SaaStr

OCTOBER 28, 2022

o this was an interesting week in terms of reading the tea leaves on what’s going on in SaaS, Cloud, the economy, and all that. I’ve also seen this in the leaders in eComm I’ve invested in, like Gorgias. The Cloud infra side grew nicely, but growth did slow. But AWS Says Cloud Under More Scrutiny.

AWS 244

AWS Cloud Azure Investment 244

Andreessen Horowitz

MAY 7, 2024

As more workloads and data move to the cloud and generative AI takes over the enterprise , cybersecurity is more critical today than ever. And that’s because with every new paradigm shift—from the internet to cloud computing—the sheer magnitude of digital threats has exploded and threat vectors have become increasingly sophisticated.

Investment 118

Investment Cybersecurity Azure Cloud 118

Andreessen Horowitz

FEBRUARY 20, 2024

The traditional clouds (AWS, GCP, and Azure) are getting dated. They continue to be the standard for the vast majority of cloud workloads, of course, but they are built around a set of operational practices that were more relevant a decade ago. I’m certain you’ll not want to go back to the traditional clouds again.

Investment 122

Investment GCP(Google Cloud Platform) AWS Azure 122

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. This is for information purposes and should not be construed as an investment recommendation.

Cloud 161

Cloud Azure AWS Software Review 161

Clouded Judgement

APRIL 11, 2024

Q4 earnings season for cloud businesses is now behind us. 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. This is for information purposes and should not be construed as an investment recommendation.

Cloud 177

Cloud Software Azure AWS 177

Clouded Judgement

AUGUST 4, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Update “What we're seeing in the quarter is that those cost optimizations, while still going on, are moderating and many maybe behind us in some of our large customers. Follow along to stay up to date!

Cloud 130

Cloud Azure Cost optimization & reporting AWS 130

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. Azure reported on Tuesday and gave us that glimmer of hope. Azure came in at 31% (constant currency). Follow along to stay up to date!

Cloud 130

Cloud Azure AWS AI Search 130

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. This brings me back to AWS / Azure downgrades. Subscribe now Share Clouded Judgement Leave a comment

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

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

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

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

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. The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs). Follow along to stay up to date!

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

Clouded Judgement

JULY 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. Cycle of Cloud Optimizations Q2 earning season has officially kicked off! Follow along to stay up to date!

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Tom Tunguz

JULY 25, 2023

At last, we see a change in slope in the annual growth rates of the cloud services. Both Google & Microsoft announced growth rates in GCP & Azure that held steady from one quarter to the next. There are two forces in tension : overall cost reduction efforts by companies & the desire to invest in AI.

Azure 202

Azure GCP(Google Cloud Platform) AI Cloud 202

Clouded Judgement

JUNE 9, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 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 were also more constructive on cloud optimizations bottoming.

Trends 130

Trends Cloud Azure AWS 130

Clouded Judgement

NOVEMBER 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S. Subscribe now Share Clouded Judgement Leave a comment

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

Clouded Judgement

MARCH 22, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. This is for information purposes and should not be construed as an investment recommendation.

AI 183

AI Revenue Cloud Technical Advisors 183

Clouded Judgement

MAY 26, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Azure / Confluent / Datadog reported a few weeks back (they all had March quarter ends), and their commentary suggested the worst was behind us. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 141

Cloud Azure Trends Retention 141

Clouded Judgement

FEBRUARY 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 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. Subscribe now Share Clouded Judgement Leave a comment

Cloud 130

Cloud Azure AWS Generative AI 130

SaaStr

MARCH 31, 2022

Jessica Alexander, Senior Director Cloud Technology & OEM Partnerships, Crowdstrike. So for the audience, cloud giants are turbocharging startup sales, and the predominant reason for this is because they’re fundamentally changing IT budgets at the customers that we’re all selling to. Rico Mallozzi, Sr.

Scale 197

Scale Marketplace as a Service Cloud SaaS Payments 197

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. You can get them all through cloud computing. Ensure cloud security and compliance.

DevOps as a Service 52

DevOps as a Service Marketplace as a Service Cloud SaaS 52

Clouded Judgement

FEBRUARY 17, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 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. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 130

Cloud Azure Revenue Subscription 130

Clouded Judgement

NOVEMBER 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Maybe with the exception of hyperscalers (particularly Azure). This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S.

Software Review 161

Software Review Cloud Software Azure 161

SaaStr

NOVEMBER 3, 2022

My summary of Venture Markets in Nov 2022: Series B and later even worse than looks in data: 85%+ of investing here has simply ceased. And while AWS’s growth is down a bit, it’s still at epic levels, Azure isn’t even really down, and Google Cloud is growing faster than ever.

