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 20, 2023

Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. Said another way, the 10Y today is double what it averaged from 2010 to 2020.

Cloud 161

Cloud Azure AWS Software Review 161

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

JULY 28, 2023

AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. Meaning labor markets continue to be strong! Overall, the incremental data points this week showed economy is stronger, labor market is tighter, and inflation coming down faster than expected.

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

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

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%. ” On Thursday, we saw the market lift. Follow along to stay up to date! Top 5 Median: 12.0x

Cloud 141

Cloud Azure Pricing Subscription 141

User Pilot

APRIL 30, 2024

Software as a Service offers specialized tools for product growth , CRM, project management, ERP, collaboration, financial management, customer service, and marketing automation. Quickbooks and Xero are accounting SaaS products that help you send invoices, track expenses, and process payroll. You don’t handle maintenance or updates.

SaaS Payments 80

SaaS Payments Payment Services Payment Methods Payment Solutions 80

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. The big question I have - everyone knows the market is tough right now. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 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). Their consumption is driven by usage of applications built on top of Mongo.

Trends 130

Trends Cloud Azure AWS 130

Intercom, Inc.

DECEMBER 31, 2019

If anything, this was the decade they collectively became leaders not just of the technology industry, but of industry itself – Apple overtook ExxonMobil as the world’s most valuable company by market cap in August 2011 (that month again), and then became the first trillion-dollar company by market cap in 2018.

Payment Solutions 259

Payment Solutions Payment Methods Software SaaS Payments 259

Clouded Judgement

AUGUST 11, 2023

” It’s really important that new business is still healthy, and a sign of overall market health. I think market can look forward 2-3 quarters, but we’re getting tight on that window. 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

OCTOBER 11, 2023

A collection of recorded webinars and videos on Software-as-a-Service and Subscription Management Webinars & Videos Key 1: Comprehensive Data Integration The foundation of successful usage-based billing automation for MSPs lies in comprehensive data integration. Generate immediate invoices. Calculate charges in real time.

Payment Features 52

Payment Features Management Azure AWS 52

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

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. SaaS companies deliver software applications over the internet on a subscription basis, simplifying access and management for users. What are SaaS companies?

Outsourcing Services 88

Outsourcing Services SaaS Payments Payment Services Payment Methods 88

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. in December, unemployment to be 4.0%

AI 183

AI Revenue Cloud Technical Advisors 183

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

Clouded Judgement

FEBRUARY 3, 2023

I’ll be right sometimes, I’ll be wrong sometimes, but it’s fun to try and make sense of what’s going on in the markets together. Then we had the Fed meeting this week creating a huge move in the software market. Clearly the market tone is getting more dovish. The market was offsides.

Cloud 130

Cloud Azure AWS Generative AI 130

SaaStr

NOVEMBER 14, 2023

What Is A “Consumption” Business In the old days of software, you had a company like Oracle that popularized the perpetual license where customers own the software and vendors own the market. Then, we moved to a more customer-friendly model with SaaS and subscription-based pricing. The first might be market acquisition.

Compensation 161

Compensation Sales Azure AWS 161

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. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. This means we got commentary for the first time on May trends. Bucketed by Growth.

Cloud 141

Cloud Azure Trends Retention 141

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. Rico Mallozzi: So marketplaces are fundamentally changing, go to market motions for a lot of enterprise technology companies. AWS’s marketplace has seen 1.5

Scale 210

Scale Marketplace as a Service Cloud SaaS Payments 210

Clouded Judgement

NOVEMBER 3, 2023

What feels most likely, is that valuations were propped up despite how high the 10Y was because the market expected software to re-accelerate in Q3 / Q4 (so it was more due to growth expectations being higher than consensus). Maybe with the exception of hyperscalers (particularly Azure). Or it was a combo of both! Pretty significant!

Software Review 161

Software Review Cloud Software Azure 161

Clouded Judgement

FEBRUARY 17, 2023

A likely outcome is the strong consumer / labor market lead to inflation getting “sticky” at a target above the 2% target. 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. What does all of this mean? and it was 5.6%

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. We’ll check back in next quarter to see if the market is right!

