SaaStr

JULY 27, 2022

So when we started SaaStr waaay back in 2012, I never would have thought of profiling Microsoft and its old fashioned desktop software. But fast forward to today, and Microsoft truly is a Cloud and SaaS company, with Azure and LinkedIn its fastest growing business units! Software is and should be very profitable at scale. #4.

Azure 283

Azure Cloud B2B Scaling 283

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

Tom Tunguz

JANUARY 23, 2023

I’m watching public company earnings to identify early weaknesses in the software market. The transcript highlights the major trends in software of 2023. We saw moderated consumption growth in Azure and lower-than-expected growth [elsewhere]. Massive software vendors are indexes of buyer behavior.

Azure 242

Azure Underperforming Technical Team Machine Learning Artificial Intelligence 242

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. Rise of the cloud and SaaS businesses.

Payment Solutions 259

Payment Solutions Payment Methods Software SaaS Payments 259

Clouded Judgement

FEBRUARY 2, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. ” Microsoft on Azure : “And I think last quarter, we said one, we are going to continue to have these cycles where people will build new workloads. Follow along to stay up to date! Revenue multiples are a shorthand valuation framework.

Cost optimization & reporting 161

Cost optimization & reporting Cloud Azure AWS 161

Tom Tunguz

JULY 25, 2023

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. Both Google & Microsoft announced growth rates in GCP & Azure that held steady from one quarter to the next. Yesterday, Microsoft & Google announced earnings. The desire for AI is broad.

Azure 202

Azure GCP(Google Cloud Platform) AI Cloud 202

Clouded Judgement

NOVEMBER 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Some of these drops rival one of the worst ever software earnings reaction of Tableau in 2016! On Thursday the software index (WCLD) was up ~3%! So what’s holding up software stocks valuations?? Follow along to stay up to date!

Software Review 161

Software Review Cloud Software Azure 161

Tom Tunguz

OCTOBER 27, 2022

I’m watching public company earnings to identify early weaknesses in the software market. Microsoft Azure. Infrastructure revenue growth averaged 33% this quarter, which is astounding considering we’re talking about businesses that sum to more than $50b of revenue per quarter. Public software multiples - 4.9x

Cloud 227

Cloud GCP(Google Cloud Platform) Azure AWS 227

Tom Tunguz

JULY 26, 2022

I’m watching public company earnings to identify early weaknesses in the software market. 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. Google Cloud Platform.

GCP(Google Cloud Platform) 186

GCP(Google Cloud Platform) Cloud Azure AWS 186

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. Microsoft’s Cloud business overall crossed a stunning $100B run-rate. And Gartner is still predicted SaaS purchase rates will accelerate in 2023 : AWS, Azure and Google Cloud say Yes.

Cloud 248

Cloud Azure AWS Engineering 248

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., The question on everyone’s mind - when will we see software re-accelerate? net retention and CAC payback).

Cloud 161

Cloud Software Benchmarks Scale 161

Neil Patel

JANUARY 25, 2021

The thing about data is it helps you make better business decisions. Everyone has questions when it comes to choosing data analysis software. Can they actually help you achieve your business goals? Luckily, data analysis software can seriously simplify data analysis—provided you choose the right one. Let’s begin!

Data Analysis 128

Data Analysis Software Data Scale 128

Tom Tunguz

FEBRUARY 2, 2023

I’m watching public company earnings to identify early weaknesses in the software market. A year ago, AWS, GCP, & Azure averaged 44% annual growth. Yesterday, Google & Amazon announced earnings which completes the picture. Growth will continue to slow this year. Today, that figure has dropped to 27%.

GCP(Google Cloud Platform) 282

GCP(Google Cloud Platform) Cloud AWS Sales Hiring 282

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. When the tailwinds of new business start to overcome the headwinds of optimization (or when headwind of optimization becomes a tailwind of net expansion).

Cloud 130

Cloud Azure AWS AI Search 130

SaaStr

NOVEMBER 3, 2022

ChartMogul is an analytics platform to help you run your subscription business. 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. Embedded finance has everything to do with the flow of money.

Payments 224

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions 224

User Pilot

JULY 18, 2023

It takes a fair bit of effort and time to keep up with the constant innovation in the product management software space. Fear not though, as our product management software guide will give you insights into some of the best-in-class applications that will boost your team performance and help you build successful products!

Software Review 82

Software Review Software Management Azure 82

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. We know software is impacted from macro - but how bad will it get? This brings me back to AWS / Azure downgrades.

