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. AWS was the the most positive sounding when it came to trends around optimizations. Follow along to stay up to date! which feels unlikely.

Cost optimization & reporting 152

Cost optimization & reporting Cloud Azure AWS 152

SaaStr

FEBRUARY 21, 2024

Welcome to the latest installment of our “ What’s New ” series where SaaStr founder and CEO Jason Lemkin sits down with some of the top leaders and founders in SaaS and Cloud to discuss What’s New and what should be top of mind for fellow founders. AWS can’t support 20 partners equally. Otherwise, it falls apart.

AWS 207

AWS Scale Sales Hiring Marketing 207

SaaStr

JANUARY 20, 2023

It will be the #1 place to talk SaaS, learn SaaS, and share SaaS learnings in APAC in 2023! We’ll have dozens and dozens of workshops, braindates, and much more!

AWS 243

AWS Cloud Trends Startup 243

SaaStr

FEBRUARY 2, 2023

We’ll see 1,000+ of the best SaaS founders, execs, and VCs February 22-23 at SaaStr APAC 2023 ! CloudKeeper from TO THE NEW, is a cloud spend optimization solution that guarantees to cut down your AWS bills by 5-15%. Grab tickets here. Join these incredible companies to experience all the value of SaaStr! No lock-ins.

Cloud spend optimization 203

Cloud spend optimization AWS Scale compliance 203

Clouded Judgement

FEBRUARY 2, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Amazon on AWS : “…customers are continuing to shift their focus towards driving innovation and bringing new workloads to the cloud. I’d say both of the “non AI” Azure / AWS figures weren’t actually that strong?

Cost optimization & reporting 161

Cost optimization & reporting Cloud Azure AWS 161

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. It’s pretty well understood that consumption trends will bottom and reverse prior to seat based purchasing. AWS had a FASCINATING report.

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. 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

Chargify

AUGUST 17, 2020

However, with the introduction of Events-Based Billing by Chargify, this event-based billing model is now available to small and medium-sized businesses, giving them the ability to offer the same pricing models and bill customers just as precisely as Amazon Web Services (AWS) or the popular voice and messaging platform Twilio.

AWS 98

AWS Payment Services SaaS Payments Payments 98

BetterCloud

MAY 6, 2024

Meet the hottest apps in the tech stack In the upcoming State of SaaS report (release date pending), we surveyed hundreds of IT professionals about all things SaaS: tech stack, priorities, and automation. Stay tuned for the full release of the State of SaaS report to delve deeper into this trend.

SaaS 52

SaaS Outsourced Development AWS Web Development 52

User Pilot

APRIL 30, 2024

There are many SaaS products , but knowing that, how do you choose the best? This article will look at the most successful SaaS companies, so you can decide if you want to invest in them for your business. TL;DR A SaaS product delivers software remotely, reducing the need for local installation, maintenance, and updates.

SaaS Payments 104

SaaS Payments Payment Services Payment Methods Payment Solutions 104

Clouded Judgement

APRIL 11, 2024

My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., 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. Is Software Rebounding?

Cloud 177

Cloud Software Azure AWS 177

Clouded Judgement

MAY 10, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. 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 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

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

ProfitWell

SEPTEMBER 10, 2020

The SaaS industry is growing fast, but if you want to be one of the companies contributing to that trend, you'll need to know the secrets of successful SaaS businesses. In this post, we'll lay out a SaaS growth blueprint. In this post, we'll lay out a SaaS growth blueprint. SaaS growth is looking strong.

SaaS Payments 66

SaaS Payments Trends Merchant Services Payments 66

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

Cloud 161

Cloud Azure AWS Software Review 161

SaaStr

DECEMBER 12, 2022

They are the great gifts in SaaS. The quality of the average CS experience I’ve had over the past decade has deteriorated as SaaS has grown. The way this public company did it was — awful. #3. As Brett Queener, ex-COO of SmartRecruits and ex-Salesforce, notes above, this has become a trend. They are amazing.

Customer Success 248

Customer Success Systems Review AWS Software Review 248

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

CloudGeometry

MARCH 22, 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).

DevOps as a Service 130

DevOps as a Service Software Delivery Well Architected Framework AWS 130

Tom Tunguz

NOVEMBER 28, 2023

Consumption continued to grow in the month of October…Consumption trends have improved.” ” A surprising impact of the cost-cutting may be increased margins for SaaS providers on infrastructure as their own cost reductions manifest as margin improvements. ” The resurgence of strength is a recent phenomenon.

