SaaStr

DECEMBER 20, 2023

They were $1.7B+ ARR in October , so let’s call it close to $2B at the end of the year, growing 40%+ at that scale –and profitable! (or 300 Employees Working on AI Not a surprise, but interesting to see the scale of investment here. #5. or at least cash flow positive) all just in Year 10 since founding.

AWS 272

AWS B2C Scaling AI 272

Intercom, Inc.

FEBRUARY 26, 2018

The same is true in software. In this battle, I’ve found a secret weapon hidden within one of our core engineering strategies, an idea called Run Less Software. As well as being a critical philosophy behind how we build software, it also represents how I feel about the software industry and technology in general.

Outsourcing Services 224

Outsourcing Services Software Review Software Outsourced Development 224

SaaStr

MARCH 31, 2022

This episode is an excerpt from a session at SaaStr Scale. 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 218

Scale Marketplace as a Service Cloud SaaS Payments 218

Tom Tunguz

NOVEMBER 14, 2022

Instead of requiring a scale-out database in the sky, most analyses are faster with an optimized database on your computer that can leverage the cloud when needed. Third, DuckDB can be embedded in software. For the last ten years, the data ecosystem has focused on big data - the bigger the data set, the more exciting.

Cloud 338

Cloud AWS Data Analysis Benchmarks 338

Tom Tunguz

NOVEMBER 28, 2017

How quickly do the fastest growing software companies build their teams? Above, I’ve charted the headcount growth rate for 10 of the fastest growing software companies in recent history. Above, I’ve charted the headcount growth rate for 10 of the fastest growing software companies in recent history.

Headcount 167

Headcount Scaling Software Business 167

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

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

Hitenism

NOVEMBER 7, 2016

In 2006, after Amazon Web Services (AWS) helped pioneer what we now call the cloud, product development changed forever. Today, one-third of daily internet users visit websites built on top of AWS. AWS is now an $11.5B Working backwards isn’t a silver bullet that guarantees you success on the scale of AWS.

AWS 189

AWS New CTO Scale CTO 189

SaaStr

MAY 16, 2022

So follow AWS, Azure and Google Cloud. Let’s look a whole level up to the real canaries-in-the-coalmine: AWS, Azure and Google Cloud. And AWS grew 37% at a $74B run-rate , down a bit from 39% the prior quarter but still adding an insane amount of new revenue. If they stumble, we’re in for a rough patch. They are the Cloud.

Cloud 265

Cloud Azure AWS Engineering 265

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

SaaStr

APRIL 24, 2021

50% revenue from software (recurring), 50% from payments (not-recurring). . Half of its revenues comes from its software. And yes, it’s a software company. But as Shopify scaled, its revenue as a percent of commerce on its sites — “Merchant Solutions” — began to eclipse its recurring SaaS revenues.

Merchant Services 360

Merchant Services SaaS Payments Payment Solutions Payment Services 360

Intercom, Inc.

APRIL 19, 2018

Yet competition and the exponential rate of change in software are pushing against that mission. Enter our philosophy of Run Less Software. Rich Archbold , Senior Director of Engineering, has been at the forefront of codifying and scaling this philosophy over the past few years. What it means to Run Less Software.

Outsourcing Services 192

Outsourcing Services Part-Time VPE Software AWS 192

Baremetrics

OCTOBER 31, 2021

Are you growing and want to scale? If you want to scale, you need to make the investment of time and money and make sure your infrastructure suits your size of business. A lot of our workload was getting moved to AWS, and wouldn’t you know it: they want you to move compute to them so they have migration services to match.

AWS 115

AWS DevOps as a Service Underperforming Technical Team Development Team Review 115

Intercom, Inc.

DECEMBER 31, 2019

Putting narrative order on the past decade, a 10-year-period that has somehow remained stubbornly nameless, is quite the challenge, but it’s impossible to make sense of the 2010s without understanding the role of software. The scale is extraordinary. The post The decade software ate the world appeared first on Inside Intercom.

Payment Solutions 259

Payment Solutions Payment Methods Software SaaS Payments 259

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. The usage-based customer journey often looks different from traditional software.

Scale 98

Scale Pricing Scaling AWS 98

SaaStr

MAY 31, 2023

AWS is seeing this, and so is Snowflake. But it’s the $1M+ ones that are fueling the big numbers at this scale. Still incredible at their scale, but materially slower than this year and much slower than the preceding years. So when CFOs and others tighten budgets, they’ll also try to buy less Snowflake.

Headcount 219

Headcount Scale Sales Hiring AWS 219

SaaStr

OCTOBER 13, 2022

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. ChurnZero lets your CS team manage and expand accounts at scale with proactive, personalized engagement that helps every customer succeed.

GCP(Google Cloud Platform) 209

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 209

FastSpring

NOVEMBER 9, 2023

Since 2016, SaaS North has been recognized as THE Canadian hub for rapidly-scaling SaaS founders and their teams. 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 153

Merchant Services SaaS Payments Payment Methods Payment Services 153

Tom Tunguz

APRIL 6, 2023

In the cloud, AWS, Azure, & GCP have created about as much market cap as all the top 100 B2B & B2C publics built on cloud (Netflix, ServiceNow, AirBnb, etc). Startups have negative time to launch in many markets with Adobe, Microsoft, & Salesforce launching Gen AI enabled software in weeks.

Generative AI 205

Generative AI AI GCP(Google Cloud Platform) Startup 205

SaaStr

FEBRUARY 22, 2023

Same software, dude. But same software. How can that scale over time? Does it make sense, and scale, from an input-output perspective? 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.

Scale 222

Scale Sales Hiring Venture Capital AWS 222

Clouded Judgement

MARCH 22, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Enterprise software businesses strive for 90-95% gross retention (generally the percent of revenue that sticks with you vs churns altogether), with net expansion in the 120%+ range (the aggregate change in expansion - contraction - churned revenue).

