How To Buy Saas

MAY 26, 2025

This is especially valuable for SaaS in fields like finance, marketing, or security where current info is non-negotiable. All retrieval can be done behind your firewall or within your cloud, so data stays secure. The big benefit is no more frozen knowledge cutoff your AI features remain relevant as your data changes.

Artificial Intelligence

How To Buy Saas

JUNE 18, 2025

This surging investment spans AI chips, cloud platforms, and smart software. It covers the infrastructure (GPUs, cloud platforms, edge devices), software frameworks (TensorFlow, PyTorch, ML libraries), data pipelines , model development , and end-user applications or APIs. Governments and companies now invest billions: the U.S.

AI

How To Buy Saas

MAY 21, 2025

Whether youre a startup , an SMB , or a global enterprise , the right ATS can streamline your recruitment process, save time, and help attract top talent in a competitive market. Table of Contents Cloud-Based vs. On-Premise ATS Solutions The Top 10 Applicant Tracking Systems for 2025 1. GDPR for data privacy in Europe).

Systems Review

SaaStr

OCTOBER 16, 2024

So yes, while it’s true that challenges are real for those in the right-hand column above – overall cloud spend is still up 20%. Google Cloud , Azure, and GitLab, all tied directly or indirectly to AI, are seeing massive acceleration. But Google Cloud, Azure, and GitLab are all benefiting and on fire.

Sales Hiring

Teamgate

JUNE 11, 2025

is a powerful cloud observability platform that helps us monitor our infrastructure and applications in real time. Integration with Development Tools Datadog simplifies monitoring by aggregating data from a wide range of sources, including SaaS applications, cloud platforms, automation tools, and databases. “Middleware.io

Scale

User Pilot

FEBRUARY 12, 2025

After collection, data is automatically transferred to cloud storage platforms (Amazon S3, Google Cloud, Microsoft Azure) where it undergoes thorough Extract, Transform, Load (ETL) processing. This unified view helps them understand the complete customer lifecycle from initial contact through ongoing engagement.

Data

Sales Hacker

APRIL 1, 2025

The GTM Podcast is available on any major directory, including: Apple Podcasts Spotify YouTube Hayden Stafford is the President and Chief Revenue Officer (CRO) at Seismic, where he oversees the global go-to-market (GTM) organization, including pre-sales, sales, customer success, services, partners, and more.

Scale

Sales Hacker

MARCH 25, 2025

Previously, he was the Global VP of Product for SAP, CRM and Sales Cloud. Before that, he was the CEO and Co-Founder of DataHug, which was acquired by Calidus Cloud in 2016. Conversations reveal the unshared details behind how they have grown companies, and the go-to-market strategies responsible for shaping that growth.

AI Search

SaaStr

MAY 23, 2022

There are many ways to slice-and-dice public market data, but the headline one Bessemer called out is the most visceral I’ve seen: Public SaaS and Cloud companies lost $1 Trillion in market cap so far in 2022. And the number of public SaaS and Cloud decacorns has fallen from 50 to 17. Strange Days, Indeed.

Cloud

SaaStr

FEBRUARY 20, 2021

So we’ve had a lot of fun in our 5 Interesting Learnings profiling the top SaaS and Cloud companies at scale, from Slack to Zoom, from Shopify to Datadog, from Box to DropBox. But are AWS, Azure and Google Cloud just too big for us to learn from? Google Cloud sees it hitting $760B+ in 2025. million customers.

Cloud

Clouded Judgement

APRIL 26, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Azure Report - Cloud Infra Looks Good! For software, all eyes were on Azure - which grew 31% YoY (ahead of expectations closer to 29%). So the overall Azure quarterly revenue figure is already not entirely spot on.

Azure

Tom Tunguz

APRIL 30, 2024

Aside from the overall growth of these clouds increasing, the massive investment in CapEx data centers, power plants, and GPUs is stunning. ” And those margins are increasing for the clouds, which should catalyze more companies, especially the largest spenders, to think about managing their own infrastructure.

Cloud

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. Google: [We] are pushing Google Cloud to Profitability. Yesterday, Google & Amazon announced earnings which completes the picture. Amazon: Net sales increased $21.4

GCP(Google Cloud Platform)

Clouded Judgement

JUNE 19, 2024

Q1 earnings season for cloud businesses is now behind us. These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery. It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up).

Cloud

SaaStr

JULY 27, 2022

But fast forward to today, and Microsoft truly is a Cloud and SaaS company, with Azure and LinkedIn its fastest growing business units! Azure and other cloud services grew a record 40% and the total Microsoft Cloud grew to a $90 Billion run-rate. Marketers are clearly still spending to reach B2B audience.

Azure

Tom Tunguz

JULY 26, 2022

I’m watching public company earnings to identify early weaknesses in the software market. Microsoft Azure. Google Cloud Platform. Google Cloud Platform. Microsoft Azure grew 40% y/y, tying the fastest quarterly growth rate in the past 5 quarters. That suggests the cloud market is quite strong.

GCP(Google Cloud Platform)

Tom Tunguz

OCTOBER 27, 2022

I’m watching public company earnings to identify early weaknesses in the software market. Microsoft Azure. Google Cloud Platform. At a 7x multiple of revenue, that is another $84b of market cap creation, in theory. Meanwhile, Azure has declined in a more steady cadence. Amazon Web Services.

