JANUARY 28, 2022

A few months ago, we retired our last pieces of infrastructure on DigitalOcean, marking our migration to AWS as complete. Our journey was not your regular AWS migration as it involved moving our infrastructure from classic VMs to containers orchestrated by Kubernetes. Ultimately, we decided to go with AWS. Team expertise.

K8S orchestration (Kubernetes) 52

K8S orchestration (Kubernetes) AWS EKS (Elastic Kubernetes Service) GCP(Google Cloud Platform) 52

Tom Tunguz

JULY 28, 2022

AWS announced earnings earlier today and reported 33% growth. AWS’s growth rate is the slowest of the three largest public infrastructure clouds. With about 39% market share, AWS reigns supreme as the largest provider. With about 39% market share, AWS reigns supreme as the largest provider.

GCP(Google Cloud Platform) 256

GCP(Google Cloud Platform) AWS Startup Azure 256

Hitenism

NOVEMBER 7, 2016

In 2006, after Amazon Web Services (AWS) helped pioneer what we now call the cloud, product development changed forever. Today, one-third of daily internet users visit websites built on top of AWS. AWS is now an $11.5B Working backwards isn’t a silver bullet that guarantees you success on the scale of AWS.

AWS 189

AWS New CTO Scale CTO 189

Tom Tunguz

FEBRUARY 2, 2023

I’m watching public company earnings to identify early weaknesses in the software market. A year ago, AWS, GCP, & Azure averaged 44% annual growth. Amazon: We expect [customer] optimization efforts will continue to be a headwind to AWS growth in at least the next couple of quarters. So

GCP(Google Cloud Platform) 257

GCP(Google Cloud Platform) Cloud AWS Sales Hiring 257

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 221

Azure AWS SaaS Customer Success 221

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 208

Cloud spend optimization AWS Scale compliance 208

SaaStr

NOVEMBER 18, 2023

Something that’s both not surprising but also pretty impactful: 57% of venture-backed startups will have to go “back to market” in 2024 to raise more capital. Shopify , Datadog, Crowdstrike , Google Cloud-Azure-AWS, Snowflake , etc. What does Pilot’s latest data say? Many have already raised a bridge round.

Startup 312

Startup Venture Capital Azure AWS 312

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. Follow along to stay up to date! Top 5 Median: 17.2x

Cost optimization & reporting 161

Cost optimization & reporting Cloud Azure AWS 161

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 169

Cloud Software Azure AWS 169

SaaStr

NOVEMBER 6, 2023

If you’re selling sales and marketing software, like Zoominfo, it can seem a lot tougher than 12-18 months ago. Growth in public cloud services (AWS, Azure, Google Cloud, Snowflake, etc.) If you’re selling cloud infrastructure, for the most part, growth may be down a smidge but is still strong, e.g., MongoDB.

Merchant Services 263

Merchant Services Azure Software AWS 263

SaaStr

DECEMBER 14, 2023

With the marketing team, there are a lot of the classic functions — brand marketing, product marketing, and partner marketing. When it comes to marketing Workspace, Alison shared they’re double down on showing off the value off of Duet AI, Google Workspace’s AI assistant.

Cloud 234

Cloud Scale AWS AI 234

SaaStr

JULY 25, 2023

AWS re:Invent : AWS re:Invent is Amazon Web Services’ (AWS) annual conference, focused on cloud computing and SaaS-related services. The event brings together developers, architects, and IT professionals to explore the latest AWS developments.

ChatGPT 225

ChatGPT AWS SaaS CTO 225

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. But only up to a point.

AWS 311

AWS Venture Capital Azure Cloud 311

IT World

JUNE 9, 2020

Amazon Web Services (AWS) remains the most widely adopted cloud platform on the market used by companies such as Netflix, Apple, Slack and Adobe. And that makes AWS certifications among the most valuable certifications you can earn in IT. Three of the 10 highest-paying certifications in the U.S.

AWS 59

AWS Cloud Technology Marketing 59

SaaStr

APRIL 21, 2023

Now, he has five more marketing strategies that are sure to generate more leads if done right. If you aren’t spending money on marketing, it’s time to step it up. Most SaaS companies don’t spend enough on marketing, and that’s a mistake best avoided. Yes, it’s expensive — a booth, flying SDRs out, buying swag. It’s too much.

Outsourcing Services 199

Outsourcing Services Scale Outsourced Development Marketing 199

SaaStr

APRIL 2, 2023

SaaStr 644: Lessons Learned in Scaling Early-Stage to Hyper-Growth Companies: From VMware, AWS and Databricks with Databricks SVP and GM Ed Lenta  4. Lessons Learned in Scaling Early-Stage to Hyper-Growth Companies: From VMware, AWS and Databricks 5. SaaStr 643: What’s Holding Up Buyers?:

Scale 233

Scale AWS Scaling Enterprise 233

IT World

DECEMBER 7, 2021

Goldman Sachs, through a partnership with Amazon Web Services (AWS), has launched a financial data management and analytics service to help clients crunch data to extract business value. To read this article in full, please click here

AWS 75

AWS Trends Banking Data 75

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

IT World

APRIL 22, 2020

Google Cloud has announced that Anthos — the company’s software for deploying and managing Kubernetes workloads across multiple on-prem and cloud environments — now supports running workloads on rival cloud platform Amazon Web Services (AWS), with Microsoft Azure support still in preview for now.

