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. Subscribe now Share Clouded Judgement Leave a comment

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

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

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

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

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

Cloud 141

Cloud Azure Trends Retention 141

Clouded Judgement

MARCH 22, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now ARR (Annual Recurring Revenue) vs ERR (Experimental Runrate Revenue) ARR (Annual Recurring Revenue) is one of the most popular SaaS (Non-GAAP) metrics. It’s probably better described as re-occurring vs recurring.

AI 183

AI Revenue Cloud Technical Advisors 183

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

Clouded Judgement

NOVEMBER 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

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). Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Follow along to stay up to date!

Software Review 161

Software Review Cloud Software Azure 161

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.

Payments 223

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions 223

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 199

Scale Marketplace as a Service Cloud SaaS Payments 199

IT World

APRIL 26, 2023

Increased revenue across Microsoft’s cloud computing, Office software, and server segments have helped the tech giant see its net income reach $18.3 Server products and cloud services both saw revenue growth of 17%, with Azure revenue up 27%, while Office commercial products and cloud services revenue also grew by 13% this quarter.

Cloud 75

Cloud Azure Subscription Payment Features 75

SaaStr

JANUARY 25, 2023

Ok, this chart is a bit confusing, but if you look at ServiceNow’s currency-adjusted revenue, you can see super-consistent 29%-30% growth in subscription revenue each of the past 5 quarters. #2. Microsoft also reported strong growth overall and for Azure and Cloud especially. Steady, steady, steady strong growth.

Azure 252

Azure Cloud Enterprise Subscription 252

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

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.

GCP(Google Cloud Platform) 191

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 191

Stax

APRIL 18, 2024

SaaS companies deliver software applications over the internet on a subscription basis, simplifying access and management for users. SaaS, or Software as a Service, companies host and deliver software applications over the internet on a subscription basis. Primarily through direct-to-user subscriptions and third-party distributors.

Outsourcing Services 88

Outsourcing Services SaaS Payments Payment Services Payment Methods 88

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

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. Generate immediate invoices. Calculate charges in real time.

Payment Features 52

Payment Features Management Azure AWS 52

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. Subscription Billing The Evolution of Pricing Models in the Technology Industry The technology industry has undergone significant transformations in recent years.

Technology 52

Technology Pricing Payment Features Subscription 52

Baremetrics

JULY 8, 2021

MetricFire offers five subscription tiers according to the needs of different organization types. Stripe is the leading payment processing service for SaaS and subscription businesses. They cover everything you need to know about cloud monitoring for SaaS businesses of all sizes.

Payment Services 105

Payment Services Payment Solutions Payments SaaS Payments 105

OPEXEngine

DECEMBER 7, 2021

The pricing model, which leads to increases or decreases in revenue based on how much customers engage with a service, has been gaining on the more traditional subscription model as the main way SaaS companies make money. It has tended to be used most in infrastructure platforms, like AWS, Google Cloud, and Azure.

Subscription 52

Subscription Payment Features Pricing SaaS 52

ProfitWell

MAY 12, 2020

The three major cloud service models are SaaS, PaaS, and IaaS. Cloud service models in 2020. Some SaaS products allow the user to download the application, but require an internet connection to confirm their subscription for it to operate. We are not considering those in our comparison of cloud services. What is SaaS?

Cloud 59

Cloud Azure SaaS Underperforming Technical Team 59

ProfitWell

MAY 15, 2020

It seems as though more and more companies are jumping on the cloud bandwagon…and for good reason. If you haven’t transitioned to SaaS yet, I promise moving to a cloud-based computing system sounds more complicated than it actually is. Simply, any company that sells software via a central, cloud-based system can be considered SaaS.

SaaS Payments 75

SaaS Payments Payment Services Payment Solutions Payments 75

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

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. Export subscription data directly into your data warehouse. Destinations allow you to export normalized subscription data.

Data 52

Data Azure Subscription Payment Features 52

Chart Mogul

DECEMBER 20, 2022

With our new destinations, you can send your clean and tidy revenue data to be combined with other data points in: Amazon S3, Google Cloud, Microsoft Azure , Snowflake, Amazon Redshift, or Google BigQuery. But that’s just cloud storage and data warehouse destinations! . Cloud storage and data warehouses.

Systems Review 52

Systems Review Payment Solutions Payments Azure 52

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. Let’s find out!

Cloud 30

Cloud Azure Venture Capital Mobile 30

How To Buy Saas

MARCH 21, 2024

This is much the same but with software: you subscribe and get access to it (hosted on the cloud) without worrying about installation, maintenance, or updates. These apps run in the cloud and provide consistent experiences across all devices. Platforms like Microsoft Azure or Amazon Web Services are good examples in this regard.

SaaS Payments 40

SaaS Payments Payment Services Payment Solutions Payment Methods 40

Neil Patel

JANUARY 25, 2021

Power BI can integrate with Azure Machine Learning—plus, its ML and AI features are driven by Azure functions built into the Azure Cloud. per month per user Power BI Premium : $4995 per month for dedicated cloud computing and storage resources. Microsoft Power BI offers two pricing plans: Power BI Pro : $9.99

Data Analysis 128

Data Analysis Software Data Scale 128

Audacix

OCTOBER 5, 2019

As enterprises increasingly become more open to introducing cloud software to their environments, you as a cloud provider must proactively anticipate their concerns and address them. Why are enterprise buyers' concerned about cloud software security?

Cloud 45

Cloud Enterprise Software Review Cybersecurity 45

BetterCloud

JANUARY 8, 2021

Examples of cloud provider role-based access control. Most cloud providers enable granular access control. For example, with Azure RBAC you can: Allow one user to manage virtual machines in a subscription and another user to manage virtual networks. Allow a DBA group to manage SQL databases in a subscription.

Azure 52

Azure AWS Scale Technical Review 52

Chart Mogul

JANUARY 28, 2022

Since our inception in 2014 and up to mid-2021, our entire infrastructure has run on DigitalOcean droplets (self-managed cloud virtual machines). We needed a cloud provider to get us off the ground quickly, reliably, and cost-effectively. Lack of modern cloud features and managed services. Life with DigitalOcean.

K8S orchestration (Kubernetes) 52

K8S orchestration (Kubernetes) AWS EKS (Elastic Kubernetes Service) GCP(Google Cloud Platform) 52

User Pilot

APRIL 30, 2024

Cloud computing offers three main service models: SaaS for ready-to-use software, PaaS for application development frameworks, and IaaS for scalable virtualized computing resources. Quickbooks and Xero are accounting SaaS products that help you send invoices, track expenses, and process payroll. You don’t handle maintenance or updates.

SaaS Payments 84

SaaS Payments Payment Services Payment Methods Payment Solutions 84