IT World

MARCH 10, 2023

Developers can now integrate ChatGPT directly, using a token-based pricing system, into a host of different enterprise and end-user applications.

ChatGPT 92

ChatGPT Azure Enterprise Pricing 92

Clouded Judgement

OCTOBER 20, 2023

Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. However, it’s important to keep in mind that while hype and expectations are quite high around AI, true enterprise buying cycles typically lag. Even a DCF is riddled with long term assumptions.

Cloud 161

Cloud Azure AWS Software Review 161

Clouded Judgement

JANUARY 6, 2023

Cloud Downgrades This week UBS came out with a couple research reports citing concerns in AWS / Azure growth. This brings me back to AWS / Azure downgrades. This was the worst tone that we’ve heard in years from large AWS/Azure partners, a group that usually expresses different shades of optimism about AWS/Azure growth.”

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

Andreessen Horowitz

SEPTEMBER 25, 2023

Ali Ghodsi, CEO and cofounder of Databricks, and Ben Horowitz, cofounder of a16z, explain the data wars happening inside and outside enterprises and how they could impact the evolution of LLMs. [00:38] 00:38] Why is it so hard for enterprise to adopt AI? [03:08] But we haven’t seen anybody with any traction in enterprise.

AI 96

AI Enterprise Artificial Intelligence Generative AI 96

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. Azure called out an incremental $800m of costs expected throughout the year (they just finished their Fiscal Q1). Overall Stats: Overall Median: 5.2x

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Tom Tunguz

FEBRUARY 13, 2023

The enterprise segment outgrew the company’s average growth rate by 8 percentage points. For fiscal 2022, large customers represented 61% of total revenue compared to 54% of total revenue in 2021 and 46% in 2020… Overall NDR fell, but enterprise spending remains steady. Yesterday, Cloudflare announced earnings.

Cloud 225

Cloud Azure Headcount Software Review 225

Clouded Judgement

APRIL 28, 2023

AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. Azure reported on Tuesday and gave us that glimmer of hope. Azure : Coming into the quarter, a growth rate that would have satisfied the market would have been ~29%. Azure came in at 31% (constant currency). Follow along to stay up to date!

Cloud 130

Cloud Azure AWS AI Search 130

Blulogix

NOVEMBER 8, 2023

Transforming the Technology Industry: The Power of Usage-Based Pricing By BluLogix Team The technology industry is in the midst of a profound transformation. Traditional pricing models, such as fixed subscriptions and one-time purchases, no longer align with the dynamic and ever-evolving nature of this sector.

Technology 52

Technology Pricing Payment Features Subscription 52

Clouded Judgement

AUGUST 4, 2023

You can see more detail about their net new ARR added each quarter below Azure Growth came in at 27%, and guided to 25-26% growth for Q3. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. Then Q2 came in at 12% (must have seen improvements throughout the quarter).

Cloud 130

Cloud Azure Cost optimization & reporting 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%. Every week I’ll provide updates on the latest trends in cloud software companies. Top 5 Median: 12.0x

Cloud 141

Cloud Azure Pricing Subscription 141

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. This week we had two of the hypserscalers report (Microsoft / Azure and Google / GCP), and everyone was eager to see their results. The bars represent the YoY revenue growth, and the yellow line is the stock price.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

MAY 10, 2024

All 3 (AWS, Azure, GCP) saw positive reacceleration Quarterly Reports Summary Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months. Overall Stats: Overall Median: 5.7x

Cloud 161

Cloud Software GCP(Google Cloud Platform) Azure 161

Tom Tunguz

JUNE 9, 2018

It’s a massive acquisition at a massive price relative to other software acquisitions. Active Directory (AD) forms nexus of the Microsoft enterprise ecosystem. Microsoft has published Linux and FreeBSD for Azure. To migrate enterprise on-prem code to Azure is a huge competitive advantage. Developer identity.

Acquisition 198

Acquisition Azure Cloud Enterprise 198

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

OPEXEngine

DECEMBER 7, 2021

Dive Brief: Usage-based pricing has grown 32% this year and now 45% of software-as-a-service (SaaS) companies use it all or in part, up from 34%, an OpenView survey shows. Pricing model growth. Usage-based pricing has been growing since at least 2018, when about a quarter of companies were using it, according to OpenView’s data.

Subscription 52

Subscription Payment Features Pricing SaaS 52

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). .” It’s probably better described as re-occurring vs recurring.

AI 183

AI Revenue Cloud Technical Advisors 183

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. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. Q1 Earnings Season We’re on the eve of Q1 earning season.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

SaaStr

DECEMBER 26, 2022

Companies are witnessing slight pricing pressure, with the average spend per product dipping slightly. . The role of AWS, Azure, and Google Cloud Marketplace is becoming increasingly important. “45% This need for ease is even more true for enterprises. Next year is forecasted to be even more bullish. Is it easy to implement?

Software Review 198

Software Review Software Azure Cloud 198

SaaStr

MARCH 31, 2022

Azure’s marketplace has over 4 million monthly visitors. Rico Mallozzi: So marketplaces are fundamentally changing, go to market motions for a lot of enterprise technology companies. As Rico mentioned earlier, we’ve seen a big transition as well within our enterprise customer base. AWS’s marketplace has seen 1.5

Scale 200

Scale Marketplace as a Service Cloud SaaS Payments 200

User Pilot

JULY 18, 2023

The tools are constantly evolving and changing their pricing plans, so it may be difficult to ensure that your product team is using the right tools and getting the best value for the money. Pay attention to support and customization, and make sure it has the right templates, integrations , and scalable pricing plans.

