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

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

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

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. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

Cloud 130

Cloud Azure Cost optimization & reporting AWS 130

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. Lots to unpack, I’ll hit on a couple of my favorite topics from this week below.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 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%. Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 141

Cloud Azure Pricing Subscription 141

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

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. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). The Q4 ‘22 growth rate was 38% YoY.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

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. Securities and Exchange Commission.

AI 183

AI Revenue Cloud Technical Advisors 183

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

Intercom, Inc.

DECEMBER 31, 2019

The most triumphant transfer of control from an original generation leader to a new CEO was surely that of Microsoft, which pivoted from chasing after Apple’s success in the consumer space under Steve Ballmer (don’t mention Nokia ) to successfully focusing on the cloud under Satya Nadella (please do mention Azure).

Payment Solutions 259

Payment Solutions Payment Methods Software SaaS Payments 259

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

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. Altimeter is an investment adviser registered with the U.S.

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

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

SaaStr

NOVEMBER 14, 2023

Then, we moved to a more customer-friendly model with SaaS and subscription-based pricing. What’s evolved over the years and is driven by hyper-scalers like Google Azure, AWS, Twilio, and Stripe is the consumption-based model. Product: Needs to invest in tooling to support GTM teams. The lines will blur.

Compensation 164

Compensation Sales Azure AWS 164

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. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

Cloud 141

Cloud Azure Trends Retention 141

Clouded Judgement

NOVEMBER 3, 2023

Maybe with the exception of hyperscalers (particularly Azure). Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA. And the median guide is 0.4%

Software Review 161

Software Review Cloud Software Azure 161

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. It’s definitely an investment that requires that kind of executive level visibility. AWS’s marketplace has seen 1.5 Rico Mallozzi: Yeah. Good advice.

Scale 203

Scale Marketplace as a Service Cloud SaaS Payments 203

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. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Lots of deceleration in growth.

Cloud 130

Cloud Azure AWS Generative AI 130

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. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

Cloud 130

Cloud Azure Revenue Subscription 130

OpenView Labs

FEBRUARY 9, 2021

But growing with a usage-model is not as straightforward as traditional subscription SaaS. Though it was pioneered in the infrastructure layer (think: AWS and Azure), it’s becoming increasingly popular for API-based products and application software. Consumption-based revenue isn’t as predictable as subscription-based revenue.

Scale 98

Scale Pricing Scaling AWS 98

Clouded Judgement

JUNE 20, 2023

On the Microsoft earnings call they said (related to Azure): “But at some point, workloads just can't be optimized much further. To calculate implied ARR I take the subscription revenue in a quarter and multiply it by 4. My interpretation is we’re in the bottoming phase.

Cloud 161

Cloud Software Benchmarks Scale 161

Neil Patel

JANUARY 25, 2021

Data analysis software isn’t a cheap investment, so use caution when making a selection. Power BI can integrate with Azure Machine Learning—plus, its ML and AI features are driven by Azure functions built into the Azure Cloud. Sprinkle offers three subscription plans: Essentials, Professional, and Enterprise.

Data Analysis 128

Data Analysis Software Data Scale 128

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. This option will require significantly more time investment from an IT department than either of the other two options will. We are not considering those in our comparison of cloud services.

Cloud 59

Cloud Azure SaaS Underperforming Technical Team 59

SaaStr

JULY 27, 2019

2: LinkedIn is Migrating to Microsoft Azure. 3: Microsoft Invests $1 BIllion in OpenAI to Develop AI Technologies on Azure. 6: “Tinder In-App Purchases No Longer Use Google Play Billing” Mobile subscriptions are becoming a big deal, although it’s early overall. And ask them if it could happen to you.

Cloud 30

Cloud Azure Venture Capital Mobile 30

User Pilot

APRIL 30, 2024

This article will look at the most successful SaaS companies, so you can decide if you want to invest in them for your business. Quickbooks and Xero are accounting SaaS products that help you send invoices, track expenses, and process payroll. There are many SaaS products , but knowing that, how do you choose the best?

