SaaStr

APRIL 28, 2021

Some well-known providers of SSO include Google Cloud Identity for companies using GSuite, Azure Active Directory for companies using Office 365, and Okta if you’re a larger company with more complex needs. . For password management, 1Password and LastPass are popular options. 3 – Get a Mobile Device Management (MDM) Solution.

Enterprise 278

Enterprise Software Review GCP(Google Cloud Platform) Azure 278

SaaStr

MAY 30, 2024

With a PLG-heavy background, first working at Microsoft Azure and again with Atlassian, the PLG pioneers, he gives insights into leveraging PLG for the growth of your organization. Atlassian, Microsoft Azure, and Zoom are good examples of that. How PLG Evolved First, let’s start with PLG and its evolution. It’s not fully self-serve.

Scale 299

Scale AI Search Azure Sales 299

Clouded Judgement

OCTOBER 27, 2023

Subscribe now Cloud Giants Report Q3 ‘23 Not a great signal for software this week from the Cloud Giants (AWS, Azure and Google Cloud)…After Q2 (3 months ago), the tone from the Cloud Giants around optimizations was largely: optimizations have started to ease, and net new workloads have picked up. Staggering scale already.

Cost optimization & reporting 159

Cost optimization & reporting Cloud Azure AWS 159

Clouded Judgement

FEBRUARY 2, 2024

” Microsoft on Azure : “And I think last quarter, we said one, we are going to continue to have these cycles where people will build new workloads. Azure (excluding Azure AI) continued to decelerate, and while AWS did come in ahead of expectations, it wasn’t a blow out.

Cost optimization & reporting 170

Cost optimization & reporting Cloud Azure AWS 170

Tom Tunguz

FEBRUARY 13, 2023

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. Yesterday, Cloudflare announced earnings. I’m adding Cloudflare to the list of tracked companies for this series.

Cloud 243

Cloud Azure Headcount Software Review 243

Clouded Judgement

MAY 3, 2024

We now have results from the three hypersclaers (AWS / Azure / GCP). The information provided is believed to be from reliable sources but no liability is accepted for any inaccuracies. This is for information purposes and should not be construed as an investment recommendation.

Cost optimization & reporting 193

Cost optimization & reporting Cloud Software AWS 193

SaaStr

NOVEMBER 4, 2021

Growth + Margin = Above 40%) versus Non-Qualifiers (Below 40%): Given the wealth of information presented by KBCM, we examined the material differences. You can’t pay your Azure bill or office lease in “Rule of 40” points. KBCM helpfully presents a very detailed comparison of “Rule of 40” Qualifiers (i.e.

SaaS 317

SaaS Technical Review Benchmarks Azure 317

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. The information provided is believed to be from reliable sources but no liability is accepted for any inaccuracies. This post and the information presented are intended for informational purposes only.

Cloud 170

Cloud Azure AWS Software Review 170

Clouded Judgement

APRIL 11, 2024

It looks at the YoY dollar change in quarterly revenue from the hyperscalers (just looking at Azure / AWS because the data goes back further) going back a few years. If we break this down and look at Azure and AWS independently (graphs below), you’ll see how the AWS “swings” were a lot more volatile.

Cloud 187

Cloud Software Azure AWS 187

SaaStr

MARCH 31, 2022

Azure’s marketplace has over 4 million monthly visitors. And a lot of this depends on your go to market, but we are selling jointly with the AWS and the Azure, et cetera sellers too. Announcer: Visit Dell.com/SaaStr for exclusive savings on Dell products and more information about the Dell for entrepreneurs program.

Scale 259

Scale Marketplace as a Service Cloud SaaS Payments 259

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

Clouded Judgement

AUGUST 2, 2024

Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! The information provided is believed to be from reliable sources but no liability is accepted for any inaccuracies. This is for information purposes and should not be construed as an investment recommendation.

Cloud 159

Cloud Azure GCP(Google Cloud Platform) AWS 159

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

SaaStr

APRIL 26, 2024

You give the model information and what you’re trying to predict. Then, it takes that information and makes a prediction. So, if you have bad or dirty examples where a negative case isn’t as informative as an almost positive one, you’ll struggle. When you train a model, it’s trial and error.

AI Search 287

AI Search AI Scale Artificial Intelligence 287

SaaStr

DECEMBER 26, 2022

Only 1 in 3 buyers consider vendor websites the information source they trust most.”. The role of AWS, Azure, and Google Cloud Marketplace is becoming increasingly important. “45% Today, the focus is less on companies advocating for themselves but rather on building people advocates.

Software Review 245

Software Review Software Azure Cloud 245

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).

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%. This post and the information presented are intended for informational purposes only.

Cloud 146

Cloud Azure Pricing Subscription 146

Tom Tunguz

SEPTEMBER 8, 2024

In comparing the two most recent Microsoft earnings calls, Claude highlighted: faster than expected Azure growth (29% vs 27%) AI contributing 8% of Azure revenue up from 7% higher CapEx spending & greater capacity constraints for data centers much better commercial bookings growth : 17% vs 13% Excellent analysis.

