Remove Azure Remove Cloud Remove Technical Review
article thumbnail

5 Interesting Learnings from MongoDB at ~$2 Billion in ARR

SaaStr

So the growth rates of Cloud infrastructure leaders have been all over the place. Billion in ARR GitLab is growing 30% at $730m ARR Microsoft Azure, Google Cloud are on fire, fueled by AI But others are seeing more headwinds due to downturns in the “B2B2B” segment of tech.

Azure 269
article thumbnail

Clouded Judgement 10.20.23 - Hyperscaler Q3 Preview

Clouded Judgement

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 170
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Clouded Judgement 3.22.24 - ERR vs ARR and the Conundrum of AI Revenue Streams Today

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. ” Let’s look at consumption revenue - this is also not technically recurring! This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown.

AI 193
article thumbnail

Best Applicant Tracking Systems for 2025

How To Buy Saas

From cloud-based SaaS solutions to on-premise enterprise software , businesses worldwide are leveraging ATS technology to build efficient, fair, and scalable hiring pipelines. Table of Contents Cloud-Based vs. On-Premise ATS Solutions The Top 10 Applicant Tracking Systems for 2025 1. GDPR for data privacy in Europe).

article thumbnail

SaaStr Podcasts for the Week with Byron Deeter, Elliott Robinson, Henry Schuck, and Jason Lemkin

SaaStr

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.

article thumbnail

Navigating the Impact of Generative AI on Enterprise Security: Insights from Industry Experts

Andreessen Horowitz

Here’s what they had to say about the key considerations for technology adoption and strategies CISOs can employ to navigate the rise of AI-driven security solutions: 1. Secondly, companies adopting generative AI will need to rethink their technology stack. What is the biggest security threat that enterprises face today?

article thumbnail

16 Changes to the Way Enterprises Are Building and Buying Generative AI

Andreessen Horowitz

In the near term, leaders are still rolling out this tech and figuring out the best metrics to use to quantify returns, but over the next 2 to 3 years ROI will be increasingly important. Implementing and scaling generative AI requires the right technical talent, which currently isn’t in-house for many enterprises.