Clouded Judgement

MAY 10, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. And no one raised full year guide >2% The median “beat” (Q1 revenue over Q1 consensus estimates) was 1.5%, which is the lowest it’s been in the last 4 years Overall, it’s been a TOUGH quarter for software companies.

Cloud 161

Cloud Software GCP(Google Cloud Platform) Azure 161

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

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. Revenue multiples are a shorthand valuation framework. Follow along to stay up to date!

Cloud 161

Cloud Azure AWS Software Review 161

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. Revenue multiples are a shorthand valuation framework.

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! Top 5 Median: 15.8x

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. Follow along to stay up to date! Subscribe now Datadog Consumption This week we got another earnings report from a key consumption player: Datadog’s Q2.

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. Expansion revenue is still declining (we see this in falling net retention rates), but gross retention remains strong. They were also more constructive on cloud optimizations bottoming. Revenue multiples are a shorthand valuation framework.

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. Revenue multiples are a shorthand valuation framework. Follow along to stay up to date!

Cloud 141

Cloud Azure Trends Retention 141

Clouded Judgement

NOVEMBER 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Best of breed platforms (with more of a usage based model) will recover first (in terms of revenue growth recovery). Revenue multiples are a shorthand valuation framework. Follow along to stay up to date! Overall Stats: Overall Median: 5.0x

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. 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. Revenue multiples are a shorthand valuation framework.

Cloud 130

Cloud Azure AWS Generative AI 130

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. Revenue multiples are a shorthand valuation framework. 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. Pure revenue multiples are trading at a 31% discount to their long term average (5.4x Maybe with the exception of hyperscalers (particularly Azure). 4x NTM revenue for Confluent sounds super cheap. 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. Which means better customer relationships, more data, and new sources of revenue.

Payments 226

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions 226

SaaStr

JANUARY 25, 2023

. “[We’re] not fighting those headwinds”: Given that customers sign 3+ year, $1m+ contracts, one wouldn’t expect any massive decline in revenue from any shorter-term macro effects anyway. 20,000 employees, so about $350,000 revenue per employee. But new bookings aren’t really down, either. to $4m ACV. #4.

Azure 253

Azure Cloud Enterprise Subscription 253

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. Beating consensus revenue estimates is the first aspect of a successful quarter. My interpretation is we’re in the bottoming phase.

Cloud 161

Cloud Software Benchmarks Scale 161

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

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 202

Scale Marketplace as a Service Cloud SaaS Payments 202

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) 194

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 194

Stax

APRIL 18, 2024

Independent Software Vendors (ISVs) and Software-as-a-Service Providers (SaaS) operate within the same market, thus creating a push-and-pull revenue dynamic. SaaS companies deliver software applications over the internet on a subscription basis, simplifying access and management for users.

Outsourcing Services 88

Outsourcing Services SaaS Payments Payment Services Payment Methods 88

Blulogix

OCTOBER 11, 2023

The ability to bill clients based on their actual consumption of services not only maximizes revenue but also simplifies operations. MSPs typically manage a myriad of services, from cloud infrastructure to software applications and more. Generate immediate invoices. Calculate charges in real time.

Payment Features 52

Payment Features Management Azure AWS 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. As a workaround, Langston would create dummy accounts in Stripe and link those to the incorrectly recorded payments.

Payment Services 105

Payment Services Payment Solutions Payments SaaS Payments 105

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

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

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. You can use the `subscription status` from ChartMogul to build a segment in Intercom.

Payments 52

Payments Data Azure Payment Methods 52

Chart Mogul

DECEMBER 20, 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. But that’s just cloud storage and data warehouse destinations! See future changes to your recurring revenue with CMRR. Cloud storage and data warehouses.

Systems Review 52

Systems Review Payments Payment Solutions Azure 52

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

OpenView Labs

FEBRUARY 11, 2021

Now, for each segment, isolate its revenue and COGS. If revenue hides all sins, gross margin reveals them via segmentation. “If revenue hides all sins, gross margin reveals them via segmentation. Margin compression also occurs when your variable costs increase disproportionately to your revenue.

Scale 52

Scale Payment Methods Payment Services Systems Review 52

SmartKarrot

SEPTEMBER 15, 2022

And Cloud providers such as Google Apps or Office 365 offer suite-like power that allows organizations to manage every aspect of their messaging infrastructure, from e-mail accounts to talk/video calling capabilities. SaaS and the Cloud Let Enterprises Scale Faster. But for others, it might mean moving to the cloud.

Scale 10

Scale Cloud Enterprise Scaling 10

Chart Mogul

APRIL 7, 2022

Data editing tools make it possible to attain perfect accuracy from your billing data, and consequently, your subscription analytics. Grow your recurring revenue with ChartMogul. Growing a subscription business is hard work. Both can calculate MRR, churn, and ARPA – but only one can act as a hub of revenue data.

Payment Features 52

Payment Features Systems Review Churn Azure 52

Chart Mogul

DECEMBER 22, 2021

Our mission is to build the world’s most powerful subscription analytics platform for the SaaS community. Building the leading subscriptions analytics platform means listening to our customers, and implementing changes to the product that bring them the most value. Lastly, we improved the overall security of ChartMogul APIs.

Software Review 52

Software Review Systems Review Payment Features PayPal 52

OPEXEngine

FEBRUARY 15, 2022

Paired with gross margin (GM), cost of goods (COGs) tells investors in a single glance about the profitability of revenues, SaaS business model purity, and company efficiency. Cloud Operations and Platform Support. Growth rate has always been the biggest driver of the valuation multiple and likely always will be. Professional Services.

Benchmarks 52

Benchmarks Artificial Intelligence Systems Review Cloud 52