Software Review 82

Software Review Software Management Azure 82

User Pilot

MAY 30, 2023

This tier has custom pricing. Lytics pricing is not available on its website and to get a quote, you need to contact their team. Similar to Lytics, Bloomreach pricing is not openly available. You need to contact their sales team for a quote and they’ll suggest a pricing plan for your business needs.

Azure 83

Azure Government Marketplace as a Service Data 83

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. The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs). Top 5 Median: 14.4x

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

All that Saas

SEPTEMBER 5, 2021

Recently, Showell has made changes to its pricing plans, especially on the Professional plan. This is to make sure that prices are affordable and scalable for organizations that want to increase the number of users. The Showell Professional and Enterprise plans provide unlimited cloud storage to users. Professional. Basic theme.

Software Review 52

Software Review Systems Review Pricing Sales Enablement 52

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. Microsoft Azure’s at incredible scale and it still grew 40% last quarter.

Scale 196

Scale SaaS Payments Scaling SaaS 196

Clouded Judgement

MAY 26, 2023

Azure / Confluent / Datadog reported a few weeks back (they all had March quarter ends), and their commentary suggested the worst was behind us. An element of re-acceleration is definitely priced in to current 2024 estimates, so we may see 2024 estimates fall. This means we got commentary for the first time on May trends.

Cloud 141

Cloud Azure Trends Retention 141

Clouded Judgement

FEBRUARY 3, 2023

There’s a real chance the fed funds rate isn’t going >5%, and a soft landing or delayed recession is certainly possible (maybe even being priced in). If the market thinks the setup for H2 is great, it won’t wait until H2 to “price it in.” But what’s happened since? Lots of deceleration in growth.

Cloud 130

Cloud Azure AWS Generative AI 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. Model providers (OpenAI, Anthropic, etc as companies start building out AI).

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

Neil Patel

JANUARY 25, 2021

Zoho Analytics offers four online service plans: Basic : $22 per month Standard : $45 per month Premium : $112 per month Enterprise : $445 per month. Keep in mind that the on-premise services have a different pricing structure. Microsoft Power BI offers two pricing plans: Power BI Pro : $9.99 Apache Spark is completely free.

Data Analysis 128

Data Analysis Software Data Scale 128

Stax

APRIL 18, 2024

How companies price and distribute their solutions affects everything from revenue streams and customer interaction to product development and delivery methods. To simplify the procurement process, ISVs target enterprises looking for ISV partners. Microsoft Azure, Amazon Web Services (AWS), or Salesforce AppExchange).

Outsourcing Services 88

Outsourcing Services SaaS Payments Payment Services Payment Methods 88

User Pilot

APRIL 30, 2024

Microsoft offers enterprise solutions, productivity suites, and cloud services for both B2B and B2C sectors, emphasizing innovation and efficiency. Oracle ERP provides advanced financial and supply chain optimization, and human resources management for large enterprises in both B2B and B2C sectors. Microsoft Dynamics 365.

SaaS Payments 77

SaaS Payments Payment Services Payment Methods Payment Solutions 77

Frontegg

JUNE 17, 2021

Related: Enterprise SaaS Architecture – The How. Beyond the complexity involved in maintaining bad architectural decisions, it also has a direct impact on the services you are offering and pricing flexibility, which are the biggest reasons you are getting started with SaaS in the first place. Here are some benefits.

ECS (Elastic Container Service) 97

ECS (Elastic Container Service) multi-cloud Kubernetes K8S orchestration (Kubernetes) Scale 97

Clouded Judgement

FEBRUARY 17, 2023

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. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. However, they guided for 2023 and called for 23-24% growth.

Cloud 130

Cloud Azure Revenue Subscription 130

Clouded Judgement

NOVEMBER 3, 2023

Maybe with the exception of hyperscalers (particularly Azure). But for now, these are my views Quarterly Reports Summary Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months.

Software Review 161

Software Review Cloud Software Azure 161

OpenView Labs

JANUARY 24, 2022

It’s clear that buyers are racing to the Cloud Marketplace, like those offered by AWS, Azure, GCP, and IBM / Red Hat, and sellers are eager to tap into the Cloud budget to help their buyers get started fast or scale contracts fueled by cloud budget growth. Use the Cloud Marketplaces to accelerate both enterprise and usage-based products .

Marketplace as a Service 77

Marketplace as a Service Cloud Trends Software 77

Audacix

JUNE 9, 2023

Pricing and support: The tools should offer a range of pricing options and provide strong customer support to help you address any issues that may arise. Qualys may be a decent choice for enterprise software teams looking for a robust and reliable WAF solution.

Software Review 66

Software Review Software DevOps as a Service AWS 66

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. Enterprises can buy or lease only the services they need, thus reducing maintenance and upfront charges. You can get access to advanced development tools at affordable prices.

DevOps as a Service 52

DevOps as a Service Marketplace as a Service Cloud SaaS 52

Neil Patel

DECEMBER 24, 2020

There is also an Enterprise plan for custom check intervals and several monitors. You can also combine the capabilities of both monitoring options with their Enterprise plan. AppDynamics has three pricing plans, and you have to contact the provider to get the actual price.

DevOps as a Service 145

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