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

FastSpring

NOVEMBER 9, 2023

Looking to join SaaS founders and tech enthusiasts who are discussing the most innovative trends for SaaS companies? It is the largest in-person event in the country—2,000+ attendees, 800+ companies, and 100+ speakers—along with features such as Betakit Keynote Stage, AWS Pitchfest, Workspaces Tradeshow.

Merchant Services 151

Merchant Services SaaS Payments Payment Methods Payment Services 151

Clouded Judgement

MAY 10, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 161

Cloud Software GCP(Google Cloud Platform) Azure 161

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

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

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. 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

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

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

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

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

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. Follow along to stay up to date!

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 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

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. It’s probably better described as re-occurring vs recurring.

AI 183

AI Revenue Cloud Technical Advisors 183

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

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

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. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

Cloud 130

Cloud Sales Hiring AI Headcount 130

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. What was perhaps less predictable was the ensuing prevalence of the subscription-based business model.

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

SaaStr

SEPTEMBER 12, 2019

Many of our users begin their journey with Slack on our free subscription plan. I can point you to tons of stuff on our blog that can do that, but I do want to give you five kinds of things I’ve noticed that are trends in all product led growth companies that I’ve personally done. Product led growth. It is a nightmare.

Investment 100

Investment Underperforming Technical Team Sales Hiring Software Review 100

Chart Mogul

JUNE 23, 2022

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. The pace of change will matter more than the headline number and focusing on rate change will help you spot inflection points, and improve your forecasting and overall trend better.

SaaS 52

SaaS DevOps as a Service Marketplace as a Service Forecasting 52

Chargify

AUGUST 17, 2020

Backed by an army of developers, data engineers, and finance professionals, this events-based billing model allowed these large companies to directly link the value that their services provided with the cost presented on a customer’s invoice. How AWS Does It. What Amazon Web Services and Twilio Get Right.

AWS 98

AWS Payment Services SaaS Payments Payments 98

How To Buy Saas

APRIL 25, 2024

Staying ahead of the curve is crucial since emerging trends influence the direction the sector will take in the coming years. Platforms like Amazon Web Services (AWS), launched in 2006, offered scalable infrastructure that could handle growth without performance issues, revolutionizing IT operations. How has AI changed SaaS businesses?

Artificial Intelligence 52

Artificial Intelligence AI Trends Machine Learning 52

Intercom, Inc.

OCTOBER 14, 2019

One of the benefits of the subscription model is that it holds vendors accountable for the services they provide. Products like Amazon Web Services (AWS) and the rise of engineering talent globally have reduced the barrier of entry for software startups in recent years. There’s more competition and more choices for software buyers.

Software Review 162

Software Review AWS Social Media Machine Learning 162

User Pilot

APRIL 30, 2024

Quickbooks and Xero are accounting SaaS products that help you send invoices, track expenses, and process payroll. Software as a Service (SaaS): SaaS providers have ready-to-use software applications over the internet on a subscription basis. You don’t handle maintenance or updates. What are the benefits of the SaaS model?

SaaS Payments 104

SaaS Payments Payment Services Payment Methods Payment Solutions 104

Audacix

OCTOBER 5, 2019

Without doing both, you will lose high paying and reliable enterprise customers to competitors who use their cloud software security standards as a differentiating factor to grow sales. Do you have a security architecture strategy? What are your decision-making criteria when selecting cloud partners?

Enterprise readiness 52

Enterprise readiness Enterprise Cybersecurity SaaS 52

Audacix

OCTOBER 5, 2019

Without doing both, you will lose high paying and reliable enterprise customers to competitors who use their cloud software security standards as a differentiating factor to grow sales. Do you have a security architecture strategy? What are your decision-making criteria when selecting cloud partners?

Cloud 45

Cloud Enterprise Software Review Cybersecurity 45

Sylvia Ng

FEBRUARY 17, 2016

Work across the stack: mostly Python/Flask, PostgreSQL, JavaScript (React/JQuery/Backbone) and working with AWS. Work closely with the CEO to realize vision for data infrastructure and business intelligence tools and hit subscription goals. Stay up-to-date with the latest changes and trends in digital marketing and UI/UX.

Engineering 74

Engineering Growth Hacking Scale Social Media 74

SaaStr

APRIL 24, 2020

John Mellor: But then probably the biggest transition was watching Adobe transition into the subscription business model with its Creative Cloud product as it’s known today. I’m very interested in the big picture, what’s the context in which we’re operating, how is that driven by macro trends, et cetera.

Scale 218

Scale Leadership Strategy Technology 218

Chart Mogul

OCTOBER 18, 2019

Oddly, after 3 days packed with new connections, great talks, and a lot of wisdom, I feel like a similar trend is happening in SaaS too. This is already at play — services like AWS, Stripe, and others have brought down the cost of starting and running a business to a fraction of what they used to be just a decade ago.

Scale 71

Scale SaaS Automotive AWS 71

Chart Mogul

OCTOBER 18, 2019

Oddly, after 3 days packed with new connections, great talks, and a lot of wisdom, I feel like a similar trend is happening in SaaS too. This is already at play — services like AWS, Stripe, and others have brought down the cost of starting and running a business to a fraction of what they used to be just a decade ago.

Scale 52

Scale SaaS Automotive AWS 52

FastSpring

FEBRUARY 23, 2023

Since Michael founded the firm in 2004, it has grown to over 30 offices worldwide, and they’ve worked with Intel, AWS, and Salesforce, among many other well-known brands. Our all-in-one payment platform includes a best-in-class localized checkout, subscription management, global tax management, and more.

Payment Solutions 141

Payment Solutions SaaS Payments Strategy Software 141

SmartKarrot

JANUARY 18, 2022

Found by Manoj Dawane in 2016, VTION is an Indian-origin media technology innovation company that aims at measuring media audiences by analyzing consumer trends and behaviors. The company offers a data analytics platform based on Amazon Web Services (AWS), Google Clouds, and Microsoft Azure. Freshworks. Capillary Technologies.

SaaS Payments 11

SaaS Payments Payment Solutions Payment Methods Payments 11

SaaStr

AUGUST 22, 2020

366: The buzz that accompanies digital transformation trends is infinite. Is AWS in the lead? It’s easy to buy more and it’s easy to have recurring subscriptions. This episode is an excerpt from a session at SaaStr Summit: Enterprise. You can see the full video here , and read the podcast transcript below.

Sales Recruiting 147

Sales Recruiting Cloud CTO Hire Scale 147

OpenView Labs

MAY 20, 2019

That’s certainly true in developer tooling (AWS), sales and support (Salesforce), MarTech (Adobe), commerce (Square), HR tech (Workday) and even vertical markets (Veeva). You’ve heard this trend called a number of things, both positive (“consumerization of IT”) and negative (“shadow IT”).

Scale 70

Scale Startup Technical Review Software Review 70

OpenView Labs

MAY 20, 2019

That’s certainly true in developer tooling (AWS), sales and support (Salesforce), MarTech (Adobe), commerce (Square), HR tech (Workday) and even vertical markets (Veeva). You’ve heard this trend called a number of things, both positive (“consumerization of IT”) and negative (“shadow IT”).

Scale 51

Scale Startup Technical Review Software Review 51