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 238

Cloud Azure AWS Scale 238

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. 3 Software is and should be very profitable at scale. #4.

Azure 300

Azure Cloud B2B Scaling 300

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 334

Azure Cloud SaaS Trends 334

SaaStr

NOVEMBER 18, 2023

They typically give them just enough to see if it will work, and the startup grows and scales to the next stage. SaaS and Cloud growth overall will remain strong. Shopify , Datadog, Crowdstrike , Google Cloud-Azure-AWS, Snowflake , etc. But also focus on the prize at the same time — record Cloud spend.

Startup 342

Startup Venture Capital Azure AWS 342

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. But at scale, even the slightly less long version of the tail is where the money is. And if so, maybe that’s Digital Ocean. Churn Stable.

Scale 265

Scale AWS Azure Cloud 265

Clouded Judgement

MARCH 22, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

AI 183

AI Revenue Cloud Technical Advisors 183

SaaStr

NOVEMBER 6, 2023

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.) And budget does clearly seem to be going to incumbents over new vendors. But it’s not that simple.

Merchant Services 296

Merchant Services Azure Software AWS 296

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. All are still growing at very strong rates.

Azure 243

Azure AWS Cloud SaaS 243

IT World

MAY 24, 2022

I want to talk to you today about clouds. But I'm not here to talk about hyper-scale, public clouds such as Amazon Web Services (AWS), Azure, or Google Cloud. They're great, but for many, they're overkill.

Cloud 90

Cloud SMB Azure AWS 90

SaaStr

NOVEMBER 4, 2022

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. So real impact from headwinds at the Cloud leaders, but they are still growing at jaw-dropping rates, if not as fast as before.

AWS 306

AWS Azure Cloud Scale 306

SaaStr

MARCH 31, 2019

This is pretty darn impressive, and probably more importantly, shows the continued jaw-dropping growth of Cloud. Buy Microsoft Stock Because of Its Big Cloud Deals, Says JPMorgan. Buy Microsoft Stock Because of Its Big Cloud Deals, Says JPMorgan. Microsoft Azure sales grew at 76% year over year in its most recent quarter.

Cloud 141

Cloud Azure Scale Software Engineering 141

Tom Tunguz

APRIL 6, 2023

In the cloud, AWS, Azure, & GCP have created about as much market cap as all the top 100 B2B & B2C publics built on cloud (Netflix, ServiceNow, AirBnb, etc). It’s likely startups start at plug-ins & then move down with scale that affords more usage & more capital to invest.

Generative AI 211

Generative AI AI GCP(Google Cloud Platform) Startup 211

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 249

Azure AWS SMB Cloud 249

Andreessen Horowitz

APRIL 5, 2024

These scenarios leverage GenAI’s ability to evaluate inputs at scale, especially in environments with ample high-quality and standardized data available on which to train. The key question is who will provide these features: specialist vendors or the big cloud and/or model providers?

Generative AI 108

Generative AI AI Enterprise Technical Review 108

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. Update on cloud software multiples, charted alongside the 10Y and 5 year pre-covid NTM rev multiple average. And generating real cash flow at scale. #2.

SaaS 346

SaaS Azure Cloud AWS 346

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. ChurnZero lets your CS team manage and expand accounts at scale with proactive, personalized engagement that helps every customer succeed.

GCP(Google Cloud Platform) 226

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 226

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. And yet … the Cloud and the overall economy can’t be disconnected forever.

AWS 333

AWS Azure Cloud SaaS 333

SaaStr

JANUARY 25, 2023

Microsoft also reported strong growth overall and for Azure and Cloud especially. What a visceral comparison to Salesforce, which has seen a dramatic slowdown in enterprise growth. But ServiceNow? None really. Not for now, at least. The impacts of today’s shifts in the economy are … well, they’re uneven.

Azure 273

Azure Cloud Enterprise Subscription 273

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

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). There are about 3.2

Payment Solutions 259

Payment Solutions Payment Methods Software SaaS Payments 259

Andreessen Horowitz

MAY 7, 2024

As more workloads and data move to the cloud and generative AI takes over the enterprise , cybersecurity is more critical today than ever. And that’s because with every new paradigm shift—from the internet to cloud computing—the sheer magnitude of digital threats has exploded and threat vectors have become increasingly sophisticated.

Investment 52

Investment Cybersecurity Azure Cloud 52

ProfitWell

MAY 12, 2020

The three major cloud service models are SaaS, PaaS, and IaaS. Cloud service models in 2020. We are not considering those in our comparison of cloud services. With PaaS, developers can create everything from simple apps to complex cloud-based business software. The benefits when choosing each cloud service.

Cloud 59

Cloud Azure SaaS Underperforming Technical Team 59

Blulogix

OCTOBER 11, 2023

MSPs typically manage a myriad of services, from cloud infrastructure to software applications and more. Automation , coupled with the ability to scale, ensures: Accurate and timely billing for a growing client base. The billing system must be capable of accommodating increasing data volumes without sacrificing performance.

