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. Subscribe now Share Clouded Judgement Leave a comment 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. Subscribe now Share Clouded Judgement Leave a comment

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

Tom Tunguz

FEBRUARY 13, 2023

AI companies] have a real use case for the cloud which is somewhat different than what we see from some other companies. Machine-learning companies are an important agent of growth & seem to be less loyal to a platform as they seek the most economical solution for their data storage & compute needs. [AI

Cloud 225

Cloud Azure Headcount Software Review 225

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

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. “The number of $100 million-plus Azure deals increased over 80% year-over-year, while the number of $10 million-plus deals more than doubled. “We now have 1.8

Azure 192

Azure AI Search Marketing ChatGPT 192

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

MARCH 22, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Enterprise software businesses strive for 90-95% gross retention (generally the percent of revenue that sticks with you vs churns altogether), with net expansion in the 120%+ range (the aggregate change in expansion - contraction - churned revenue).

AI 183

AI Revenue Cloud Technical Advisors 183

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. Follow along to stay up to date!

Trends 130

Trends Cloud Azure AWS 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 good news is gross retention (ie churn) stayed constant. Private companies like CoreWeave and Lambda (who offer cloud GPUs) are also seeing a big boost.

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 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. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 141

Cloud Azure Trends Retention 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

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. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Raw silicon (chips like Nvidia bought in large quantities to build out infra to service upcoming demand).

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). Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Already we’ve seen huge earnings move. Q4 guides have painted a pretty stark picture.

Software Review 161

Software Review Cloud Software Azure 161

Clouded Judgement

JUNE 20, 2023

Q1 earnings season for cloud businesses is now behind us. net retention and CAC payback). 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

Tom Tunguz

MAY 31, 2022

Amazon Web Services and Azure, the business units inside Amazon and Microsoft serve and sell to small, medium, and large companies in every major geography. Microsoft Azure. Google Cloud Platform. Slowing sales cycles, decreases in NDR (net dollar retention), and declines in funnel yield are things to monitor. ServiceNow.

Azure 197

Azure Software Startup Cloud 197

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. You need an efficient way to keep your customers successful, reduce churn, drive adoption, and increase net revenue retention.

GCP(Google Cloud Platform) 201

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 201

User Pilot

APRIL 29, 2024

Service providers like Amazon Web Services (AWS), Google Cloud Platform, and Microsoft Azure offer server hosting and load-balancing services. Service providers like Amazon Web Services (AWS), Google Cloud Platform (GCP), and Microsoft Azure offer infrastructure services that support backend development.

Azure 52

Azure GCP(Google Cloud Platform) AWS Construction 52

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

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. Appcues enhances user onboarding, adoption , and retention with targeted walkthroughs, in-app messaging, and feature adoption tools.

SaaS Payments 83

SaaS Payments Payment Services Payment Methods Payment Solutions 83

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! . Net and Gross MRR Retention Rates.

Systems Review 52

Systems Review Payments Payment Solutions Azure 52

Chart Mogul

JUNE 16, 2022

Improve retention with MRR-based onboarding. For more on Destinations, check out our latest release, Amazon S3, Google Cloud Storage, or Azure Blob Storage as a destination. But, the most successful nurture campaigns are highly personalized.

Payments 52

Payments Data Azure Payment Methods 52

SaaStr

AUGUST 12, 2022

If you didn’t catch it the other day … and you can read about it on SaaStr …Microsoft and Google Cloud both had extremely strong quarters, Microsoft Azure grew 40% last quarter , and a record number of nine-figure and billion-dollar deals. Microsoft Azure’s at incredible scale and it still grew 40% last quarter.

Scale 206

Scale SaaS Payments Scaling SaaS 206

User Pilot

JULY 18, 2023

Equipped with such knowledge, you can onboard them more effectively and drive engagement to increase adoption and retention. Figma – for product designing and prototyping Figma is a cloud-based all-in-one design platform. Dedicated NPS analytics , including qualitative response tagging NPS dashboard.