Cloud

SaaStr

DECEMBER 28, 2023

And broader Cloud players had great years too, from MongoDB to Cloudflare to Azure, if not quite as crazy as at the peak of 2021. And Gartner still predicts overall Cloud spend will grow to record rates in 2024. But at some point, perhaps, Cloud spend will be so saturated, it just has to slow.

Azure

Tom Tunguz

JULY 28, 2022

AWS’s growth rate is the slowest of the three largest public infrastructure clouds. With about 39% market share, AWS reigns supreme as the largest provider. Results from these clouds suggest the market isn’t as soft as the 30% estimate - at least not yet. GCP reported 37% growth & Microsoft 40%.

GCP(Google Cloud Platform)

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. The surge in pipeline is notable given the uncertainty in the market but the close rates are low & sales cycles slow : another confirmatory data point for startups to plan cautiously in 2023.

Cloud

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

SaaStr

NOVEMBER 18, 2023

Something that’s both not surprising but also pretty impactful: 57% of venture-backed startups will have to go “back to market” in 2024 to raise more capital. SaaS and Cloud growth overall will remain strong. Shopify , Datadog, Crowdstrike , Google Cloud-Azure-AWS, Snowflake , etc. Carpe Diem.

Startup

Tom Tunguz

APRIL 25, 2024

If it wasn’t clear before, AI is the single biggest revenue driver in cloud. Microsoft’s Azure is winning share directly from Amazon. A one percentage point share shift represents about $750 million of spend or about $5b in market cap. " The rest of Azure is still growing in a nice clip of 24% annually.

Azure

SaaStr

APRIL 8, 2020

of Microsoft’s market cap. In 2015, Microsoft wanted to help accelerate its SaaS / Cloud strategy and made a bunch of bets. Once Office 365, Azure, etc. took off, and Microsoft’s Cloud strategy became clear … a new task manager wasn’t important enough. Buying Wunderlist for $150m sure sounds like a lot to me and you.

Azure

Tom Tunguz

APRIL 25, 2023

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. Google Cloud Platform (GCP) & Microsoft Azure had strong quarters with about 28% annual revenue growth each. The total customer count for Azure’s OpenAI has grown dramatically.

AI Search

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. After the cloud giants reported this week, the timing of the presumed re-acceleration is very much in question. On Tuesday, Azure and Google spooked the market.

Cost optimization & reporting

SaaStr

NOVEMBER 6, 2023

If you’re selling sales and marketing software, like Zoominfo, it can seem a lot tougher than 12-18 months ago. If you’re selling cloud infrastructure, for the most part, growth may be down a smidge but is still strong, e.g., MongoDB. Growth in public cloud services (AWS, Azure, Google Cloud, Snowflake, etc.)

Merchant Services

Tom Tunguz

JANUARY 23, 2023

I’m watching public company earnings to identify early weaknesses in the software market. We saw moderated consumption growth in Azure and lower-than-expected growth [elsewhere]. Spending Won’t Ramp Again Until Optimization Stops in about a Year Customers are optimizing their cloud spend in 2023.

Azure

Clouded Judgement

FEBRUARY 2, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Report Q4 ‘23 Two quotes from the Amazon and Microsoft earnings call really stood out to me this week. Sometimes they’re classic cloud migrations. Follow along to stay up to date!

Cost optimization & reporting

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. But only up to a point.

AWS

SaaStr

MARCH 9, 2022

So DigitalOcean is the quiet Cloud platform that keeps on growing. Focusing on smaller developers, in some ways it’s been a bit overshadowed by AWS, Azure, and Google Cloud. But it’s a great case study on how nailing a niche, and staying focused on a core ICP in a huge market, can pay off. Wow what a story!!

Azure

SaaStr

MAY 6, 2022

So the public markets are in tumult. Many SaaS and Cloud leaders are down more than 50% from their all-time highs. But Covid did create a lot of artificial demand for Cloud products, especially the lockdown phase. This is just starting to roll through the private markets and is going to make a bumpy rest of the year.

SaaS

Tom Tunguz

SEPTEMBER 26, 2022

Look no further than the massive companies pushing the public & the private market forward: Snowflake, Databricks, Amazon, Azure, Google Cloud. It’s quite possible that data products have created more market cap than any other subsegment of SaaS in the last five years.

Data

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. 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.

Azure

Clouded Judgement

MAY 3, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Report Q1 + Early Look at Software Results Q1 earnings seasons has officially kicked off! We now have results from the three hypersclaers (AWS / Azure / GCP). Subscribe now Share Clouded Judgement Leave a comment

Cost optimization & reporting

SaaStr

AUGUST 27, 2019

Around 2013 or so, the Cloud started to grow far faster than any of us had thought it would: Amazon Web Services revenue 2018 | Statista. The markets took a while to catch up. It turned our CIOs and bigger companies were ready to transfer as much as another 20% of their $1 trillion+ IT budgets to Cloud far faster than any of us knew.

Cloud

Clouded Judgement

AUGUST 2, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Today, the market seems a lot more worried about business fundamentals / growth. Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! Follow along to stay up to date! Today it’s ~5x.

Cloud