Clouded Judgement

OCTOBER 27, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. You can see some quotes from Azure / AWS in my Q2 recap , and pasted below. I believe one of the bigger reasons software has held up despite the run up in the 10Y to 5% is the expectation for re-acceleration (ie numbers / forecasts going up).

Cost optimization & reporting 152

Cost optimization & reporting Cloud Azure AWS 152

Clouded Judgement

FEBRUARY 2, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. ” 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. Follow along to stay up to date! Revenue multiples are a shorthand valuation framework.

Cost optimization & reporting 161

Cost optimization & reporting Cloud Azure AWS 161

Clouded Judgement

NOVEMBER 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Some of these drops rival one of the worst ever software earnings reaction of Tableau in 2016! On Thursday the software index (WCLD) was up ~3%! So what’s holding up software stocks valuations?? Follow along to stay up to date!

Software Review 161

Software Review Cloud Software Azure 161

SaaStr

DECEMBER 26, 2022

Amanda Malko is CMO at G2, a software marketplace and review site that reaches over 60 million buyers annually across 2000 software categories. In this session, she shares insights and trends from research conducted this year that can help software buyers and sellers make smarter decisions about software and the market. .

Software Review 208

Software Review Software Azure Cloud 208

IT World

APRIL 22, 2020

Google Cloud has announced that Anthos — the company’s software for deploying and managing Kubernetes workloads across multiple on-prem and cloud environments — now supports running workloads on rival cloud platform Amazon Web Services (AWS), with Microsoft Azure support still in preview for now.

Azure 69

Azure VP of Engineering AWS Cloud 69

Tom Tunguz

JULY 19, 2021

Data meshes recast data teams inside companies; instead of a single team producing data for a company, decentralized teams publish and consume data from other teams, paralleling the move to microservices from monoliths in infrastructure software.

Data 226

Data Azure Cloud Trends 226

Tom Tunguz

APRIL 28, 2022

I would pay each product provider in their own token: one for storage, compute, caching/CDN, email subscription management, etc. Paying five decentralized providers in five different tokens means managing several wallets and monitoring token prices to hedge expenses. Third, software engineers decentralize only a subset of the app.

Payment Solutions 256

Payment Solutions GCP(Google Cloud Platform) Startup Payment Features 256

Clouded Judgement

JUNE 20, 2023

My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., The question on everyone’s mind - when will we see software re-accelerate? And I’m optimistic we’ll see reacceleration in software by the end of the year.

Cloud 161

Cloud Software Benchmarks Scale 161

Neil Patel

JANUARY 25, 2021

Everyone has questions when it comes to choosing data analysis software. Luckily, data analysis software can seriously simplify data analysis—provided you choose the right one. How to Choose the Best Data Analysis Software for You. Data analysis software isn’t a cheap investment, so use caution when making a selection.

Data Analysis 128

Data Analysis Software Data Scale 128

SaaStr

OCTOBER 13, 2022

Our mission is to build powerful and secure cloud software for subscription businesses of all sizes, with a strong emphasis on good design and ease of use. ChurnZero lets your CS team manage and expand accounts at scale with proactive, personalized engagement that helps every customer succeed.

GCP(Google Cloud Platform) 201

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 201

SaaStr

OCTOBER 6, 2022

We help B2B SaaS marketers turn organic search into a source of repeatable revenue through software and coaching. DuploCloud offers an end-to-end DevOps software platform for dev teams that don’t have dedicated DevOps engineers and augments those that do. Prismatic is the integration platform for B2B software companies.

GCP(Google Cloud Platform) 210

GCP(Google Cloud Platform) Azure AWS compliance 210

Clouded Judgement

OCTOBER 20, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. Follow along to stay up to date! Said another way, the 10Y today is double what it averaged from 2010 to 2020.

Cloud 161

Cloud Azure AWS Software Review 161

SaaStr

APRIL 28, 2021

2 – Setup Single Sign-on and a Password Management System. SOC 2 requires that companies have multi-factor authentication on critical systems and infrastructures, and policies for password strength and management. For password management, 1Password and LastPass are popular options. Blog post sponsored by Secureframe.

