SaaStr

AUGUST 13, 2023

We’re kicking off a new series on SaaStr on what top SaaS and Cloud leaders (CROs, CMOs, and CTOs) use in their tech stack. RevenueCat (where I was lucky enough to be the first investor) is the leading mobile subscription management API and literally processes more API calls a day than Stripe. It’s the nature of mobile.

New CTO 190

New CTO CTO AWS Mobile 190

SaaStr

APRIL 24, 2021

A lot of our SaaS older times don’t quite know what to make with a lot of B2B startups these days, let alone some public SaaS companies. So many startups these days are claiming they have “ARR” from revenue that … doesn’t recur. Doesn’t ARR stand for Annual Recurring Revenue?

Merchant Services 358

Merchant Services SaaS Payments Payment Solutions Payment Services 358

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

Clouded Judgement

MAY 10, 2024

All 3 (AWS, Azure, GCP) saw positive reacceleration Quarterly Reports Summary Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months.

Cloud 161

Cloud Software GCP(Google Cloud Platform) Azure 161

SaaStr

DECEMBER 7, 2020

Ok the Best But Craziest Year Ever for SaaS isn’t quite over, but as it drives to a conclusion, we thought it would be worth looking back at top posts you may have missed in 2020. “The Era of the SaaS Decacorn is Here” That’s for sure. The Era of the SaaS Decacorn is Here. What a crazy year for Cloud.

Venture Capital 324

Venture Capital Sales Hiring AWS Cloud 324

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%. The promise of SaaS is that growth in the early years leads to profits in the mature years. Tailwind of new workloads starting to overtake headwinds of optimizations.

Cloud 130

Cloud Azure Cost optimization & reporting AWS 130

Buffer Resources

AUGUST 16, 2023

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.

Merchant Services 80

Merchant Services Payment Services Payment Features Payments 80

SaaStr

OCTOBER 13, 2022

We’ll see 2,500+ of the best SaaS founders, execs, and VCs June 6-7 at 2022 SaaStr Europa ! ChartMogul is an analytics platform to help you run your subscription business. Our mission is to build powerful and secure cloud software for subscription businesses of all sizes, with a strong emphasis on good design and ease of use.

GCP(Google Cloud Platform) 188

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 188

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. After all, they had a lot of AI tailwinds, and benefited tremendously from consolidation (without a headwind of a larger base of smaller startups, like AWS).

Cloud 130

Cloud Azure AWS AI Search 130

FastSpring

FEBRUARY 22, 2024

The GDC Expo showcases the latest game development tools and services from leading technology companies such as AWS, Epic, and Google. FastSpring is how plugin, theme, and SaaS companies sell online in more places around the world. Schedule a demo now or at GDC 2024 in person!

Merchant Services 156

Merchant Services Development Payment Services SaaS Payments 156

Clouded Judgement

OCTOBER 20, 2023

Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. The promise of SaaS is that growth in the early years leads to profits in the mature years. Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 161

Cloud Azure AWS Software Review 161

How To Buy Saas

MAY 15, 2024

There are various Cloud service models to choose from, like IaaS PaaS SaaS, and you may get confused while making a decision. Don’t worry; in this blog, we will help you know everything about the different cloud computing models like IaaS PaaS SaaS to decide which one will be best for your business. Therefore, keep reading!

DevOps as a Service 52

DevOps as a Service Marketplace as a Service Cloud SaaS 52

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

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. The survey is based on responses from 600 SaaS companies. It has tended to be used most in infrastructure platforms, like AWS, Google Cloud, and Azure.

Subscription 52

Subscription Payment Features Pricing SaaS 52

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

Cloud 130

Cloud Azure AWS Cost optimization & reporting 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

CloudGeometry

JANUARY 15, 2022

Before you shout “Digital Transformation” in a crowded marketplace, it’s important to recognize two foundational principles in developing a SaaS product plan. First: SaaS is a business strategy, not a technology strategy. Second (a corollary of the first): There is no one-size-fits-all SaaS architecture.

Well Architected Framework 130

Well Architected Framework DevOps as a Service AWS Traceability 130

Clouded Judgement

APRIL 21, 2023

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). The promise of SaaS is that growth in the early years leads to profits in the mature years.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Baremetrics

MARCH 30, 2021

If you are looking for the right billing and invoicing solution for your business, Zuora and Chargebee should be at the top of your list. Do they support the payment platform you desire? Do any of them have what you want in a subscription management service? Zuora These two platforms are quite useful for billing and invoicing.

Payment Solutions 105

Payment Solutions Payments Payment Features Payment Methods 105

CloudGeometry

MARCH 3, 2022

When developing a SaaS product plan, it’s important to recognize two foundational principles. First, SaaS is a business strategy, not a technology strategy. Second, there is no one-size-fits-all SaaS architecture (the second principle is a corollary of the first). So why put it on our shortlist?

