SaaStr

NOVEMBER 18, 2023

And realistically, most won’t have the metrics to pull off another round. Shopify , Datadog, Crowdstrike , Google Cloud-Azure-AWS, Snowflake , etc. In fact, Gartner predicts enterprise software spend will cross $1 Trillion Dollars (!) Gartner: Software Spend Will Grow 13.8% Many have already raised a bridge round.

Startup 316

Startup Venture Capital Azure AWS 316

Clouded Judgement

OCTOBER 27, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. You can see some quotes from Azure / AWS in my Q2 recap , and pasted below. I believe one of the bigger reasons software has held up despite the run up in the 10Y to 5% is the expectation for re-acceleration (ie numbers / forecasts going up).

Cost optimization & reporting 152

Cost optimization & reporting Cloud Azure AWS 152

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. Why move and why now?

K8S orchestration (Kubernetes) 52

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

SaaStr

DECEMBER 20, 2023

Canva: – Almost $2B ARR – Growing 40%+ – Profitable And … 4,000 employees That's about $500k in revenue per employee That's where software really makes money — Jason ✨Be Kind✨ Lemkin  ?? jasonlk) December 19, 2023 5 Interesting Learnings: #1. That’s awfully impressive.

AWS 261

AWS B2C AI Scaling 261

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. Then AWS appeared to add fuel to that hope before giving us a huge rug pull. All eyes shifted to the AWS report on Thursday. They grew 16%!!

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. ” 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%. Follow along to stay up to date! Revenue multiples are a shorthand valuation framework.

Cloud 130

Cloud Azure Cost optimization & reporting AWS 130

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. We know software is impacted from macro - but how bad will it get? This brings me back to AWS / Azure downgrades.

Cloud 130

Cloud Azure AWS Underperforming Technical Team 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. I created this subset to show companies where FCF is a relevant valuation metric.

Cloud 161

Cloud Azure AWS Software Review 161

Intercom, Inc.

MAY 25, 2022

At Intercom, we aim to run less software. We work exclusively with AWS as our cloud services provider and currently provide data hosting offerings in three different global regions – US, EU, and Australia – each architected across multiple availability zones for high availability. Our tooling allows for high availability.

Scaling 252

Scaling AWS Software Review Technical Review 252

Clouded Judgement

MARCH 22, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now ARR (Annual Recurring Revenue) vs ERR (Experimental Runrate Revenue) ARR (Annual Recurring Revenue) is one of the most popular SaaS (Non-GAAP) metrics. Why do software companies get “credit” simply for revenue?

AI 183

AI Revenue Cloud Technical Advisors 183

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

FEBRUARY 16, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now January Green Shoots A couple key software players have given us commentary in their Q4 earnings report (quarter ending December) that January (the first month of Q1) saw some green-shoots. Follow along to stay up to date!

Cloud 161

Cloud AWS Metrics Subscription 161

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). On AWS, in their Q4 earnings call they said AWS was growing “mid teens” in January (down from 20% in Q4).

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

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

JUNE 9, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Let’s take a look back at the 6 main consumption players in software and how they preformed. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against.

Trends 130

Trends Cloud Azure AWS 130

CloudGeometry

MARCH 22, 2022

Part 3: Measurement One of the great breakthroughs of SaaS as a business strategy is in how it puts users and subscribers front and center of software development and keeps them there. SaaS business metrics are not hard to find ; we won’t analyze them in-depth here. It makes no difference to anyone but you.

DevOps as a Service 130

DevOps as a Service Software Delivery Well Architected Framework AWS 130

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

NOVEMBER 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Datadog Gives Software the All Clear? This week software stocks shot up on Tuesday, largely a result of Datadog’s quarterly earnings. This doesn’t mean the rest of the software universe will follow suite. So what happened?

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

Clouded Judgement

FEBRUARY 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Then we had the Fed meeting this week creating a huge move in the software market. This was part of the big move in software on Wednesday / Thursday? Not much software was owned. Follow along to stay up to date! So what happened?

Cloud 130

Cloud Azure AWS Generative AI 130

SaaStr

APRIL 3, 2021

There’s a metric the very top founders track quitely, but ruthlessly, that I find other founders either don’t track, or sort of hide from. All software slowly but surely gets out of date. DigitalOcean is growing more slowly than its mega competitors Azure, AWS, etc. That’s % of marketshare. Why does it matter?

Azure 205

Azure Headcount AWS Education 205

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.

Scale 205

Scale Marketplace as a Service Cloud SaaS Payments 205

Clouded Judgement

AUGUST 11, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. This is all important because on a relative basis, high growth software is expensive. So on a growth adjusted basis, high growth software is expensive. Follow along to stay up to date! On the surface, it wasn’t good.

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

Clouded Judgement

MARCH 31, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. How Will AI Effect Software Business Models? Like many, I’ve been thinking about how AI and foundation models will effect the world of software. In particular - how AI will effect software business models. Consumption Pricing.

