Tom Tunguz

JULY 26, 2022

Today, Microsoft & Google revealed the health of their infrastructure business units. Microsoft Azure. Microsoft Azure grew 40% y/y, tying the fastest quarterly growth rate in the past 5 quarters. Here are some hypotheses: Google may have greater customer concentration in GCP than Azure. Google Cloud Platform.

GCP(Google Cloud Platform) 184

GCP(Google Cloud Platform) Cloud Azure AWS 184

SaaStr

MAY 16, 2022

So follow AWS, Azure and Google Cloud. Stock prices go up and down, inflation will come down, and interest rates won’t rise forever. Let’s look a whole level up to the real canaries-in-the-coalmine: AWS, Azure and Google Cloud. Microsoft’s Cloud business overall crossed a stunning $100B run-rate.

Cloud 232

Cloud Azure AWS Engineering 232

Clouded Judgement

MAY 3, 2024

We now have results from the three hypersclaers (AWS / Azure / GCP). Quarterly Reports Summary Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months.

Cost optimization & reporting 183

Cost optimization & reporting Cloud Software Azure 183

Clouded Judgement

APRIL 28, 2023

AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. When the tailwinds of new business start to overcome the headwinds of optimization (or when headwind of optimization becomes a tailwind of net expansion). Azure reported on Tuesday and gave us that glimmer of hope. Follow along to stay up to date!

Cloud 130

Cloud Azure AWS AI Search 130

Clouded Judgement

OCTOBER 28, 2022

Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. At the same time, Azure came in below expectations. Azure called out an incremental $800m of costs expected throughout the year (they just finished their Fiscal Q1).

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

JANUARY 6, 2023

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. This was the worst tone that we’ve heard in years from large AWS/Azure partners, a group that usually expresses different shades of optimism about AWS/Azure growth.”

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

Clouded Judgement

JULY 28, 2023

Subscribe now Busy week! AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. This week we had two of the hypserscalers report (Microsoft / Azure and Google / GCP), and everyone was eager to see their results. Follow along to stay up to date! AWS reports next week.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Blulogix

NOVEMBER 8, 2023

Transforming the Technology Industry: The Power of Usage-Based Pricing By BluLogix Team The technology industry is in the midst of a profound transformation. Traditional pricing models, such as fixed subscriptions and one-time purchases, no longer align with the dynamic and ever-evolving nature of this sector.

Technology 52

Technology Pricing Payment Features Subscription 52

Clouded Judgement

AUGUST 4, 2023

And now we're seeing more progression into new workloads, new business. You can see more detail about their net new ARR added each quarter below Azure Growth came in at 27%, and guided to 25-26% growth for Q3. It shows the number of months it takes for a SaaS business to payback their fully burdened CAC on a gross profit basis.

Cloud 130

Cloud Azure Cost optimization & reporting AWS 130

Clouded Judgement

OCTOBER 20, 2023

Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. It shows the number of months it takes for a SaaS business to payback their fully burdened CAC on a gross profit basis. Said another way, the 10Y today is double what it averaged from 2010 to 2020.

Cloud 161

Cloud Azure AWS Software Review 161

Clouded Judgement

JANUARY 27, 2023

Azure (Microsoft) Quarter The week the first of the cloud giants reported - Azure. Early Look at 2023 Guides Given the Azure weakness reported on Tuesday, all software tumbled Wednesday morning with most names down 5-10%. Every week I’ll provide updates on the latest trends in cloud software companies.

Cloud 141

Cloud Azure Pricing Subscription 141

Clouded Judgement

MAY 10, 2024

All 3 (AWS, Azure, GCP) saw positive reacceleration Quarterly Reports Summary Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months.

Cloud 161

Cloud Software GCP(Google Cloud Platform) Azure 161

Clouded Judgement

JUNE 9, 2023

Very healthy new business (new customer) acquisition. Usage on Snowflake is driven by queries run on Snowflake Azure: Neutral Tone With Strength in AI Overall I’d characterize Azure’s quarter as a net positive. They guided to 26-27% growth in Azure in Q2 (with 1% coming from AI).

Trends 130

Trends Cloud Azure AWS 130

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. Usage-based pricing will be the key to successful monetization in the future.”. Usage-based pricing is in all layers of the tech stack.