Payment Features 52

Payment Features Management Azure AWS 52

Neil Patel

APRIL 8, 2021

Cloud computing has taken over in recent years, and it offers many opportunities for businesses and users. Along with PaaS and SaaS , these acronyms describe the different ways businesses can use cloud technology, and choosing the right one for your e-commerce store can make a big difference. Today, 90% of businesses use the cloud.

Outsourcing Services 119

Outsourcing Services Cloud Outsourced Development Azure 119

IT World

APRIL 8, 2020

VMware has pumped out a key version of its core networking software with over 100 new features and added security and application-management support all designed to help customers build and run large scale virtual networks. To read this article in full, please click here

Azure 52

Azure Software Scale Management 52

Neil Patel

JANUARY 25, 2021

Whether it’s real-time analytics data streaming or offering insights at scale, this tool can do it all. Power BI can integrate with Azure Machine Learning—plus, its ML and AI features are driven by Azure functions built into the Azure Cloud. Microsoft Power BI offers two pricing plans: Power BI Pro : $9.99

Data Analysis 128

Data Analysis Software Data Scale 128

Audacix

OCTOBER 24, 2019

But it's also true that it's never too late to secure your cloud-based web app. In fact, smart and fast-growing cloud software companies who outperform their peers usually share this common trait: they consistently grow sales and build their brand by turning their security standards into a key differentiator and selling point.

Cloud 49

Cloud Cybersecurity Scale Transportation 49

Blulogix

NOVEMBER 8, 2023

Whether it’s cloud computing resources, software applications, or data storage, usage-based pricing offers adaptability and efficiency. Scalability Startups and enterprises alike can scale their technology usage in alignment with their specific needs. This flexibility enables businesses to respond to market demands efficiently.

Technology 52

Technology Pricing Payment Features Subscription 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. Startup businesses usually look towards SaaS when they need to scale quickly, reduce IT overhead, or access sophisticated tools without huge costs.

SaaS Payments 40

SaaS Payments Payment Services Payment Solutions Payment Methods 40

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. Scaling is a fundamental part of business, but it is not easy.

Scale 10

Scale Cloud Enterprise Scaling 10

Andreessen Horowitz

SEPTEMBER 25, 2023

That partnership has been going for 4 years now and started as a, “Hey, we are a hyperscale cloud. We want AI software running on Azure, so we’re doing everything that we can to make that an easy thing for people to do. If you think about AI, by far and away the most important partner we have is OpenAI.

AI 105

AI Azure New CTO Software Development 105

BetterCloud

JANUARY 8, 2021

Achieving RBAC at scale. Achieving RBAC at scale. Scale becomes an additional challenge when managing user lifecycles across an entire digital workplace with tens or hundreds of SaaS apps. Examples of cloud provider role-based access control. Most cloud providers enable granular access control.

Azure 52

Azure AWS Scale Technical Review 52

Sales Hacker

OCTOBER 7, 2019

This week on the Sales Hacker podcast, we talk to Alison Wagonfeld, CMO of Google Cloud. About Alison Wagonfeld and Google Cloud (01:52). Alison Wagonfeld is the Chief Marketing Officer for Google Cloud. Now, without further ado, my interview with Alison Wagonfeld, CMO of Google Cloud. We’re on iTunes. And on Stitcher.

Cloud 44

Cloud Artificial Intelligence Scale GCP(Google Cloud Platform) 44

Baremetrics

JULY 8, 2021

MetricFire is a full-scale platform that offers infrastructure, system, and application monitoring using a suite of open-source monitoring tools. The Future of MetricFire To hit growth goals, MetricFire is focusing on improving their Hosted Graphite offering and building an Azure Microsoft platform for data collection.

Payment Services 105

Payment Services Payment Solutions Payments SaaS Payments 105

User Pilot

JULY 18, 2023

Develop – to break down the roadmap into prioritized tasks for development teams Integrations with development (Azure, Jira, Github), communication (Slack, Teams), CRM (Salesforce, Zendesk), project management (Trello, Asana), knowledge management (Confluence), and workspace tools (Google, Microsoft) Pricing Aha!

Software Review 90

Software Review Software Management Azure 90

Audacix

JULY 28, 2022

But it's also true that it's never too late to secure your cloud-based web app. In fact, smart and fast-growing cloud software companies who outperform their peers usually share this common trait: they consistently grow sales and build their brand by turning their security standards into a key differentiator and selling point.

Cybersecurity 52

Cybersecurity Underperforming Technical Team AWS Scale 52

IT World

JANUARY 23, 2019

Dividing applications into independent services simplifies development, updates, and scaling. InfoWorld explains: What is cloud-native? Get started: Azure cloud migration guide. Tutorial: Get started with Google Cloud. Microservice architectures solve some problems but introduce others. What is a service mesh?

Azure 40

Azure Cloud Development Scaling 40