GCP(Google Cloud Platform) 142

GCP(Google Cloud Platform) Azure Data Startup 142

SaaStr

DECEMBER 26, 2022

Despite economic headwinds, SaaS spending continues to grow, with most companies having self-reported increasing or maintaining SaaS spending. In this session, she shares insights and trends from research conducted this year that can help software buyers and sellers make smarter decisions about software and the market. .

Software Review 190

Software Review Software Azure Cloud 190

OPEXEngine

OCTOBER 25, 2019

As the close of 2019 approaches, with extreme stock market volatility and mixed economic signals, SaaS Finance execs building plans for 2020 and 2-5 years beyond don’t have an easy time. The Cloud infrastructure landscape for all SaaS companies should become more competitive, contributing to better margins and continued growth.

Trends 40

Trends Marketing SaaS Azure 40

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. 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

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

SaaStr

MARCH 17, 2023

The average mid-size company has 111 SaaS applications. There’s so much competition in SaaS that it can feel confusing to figure out where to start and compare solutions. This is the biggest trend in SaaS. SaaS changed that. Key Takeaways SaaS is still growing quickly, but the market is incredibly competitive.

Marketplace as a Service 198

Marketplace as a Service Software Review Technical Review Azure 198

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. Follow along to stay up to date! It largely has to do with what I described above.

AI 183

AI Revenue Cloud Technical Advisors 183

User Pilot

JANUARY 26, 2024

For SaaS businesses, PLG offers benefits like lower user acquisition costs , reduced burden on customer success and support teams, sustainable and scalable business growth, and higher customer satisfaction, retention, and lifetime value. For example, your AWS bill will most likely go up, but this is the case regardless of the growth model.

SaaS 103

SaaS Acquisition Onboarding Retention 103

OpenView Labs

FEBRUARY 2, 2021

With last year in the rearview mirror, we can look at OpenView’s 2020 Expansion SaaS Benchmarks Report to tell us how exactly COVID-19 impacted SaaS companies. What’s more is that despite falling nearly 50% from an all-time high in March, SaaS company valuations have rallied. More SaaS companies will adopt product-led growth.

Product Marketing 58

Product Marketing Trends Scale Marketing 58

Chart Mogul

DECEMBER 6, 2023

We reached out to SaaS founders, operators, … Before 2023, the term “generative AI” was met with blank faces. We reached out to SaaS founders, operators, and investors to get their hot takes on what new “normals”, shake-ups, and challenges the new year will bring to the SaaS industry. What will 2024 bring?

AI Search 52

AI Search SaaS Generative AI ChatGPT 52

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

SaaStr

JUNE 3, 2020

It’s 2020 and SaaS buyers are more skeptical and suspicious, more disbelieving, more unconvinced than they were in 2019. The SaaS Trust Crisis is making it harder to market and sell software and services than ever before. And what I’d like to talk to you about today is the SaaS Trust crisis we’re seeing.

Software Review 185

Software Review Scale Technical Review SaaS 185

User Pilot

APRIL 21, 2023

In SaaS, product analysis focuses both on business and economic factors as well as product-market fit , UX and UI design , features, and usability. Who can benefit from product analysis in your SaaS? For example, certain SaaS products, like fitness apps, are more popular at the beginning of the year. Why is it relevant?

Underperforming Technical Team 98

Underperforming Technical Team SaaS Onboarding Retention 98

Chart Mogul

JUNE 23, 2022

“May you live in interesting times” is a rough translation of a traditional Chinese proverb that is bearing more meaning today than ever in the history of SaaS. After a brilliant run up to 2022, SaaS valuations got hammered in the public markets lately. SaaS startup growth has taken a hit as well as we noted.

SaaS 52

SaaS DevOps as a Service Marketplace as a Service Forecasting 52

OpenView Labs

FEBRUARY 3, 2022

To find out which of these features are most common, OpenView surveyed over 500 SaaS companies ranging from pre-revenue to $100 million in ARR. Despite disparities in reporting, self-reported data on CAC payback does reveal a clear trend: The fastest growing SaaS companies report a median CAC payback period of only 8 months.

Headcount 73

Headcount SaaS Compensation Acquisition 73

Tom Tunguz

AUGUST 25, 2015

The SaaS ecosystem has been evolving incredibly quickly. Last week, Okta released a report Business at Work sweeps across SaaS to reveal these recent evolutions. Last week, Okta released a report Business at Work sweeps across SaaS to reveal these recent evolutions. The SaaS ecosystem is changing quite quickly.

Sales Recruiting 100

Sales Recruiting SaaS Data AWS 100