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

Clouded Judgement

AUGUST 4, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 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. Follow along to stay up to date!

Cloud 130

Cloud Azure Cost optimization & reporting AWS 130

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. Follow along to stay up to date! Said another way, the 10Y today is double what it averaged from 2010 to 2020.

Cloud 161

Cloud Azure AWS Software Review 161

SaaStr

OCTOBER 6, 2022

Organic search is the single most important channel for growing your business, but the tech and tactics in the space are over two decades old. We help B2B SaaS marketers turn organic search into a source of repeatable revenue through software and coaching. Prismatic is the integration platform for B2B software companies.

GCP(Google Cloud Platform) 201

GCP(Google Cloud Platform) Azure AWS compliance 201

SaaStr

OCTOBER 13, 2022

ChartMogul is an analytics platform to help you run your subscription business. 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. appeared first on SaaStr.

GCP(Google Cloud Platform) 192

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 192

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. At the same time, Azure came in below expectations. Follow along to stay up to date!

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

JUNE 9, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Let’s take a look back at the 6 main consumption players in software and how they preformed. Very healthy new business (new customer) acquisition. They guided to 26-27% growth in Azure in Q2 (with 1% coming from AI).

Trends 130

Trends Cloud Azure AWS 130

Clouded Judgement

JULY 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 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. Follow along to stay up to date! ” Data is more important than ever! AWS reports next week.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

JANUARY 27, 2023

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

Cloud 141

Cloud Azure Pricing Subscription 141

User Pilot

APRIL 29, 2024

Your tech stack not only defines the backbone of your business operations but also influences your ability to innovate, scale, and deliver exceptional value to your customers. Service providers like Amazon Web Services (AWS), Google Cloud Platform, and Microsoft Azure offer server hosting and load-balancing services. Web server.

Azure 52

Azure GCP(Google Cloud Platform) AWS Construction 52

Clouded Judgement

MARCH 22, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. In it's truest form, ARR is used by pure SaaS business models to describe the aggregate annual value of the entire customer set. With stable gross retention and net expansion figures, it’s actually quite easy to model SaaS businesses.

AI 183

AI Revenue Cloud Technical Advisors 183

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). Let’s double click on Azure. Follow along to stay up to date! Q1 Earnings Season We’re on the eve of Q1 earning season.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Tom Tunguz

FEBRUARY 13, 2023

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 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.

Cloud 225

Cloud Azure Headcount Software Review 225

Clouded Judgement

AUGUST 11, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 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). So on a growth adjusted basis, high growth software is expensive.

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

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. Microsoft now owns the largest repository of open source software, and the most popular version control system.

Acquisition 198

Acquisition Azure Cloud Enterprise 198

User Pilot

MARCH 12, 2024

With several cloud-based software solutions popping up each day, SaaS user management is no longer an afterthought. SaaS user management is the process managing and controlling how employees access and interact with software as a service (SaaS) products in an organization. User profile analytics in Userpilot.

Management 85

Management Azure SaaS Systems Review 85

Audacix

JUNE 9, 2023

Table Of Contents As a software engineering leader, you know application security is no longer an activity that you can palm off to someone else. With the increasing number of sensitive data security breaches, it's essential to have the right automated application security tools in place to protect your software.

Software Review 66

Software Review Software DevOps as a Service AWS 66

Andreessen Horowitz

MAY 7, 2024

Some of the greatest software platforms in history have risen to the occasion in their respective markets to protect the enterprise against these evolving threats. In four short years, the company has grown to over $350M ARR , making it one of the fastest growing software companies of all time.

Investment 107

Investment Cybersecurity Azure Cloud 107

SaaStr

MARCH 17, 2023

Buying software has changed significantly over the past 27 years. His first software-buying journey at age 24 involved researching in magazines, calling companies, and receiving demo CDs in the mail. What did software buying look like in the ‘90s? Software was physically shipped to you after purchase.

Marketplace as a Service 206

Marketplace as a Service Software Review Technical Review Azure 206

Clouded Judgement

NOVEMBER 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. I think we’re about to see an explosion of good business model AI applications in the near future. Datadog Gives Software the All Clear? Most likely Datadog is seeing trends more unique to their own business.

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

Clouded Judgement

FEBRUARY 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 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%+. Then we had the Fed meeting this week creating a huge move in the software market.

Cloud 130

Cloud Azure AWS Generative AI 130