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

Clouded Judgement

MARCH 22, 2024

Enterprise software businesses strive for 90-95% gross retention (generally the percent of revenue that sticks with you vs churns altogether), with net expansion in the 120%+ range (the aggregate change in expansion - contraction - churned revenue). Namely, retention!! The biggest culprit is describing non recurring revenue as ARR.

AI 183

AI Revenue Cloud Technical Advisors 183

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

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

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

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. net retention and CAC payback). Of course, these two charts show historical (ie lagging) data. Subscribe now Do We See a Light at the End of the Tunnel?

Cloud 161

Cloud Software Benchmarks Scale 161

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

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%. 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

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. Net and Gross MRR Retention Rates.

Systems Review 52

Systems Review Payment Solutions Payments Azure 52

User Pilot

APRIL 30, 2024

Appcues enhances user onboarding, adoption , and retention with targeted walkthroughs, in-app messaging, and feature adoption tools. Quickbooks and Xero are accounting SaaS products that help you send invoices, track expenses, and process payroll. You don’t handle maintenance or updates. What are the benefits of the SaaS model?

SaaS Payments 104

SaaS Payments Payment Services Payment Methods Payment Solutions 104

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

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

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

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

AUGUST 22, 2020

This will be a really strong indicator of retention and recruiting. Justin Bedecarre: And another really important point that we really believe in is that you have to use data to drive decisions, right? You have to use data on how people are using the space. Justin, you actually made a really good point on data.

Sales Recruiting 148

Sales Recruiting Cloud CTO Hire Scale 148

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) Technical Review SaaS Systems Review 40