Remove Azure Remove Benchmarks Remove Scaling
article thumbnail

A Look Back at Q1 '24 Public Cloud Software Earnings

Clouded Judgement

Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up). net retention and CAC payback).

Cloud 312
article thumbnail

A Look Back at Q4 '23 Public Cloud Software Earnings

Clouded Judgement

Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. 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. net retention and CAC payback).

Cloud 177
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

SaaS Rule of 40 Drivers Using KeyBanc’s 2021 SaaS Survey

SaaStr

The “Rule of 40” is one of the most commonly cited valuation benchmarks in SaaS for both public and private companies. While SaaS is an amazingly transparent community with abundant benchmarking resources, there are much fewer publicly available studies that allow an analysis of the underlying drivers of “Rule of 40.”

SaaS 270
article thumbnail

A Look Back at Q1 '23 Public Cloud Software Earnings

Clouded Judgement

Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. On the Microsoft earnings call they said (related to Azure): “But at some point, workloads just can't be optimized much further. net retention and CAC payback). My interpretation is we’re in the bottoming phase.

Cloud 161
article thumbnail

AI Food Fights in the Enterprise

Andreessen Horowitz

03:08] Data wars [04:28] Big vs. small LLMs [08:13] Fine-tuning [13:52] Open source AI [17:51] Benchmarks are b t [19:30] Why Ali isn’t afraid of AI Why is it so hard for enterprise to adopt AI? The Mosaic guys just figured out how to do that at scale for others. Ali: There’s a scaling law.

AI 110
article thumbnail

16 Changes to the Way Enterprises Are Building and Buying Generative AI

Andreessen Horowitz

Some naysayers doubted that genAI could scale into the enterprise at all. On a much smaller scale, we’ve also started to see some leaders deploying their genAI budget against headcount savings, particularly in customer service. Simply having an API to a model provider isn’t enough to build and deploy generative AI solutions at scale.

article thumbnail

12 Powerful Email Marketing Software for Marketing Teams in 2021 ??

All that Saas

The software integrates well with over 65 tools like Microsoft Azure, Google Compute Engine, Google App Engine, and many others to deliver a seamless user experience. One of the best features of Twilio is its ability to handle expansion and scale according to the business growth rate.