Clouded Judgement

JUNE 9, 2023

Expansion revenue is still declining (we see this in falling net retention rates), but gross retention remains strong. Usage on Snowflake is driven by queries run on Snowflake Azure: Neutral Tone With Strength in AI Overall I’d characterize Azure’s quarter as a net positive. Overall similar to Datadog.

Trends 130

Trends Cloud Azure AWS 130

Tom Tunguz

FEBRUARY 13, 2023

Turning to our customer metrics in the fourth quarter. The surge in pipeline is notable given the uncertainty in the market but the close rates are low & sales cycles slow : another confirmatory data point for startups to plan cautiously in 2023. APAC represented 13% of revenue and increased 40% year-over-year.

Cloud 231

Cloud Azure Headcount Software Review 231

Clouded Judgement

JULY 28, 2023

AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. Satya at Microsoft said “Every AI app starts with data and having a comprehensive data and analytics platform is more important than ever.” ” Data is more important than ever! .”

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

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. Avoid data silos by consolidating your data into one place and elevate your campaigns in Intercom.

Payments 52

Payments Data Azure Payment Methods 52

Clouded Judgement

OCTOBER 28, 2022

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. The other piece is higher energy costs (to service their data centers). Overall, it wasn’t pretty… AWS grew 28% when expectations were 30-31%.

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

JANUARY 27, 2023

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%. We’ll get a lot more data points in the coming weeks on how other companies guide for 2023.

Cloud 141

Cloud Azure Pricing Subscription 141

Clouded Judgement

APRIL 21, 2023

Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). Let’s double click on Azure. This may be a data point to suggest we’re hitting the trough (or close to it). Q1 Earnings Season We’re on the eve of Q1 earning season.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

MAY 26, 2023

As many of you know, the data points I’m looking for are any signs of consumption trends starting to tick back up. Azure / Confluent / Datadog reported a few weeks back (they all had March quarter ends), and their commentary suggested the worst was behind us. ie instead of storing 5 years of data they store 3 years.

Cloud 141

Cloud Azure Trends Retention 141

Clouded Judgement

JUNE 20, 2023

In this post, I’ll take a data-driven approach in evaluating the overall group’s performance, and highlight individual standouts along the way. Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. net retention and CAC payback). How do we make sense of it all?

Cloud 161

Cloud Software Benchmarks Scale 161

Clouded Judgement

AUGUST 11, 2023

The good news is gross retention (ie churn) stayed constant. If next quarter we get similar commentary that Azure gave us this quarter (“still a couple quarters away” without any specific guidance), then we may see market loose a little patience. However, it’s not showing up in the data yet.

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

SaaStr

NOVEMBER 4, 2021

The SaaS “Rule of 40” has gained popularity due to its simplicity, requiring only two common financial metrics to be added together. ” Year after year of lower sales and marketing costs and better customer retention really adds up. Ultimately, the “Rule of 40” is ONLY a metric.

SaaS 300

SaaS Technical Review Benchmarks Azure 300

Clouded Judgement

NOVEMBER 10, 2023

Hyperscalers (AWS, Azure, GCP as companies look for cloud GPUs who aren’t building out their own data centers) Infra (Data layer, orchestration, monitoring, ops, etc) Durable Applications We’ve clearly well underway of the first 3 layers monetizing. But even more important right now is cost.

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

Clouded Judgement

FEBRUARY 3, 2023

We can look at data for indicators, but predicting anything with confidence on all 3 of these vectors is very hard. One data point to support this – the WCLD index was up >5% on Wednesday, but the S&P was up only 1%. What we do know – Powell continues to sound confident that a soft landing is still possible.

Cloud 130

Cloud Azure AWS Generative AI 130

Clouded Judgement

FEBRUARY 17, 2023

It seems like the incremental data we’ve gotten continue to increase the odds of a “no landing.” Some of the data to support a no-landing. 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.

Cloud 130

Cloud Azure Revenue Subscription 130

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! . Net and Gross MRR Retention Rates. Send ChartMogul data to 9 new destinations.

