SaaStr

FEBRUARY 26, 2025

So Salesforce has now grown into the active granddad of SaaS. Nvidia, Google Cloud, Azure, etc. 1% Dilution Many faster growing public SaaS and Cloud companies aim for 2% a year dilution or less from employee grants, down from the 10%+ common at start-ups. Not moving, er growing, as fast as it once did.

Scale 190

Scale Sales Hiring Azure Cloud 190

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.

Cloud 278

Cloud Azure AWS Scale 278

SaaStr

DECEMBER 28, 2023

Shopify, Canva, Monday and tons of other SaaS leaders less focused on tech and startups had big years. 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.

Azure 349

Azure Cloud SaaS Trends 349

Clouded Judgement

JUNE 19, 2024

Q1 earnings season for cloud businesses is now behind us. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery.

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

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. Microsoft Cloud gross margins remain high at 70%.

Azure 307

Azure Cloud B2B Scaling 307

SaaStr

FEBRUARY 10, 2022

Aiven provides managed open source data technologies on all major clouds. Meanwhile, we do what we do best; manage cloud data infrastructure. We’ll see 10,000 of the best SaaS founders, execs and VCs Sep 13-15 at 2022 SaaStrAnnual.com ! With Aiven, developers can do what they do best: create applications.

Cloud 269

Cloud GCP(Google Cloud Platform) Payments SaaS Payments 269

SaaStr

MAY 6, 2022

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. A Covid Hangover in SaaS stocks.’ Amazon AWS, Microsoft Azure and even Google Cloud are on fire, adding insane amounts of revenue this year.

SaaS 348

SaaS Azure Cloud AWS 348

SaaStr

MAY 2, 2023

So there’s no doubt things are a bit harder for everyone in SaaS and Cloud right now. A few of us are seeing no macro impacts, but probably the biggest tell are Cloud platform giants — AWS, Azure and Google Cloud. The Cloud is still growing. The Cloud is still growing.

Azure 270

Azure AWS SaaS Cloud 270

SaaStr

AUGUST 31, 2024

So is it a downturn in SaaS or Cloud — or not? There are so many mixed signals: Unicorn product is up 2x over last year, but layoffs continue AI spend is fast and furious, with Google Cloud, Microsoft Azure, etc. Overall, SaaS leaders tied to non-tech buyers or tied to AI are still growing at epic rates.

Azure 326

Azure SMB Cloud AI 326

SaaStr

JULY 31, 2020

Yet, the Cloud is on fire during Work-and-Do-Everything-Possible-from-Home. Zoom is growing at rates we’ve never seen before in SaaS and Cloud. And Morgan Stanley has predicted Cloud penetration will be pulled forward 5+ years or more. Azure and Google Cloud also saw growth begin to slow.

AWS 345

AWS Azure Cloud SaaS 345

SaaStr

NOVEMBER 18, 2023

SaaS products and services like Pilot track the finances of 1,000s of SaaS and other startup so they’re an interesting source of hard data. SaaS and Cloud growth overall will remain strong. Shopify , Datadog, Crowdstrike , Google Cloud-Azure-AWS, Snowflake , etc. Carpe Diem.

Startup 356

Startup Venture Capital Azure AWS 356

SaaStr

NOVEMBER 4, 2022

So with the latest batch of earnings out, we can get a sense of where the leaders are in SaaS. Again, epic growth but a material slowing from what AWS cited as “economic headwinds” Still — Google Cloud didn’t see a slowing of growth, and Azure’s growth rate barely budged.

AWS 329

AWS Azure Cloud Scale 329

Tom Tunguz

JANUARY 23, 2023

We saw moderated consumption growth in Azure and lower-than-expected growth [elsewhere]. Segment Expected Growth Productivity 12% Office Commercial 6% Office On-Premise -25% LinkedIn 5% Dynamics 13% Intelligent Cloud 18% Azure 26% Server -3% Services -3% 2. At some point, the optimizations will end.

Azure 256

Azure Underperforming Technical Team Artificial Intelligence Machine Learning 256

SaaStr

APRIL 8, 2020

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. Once Office 365, Azure, etc. They didn’t all have to work out. The big ones, though.

Azure 318

Azure Cloud Acquisition Strategy 318

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 258

Scale Marketplace as a Service Cloud SaaS Payments 258

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 157

Cost optimization & reporting Cloud Azure AWS 157

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 167

Cost optimization & reporting Cloud Azure AWS 167

SaaStr

NOVEMBER 3, 2022

So we’ve talked about it often here at SaaStr, but things are just so … odd right now in SaaS. 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. And yet … the stock markets have plummeted.

AWS 351

AWS Venture Capital Azure Cloud 351

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. DigitialOcean doesn’t want to take AWS, Azure and Google on in the enterprise and doesn’t really try. That’s impressive.