Enterprise 212

Enterprise Software Review Azure GCP(Google Cloud Platform) 212

IT World

APRIL 8, 2020

VMware has pumped out a key version of its core networking software with over 100 new features and added security and application-management support all designed to help customers build and run large scale virtual networks. To read this article in full, please click here

Azure 52

Azure Software Scale Management 52

User Pilot

APRIL 29, 2024

Service providers like Amazon Web Services (AWS), Google Cloud Platform, and Microsoft Azure offer server hosting and load-balancing services. Service providers like Amazon Web Services (AWS), Google Cloud Platform (GCP), and Microsoft Azure offer infrastructure services that support backend development. Microsoft Azure load balancer.

Azure 52

Azure GCP(Google Cloud Platform) AWS Construction 52

Andreessen Horowitz

MAY 7, 2024

Some of the greatest software platforms in history have risen to the occasion in their respective markets to protect the enterprise against these evolving threats. In four short years, the company has grown to over $350M ARR , making it one of the fastest growing software companies of all time.

Investment 108

Investment Cybersecurity Azure Cloud 108

Audacix

JUNE 9, 2023

Table Of Contents As a software engineering leader, you know application security is no longer an activity that you can palm off to someone else. With the increasing number of sensitive data security breaches, it's essential to have the right automated application security tools in place to protect your software.

Software Review 66

Software Review Software DevOps as a Service AWS 66

Blulogix

OCTOBER 11, 2023

Streamlining Success: Five Keys to Automating Usage-Based Billing for Managed Services Providers By BluLogix Team Don’t forget to sign up now to learn more about how to implement usage based pricing models in our upcoming webinar with MGI Research. Efficient management of new services and clients.

Payment Features 52

Payment Features Management Azure AWS 52

Clouded Judgement

MARCH 22, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. 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).

AI 183

AI Revenue Cloud Technical Advisors 183

SaaStr

MARCH 17, 2023

Buying software has changed significantly over the past 27 years. His first software-buying journey at age 24 involved researching in magazines, calling companies, and receiving demo CDs in the mail. What did software buying look like in the ‘90s? Software was physically shipped to you after purchase.

Marketplace as a Service 215

Marketplace as a Service Software Review Technical Review Azure 215

User Pilot

APRIL 30, 2024

TL;DR A SaaS product delivers software remotely, reducing the need for local installation, maintenance, and updates. Cloud computing offers three main service models: SaaS for ready-to-use software, PaaS for application development frameworks, and IaaS for scalable virtualized computing resources.

SaaS Payments 80

SaaS Payments Payment Services Payment Methods Payment Solutions 80

IT World

JANUARY 27, 2020

Hybrid cloud environments can deliver an array of benefits, but in many enterprises, they're becoming increasingly complex and difficult to manage. To cope, adopters typically turn to some type of management software. A hybrid cloud typically includes a mix of computing, storage and other services.

Cloud 63

Cloud Azure Management AWS 63

Stax

APRIL 18, 2024

Independent Software Vendors (ISVs) and Software-as-a-Service Providers (SaaS) operate within the same market, thus creating a push-and-pull revenue dynamic. TL;DR ISVs develop and distribute software products independently and often collaborate with hardware manufacturers and platform providers. Learn More What are ISVs?

Outsourcing Services 88

Outsourcing Services SaaS Payments Payment Services Payment Methods 88

IT World

APRIL 22, 2020

Google Cloud’s software for managing Kubernetes workloads across multiple on-prem and cloud environments reaches out to its biggest rivals

Azure 89

Azure Cloud AWS Software 89

Frontegg

DECEMBER 23, 2021

What is Customer Identity and Access Management? CIAM stands for Customer Identity and Access Management. On the other hand, access management refers to how you authenticate your users’ information and allow them access to your site. User Profile Management – Allows admins and customers to define preferences on portals.

Software Review 52

Software Review Management Azure Systems Review 52

Clouded Judgement

NOVEMBER 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Datadog Gives Software the All Clear? This week software stocks shot up on Tuesday, largely a result of Datadog’s quarterly earnings. This doesn’t mean the rest of the software universe will follow suite. So what happened?