Scale 98

Scale Pricing Scaling AWS 98

Tom Tunguz

FEBRUARY 13, 2023

But it may also suggest that many resellers with large sales teams looking to sustain their transactional businesses are able to drive additional software bookings. Yesterday, Cloudflare announced earnings. I’m adding Cloudflare to the list of tracked companies for this series.

Cloud 223

Cloud Azure Headcount Software Review 223

Tom Tunguz

JUNE 9, 2018

It’s a massive acquisition at a massive price relative to other software acquisitions. Microsoft has published Linux and FreeBSD for Azure. “Every” business is moving to the cloud. To migrate enterprise on-prem code to Azure is a huge competitive advantage. Last week, Microsoft acquired Github for $7.5B.

Acquisition 197

Acquisition Azure Cloud Enterprise 197

Clouded Judgement

APRIL 21, 2023

Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). Let’s double click on Azure. It shows the number of months it takes for a SaaS business to payback their fully burdened CAC on a gross profit basis. Q1 Earnings Season We’re on the eve of Q1 earning season.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Baremetrics

JULY 8, 2021

Running a Lean Business: A Need for an All-in-one Analytics Tool Baremetrics as a Solution for SaaS Analytics and Customer Segmentation 26+ Stripe Analytics in One Click Instant and Detailed Customer Segmentation The Future of MetricFire Read More About Metric Fire. This tedious process would take up to one whole business day to complete.

Payment Services 105

Payment Services Payment Solutions Payments SaaS Payments 105

Clouded Judgement

MARCH 22, 2024

In it's truest form, ARR is used by pure SaaS business models to describe the aggregate annual value of the entire customer set. Many laude the SaaS business model because ARR is inherently predictable - you know what you’re revenue will be over the coming 12 months, and sometimes even further out than that.

AI 183

AI Revenue Cloud Technical Advisors 183

User Pilot

MAY 30, 2023

How to select a CDP for your business? The CDP market is a busy, complex place – and that makes it tricky to choose the right platform. Define business goals and use cases for choosing a CDP Without a goal, you can’t score. It will depend on your specific business context (i.e., This tier has custom pricing.

Azure 83

Azure Government Marketplace as a Service Data 83

Clouded Judgement

AUGUST 11, 2023

The weakness they called out was from larger cloud-native businesses. However, they called out strength when looking at new business (ie net new customer signups). ” It’s really important that new business is still healthy, and a sign of overall market health. However, it’s not showing up in the data yet.

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

SaaStr

NOVEMBER 14, 2023

What Is A “Consumption” Business In the old days of software, you had a company like Oracle that popularized the perpetual license where customers own the software and vendors own the market. Then, we moved to a more customer-friendly model with SaaS and subscription-based pricing. This is the idea behind a consumption-based business.

Compensation 159

Compensation Sales Azure AWS 159

Clouded Judgement

FEBRUARY 3, 2023

We have companies like BuzzFeed and C3 making loose announcements about how they will incorporate generative AI into their business, sending their stocks up 50-100%+. There’s a real chance the fed funds rate isn’t going >5%, and a soft landing or delayed recession is certainly possible (maybe even being priced in).

Cloud 130

Cloud Azure AWS Generative AI 130

All that Saas

SEPTEMBER 5, 2021

Today, we are going to review Showell , a sales enablement and collaboration solution for modern businesses. Recently, Showell has made changes to its pricing plans, especially on the Professional plan. This is to make sure that prices are affordable and scalable for organizations that want to increase the number of users.

Software Review 52

Software Review Systems Review Pricing Sales Enablement 52

Clouded Judgement

NOVEMBER 10, 2023

Hyperscalers (AWS, Azure, GCP as companies look for cloud GPUs who aren’t building out their own data centers) Infra (Data layer, orchestration, monitoring, ops, etc) Durable Applications We’ve clearly well underway of the first 3 layers monetizing. Most likely Datadog is seeing trends more unique to their own business.

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

User Pilot

JULY 18, 2023

The tools are constantly evolving and changing their pricing plans, so it may be difficult to ensure that your product team is using the right tools and getting the best value for the money. Pay attention to support and customization, and make sure it has the right templates, integrations , and scalable pricing plans.