Systems Review 52

Systems Review Payment Solutions Payments Azure 52

OPEXEngine

DECEMBER 7, 2021

Usage-based pricing has been growing since at least 2018, when about a quarter of companies were using it, according to OpenView’s data. It has tended to be used most in infrastructure platforms, like AWS, Google Cloud, and Azure. Closely watched SaaS metrics. But that has been changing.

Subscription 52

Subscription Payment Features Pricing SaaS 52

ProfitWell

SEPTEMBER 10, 2020

By almost all key metrics, now is a great time to get into the SaaS business model. Running your own server to handle your customer's valuable data requires a huge investment to match the same level of security and reliability that comes baked into services like Amazon AWS and Microsoft Azure cloud. Get ProfitWell Metrics.

SaaS Payments 66

SaaS Payments Trends Merchant Services Payments 66

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. Data storage solutions.

Azure 52

Azure GCP(Google Cloud Platform) AWS Construction 52

SmartKarrot

APRIL 13, 2020

Managing a portfolio of a few hundred customers and interacting directly with customers via phone, he/she will help at-risk customers promote overall customer satisfaction, product adoption, retention, and renewals mainly in the small business and very small business segment. Drive, measure, analyze and improve customer satisfaction.

Customer Success 8

Customer Success Azure Retention Leadership 8

User Pilot

JULY 17, 2023

Canny facilitates feedback collection and analysis through a voting board and relevant data integration. Feedier helps you collect structured and unstructured feedback and then use adaptive text analysis for organized data tagging. Qualtrics is great customer feedback software for collecting, managing, and acting on feedback data.

Software Review 18

Software Review Software AI Search AI 18

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. And I literally shared all the data from when I was running Adobe EchoSign there.

Scale 226

Scale SaaS Payments Scaling SaaS 226

Chart Mogul

APRIL 7, 2022

We also offer more direct integrations with billing systems, enrichment data sources, and export destinations. ChartMogul offers data settings that give you full control over how your metrics are calculated. Both can calculate MRR, churn, and ARPA – but only one can act as a hub of revenue data. Control and transparency.

Payment Features 52

Payment Features Systems Review Churn Azure 52

Full Session

NOVEMBER 6, 2022

Every business needs data to make good products and market strategies – you can’t just make important decisions blindly. UX analytics tools allow you to gather such data. You can use it to collect valuable user engagement data. Mixpanel focuses on user actions instead of broader page-level data.

Software Review 52

Software Review Underperforming Technical Team Business Technical Review 52

Neil Patel

DECEMBER 24, 2020

Consider also that the Google algorithm ranks websites by load speed, among other metrics. It helps if the information makes sense, so your DevOps, executives, or other people who have access to the data know what to do with it. Agents then simulate real users and collect data. Consider also public reporting.

DevOps as a Service 145

DevOps as a Service Software Review GCP(Google Cloud Platform) Systems Review 145

Full Session

NOVEMBER 16, 2022

It provides session recordings and replays, interactive heatmaps, customer feedback forms, advanced data segmentation, and analytics. It allows you to gather real-time data regarding user actions on the website. Google Analytics data shows page-level information. It means the data collected via GA is very relevant and helpful.

Software Review 52

Software Review Sales Hiring Technical Review Underperforming Technical Team 52

SaaStr

SEPTEMBER 13, 2020

Azure has been gaining on them rapidly and is growing a double that rate. Number two, we really want companies to report and track these metrics early. Transcript of Episode 374: Henry Schuck: Every company big and small is realizing that high quality data is a necessity to go to market. It is staggering. I have SMBs.

Sales Hiring 176

Sales Hiring Scale Payments Cloud 176

SaaS Metrics

JUNE 10, 2019

Compared to traditional network systems, cloud computing systems are highly concentrated because of the virtualization technology, which allows single servers to hold data of multiple clients and many virtual machines. This means that if someone hacks a single server, it puts many virtual machines or data of many customers at risk.

VPCs (Virtual Private Cloud) 40

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