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

IT World

MAY 3, 2019

Microsoft today announced its first Azure-based, managed blockchain platform using JPM's Quorum enterprise-class distributed ledger technology. Since 2015, Microsoft's Azure cloud service has allowed users to install a number of blockchain platforms, including Enterprise Ethereum, Hyperledger Fabric, R3 Corda, and Quorum.

Blockchain 53

Blockchain Azure Management Government 53

User Pilot

MAY 30, 2023

TL;DR A customer data platform is a tool enabling you to collect, manage, store, and analyze data, which ultimately helps you better understand customer behavior. Here are a few to consider: Customer data unification and data management. Decide on critical CDP software features Now, it’s time to think about priorities.

Azure 87

Azure Government Marketplace as a Service Data 87

Audacix

MAY 11, 2023

A vulnerability assessment tools or virtual app scanning for your software team has become as important as your git repository or your ticket management system. API vulnerability scanner API security testing ensures business data packets that move between two software applications and ip addresses are secure.

Underperforming Technical Team 52

Underperforming Technical Team Software Cloud Software Engineering 52

SaaStr

MARCH 31, 2022

Azure’s marketplace has over 4 million monthly visitors. During this time of remote workforce, budgets are tightening and a lot of our enterprise customers are using their pre committed cloud security contracts to buy enterprise software and software from ISVs. AWS’s marketplace has seen 1.5

Scale 210

Scale Marketplace as a Service Cloud SaaS Payments 210

Neil Patel

MARCH 27, 2023

In late October, we analyzed the following software-as-a-service (SaaS) companies’ B2B product pages: Microsoft Azure Dropbox Asana Mailchimp Klaviyo Let’s look at what the data revealed about their B2B content strategies. Dropbox shows users how its software makes their lives easier by streamlining their workflows.

B2B 102

B2B Azure Software Review User Experience 102

Valerian Tech

JULY 18, 2023

Understanding Cloud Computing and Recent Trends Cloud computing refers to the delivery of computing resources, including storage, processing power, and software applications, over the internet. It allows developers to focus on writing code without worrying about infrastructure management.

multi-cloud Kubernetes 52

multi-cloud Kubernetes K8S orchestration (Kubernetes) Cloud CTO Hire 52

SaaStr

MARCH 31, 2019

Bridgepoint to Take Control of Kyriba, Deal Values Cash-Management Firm at $1.2 Microsoft Azure sales grew at 76% year over year in its most recent quarter. Developers’ lives matter’ – Chinese software engineers use Github to protest against the country’s 996 work schedule. A big jump from a $350m valuation in 2017.

Cloud 134

Cloud Azure Scale Software Engineering 134

ProfitWell

MAY 15, 2020

First, to nip any confusion in the bud, SaaS stands for “software as a service.” Simply, any company that sells software via a central, cloud-based system can be considered SaaS. PaaS’s delivery model is similar to SaaS, however instead of delivering the software over the internet, PaaS is a platform for software creation.

SaaS Payments 75

SaaS Payments Payment Services Payment Solutions Payments 75

Andreessen Horowitz

MARCH 21, 2024

Leaders are starting to reallocate AI investments to recurring software budget lines. In 2024, however, many leaders are reallocating that spend to more permanent software line items; fewer than a quarter reported that genAI spend will come from innovation budgets this year.

Generative AI 145

Generative AI AI Enterprise Artificial Intelligence 145

IT World

AUGUST 27, 2019

SAN FRANCISCO—VMware has uncorked a variety of software products and services aimed at letting customers more quickly and securely build and manage hybrid-cloud environments. VMware used its VMworld customer event here to expand its cloud role to Dell/EMC and broadened its role with Amazon Web Services (AWS).

AWS 61

AWS Cloud Azure CTO 61

How To Buy Saas

MAY 15, 2024

This helps you cut down on costly upfront capital investments in hardware and software and save on recurring maintenance fees. Among the most popular cloud computing models, IaaS PaaS SaaS is mostly managed by system managers in different companies and is used by companies of all sizes. Ensure cloud security and compliance.

DevOps as a Service 52

DevOps as a Service Marketplace as a Service Cloud SaaS 52