Artificial Intelligence 124

Artificial Intelligence Azure AI Search AI 124

Clouded Judgement

SEPTEMBER 27, 2024

Microsoft launched Azure in 2010, and Google launched GCP to the public in 2011 (they launched a preview of Google App Engine in 2008, but made it publicly available in 2011). The information provided is believed to be from reliable sources but no liability is accepted for any inaccuracies.

Cloud 179

Cloud GCP(Google Cloud Platform) AWS Azure 179

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. This post and the information presented are intended for informational purposes only. Then Q2 came in at 12% (must have seen improvements throughout the quarter).

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). This post and the information presented are intended for informational purposes only.

Trends 130

Trends Cloud Azure AWS 130

Stax

JUNE 3, 2025

From data encryption to access controls, your information stays protected and compliant, giving you peace of mind. Building integrations with popular tools like Google Workspace, Slack, Microsoft Azure, or project management software enables your SaaS product to fit seamlessly into existing workflows.

Payment Services 88

Payment Services DevOps as a Service SaaS Payments Payments 88

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. This post and the information presented are intended for informational purposes only.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

How To Buy Saas

MAY 26, 2025

Retrieval-Augmented Generation (RAG) is a cutting-edge approach in AI that combines large language models (LLMs) with real-time information retrieval to produce more accurate and context-aware outputs. Think of a standard LLM as a very smart student who has learned a lot of general information. This is known as AI hallucination.

Artificial Intelligence 52

Artificial Intelligence AI Search AI Scale 52

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.

Cloud 170

Cloud Software GCP(Google Cloud Platform) Azure 170

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 post and the information presented are intended for informational purposes only. Q1 Earnings Season We’re on the eve of Q1 earning season.

Cloud 130

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

Cloud 193

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 193

IT World

MARCH 18, 2020

Pepper Money’s chief information officer, Jeremy Francis told CIO Australia that the organisation had several vendors providing different services. He said some services were not being used, and a more simplified and resilient IT environment that supported staff, third party brokers and external customers was needed.

Azure 72

Azure Cloud 72

Clouded Judgement

MARCH 22, 2024

This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. The information provided is believed to be from reliable sources but no liability is accepted for any inaccuracies. This is for information purposes and should not be construed as an investment recommendation.

AI 193

AI Cloud Revenue Technical Advisors 193

Clouded Judgement

MAY 31, 2024

This can lead to an airpocket of valuation as companies transition to a different primary valuation metric Outside of the hypserscalers (Azure, AWS, GCP) who have uniquely benefited from AI revenue (mainly selling compute), everyone else has largely struggled. Coming in to Q1 there was broader optimism. Q4’s were generally good!

Cloud 187

Cloud Software GCP(Google Cloud Platform) AI 187

Neil Patel

JANUARY 25, 2021

On the other hand, inferential analysis software takes in your sample information for making useful and reliable generalizations. The software then uses all this information to create powerful drop-and drag reports. As pricing information is unavailable on its website, you’ll have to contact the sales professional to request a quote.

Data Analysis 138

Data Analysis Software Data Scale 138

Neil Patel

MARCH 27, 2023

SEO schema : If you have schema in place, the product information will get you in the SERPs, allowing you to rank among your competitors. Ratings, reviews, and FAQs : Since 77% of customers regularly read reviews , help your customer make a sound decision by having additional information to increase their chances of converting.

B2B 117

B2B Azure Software Review User Experience 117

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).

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

Blulogix

MAY 19, 2025

GASB standards require that interdepartmental or interagency transactions be supported by: Accurate cost allocation Documented pricing logic Audit trails Ledger-ready entries Informal internal billing processesespecially those reliant on manual reporting or static spreadsheetsoften fall short of these standards.

Traceability 59

Traceability Payment Features compliance Finance 59

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. This post and the information presented are intended for informational purposes only. This means we got commentary for the first time on May trends.

Cloud 146

Cloud Azure Trends Forecasting 146

Clouded Judgement

NOVEMBER 3, 2023

Maybe with the exception of hyperscalers (particularly Azure). Sources used in this post include Bloomberg, Pitchbook and company filings The information presented in this newsletter is the opinion of the author and does not necessarily reflect the view of any other person or entity, including Altimeter Capital Management, LP ("Altimeter").

Software Review 170

Software Review Cloud Software Azure 170

Clouded Judgement

FEBRUARY 3, 2023

In the short term, enjoy the ride as the chase continues 😊 Kind of related to all of this - we now have seen the Q4’s from AWS, Azure and Google Cloud. This post and the information presented are intended for informational purposes only. Lots of deceleration in growth.

Cloud 130

Cloud Azure AWS Generative AI 130