Neil Patel

JANUARY 25, 2021

The thing about data is it helps you make better business decisions. Everyone has questions when it comes to choosing data analysis software. Why are there so many data analytics tools? You have to arrange your data, explain it, present it properly, and then derive a conclusion from it. Which one is worth your money?

Data Analysis 128

Data Analysis Software Data Scale 128

Clouded Judgement

MAY 10, 2024

Here’s some data so far: 6 out of 40 (15%) saw ARR shrink from Q4 to Q1 Of companies who gave Q2 guidance, 20 out of 37 (54%) guided BELOW Q2 consensus. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

Cloud 161

Cloud Software GCP(Google Cloud Platform) Azure 161

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

JUNE 9, 2023

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. They guided to 26-27% growth in Azure in Q2 (with 1% coming from AI). Their consumption is driven by usage of applications built on top of Mongo.

Trends 130

Trends Cloud Azure AWS 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

Chart Mogul

JULY 7, 2022

Send ChartMogul data directly to your data warehouse: Snowflake, Amazon Redshift, or Google BigQuery. The new destinations allow you to combine your subscription and revenue data from ChartMogul with other data sets like product usage, customer data, and user feedback. It only takes a few minutes.

Data 52

Data Azure Subscription Payment Features 52

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

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

Baremetrics

JULY 8, 2021

In order to run efficiently, they needed the right tool to analyze data from Stripe and segment their customers. Result: Baremetrics saves the MetricFire team approximately 8 hours a month on spreadsheet maintenance and takes the headache out of transforming data into graphs. Challenge: MetricFire is a small but mighty team.

Payment Services 105

Payment Services Payment Solutions Payments SaaS Payments 105

Blulogix

OCTOBER 11, 2023

In this blog post, we’ll delve into the five keys to automating usage-based billing for MSPs , with a particular focus on the vital role of data integration. Comprehensive data integration ensures that you have a holistic view of client usage across all services, enabling precise billing. Generate immediate invoices.

Payment Features 52

Payment Features Management Azure AWS 52

Blulogix

NOVEMBER 8, 2023

Traditional pricing models, such as fixed subscriptions and one-time purchases, no longer align with the dynamic and ever-evolving nature of this sector. Subscription Billing The Evolution of Pricing Models in the Technology Industry The technology industry has undergone significant transformations in recent years.

Technology 52

Technology Pricing Payment Features Subscription 52

Stax

APRIL 18, 2024

SaaS companies deliver software applications over the internet on a subscription basis, simplifying access and management for users. SaaS, or Software as a Service, companies host and deliver software applications over the internet on a subscription basis. Primarily through direct-to-user subscriptions and third-party distributors.

Outsourcing Services 88

Outsourcing Services SaaS Payments Payment Services Payment Methods 88

OPEXEngine

DECEMBER 7, 2021

The pricing model, which leads to increases or decreases in revenue based on how much customers engage with a service, has been gaining on the more traditional subscription model as the main way SaaS companies make money. It has tended to be used most in infrastructure platforms, like AWS, Google Cloud, and Azure. Enterprise companies.

Subscription 52

Subscription Payment Features Pricing SaaS 52

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

AUGUST 11, 2023

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. The question is how patient will they be waiting for this?

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

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

MARCH 22, 2024

.” Let’s look at consumption revenue - this is also not technically recurring! It’s probably better described as re-occurring vs recurring. This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. in December, unemployment to be 4.0%

AI 183

AI Revenue Cloud Technical Advisors 183

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. Of course, these two charts show historical (ie lagging) data. As you can see from the data below most cloud businesses beat the consensus estimates for Q1.

Cloud 161

Cloud Software Benchmarks Scale 161

ProfitWell

MAY 15, 2020

There are many different cloud-based models for storing data, but this article is focused directly on SaaS. Customers typically don’t interact with the physical data centers, but it is provided as a service to them. Some PaaS examples include Windows Azure, Google App Engine, and Force.com. Storing your data offsite.

SaaS Payments 75

SaaS Payments Payment Services Payment Solutions Payments 75

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%. Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

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

How To Buy Saas

MAY 15, 2024

Cloud computing services provide on-demand solutions and IT resources to companies via the Internet with pay-as-you-go or subscription-based pricing models. This may include infrastructural support like storage, security, network equipment, and data centers, as well as comprehensive applications built to perform specific tasks.

DevOps as a Service 52

DevOps as a Service Marketplace as a Service Cloud SaaS 52

SaaStr

MARCH 31, 2022

Azure’s marketplace has over 4 million monthly visitors. million subscriptions transacted and Google’s marketplace has seen 3X growth in SaaS sales. But also it’s allowed us to get much closer to our provider, I mean, we host and run 100% on AWS, but pull data from everywhere.