AWS 306

AWS Venture Capital Azure Cloud 306

Tom Tunguz

APRIL 6, 2023

In the cloud, AWS, Azure, & GCP have created about as much market cap as all the top 100 B2B & B2C publics built on cloud (Netflix, ServiceNow, AirBnb, etc). It’s likely startups start at plug-ins & then move down with scale that affords more usage & more capital to invest.

Generative AI 211

Generative AI AI GCP(Google Cloud Platform) Startup 211

Clouded Judgement

JUNE 20, 2023

Q1 earnings season for cloud businesses is now behind us. On the Microsoft earnings call they said (related to Azure): “But at some point, workloads just can't be optimized much further. As you can see from the data below most cloud businesses beat the consensus estimates for Q1.

Cloud 161

Cloud Software Benchmarks Scale 161

SaaStr

OCTOBER 13, 2022

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. Secureframe allows companies to get compliant within weeks, rather than months and monitors 100+ services, including AWS, GCP, and Azure.

GCP(Google Cloud Platform) 189

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 189

SaaStr

DECEMBER 26, 2022

Tackle.io’s 2021 state of cloud marketplaces report highlighted a similarly dramatic shift. In a 2020 survey, 22% purchased software through a cloud marketplace versus 60% in 2021. The role of AWS, Azure, and Google Cloud Marketplace is becoming increasingly important. “45% What do these themes mean for software sellers?

Software Review 191

Software Review Software Azure Cloud 191

IT World

FEBRUARY 8, 2023

There’s good reason for that investment. AI will reap many billions in revenue for the company, particularly its cloud business. Microsoft already has released a public preview of its cloud-based Azure OpenAI service which will allow businesses to use AI without having to build infrastructure.

AI 96

AI Artificial Intelligence Azure Cloud 96

Intercom, Inc.

DECEMBER 31, 2019

The most triumphant transfer of control from an original generation leader to a new CEO was surely that of Microsoft, which pivoted from chasing after Apple’s success in the consumer space under Steve Ballmer (don’t mention Nokia ) to successfully focusing on the cloud under Satya Nadella (please do mention Azure).

Payment Solutions 259

Payment Solutions Payment Methods Software SaaS Payments 259

Stax

APRIL 18, 2024

Examples of popular SaaS apps include Shopify, an eCommerce platform, Dropbox, a cloud storage service, and Stax Bill, an automated payment processing system. Some may use cloud platforms for online solutions. Some use cloud-based solutions to deliver online solutions (e.g.,

Outsourcing Services 88

Outsourcing Services SaaS Payments Payment Services Payment Methods 88

ProfitWell

MAY 12, 2020

The three major cloud service models are SaaS, PaaS, and IaaS. Cloud service models in 2020. We are not considering those in our comparison of cloud services. With PaaS, developers can create everything from simple apps to complex cloud-based business software. The benefits when choosing each cloud service.

Cloud 59

Cloud Azure SaaS Underperforming Technical Team 59

SaaStr

JULY 27, 2019

What did the 100,000+ subscribers to SaaStr’s Cloud Daily find most interesting in the Cloud this week? 2: LinkedIn is Migrating to Microsoft Azure. 3: Microsoft Invests $1 BIllion in OpenAI to Develop AI Technologies on Azure. The Cloud Wars continue to heat up. Cloud is Huge. and Europe). #6:

Cloud 31

Cloud Azure Venture Capital Mobile 31

Neil Patel

APRIL 8, 2021

Cloud computing has taken over in recent years, and it offers many opportunities for businesses and users. Along with PaaS and SaaS , these acronyms describe the different ways businesses can use cloud technology, and choosing the right one for your e-commerce store can make a big difference. Today, 90% of businesses use the cloud.

Outsourcing Services 119

Outsourcing Services Cloud Outsourced Development Azure 119

Audacix

OCTOBER 24, 2019

But it's also true that it's never too late to secure your cloud-based web app. In fact, smart and fast-growing cloud software companies who outperform their peers usually share this common trait: they consistently grow sales and build their brand by turning their security standards into a key differentiator and selling point.

Cloud 49

Cloud Cybersecurity Scale Transportation 49

Blulogix

NOVEMBER 8, 2023

Whether it’s cloud computing resources, software applications, or data storage, usage-based pricing offers adaptability and efficiency. Investing in robust billing and invoicing systems. Enter Usage-Based Pricing – a revolutionary model that’s changing the game. Providing clear and transparent pricing models for customers.

Technology 52

Technology Pricing Payment Features Subscription 52

Neil Patel

JANUARY 25, 2021

Data analysis software isn’t a cheap investment, so use caution when making a selection. Power BI can integrate with Azure Machine Learning—plus, its ML and AI features are driven by Azure functions built into the Azure Cloud. How to Choose the Best Data Analysis Software for You.

Data Analysis 128

Data Analysis Software Data Scale 128