Cloud 130

Cloud Sales Hiring AI Headcount 130

SaaStr

FEBRUARY 22, 2023

Same software, dude. But same software. It was just a little while ago that Salesforce was doing $1 billion in ARR revenue. Now they’re a good chunk of the way to $10 billion. Some solid updates, yes. But What Really Matters is That You Believe You Can Hit $100m ARR in 7 Years. appeared first on SaaStr.

Scale 211

Scale Sales Hiring Venture Capital AWS 211

Stax

APRIL 18, 2024

Independent Software Vendors (ISVs) and Software-as-a-Service Providers (SaaS) operate within the same market, thus creating a push-and-pull revenue dynamic. TL;DR ISVs develop and distribute software products independently and often collaborate with hardware manufacturers and platform providers. Learn More What are ISVs?

Outsourcing Services 88

Outsourcing Services SaaS Payments Payment Services Payment Methods 88

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 164

Compensation Sales Azure AWS 164

OpenView Labs

FEBRUARY 9, 2021

Software buying has evolved. Long gone are the days of executives choosing software for their employees based on IT compatibility or KPIs. Employees now find their preferred software products and start using them, usually for free. Pick the right usage metric. There are many usage metrics you could use in your pricing.

Scale 98

Scale Pricing Scaling AWS 98

ProfitWell

MAY 15, 2020

First, to nip any confusion in the bud, SaaS stands for “software as a service.” Simply, any company that sells software via a central, cloud-based system can be considered SaaS. Google Compute Engine (GCE), Digital Ocean, and Amazon Web Services (AWS) are all good examples of IaaS. What is SaaS? Integrated with your stack.

SaaS Payments 75

SaaS Payments Payment Services Payment Solutions Payments 75

CloudGeometry

MARCH 3, 2022

Billing events and unit metrics The variable cost model of cloud platforms has forever changed how compute resources are bought and paid for and consumed. This is known as a unit metric. The key economic touchstone in monetization is settling on a unit metric driven by value from the customer’s perspective.

Well Architected Framework 130

Well Architected Framework VPCs (Virtual Private Cloud) SaaS Cloud 130

OPEXEngine

JUNE 11, 2020

You hear the terms SaaS, subscription, term licenses and perpetual license software tossed around frequently. We sometimes hear companies call themselves “SaaS” companies, because they sell subscriptions, but they do not host software. The product is hosted by the vendor or a 3 rd party (like AWS).

SaaS Payments 52

SaaS Payments Payment Solutions Subscription Payment Features 52

Sales Hacker

DECEMBER 8, 2023

While many gravitate towards major industry events for announcements, Joseph has a hot take (and we love a spicy take): do not announce a major new feature at a major industry conference (such as RSA Conference or AWS re:Invent). You will get lost in the noise. Post-Launch More than a one-hit wonder, the encore keeps going.

Sales Recruiting 99

Sales Recruiting Generative AI AI AWS 99

Baremetrics

DECEMBER 7, 2023

The main benefits of categorizing your SaaS company’s expenses are more accurate metrics and forecasts, and getting a better understanding of your company’s overall spending. The gist of it is that Cost of Revenue includes costs that go into providing your Software as a Service. This is a v2.0

Merchant Services 90

Merchant Services Startup DevOps as a Service SaaS 90

ChurnZero

JUNE 24, 2022

You can download the full report for net retention and gross retention benchmarks as well as retention metrics in relation to ACV, growth, size, and more. A [You Mon]: I feel like I’m paying more for software. Historically, buyers don’t expect software costs to go up. I mean AWS or whatever might be going up too.

Benchmarks 98

Benchmarks Retention Software Review Technical Review 98

OPEXEngine

DECEMBER 7, 2021

Dive Brief: Usage-based pricing has grown 32% this year and now 45% of software-as-a-service (SaaS) companies use it all or in part, up from 34%, an OpenView survey shows. It has tended to be used most in infrastructure platforms, like AWS, Google Cloud, and Azure. Closely watched SaaS metrics. But that has been changing.

Subscription 52

Subscription Payment Features Pricing SaaS 52

Baremetrics

MARCH 30, 2021

Baremetrics integrates with Chargebee and Chargify to help growing SaaS & subscription driven-businesses with accurate metrics. It offers automatic recurring billing, quoting, collection, revenue recognition, and metrics. Their integration to SF is also quite awful, and most of the time, the data does not appear.

Payment Solutions 105

Payment Solutions Payments Payment Features Payment Methods 105

SaaStr

OCTOBER 31, 2019

What I’m going to do is talk a little bit about what we’ve seen over the course of the last year and then also talk about some metrics we track or we encourage our founders to track as they’re building their businesses, and then, lastly, try to go through a few predictions for the next couple of years.

Cloud 100

Cloud Scale AWS Machine Learning 100

Frontegg

MAY 27, 2021

The 80s and 90s were all about physical purchasing and installation of software CDs and floppy disks. User-centric behavior data is a MUST: You are getting access to user-centric behavior metrics to scale up fast – your user journey can be optimized by the people who matter most – your clients. So pick accordingly. #1

Payment Solutions 98

Payment Solutions SaaS Payments Payments Scale 98