Software Review 89

Software Review Software Management Azure 89

OPEXEngine

DECEMBER 7, 2021

It has tended to be used most in infrastructure platforms, like AWS, Google Cloud, and Azure. Companies with the best net dollar retention (NDR) and customer acquisition costs (CAC), two other closely watched SaaS metrics, also tend to rely on usage-based pricing. But that has been changing. Closely watched SaaS metrics.

Subscription 52

Subscription Payment Features Pricing SaaS 52

ProfitWell

SEPTEMBER 10, 2020

Gartner is estimating that the cloud services industry as a whole will outpace the growth of overall IT services by a factor of three, with SaaS making up $143.7 28% of IT spending will shift to the cloud by 2022. Gartner is also predicting that nearly a third of IT spending will shift to the cloud by that same year.

SaaS Payments 66

SaaS Payments Trends Merchant Services Payments 66

SaaStr

SEPTEMBER 13, 2020

373: Bessemer’s 5th Annual State of the Cloud Report returns for a definitive look at the cloud industry today. We want to take you through the cloud journey over the last several years. Now, the cloud index fell along with it. If you go back to before 2014, what you see is the power of the cloud.

Sales Hiring 160

Sales Hiring Scale Payments Cloud 160

Audacix

AUGUST 11, 2023

Restrict access and establish retention timelines. Examples include: Veronis, Azure Purview, AWS Macie. Cloud security posture management - your migration to the cloud opens up infinite possibilities for growth and propels your feature rollouts to breakneck speeds. Allow easy consent withdrawal and review.

Outsourcing Services 52

Outsourcing Services Technical Review Cybersecurity Data 52

SaaStr

AUGUST 22, 2020

This will be a really strong indicator of retention and recruiting. We’re using digital workflows and storing data in the cloud, but the rest of the world, this was an overnight just shift in how people worked and how they communicated. At the exact same time, that company hadn’t moved basic applications to the cloud.

Sales Recruiting 148

Sales Recruiting Cloud CTO Hire Scale 148

Chart Mogul

APRIL 7, 2022

Customer churn (or retention) cohorts allow you to see how subscriptions perform over time, relative to the starting month or the previous month. Then you can use these custom attributes to determine which groups of customers have the highest ARPA, LTV, retention rates, and more. Data output and integrations.

Payment Features 52

Payment Features Systems Review Churn Azure 52

Full Session

NOVEMBER 6, 2022

FullSession is our comprehensive, cloud-based, SaaS web analytics platform you can use to optimize your website, landing page, or web app. Mixpanel and Amplitude can analyze user journeys, conversion rates, and drop-offs, measure user engagement, and identify retention drivers. Increasing retention rates. What is FullSession?

Software Review 52

Software Review Underperforming Technical Team Business Technical Review 52

Full Session

NOVEMBER 16, 2022

It works in the cloud. Increasing retention rates. Mixpanel also offers a decent list of integrations, with over 50 apps, including Amazon Web Services, Microsoft Azure, Google Cloud, Hubspot, Slack, Snowflake, and Zendesk. The plan includes 45 days of data retention. This tier includes 90 days of data retention.

Software Review 52

Software Review Sales Hiring Technical Review Underperforming Technical Team 52

SaaS Metrics

JUNE 10, 2019

Security is one of the main reasons why many businesses, especially small and medium businesses hold themselves back from taking advantage of powerful cloud technologies. Cloud Standards. If the endpoints are not secured, the data might be at risk, making local servers a better option than the cloud. Introduction.

VPCs (Virtual Private Cloud) 40

VPCs (Virtual Private Cloud) Technical Review SaaS Systems Review 40

SaaStr

JULY 29, 2020

And so when you think back to what was happening, when we start back in 2010, when we were working on this idea in 2009, we just saw there’s this huge shift going on, where we were going from a world from hardware and software that you owned to services in the cloud that you rented. ” Michelle: For the retention of people?

Sales Hiring 175

Sales Hiring Outsourcing Services Scale Sales Recruiting 175