Clouded Judgement

APRIL 11, 2024

This has all resulted in the median stock price declining 5% YTD. 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. What I’ve shown below is the market-adjusted stock price reaction.

Cloud 177

Cloud Software Azure AWS 177

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. This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S. Securities and Exchange Commission.

Cloud 161

Cloud Azure AWS Software Review 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. 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

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

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. Then Q2 came in at 12% (must have seen improvements throughout the quarter). And most importantly, they’ve seen these positive trends continue. Revenue multiples are a shorthand valuation framework.

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.

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

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

OpenView Labs

FEBRUARY 9, 2021

This is why we’re seeing more and more SaaS companies—Datadog, Twilio, AWS, Snowflake, and Stripe, to name a few—find success with product led growth paired with usage-based pricing. Usage-based pricing will be the key to successful monetization in the future.”. Usage-based pricing is in all layers of the tech stack.

Scale 98

Scale Pricing Scaling AWS 98

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

MARCH 22, 2024

This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. But this is changing - many categories are becoming commoditized leading to massive pricing pressure. This is for information purposes and should not be construed as an investment recommendation.

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. Q1 Earnings Season We’re on the eve of Q1 earning season. The Q4 ‘22 growth rate was 38% YoY. Revenue multiples are a shorthand valuation framework.

Cloud 130

Cloud Azure AWS 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. Key Takeaways Consumption-based pricing requires rethinking your organization. The lines will blur.

Compensation 169

Compensation Sales Azure AWS 169

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% Categories like customer success, learning management platforms, and onboarding software are witnessing increased investments. .

Software Review 215

Software Review Software Azure Cloud 215

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

SaaStr

MARCH 31, 2022

Azure’s marketplace has over 4 million monthly visitors. It’s definitely an investment that requires that kind of executive level visibility. 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. AWS’s marketplace has seen 1.5 Good advice.

Scale 221

Scale Marketplace as a Service Cloud SaaS Payments 221

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

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

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. Microsoft Azure, Amazon Web Services (AWS), or Salesforce AppExchange). SaaS licensing, on the other hand, follows a subscription-based pricing model.

Outsourcing Services 88

Outsourcing Services SaaS Payments Payment Services Payment Methods 88

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 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

Neil Patel

JANUARY 25, 2021

Data analysis software isn’t a cheap investment, so use caution when making a selection. Keep in mind that the on-premise services have a different pricing structure. Power BI can integrate with Azure Machine Learning—plus, its ML and AI features are driven by Azure functions built into the Azure Cloud.

Data Analysis 128

Data Analysis Software Data Scale 128

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. However, they guided for 2023 and called for 23-24% growth. The graph below shows their annual growth (and projected 2023 growth) for the last few years.

Cloud 130

Cloud Azure Revenue Subscription 130

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. The market is clearly pricing in lower rates + reacceleration of growth. Change in Share Price At the end of the day what investors care about is what happened to the stock after earnings were reported.

Cloud 161

Cloud Software Benchmarks Scale 161

ProfitWell

SEPTEMBER 10, 2020

Running your own server to handle your customer's valuable data requires a huge investment to match the same level of security and reliability that comes baked into services like Amazon AWS and Microsoft Azure cloud. Pricing Changes. There is currently a surge in usage-based pricing and other creative pricing strategies.

SaaS Payments 66

SaaS Payments Trends Merchant Services Payments 66

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. Pricing wars are another source of margin compression. While it’s true that there are no bad margins, you maximize them when your product ranks high on the buying hierarchy of functionality, reliability, convenience, and price.

Scale 52

Scale Payment Methods Payment Services Systems Review 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. They’ve cut the amount they want to invest.

Scale 213

Scale SaaS Payments Scaling SaaS 213

Andreessen Horowitz

MARCH 21, 2024

We believe that AI startups who 1) build for enterprises’ AI-centric strategic initiatives while anticipating their pain points, and 2) move from a services-heavy approach to building scalable products will capture this new wave of investment and carve out significant market share. Measuring ROI is still an art and a science.

Generative AI 145

Generative AI AI Enterprise Artificial Intelligence 145

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. Key examples are Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform, which provide scalable resources like virtual servers and storage. What are the benefits of the SaaS model?

SaaS Payments 91

SaaS Payments Payment Services Payment Methods Payment Solutions 91

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

Navint

AUGUST 26, 2019

In 2015, Apttus and Steelbrick were the two major Configure, Price, Quote (CPQ) vendors built on the Force.com platform. Apttus built their applications on the Microsoft Azure platform with the goal of opening new markets, specifically with Microsoft Dynamics CRM. Tale of Two CPQ Providers: A Brief History. Fast-forward to Fall 2018.

Azure 40

Azure Outsourced Development Scale Finance 40

Full Session

NOVEMBER 16, 2022

We’ll also consider language, customer support, reviews, and pricing options. 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. Mixpanel vs Google Analytics: Pricing. The pricing starts at $150,000 per year.

Software Review 52

Software Review Sales Hiring Technical Review Underperforming Technical Team 52

Chart Mogul

APRIL 7, 2022

With ChartMogul you can quickly build segments to apply across all of your charts, helping you discover which pricing plans are most profitable, which customer profiles are likely to convert, and who your great-fit customers really are. ChartMogul is offering all of those features at a lower price. Data output and integrations.

Payment Features 52

Payment Features Systems Review Churn Azure 52

SaaStr

AUGUST 26, 2022

Jason Lemkin: The highest stage of venture is crossover, crossover funds, TCV is one of an early one, but even mutual funds that invest in unicorns. A few can, Andreessen and maybe Sequoia, but 99% of the VCs you meet, legally, they can only invest in startups, whether they’re late stage or early stage. It could come back.

Sales Hiring 224

Sales Hiring Scale Sales Recruiting Scaling 224

Neil Patel

JANUARY 21, 2021

Unfortunately, spam comments are an unavoidable price of website success. Other features include advanced reporting, database encryption, additional storage destinations like OneDrive, Azure, SFTP, and backup scheduling. 3 – Akismet – The Best for Spam Protection. Nobody appreciates the opinions of bots. per year with the Plus plan. #7

Payment Methods 145

Payment Methods Software Review Scale Payments 145

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. But pr oduct-led growth and usage-based pricing are complex to implement and execute.

Marketplace as a Service 77

Marketplace as a Service Cloud Trends Software 77