Scale 211

Scale Marketplace as a Service Cloud SaaS Payments 211

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! . See future changes to your recurring revenue with CMRR. Send ChartMogul data to 9 new destinations.

Systems Review 52

Systems Review Payments Payment Solutions Azure 52

How To Buy Saas

MARCH 21, 2024

This is ideal if you’re aiming to provide continuous value to your customers through a subscription model. Platforms like Microsoft Azure or Amazon Web Services are good examples in this regard. This means multiple customers can use the same version of the product while their data remains separate and secure.

SaaS Payments 40

SaaS Payments Payment Services Payment Solutions Payment Methods 40

BetterCloud

JANUARY 8, 2021

A layperson might (and often does) assume that the biggest SaaSOps challenges are fairly straightforward, especially when it comes to granting access to your company’s data. Of course, access control isn’t that simple—and as a result, even some of the world’s biggest companies have fallen victim to some high-profile data breaches.

Azure 52

Azure AWS Scale Technical Review 52

ProfitWell

MAY 12, 2020

Some SaaS products allow the user to download the application, but require an internet connection to confirm their subscription for it to operate. IaaS is used by those who want to alleviate the need to maintain their own on-premise data centers. We are not considering those in our comparison of cloud services.

Cloud 59

Cloud Azure SaaS Underperforming Technical Team 59

SaaStr

JULY 27, 2019

Here are the top stories: #1: “Russia’s Secret Intelligence Agency Hacked: ‘Largest Data Breach in Its History’ My suggestion: share each data breach and hacking story with your dev team. 2: LinkedIn is Migrating to Microsoft Azure. And ask them if it could happen to you. But it will take 3+ years!! #3:

Cloud 29

Cloud Azure Venture Capital Mobile 29

Chart Mogul

JANUARY 28, 2022

Being in the subscription analytics space means data-intensive operations, large volumes, and the ability to often scale accordingly. Our options were Amazon Web Services (AWS), Google Cloud (GCP), and Azure. Data security and compliance. Data security has always been top of mind. Team expertise.

K8S orchestration (Kubernetes) 52

K8S orchestration (Kubernetes) AWS EKS (Elastic Kubernetes Service) GCP(Google Cloud Platform) 52

User Pilot

APRIL 30, 2024

Quickbooks and Xero are accounting SaaS products that help you send invoices, track expenses, and process payroll. Software as a Service (SaaS): SaaS providers have ready-to-use software applications over the internet on a subscription basis. You don’t handle maintenance or updates. What are the benefits of the SaaS model?

SaaS Payments 92

SaaS Payments Payment Services Payment Methods Payment Solutions 92

OpenView Labs

FEBRUARY 11, 2021

Fighting skewed data with segmentation. First, segment the users of your product in a way that removes any bias that skewed data may hide. For example, when coming to a cloud vendor, deciding to be vendor agnostic at the time of product design ensures you aren’t tied down to AWS, Microsoft Azure, or Google Cloud.

Scale 52

Scale Payment Methods Payment Services Systems Review 52

Audacix

OCTOBER 5, 2019

How is my data protected? The report notes that "data is becoming the main target of cyber attacks," which is quite different to ransomware attacks that take over an application and allow hackers to demand a princely ransom. Do you have a security architecture strategy? How does your app protect my data beyond a password?

Enterprise readiness 52

Enterprise readiness Enterprise Cybersecurity SaaS 52

Audacix

OCTOBER 5, 2019

How is my data protected? The report notes that "data is becoming the main target of cyber attacks," which is quite different to ransomware attacks that take over an application and allow hackers to demand a princely ransom. Do you have a security architecture strategy? How does your app protect my data beyond a password?

Cloud 45

Cloud Enterprise Software Review Cybersecurity 45

User Pilot

MARCH 12, 2024

Managing user accounts and access improves employee productivity, boosts security, and fosters collaboration. It also enables companies to track and manage SaaS subscriptions. They provide mechanisms for avoiding data breaches and maintain audit trails for compliance checks.

Management 100

Management Azure SaaS Systems Review 100

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. Grow your recurring revenue with ChartMogul. Grow your recurring revenue with ChartMogul. Control and transparency.

Payment Features 52

Payment Features Systems Review Churn Azure 52

SmartKarrot

SEPTEMBER 15, 2022

When you use a cloud-based service, it is easy to scale out because all of your data resides in one central place — the cloud — rather than being scattered across multiple locations on your premises (your hardware). Security: As with any IT project, security is a major concern for companies moving to the cloud.

Scale 10

Scale Cloud Enterprise Scaling 10

SmartKarrot

APRIL 13, 2020

Develop and maintain effective relationships to lead the delivery of data center solutions and services to clients & partners. This is an exciting role that will help create relationships with their Azure customers and will fuel customer success, retention growth, and advocacy. Santa Clara, California, US.

Customer Success 8

Customer Success Azure Retention Leadership 8