AI 183

AI Revenue Cloud Technical Advisors 183

Baremetrics

JANUARY 25, 2022

FinOps, which stands for Financial Operations, combines the latest technologies and methods to help businesses scale their financial processes adequately and efficiently. Act FinOps Tools Cost Management Software Financial Modeling Tools EDI Systems Conclusion. Alternatively, you can employ custom cost optimization software.

Payment Services 97

Payment Services SaaS Payments Payment Solutions Payments 97

Tom Tunguz

MARCH 8, 2020

The customer success team would like help deploying the software to new customers. After scaling sales enablement successfully, the next step is to understand where your customers are. By buying Looker, they could offer reporting and analytics to their customers without having to build or maintain the analytics software.

Scale 316

Scale AWS Consulting Sales Enablement 316

SaaStr

MAY 6, 2022

Update on cloud software multiples, charted alongside the 10Y and 5 year pre-covid NTM rev multiple average. Amazon AWS, Microsoft Azure and even Google Cloud are on fire, adding insane amounts of revenue this year. And generating real cash flow at scale. #2. pic.twitter.com/JNnzizB82v. But what matters most for founders?

SaaS 342

SaaS Azure Cloud AWS 342

SaaStr

JANUARY 2, 2024

Next, they moved to credits, which are very popular, with AWS and Google Cloud being great examples of companies that are always giving credits out to startups. You can’t keep giving software away for free, so you have to get creative with other features and services. The only challenge with a free term is there’s nowhere else to go.

Startup 198

Startup Scale Underperforming Technical Team AWS 198

The Angel VC

FEBRUARY 20, 2016

Call me when it scales.” The point is that getting to $1-2 million in ARR probably has less predictive value concerning a company’s ability to get to true scale than most people think – or at least thought some years ago. Being a seed investor I’m trying to find SaaS companies that can scale before they have scaled.

Scale 192

Scale Scaling SaaS AWS 192

CloudGeometry

MARCH 22, 2022

In this blog series, we explore how these three dimensions figure into key technical recommendations which enable scale in pursuit of SaaS business growth. 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.

DevOps as a Service 130

DevOps as a Service Software Delivery Well Architected Framework AWS 130

CloudGeometry

JANUARY 15, 2022

There are at least three foundational dimensions that translate your business assumptions into critical technical solution inputs: User Model Monetization Measurement In this blog series, we explore how these three dimensions figure into key technical recommendations which enable scale in pursuit of SaaS business growth.

Well Architected Framework 130

Well Architected Framework DevOps as a Service AWS Traceability 130

CloudGeometry

MARCH 14, 2022

The Race Toward Feature Agility The answer to remaining competitive lies in accelerating the journey from traditional forms of software development toward feature agility – finding what your customers value and figuring out how to get it into your development process faster. Modernizing your app is not a destination; it’s a journey.

DevOps as a Service 130

DevOps as a Service Well Architected Framework SaaS AWS 130

Andreessen Horowitz

APRIL 30, 2024

I started just with regular software development, doing software of different kinds. And so when Amazon called me and they’re like, “Hey you want to come with us and do you want to actually start the mobile services, backend business within AWS?” And then I started selling. ” I jumped to the opportunity.

Development 96

Development Technical Review AI AWS 96

The Angel VC

MAY 12, 2018

1 – Dropbox on consumerization "Individual users are changing the way software is adopted and purchased Software purchasing decisions have traditionally been made by an organization’s IT department, which often deploys products that employees don’t like and many refuse to adopt. 8 – Weaning off AWS Look at this. 9 – Eleven 9s?

AWS 187

AWS Scale Subscription Payment Features 187

Intercom, Inc.

FEBRUARY 13, 2020

This is the final episode of season two of Scale, our series exploring the minds of brilliant leaders and thinkers from the likes of Google, Yelp, and Udemy: folks who have each successfully propelled their company to a new stage of growth. . are all-in on personalization and the massive potential to serve customers more intimately at scale.

Scale 181

Scale Marketing AWS Machine Learning 181

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). Now organizations can customize demos at scale even easier. You will get lost in the noise.

Sales Recruiting 101

Sales Recruiting Generative AI AI AWS 101

Intercom, Inc.

MARCH 16, 2022

To achieve our mission of making internet business personal and scaling to support larger and larger customers, we have been continually, thoughtfully, and carefully investing in our people, systems, and processes to maintain Intercom’s high standards of availability. “The The foundation of our operational health is availability.

Software Review 118

Software Review Technical Review Management Systems Review 118

How To Buy Saas

MAY 15, 2024

This helps you cut down on costly upfront capital investments in hardware and software and save on recurring maintenance fees. They can scale up or down as required. Provide easy, fast, and cost-effective solutions to manage workload without having to deploy in-house hardware or software. Why would you need PaaS?

DevOps as a Service 52

DevOps as a Service Marketplace as a Service Cloud SaaS 52

Andreessen Horowitz

APRIL 30, 2024

Angela: One of the interesting things we notice about CEOs that are able to scale really quickly is that they often sit at the intersection of a few different worlds and are able to bring these trends together. ” Happily, that really happened at the same time that there were seismic changes going on in the software and technology world.

Payment Solutions 78

Payment Solutions Payments Payment Services SaaS Payments 78

Intercom, Inc.

JANUARY 12, 2021

This post is an adaptation of a talk I recently gave at the Amazon Web Services (AWS) community day event in Dublin about the technical strategies I’ve experienced that don’t work and the ones that have helped us to grow and scale at Intercom. At Intercom, we’ve found success running Lambda as glue code between AWS services.

Technical Review 269

Technical Review Scale multi-cloud Kubernetes Scaling 269