Cloud 161

Cloud Software Benchmarks Scale 161

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

Chart Mogul

JUNE 16, 2022

Customer data is spread across multiple platforms: CRM, communication, billing, and subscription analytics. Now you can send revenue and subscription data associated with your customer in ChartMogul directly to Intercom. Now you can send revenue and subscription data associated with your customer in ChartMogul directly to Intercom.

Payments 52

Payments Data Azure Payment Methods 52

Chart Mogul

DECEMBER 20, 2022

With our new destinations, you can send your clean and tidy revenue data to be combined with other data points in: Amazon S3, Google Cloud, Microsoft Azure , Snowflake, Amazon Redshift, or Google BigQuery. They hold the key to finding product-market fit and telling an effective growth story. Try it out. . That’s a wrap on 2022.

Systems Review 52

Systems Review Payments Payment Solutions Azure 52

OpenView Labs

FEBRUARY 9, 2021

But growing with a usage-model is not as straightforward as traditional subscription SaaS. It requires shifts in go-to-market strategy, sales compensation, financial planning, billing, and much more. Some folks might have feared that investors would hate usage-based pricing because customers aren’t locked into a subscription.

Scale 98

Scale Pricing Scaling AWS 98

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. This may include infrastructural support like storage, security, network equipment, and data centers, as well as comprehensive applications built to perform specific tasks.

DevOps as a Service 52

DevOps as a Service Marketplace as a Service Cloud SaaS 52

Chart Mogul

DECEMBER 22, 2021

Our mission is to build the world’s most powerful subscription analytics platform for the SaaS community. Building the leading subscriptions analytics platform means listening to our customers, and implementing changes to the product that bring them the most value. What’s new in ChartMogul in 2021? ChartMogul is a product-led company.

Software Review 52

Software Review Systems Review Payment Features PayPal 52

Neil Patel

JANUARY 25, 2021

It can identify market trends, uncover insights, determine outliers, and monitor crucial business metrics. Power BI can integrate with Azure Machine Learning—plus, its ML and AI features are driven by Azure functions built into the Azure Cloud. A 14-day fully-featured trial is available for all three plans. #5

Data Analysis 128

Data Analysis Software Data Scale 128

All that Saas

JULY 8, 2021

In this roundup, we are going to talk about some of the best email marketing services and software on the market for effective delivery, automated marketing, and increased outreach & sales. Want to improve your digital marketing? Email marketing is considered to be one of the most effective marketing strategies.

Software Review 52

Software Review Marketing Software Scale 52

How To Buy Saas

MARCH 21, 2024

This is ideal if you’re aiming to provide continuous value to your customers through a subscription model. Platforms like Microsoft Azure or Amazon Web Services are good examples in this regard. Product Here, the idea is to create a software solution that caters to a specific market or industry need.

SaaS Payments 40

SaaS Payments Payment Services Payment Solutions Payment Methods 40

Audacix

JUNE 9, 2023

Scalability and adaptability: The tools should ideally be a cloud-based solution be able to grow with your team and adapt to changes in the application security market, ensuring that your application security testing capabilities remain strong as your needs evolve.

Software Review 66

Software Review Software DevOps as a Service AWS 66

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. Hubspot — Along with Salesforce, Hubspot is one of the leaders in inbound marketing. We are not considering those in our comparison of cloud services.

Cloud 59

Cloud Azure SaaS Underperforming Technical Team 59

Navint

AUGUST 26, 2019

While they often went head-to-head in competitive situations, Apttus targeted the enterprise whereas Steelbrick targeted the mid-market. Apttus built their applications on the Microsoft Azure platform with the goal of opening new markets, specifically with Microsoft Dynamics CRM. In early 2016, Salesforce acquired Steelbrick.

Azure 40

Azure Outsourced Development Scale Finance 40

Neil Patel

JANUARY 21, 2021

This will give you an idea of the plugin’s popularity and whether it’s still relevant to the ever-changing market trends. Analytics plugins give you a detailed account of your visitor count, user engagement, and other crucial information to support your marketing strategies. For every dollar you spend on email marketing, you reap $42.

Payment Methods 145

Payment Methods Software Review Scale Payments 145