Well Architected Framework 130

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

Clouded Judgement

SEPTEMBER 8, 2023

” We saw some green shoots in AWS and a few other consumption names, and overall sentiment seemed more positive. The promise of SaaS is that growth in the early years leads to profits in the mature years. It shows the number of months it takes for a SaaS business to payback their fully burdened CAC on a gross profit basis.

Cloud 169

Cloud Software Review AWS Trends 169

Clouded Judgement

FEBRUARY 16, 2024

” 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. The promise of SaaS is that growth in the early years leads to profits in the mature years.

Cloud 161

Cloud AWS Metrics Subscription 161

Clouded Judgement

JULY 28, 2023

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.” AWS reports next week. ” Data is more important than ever! So what did we learn?

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

MARCH 22, 2024

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. In it's truest form, ARR is used by pure SaaS business models to describe the aggregate annual value of the entire customer set.

AI 183

AI Revenue Cloud Technical Advisors 183

ProfitWell

MAY 15, 2020

The SaaS model continues to gain traction. If you haven’t transitioned to SaaS yet, I promise moving to a cloud-based computing system sounds more complicated than it actually is. There are many different cloud-based models for storing data, but this article is focused directly on SaaS. What is SaaS? Cheaper upfront.

SaaS Payments 75

SaaS Payments Payment Services Payment Solutions Payments 75

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.

Trends 130

Trends Cloud Azure AWS 130

Blulogix

NOVEMBER 8, 2023

Traditional pricing models, such as fixed subscriptions and one-time purchases, no longer align with the dynamic and ever-evolving nature of this sector. Subscription Billing The Evolution of Pricing Models in the Technology Industry The technology industry has undergone significant transformations in recent years.

Technology 52

Technology Pricing Payment Features Subscription 52

The Angel VC

MAY 12, 2018

In last week's post I shared some thoughts about Dropbox and why, although Dropbox is unquestionably one of the most amazing SaaS companies ever built, I am a tad less confident in the company's long-term future than I am in other SaaS leaders such as Salesforce.com, Zendesk, or Shopify. 8 – Weaning off AWS Look at this.

AWS 187

AWS Scale Subscription Payment Features 187

ChurnZero

JUNE 24, 2022

What does this mean for B2B SaaS businesses? In our webinar, 2022 SaaS retention benchmarks , SaaS Capital Manager Director Rob Belcher shares the results from their 11th annual B2B SaaS benchmarking survey. It’s the largest survey of private SaaS companies in the world with over 1,500 responses.

Benchmarks 98

Benchmarks Retention Software Review Technical Review 98

SaaStr

NOVEMBER 7, 2023

Within the next 12 months, Adam Seligman, VP of Generative Builders at AWS, believes there will be an inversion of SaaS. That many of the standard assumptions and ways of doing SaaS will change a lot. He believes we’re rapidly approaching that new world where anyone can build a great SaaS product. What does that mean?

Generative AI 248

Generative AI AWS AI Artificial Intelligence 248

Clouded Judgement

NOVEMBER 10, 2023

Hyperscalers (AWS, Azure, GCP as companies look for cloud GPUs who aren’t building out their own data centers) Infra (Data layer, orchestration, monitoring, ops, etc) Durable Applications We’ve clearly well underway of the first 3 layers monetizing. Model providers (OpenAI, Anthropic, etc as companies start building out AI).

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

Clouded Judgement

SEPTEMBER 15, 2023

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. The promise of SaaS is that growth in the early years leads to profits in the mature years.

Software Review 130

Software Review Cloud Software AWS 130

SaaStr

NOVEMBER 14, 2023

Moving from a traditional SaaS to a pure consumption model was a challenging but fun transition for MongoDB. Then, we moved to a more customer-friendly model with SaaS and subscription-based pricing. There are still some complexities around SaaS-based approaches.

Compensation 169

Compensation Sales Azure AWS 169

Baremetrics

DECEMBER 7, 2023

Automating the categorization of your recurring expenses will enable more accurate financial projections and faster closing of the books. This post is part of a series for SaaS CEOs and Founders on organizing SaaS Chart of Accounts. One of the most common mistakes that we see with SaaS Financials can be fixed with bank rules.

Banking 52

Banking Outsourcing Services SaaS Payments SaaS 52

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. But growing with a usage-model is not as straightforward as traditional subscription SaaS. Then they tell their boss what to buy.

Scale 98

Scale Pricing Scaling AWS 98

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 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 195

Scale Marketplace as a Service Cloud SaaS Payments 195

Chart Mogul

NOVEMBER 30, 2023

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. Selecting a data warehouse was one of the first big decisions for the newly formed team.

Engineering 52

Engineering K8S orchestration (Kubernetes) Data AWS 52