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A Look Back at Q4 '23 Public Cloud Software Earnings

Clouded Judgement

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
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Our New Transparent Pricing Dashboard: Where Your Money Goes When You Buy a Buffer Subscription

Buffer Resources

We’ve shared a number of parts of Buffer’s business transparently over the years — and one piece we’ve always wanted to expand on is where your money goes when you pay for a Buffer subscription. Our hosting costs include service providers like AWS, Cloudflare, MongoDb, Twitter, etc.

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Snowflake, CrowdStike and SumoLogic: “How to Leverage the Cloud Giants to Scale to 100 Million ARR and Beyond”

SaaStr

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 million subscriptions transacted and Google’s marketplace has seen 3X growth in SaaS sales. Like I said, we run 100% of our platform on AWS, so the fit was great.

Scale 236
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10 Observations from Dropbox's S1

The Angel VC

We generate over 90% of our revenue from self-serve channels — users who purchase a subscription through our app or website. As a result, each cohort of new users typically generates higher subscription amounts over time. 8 – Weaning off AWS Look at this. For what it’s worth, this also gives you a hint on the margins of AWS. #9

AWS 187
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Building a Data Engineering Stack That Boosts Scalability

Chart Mogul

Decision-makers still rely on ChartMogul charts and segments to analyze our subscription data, but as we started collecting a lot more different types of data from a lot more sources, we needed a sustainable data management plan for our growing team. We used our daily AWS RDS snapshots and loaded them daily to Snowflake tables.

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How do you know DevOps is working?

CloudGeometry

Generally referred to as “infrastructure as code,” it extends healthy coding practices and well-organized repositories to any and all of your software. Keeping the customers who access your software and ensuring they renew their subscriptions? ” That’s necessary, but not sufficient.

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Q&A recap | 2022 SaaS retention benchmarks

ChurnZero

I mean AWS or whatever might be going up too. What’s really most important is your subscription model. If your on-prem is more historic where they pay a lot upfront for a perpetual license and you sell them maintenance, that’s not a subscription model. But a lot of folks are doing on-prem and subscription.