Software Review 82

Software Review Software Management Azure 82

Clouded Judgement

MAY 26, 2023

Azure / Confluent / Datadog reported a few weeks back (they all had March quarter ends), and their commentary suggested the worst was behind us. An element of re-acceleration is definitely priced in to current 2024 estimates, so we may see 2024 estimates fall. This means we got commentary for the first time on May trends.

Cloud 141

Cloud Azure Trends Retention 141

Valerian Tech

JULY 18, 2023

Introduction Cloud computing has revolutionized the way businesses operate by increasing agility, scalability, and cost-efficiency. We will also discuss how different companies can integrate cloud computing into their business operations, along with the challenges they might encounter along the way.

multi-cloud Kubernetes 52

multi-cloud Kubernetes K8S orchestration (Kubernetes) Cloud CTO Hire 52

SaaStr

MARCH 31, 2022

Azure’s marketplace has over 4 million monthly visitors. And what we found was there can be some friction from channel folks or other teams that maybe don’t understand what a cloud marketplace is and how it will disrupt or change the overall business. AWS’s marketplace has seen 1.5 So it’s super important.

Scale 187

Scale Marketplace as a Service Cloud SaaS Payments 187

Neil Patel

JANUARY 25, 2021

The thing about data is it helps you make better business decisions. Can they actually help you achieve your business goals? To make sure you make the right decision, we’ve compiled a list of the best data analysis tools available that can help your business now as well as in the future. Which one is worth your money?

Data Analysis 128

Data Analysis Software Data Scale 128

SaaStr

AUGUST 12, 2022

If you didn’t catch it the other day … and you can read about it on SaaStr …Microsoft and Google Cloud both had extremely strong quarters, Microsoft Azure grew 40% last quarter , and a record number of nine-figure and billion-dollar deals. Microsoft Azure’s at incredible scale and it still grew 40% last quarter.

Scale 183

Scale SaaS Payments Scaling SaaS 183

Stax

APRIL 18, 2024

While they operate under different business models, ISVs and SaaS share similarities in software development, cross-platform accessibility, and industry reach. ISVs, or Independent Software Vendors, are businesses that develop and distribute software products to end-users. Learn More What are ISVs?

Outsourcing Services 88

Outsourcing Services SaaS Payments Payment Services Payment Methods 88

Blulogix

OCTOBER 11, 2023

Streamlining Success: Five Keys to Automating Usage-Based Billing for Managed Services Providers By BluLogix Team Don’t forget to sign up now to learn more about how to implement usage based pricing models in our upcoming webinar with MGI Research. Automating these pricing models streamlines billing and ensures consistency.

Payment Features 52

Payment Features Management Azure AWS 52

Andreessen Horowitz

MARCH 21, 2024

We were surprised that cost wasn’t top of mind, but it reflects the leadership’s current conviction that the excess value created by generative AI will likely far outweigh its price. 2B run-rate revenue, including spend on OpenAI models via Azure. As one executive explained: “getting an accurate answer is worth the money.”

Generative AI 145

Generative AI AI Enterprise Artificial Intelligence 145

Frontegg

JUNE 17, 2021

Beyond the complexity involved in maintaining bad architectural decisions, it also has a direct impact on the services you are offering and pricing flexibility, which are the biggest reasons you are getting started with SaaS in the first place. Picking the right SaaS architecture model for your business is very important.

ECS (Elastic Container Service) 97

ECS (Elastic Container Service) multi-cloud Kubernetes K8S orchestration (Kubernetes) Scale 97

Clouded Judgement

JUNE 20, 2023

Q1 earnings season for cloud businesses is now behind us. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., On the Microsoft earnings call they said (related to Azure): “But at some point, workloads just can't be optimized much further.

Cloud 161

Cloud Software Benchmarks Scale 161

Natalia Luneva

JANUARY 7, 2023

Windows Server R2 Essentials is a flexible, affordable, and easy-to-use server solution designed and priced for small businesses with up to 25 users and 50 devices. Azure SQL Edge. Microsoft Azure. Azure SQL Edge. Microsoft Azure. See the Installation, Migration, and Upgrade information. Evaluation Center.

Azure 40

Azure Identity management Cloud Pricing 40