Azure 69

Azure VP of Engineering AWS Cloud 69

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

SaaStr

MARCH 6, 2024

Salesforce and Marc Benioff at first said the core market, security identity, was too small of a market. AWS alone generated $175m of contract value for Okta, growing 130%. Founder CEO Todd McKinnon was VP of Engineering at Salesforce and left to start Okta in the depths of the last downturn. That mostly failed.

Fractional VPE 215

Fractional VPE Part-Time VPE Scale SMB 215

User Pilot

MAY 10, 2023

Artificial intelligence is revolutionizing our everyday lives, and marketing is no different, with several examples of AI in marketing today. Marketers are now making AI an integral part of their marketing strategies. This article examines what artificial intelligence in marketing looks like today.

Artificial Intelligence 90

Artificial Intelligence AI Search AI Machine Learning 90

SaaStr

NOVEMBER 15, 2023

It’s market cap is almost $50 Billion. Ok times are tough for many out there But not Crowdstrike: – Almost $3B in ARR – Growing 37% (!) – 26% Free Cash Flow – 125% NRR – $48B Market Cap — Up 94.58% this year (!) Security remains hot. And in fact, the stock is up 94.7% this year! ” #7.

Cybersecurity 255

Cybersecurity AWS Benchmarks Cloud 255

SaaStr

DECEMBER 20, 2023

But not always — marketing costs can often overwhelm the smaller revenue per customer. 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. But Canva is doing it right.

AWS 252

AWS B2C AI Scaling 252

Tom Tunguz

APRIL 28, 2022

That’s much more work than the automatic credit card payment with AWS. Perhaps this dynamic drives consolidation in the market, paralleling the web2 infrastructure hypermarts of AWS, GCP, and Azure. It’s too much complexity for a simple static blog. Third, software engineers decentralize only a subset of the app.

Payment Solutions 241

Payment Solutions GCP(Google Cloud Platform) Startup Payment Features 241

SaaStr

NOVEMBER 17, 2023

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? The prices would be lower today for the latter two I suspect. You might be worth less ?

AWS 244

AWS SaaS Pricing Acquisition 244

SaaStr

FEBRUARY 8, 2024

They can do it, but it’s pretty awful. Do more marketing for them. Build them better collateral and get them more air cover. Most sales reps are pretty bad at building sales decks, tear sheets, etc. Most sales reps don’t know how to put on a webinar for prospects and customers. Help them on more deals.

Scale 221

Scale Sales Hiring Sales AWS 221

SaaStr

AUGUST 19, 2023

Ari Lee Bayme, Managing Director @ Sandfox Advisors See You There!! Ari Lee Bayme, Managing Director @ Sandfox Advisors See You There!! Ari Lee Bayme, Managing Director @ Sandfox Advisors See You There!! Ari Lee Bayme, Managing Director @ Sandfox Advisors See You There!!

VP of Engineering 217

VP of Engineering AWS AI Engineering 217

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

SaaStr

SEPTEMBER 10, 2023

I’m using Google Workspace (Gmail, Drive), AWS , Vercel , Slack , Figma , Notion , Salesforce , HubSpot , Secureframe , Clari , and Zapier. #2. Last week we had a great one with Luca Penati, CMO & CCO of BEE, check it out here. This week we have Shrav Mehta, Founder and CEO of Secureframe! #1. What’s your core stack of apps today?

AWS 226

AWS compliance AI Startup 226

SaaStr

DECEMBER 7, 2020

3. “Atlassian and AWS Say: Maybe Worry a Little Bit. Atlassian and AWS, two of the greats, may hold a clue: Atlassian and AWS Say: “Maybe Worry a Little Bit” 4. “A Framework For Your First SaaS Sales Comp Plan” A SaaStr Classic, still going strong in 2020. ” A SaaStr classic.

Venture Capital 318

Venture Capital Sales Hiring AWS Cloud 318

SaaStr

JUNE 28, 2023

So there was a quiet SaaS IPO you may have missed in the craziness of 2021 — SEMRush, a tool your marketing department quite likely uses to keep track of the performance of your SEO and marketing site. It’s tough out there in the public markets, folks. This likely explains the modest multiple and market cap.

Scale 197

Scale AWS Scaling Revenue 197

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%. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue.

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Tom Tunguz

OCTOBER 27, 2022

I’m watching public company earnings to identify early weaknesses in the software market. At a 7x multiple of revenue, that is another $84b of market cap creation, in theory. The kink downwards in the red line at Q-2 shows a sudden deceleration in AWS’ growth rate. Microsoft Azure. Google Cloud Platform.

Cloud 225

Cloud GCP(Google Cloud Platform) Azure AWS 225