Clouded Judgement

APRIL 11, 2024

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

Cloud Software Azure AWS 177

SaaStr

NOVEMBER 4, 2021

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 259

SaaS Technical Review Benchmarks Azure 259

OPEXEngine

OCTOBER 25, 2019

Microsoft’s recent deal with SAP to bring SAP cloud customers onto the Azure platform, together with similar deals with Oracle and VMWare, gives AWS a run for its money. Cost of revenue is trending down for SaaS companies, leading to higher gross margins. and Adobe is in third place with 6.7%

Trends 40

Trends Marketing SaaS Azure 40

Andreessen Horowitz

MARCH 21, 2024

We see this as a harbinger of significantly higher future spend on genAI if the trend continues. Models: enterprises are trending toward a multi-model, open source world 5. 2B run-rate revenue, including spend on OpenAI models via Azure. A multi-model future.

Generative AI 145

Generative AI AI Enterprise Artificial Intelligence 145

SaaStr

MARCH 17, 2023

This is the biggest trend in SaaS. They can provide big-picture ROI, but they don’t have hard ROI metrics, benchmarks, and success stories. We’re seeing a growing trend of buyers making SaaS purchases through global marketplaces such as the AWS Marketplace and Azure Marketplace. Few people sold direct back in the day.

Marketplace as a Service 204

Marketplace as a Service Software Review Technical Review Azure 204

Full Session

NOVEMBER 6, 2022

They give companies insight into everything from customer behavior and purchasing trends to the performance of their websites or apps. Mixpanel analysis lets you set up events and track trends you consider essential. Every business needs data to make good products and market strategies – you can’t just make important decisions blindly.

Software Review 52

Software Review Underperforming Technical Team Business Technical Review 52