Azure 272

Azure AWS SMB Cloud 272

SaaStr

MAY 16, 2024

SaaS outside of classic “B2B’ is often holding up well. And AI is obviously on fire, pulling up AWS, Google Cloud, Azure, etc. But classic B2B SaaS is definitely in many cases seeing tougher times. So not everyone is seeing tougher times these days. Klaviyo, Toast, etc. just had very strong quarters.

Azure 301

Azure AWS Sales B2B 301

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 281

Data Azure Artificial Intelligence Machine Learning 281

Stax

JUNE 3, 2025

The term SaaS platform gets tossed around a lotbut what does it actually mean, and why does it matter for today’s software companies? Whether you’re building your first product or scaling an established solution, understanding the SaaS platform model is essential for long-term growth. Contact sales What is a SaaS Platform?

Payment Services 88

Payment Services DevOps as a Service SaaS Payments Payments 88

SaaStr

JULY 31, 2024

But it’s become so central to Cloud the past years, and both LinkedIn and GitHub (which Microsoft acquired) are at the pulse and heart of B2B and B2D, respectively. Just about everything in Cloud, SaaS and AI is firing on all cylinders at Microsoft: Azure and Cloud up +30% (!) Overall Cloud up +22% (!)

Azure 225

Azure Cloud AI B2B 225

SaaStr

JANUARY 25, 2023

That’s pretty efficient for SaaS. #5. But many in SaaS are seeing tougher times in Europe than North America. Microsoft also reported strong growth overall and for Azure and Cloud especially. As you can see, ACV has grown ~20% over the past 2 years, from $3.4m to $4m ACV. #4. Some softness in EMEA. But ServiceNow?

Azure 308

Azure Cloud Enterprise Subscription 308

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). Follow along to stay up to date!

Cost optimization & reporting 190

Cost optimization & reporting Cloud Software AWS 190

SaaStr

DECEMBER 27, 2023

So is it possible to be too efficient in SaaS and Cloud? Many have used Digital Ocean at the cheaper, simpler version of AWS-Azure-Digital Ocean to get going fast and quickly. Even small cloud customers worked to bring down their spend in 2023. #5. And if so, maybe that’s Digital Ocean. But you’d be wrong ?

Scale 291

Scale AWS Azure Cloud 291

SaaStr

APRIL 27, 2021

Just how fast is SaaS and Cloud growing? Cloud software spending grew a stunning 23% in 2021, from $270 billion to $330 billion. Budgets and spend are increasing a stunning 20% a year in SaaS. Yes, we all now know top SaaS leaders have world-class NRR, from 110% to 160%. One thing we know — Fast.

GCP(Google Cloud Platform) 210

GCP(Google Cloud Platform) Azure AWS SaaS 210

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. The promise of SaaS is that growth in the early years leads to profits in the mature years.

Cloud 167

Cloud Azure AWS Software Review 167

Clouded Judgement

SEPTEMBER 27, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Foundation Models Are to AI what S3 was to the Public Cloud Many people look at 2006 as the birth of the public cloud - the year Amazon launched AWS. Follow along to stay up to date! However, a couple things happened.

Cloud 176

Cloud GCP(Google Cloud Platform) AWS Azure 176

Clouded Judgement

AUGUST 2, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! The promise of SaaS is that growth in the early years leads to profits in the mature years. Follow along to stay up to date! Today it’s ~5x.

Cloud 157

Cloud Azure GCP(Google Cloud Platform) AWS 157

Tom Tunguz

MAY 31, 2022

Large SaaS and IaaS vendors are precisely that: indexes of software buyers. 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. That should bode well for SaaS startups.

Software 240

Software Azure Startup Cloud 240

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 144

Cloud Azure Pricing Payment Features 144

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. Follow along to stay up to date! It’s very tricky to predict.

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

Blulogix

MAY 20, 2025

By BluLogix Team Why Cloud Adoption Demands Better Internal Billing Public sector IT is moving to the cloudand fast. From statewide digital transformation initiatives to university research platforms running on AWS and Azure, cloud services have become essential infrastructure. Schedule a Demo Today Cloud Is Usage-Based.

Cloud 59

Cloud Azure AWS Government 59

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. 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. The markets took a while to catch up.

Cloud 146

Cloud Azure AWS Enterprise 146

SaaStr

OCTOBER 6, 2022

We help B2B SaaS marketers turn organic search into a source of repeatable revenue through software and coaching. The platform automates the provisioning of your application to the cloud (AWS, GCP, Azure), integrating cloud ops, DevOps, and security/compliance with 24×7 monitoring and support.

GCP(Google Cloud Platform) 245

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 245

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