SaaStr

JANUARY 25, 2023

So we took a look at ServiceNow a little ways back at $5B in ARR , but I thought it was worth another deep dive now for a very specific reason: Their very seasoned CEO has sees no real slowdown or downturn in their business. Microsoft also reported strong growth overall and for Azure and Cloud especially. 1,500+ $1m ACV Customers.

Azure 245

Azure Cloud Enterprise Subscription 245

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

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) 180

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 180

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

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

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

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

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

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

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%. Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 141

Cloud Azure Pricing Subscription 141

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. Table of Contents.

Payment Services 105

Payment Services Payment Solutions Payments SaaS Payments 105

Intercom, Inc.

DECEMBER 31, 2019

Google, too, saw a smooth transfer of power from its founders to a new CEO, Sundar Pichai, while also strengthening its core business of search advertising and reorganizing under Alphabet. Rise of the cloud and SaaS businesses. What was perhaps less predictable was the ensuing prevalence of the subscription-based business model.

Payment Solutions 259

Payment Solutions Payment Methods Software SaaS Payments 259

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

User Pilot

MARCH 12, 2024

It also enables companies to track and manage SaaS subscriptions. For example, they may automate user provisioning, de-provisioning, or subscription management, making for a cheaper, more efficient system. Benefits of SaaS user management SaaS management is more than a “nice to have” business feature.

Management 85

Management Azure SaaS Systems Review 85

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

Stax

APRIL 18, 2024

SaaS companies deliver software applications over the internet on a subscription basis, simplifying access and management for users. While they operate under different business models, ISVs and SaaS share similarities in software development, cross-platform accessibility, and industry reach. Learn More What are ISVs?

Outsourcing Services 88

Outsourcing Services SaaS Payments Payment Services Payment Methods 88

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

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. It shows the number of months it takes for a SaaS business to payback their fully burdened CAC on a gross profit basis. This means we got commentary for the first time on May trends.

Cloud 141

Cloud Azure Trends Retention 141

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%+. In the short term, enjoy the ride as the chase continues 😊 Kind of related to all of this - we now have seen the Q4’s from AWS, Azure and Google Cloud.

Cloud 130

Cloud Azure AWS Generative AI 130

Blulogix

NOVEMBER 8, 2023

Traditional pricing models, such as fixed subscriptions and one-time purchases, no longer align with the dynamic and ever-evolving nature of this sector. Take your business further with BluIQ’s flexible, scalable, enterprise-grade intelligent billing solutions. However, these models have their limitations.

Technology 52

Technology Pricing Payment Features Subscription 52

Clouded Judgement

NOVEMBER 3, 2023

Maybe with the exception of hyperscalers (particularly Azure). ” I don’t mean to pick on Confluent - I do think it’s a great business with lots of interesting industry tailwinds behind it. It shows the number of months it takes for a SaaS business to payback their fully burdened CAC on a gross profit basis.

Software Review 161

Software Review Cloud Software Azure 161

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

Clouded Judgement

FEBRUARY 17, 2023

As you can tell, there’s a BIG drop-off projected in 2023 Like Azure, they called for a big slowdown of consumption trends in the month of December. In essence, growth from existing customers is slowing (or going negative) as optimizations continue to work their way through, while new business continues to be quite healthy.

Cloud 130

Cloud Azure Revenue Subscription 130

SaaStr

MARCH 31, 2022

Azure’s marketplace has over 4 million monthly visitors. million subscriptions transacted and Google’s marketplace has seen 3X growth in SaaS sales. We thought we were going to get all these fabulous organic offers that just would come in self-service and be net new business for us. So it’s super important.

Scale 187

Scale Marketplace as a Service Cloud SaaS Payments 187

Blulogix

OCTOBER 11, 2023

A collection of recorded webinars and videos on Software-as-a-Service and Subscription Management Webinars & Videos Key 1: Comprehensive Data Integration The foundation of successful usage-based billing automation for MSPs lies in comprehensive data integration. Consistent service quality as the business expands.

Payment Features 52

Payment Features Management Azure AWS 52

Chart Mogul

JULY 7, 2022

The new destinations allow you to combine your subscription and revenue data from ChartMogul with other data sets like product usage, customer data, and user feedback. Analyze your data in aggregate to understand your business and grow revenue. Export subscription data directly into your data warehouse.

Data 52

Data Azure Subscription Payment Features 52

Chart Mogul

JUNE 16, 2022

Customer data is spread across multiple platforms: CRM, communication, billing, and subscription analytics. Now you can send revenue and subscription data associated with your customer in ChartMogul directly to Intercom. Now you can send revenue and subscription data associated with your customer in ChartMogul directly to Intercom.

Payments 52

Payments Data Azure Payment Methods 52

Chart Mogul

DECEMBER 20, 2022

If you thought 2021 was a busy year for product development at ChartMogul, we shifted into hyperdrive for 2022. Product analytics, customer data or user feedback from your CRM, as well as revenue analytics, all play an essential role in understanding and growing your business. 3 new charts give you more insight into your business.

Systems Review 52

Systems Review Payments Payment Solutions Azure 52

How To Buy Saas

MAY 15, 2024

In today’s world, cloud computing has become very popular among businesses of all sizes because of its effective tech services. Cloud computing services have helped businesses conveniently access and utilize tools to perform different tasks. Pros of IaaS Services Gives businesses complete control over the infrastructure.

DevOps as a Service 52

DevOps as a Service Marketplace as a Service Cloud SaaS 52

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

OpenView Labs

FEBRUARY 9, 2021

But growing with a usage-model is not as straightforward as traditional subscription SaaS. Though it was pioneered in the infrastructure layer (think: AWS and Azure), it’s becoming increasingly popular for API-based products and application software. Consumption-based revenue isn’t as predictable as subscription-based revenue.

Scale 98

Scale Pricing Scaling AWS 98

User Pilot

APRIL 30, 2024

This article will look at the most successful SaaS companies, so you can decide if you want to invest in them for your business. A SaaS product enhances business efficiency with cost-effectiveness, scalability , maintenance-free operation, accessibility from anywhere, easy integration , and inclusive product design.

SaaS Payments 77

SaaS Payments Payment Services Payment Methods Payment Solutions 77

How To Buy Saas

MARCH 21, 2024

But what exactly are these services, and should your startup business be using them? In this blog post, we’ll try to answer these questions and explain which solutions may be helpful to your business. But what solutions can your startup business order? What Is SaaS? You know this very well thanks to Netflix.

SaaS Payments 40

SaaS Payments Payment Services Payment Solutions Payment Methods 40

Full Session

NOVEMBER 6, 2022

Every business needs data to make good products and market strategies – you can’t just make important decisions blindly. Many businesses struggle to find the right analytics tool compatible with their unique needs and budget. You can use it to analyze feature performance, user actions, and business outcomes.

Software Review 52

Software Review Underperforming Technical Team Business Technical Review 52

ProfitWell

MAY 12, 2020

Many business owners do not know the difference between these offerings and are therefore unaware of which option is best for their company. Before we can start talking about how each of these choices match with your business needs, we need to define what they are. GSuite — This is Google's suite of software products for businesses.

Cloud 59

Cloud Azure SaaS Underperforming Technical Team 59