SaaS Payments 84

SaaS Payments Payment Services Payment Methods Payment Solutions 84

OpenView Labs

FEBRUARY 11, 2021

As a founder, you can use this 84 cents to pay salaries, office rent, dividends, or invest in R&D. 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. Most subscription plans have it.

Scale 52

Scale Payment Methods Payment Services Systems Review 52

Audacix

OCTOBER 5, 2019

If you don't have this expertise within your team and your external penetration testing partner doesn't offer it, talk to us about our subscription-based pentest-as-a-service plans. Do you have a security architecture strategy? What are your decision-making criteria when selecting cloud partners?

Enterprise readiness 52

Enterprise readiness Enterprise Cybersecurity SaaS 52

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. For example, they may automate user provisioning, de-provisioning, or subscription management, making for a cheaper, more efficient system.

Management 93

Management Azure SaaS Systems Review 93

Chart Mogul

APRIL 7, 2022

Data editing tools make it possible to attain perfect accuracy from your billing data, and consequently, your subscription analytics. Grow your recurring revenue with ChartMogul. Growing a subscription business is hard work. With ChartMogul, you can add multiple data sources, and even send your subscription data elsewhere.

Payment Features 52

Payment Features Systems Review Churn Azure 52

SmartKarrot

SEPTEMBER 15, 2022

Scaling through SaaS accelerates this process by offering several benefits that make it easier for companies to grow without having to make major investments up front: Speed: SaaS solutions are easy to deploy and can be accessed from anywhere with an internet connection, which enables teams to work from any location at any time.

Scale 10

Scale Cloud Enterprise Scaling 10

OPEXEngine

FEBRUARY 15, 2022

Self-hosted SaaS environments that don’t leverage third-party vendors must also proportionally split their self-hosting expenses between company use for business operation and customer subscription platform usage. . Why Does It Matter? Why does that matter? Fully loaded professional services personnel expenses should be included in COGs.

Benchmarks 52

Benchmarks Artificial Intelligence Systems Review Cloud 52

Navint

AUGUST 26, 2019

Apttus built their applications on the Microsoft Azure platform with the goal of opening new markets, specifically with Microsoft Dynamics CRM. Salesforce heavily invested in re-architecting and launched Salesforce CPQ & Billing as an enterprise solution that supports all business models. Fast-forward to Fall 2018.

Azure 40

Azure Outsourced Development Scale Finance 40

Neil Patel

JANUARY 21, 2021

These keys are free for personal blogs, but businesses and commercial sites will have to opt for paid subscriptions. #4 4 – Wordfence Security – The Best to Handle Security Concerns. Wordfence Security is a WordPress firewall and security scanner plugin. 6 – MonsterInsights – The Best for Data Tracking.

Payment Methods 145

Payment Methods Software Review Scale Payments 145

Full Session

NOVEMBER 16, 2022

Mixpanel also offers a decent list of integrations, with over 50 apps, including Amazon Web Services, Microsoft Azure, Google Cloud, Hubspot, Slack, Snowflake, and Zendesk. Bigger businesses will probably want to invest in a paid plan. This subscription plan also offers the best data retention period of 365 days.

Software Review 52

Software Review Sales Hiring Technical Review Underperforming Technical Team 52

SmartKarrot

JANUARY 18, 2022

India has seen exponential growth in SaaS investments in the last decade. Instead of marketing, Zoho invests in R&D and customer service. The company offers a data analytics platform based on Amazon Web Services (AWS), Google Clouds, and Microsoft Azure. Zoho is committed to offering outstanding customer service.

SaaS Payments 11

SaaS Payments Payment Solutions Payment Methods Payments 11

SaaS Metrics

JUNE 10, 2019

This points to another serious issue i.e. data portability as all the time and money a business invests in a SaaS provider might go to waste. However, it becomes a real concern when you are looking for the cheapest subscription plans. SaaS providers have to undergo comprehensive audits to ensure data security and transmission.

VPCs (Virtual Private Cloud) 40

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