SaaStr

NOVEMBER 18, 2023

And realistically, most won’t have the metrics to pull off another round. Shopify , Datadog, Crowdstrike , Google Cloud-Azure-AWS, Snowflake , etc. In fact, Gartner predicts enterprise software spend will cross $1 Trillion Dollars (!) Gartner: Software Spend Will Grow 13.8% Many have already raised a bridge round.

Startup 315

Startup Venture Capital Azure AWS 315

Clouded Judgement

JUNE 20, 2023

Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. 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?

Cloud 161

Cloud Software Benchmarks Scale 161

Clouded Judgement

APRIL 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. Azure reported on Tuesday and gave us that glimmer of hope. Azure came in at 31% (constant currency). They then guided to 26-27% Azure growth in Q2.

Cloud 130

Cloud Azure AWS AI Search 130

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. I created this subset to show companies where FCF is a relevant valuation metric.

Cloud 161

Cloud Azure AWS Software Review 161

Clouded Judgement

JANUARY 6, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Cloud Downgrades This week UBS came out with a couple research reports citing concerns in AWS / Azure growth. We know software is impacted from macro - but how bad will it get? This brings me back to AWS / Azure downgrades.

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

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

Clouded Judgement

AUGUST 4, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 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. Follow along to stay up to date! And now we're seeing more progression into new workloads, new business.

Cloud 130

Cloud Azure Cost optimization & reporting AWS 130

Clouded Judgement

MARCH 22, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now ARR (Annual Recurring Revenue) vs ERR (Experimental Runrate Revenue) ARR (Annual Recurring Revenue) is one of the most popular SaaS (Non-GAAP) metrics. Why do software companies get “credit” simply for revenue?

AI 183

AI Revenue Cloud Technical Advisors 183

Clouded Judgement

JUNE 9, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Let’s take a look back at the 6 main consumption players in software and how they preformed. They guided to 26-27% growth in Azure in Q2 (with 1% coming from AI). Follow along to stay up to date! Will we see re-acceleration soon?

Trends 130

Trends Cloud Azure AWS 130

Clouded Judgement

OCTOBER 28, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. 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. Follow along to stay up to date!

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

JANUARY 27, 2023

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

Cloud 141

Cloud Azure Pricing Subscription 141

Clouded Judgement

JULY 28, 2023

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

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

APRIL 21, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). Let’s double click on Azure. Follow along to stay up to date! Q1 Earnings Season We’re on the eve of Q1 earning season.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

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. Turning to our customer metrics in the fourth quarter. Yesterday, Cloudflare announced earnings. I’m adding Cloudflare to the list of tracked companies for this series.

Cloud 231

Cloud Azure Headcount Software Review 231

Clouded Judgement

AUGUST 11, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. This is all important because on a relative basis, high growth software is expensive. So on a growth adjusted basis, high growth software is expensive. Follow along to stay up to date! On the surface, it wasn’t good.

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

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

SaaStr

APRIL 3, 2021

There’s a metric the very top founders track quitely, but ruthlessly, that I find other founders either don’t track, or sort of hide from. All software slowly but surely gets out of date. DigitalOcean is growing more slowly than its mega competitors Azure, AWS, etc. That’s % of marketshare. Why does it matter?

Azure 205

Azure Headcount AWS Education 205

Clouded Judgement

FEBRUARY 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Then we had the Fed meeting this week creating a huge move in the software market. This was part of the big move in software on Wednesday / Thursday? Not much software was owned. Follow along to stay up to date! So what happened?

Cloud 130

Cloud Azure AWS Generative AI 130

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

Clouded Judgement

MAY 26, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Azure / Confluent / Datadog reported a few weeks back (they all had March quarter ends), and their commentary suggested the worst was behind us. Follow along to stay up to date! This means we got commentary for the first time on May trends.

Cloud 141

Cloud Azure Trends Retention 141

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

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

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. What’s evolved over the years and is driven by hyper-scalers like Google Azure, AWS, Twilio, and Stripe is the consumption-based model.

Compensation 164

Compensation Sales Azure AWS 164

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

Clouded Judgement

FEBRUARY 17, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Datadog Quarter Datadog is one of the software darlings. 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.

Cloud 130

Cloud Azure Revenue Subscription 130

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 203

Scale Marketplace as a Service Cloud SaaS Payments 203

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

SEPTEMBER 25, 2023

Then we’re going to do some work together to figure out how to take those models, those platform building blocks, and get them deployed into products that Microsoft offers, like GitHub Copilot, as well as deploy these things into environments like Azure and Azure OpenAI API, where people can just build their own software on top of it.”

AI 98

AI Azure New CTO Software Development 98

Baremetrics

DECEMBER 7, 2023

The main benefits of categorizing your SaaS company’s expenses are more accurate metrics and forecasts, and getting a better understanding of your company’s overall spending. The gist of it is that Cost of Revenue includes costs that go into providing your Software as a Service. This is a v2.0

Merchant Services 90

Merchant Services Startup DevOps as a Service SaaS 90

OpenView Labs

FEBRUARY 9, 2021

Software buying has evolved. Long gone are the days of executives choosing software for their employees based on IT compatibility or KPIs. Employees now find their preferred software products and start using them, usually for free. Pick the right usage metric. There are many usage metrics you could use in your pricing.

Scale 98

Scale Pricing Scaling AWS 98

OPEXEngine

DECEMBER 7, 2021

Dive Brief: Usage-based pricing has grown 32% this year and now 45% of software-as-a-service (SaaS) companies use it all or in part, up from 34%, an OpenView survey shows. It has tended to be used most in infrastructure platforms, like AWS, Google Cloud, and Azure. Closely watched SaaS metrics. But that has been changing.

Subscription 52

Subscription Payment Features Pricing SaaS 52

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. After thorough research, we have hand-picked the top email marketing software to help you make the right choice. You need to switch to emails.

Software Review 52

Software Review Software Marketing Scale 52

Frontegg

JUNE 17, 2021

As explained in the first part of this series, we clearly saw why Software-as-a-Service (SaaS) is the way to go when it comes to establishing self-serving applications that can be scaled up and developed fast(er). This will let you achieve optimal security and performance metrics, but these boxes will not be fully utilized.

ECS (Elastic Container Service) 97

ECS (Elastic Container Service) multi-cloud Kubernetes K8S orchestration (Kubernetes) Scale 97

ProfitWell

MAY 12, 2020

These stand for software as a service, platform as a service, and infrastructure as a service. Let's take a quick look at what it means to use software, platform, or infrastructure as service. Software as a service (SaaS) is when a provider hosts an application and makes it available to subscribers over the internet.

Cloud 59

Cloud Azure SaaS Underperforming Technical Team 59

Clouded Judgement

SEPTEMBER 19, 2023

Typical data lake storage solutions include AWS S3, Azure Data Lake Storage (ADLS), Google Cloud Storage (GCS) or Hadoop Distributed File System (HDFS). Iceberg leaned into the git functionality that software developers have become accustomed to. In this post, I’ll focus more on the data lake portion of the diagram above.

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

OPEXEngine

FEBRUARY 15, 2022

Capitalized internal-use software and purchased technology. Hosting & infrastructure expenses span processing servers, data storage, internet connectivity, and any third-party software that supports SaaS security, control, and monitoring. Customer Support. Cloud Operations and Platform Support. 3rd Party Fees.

Benchmarks 52

Benchmarks Artificial Intelligence Systems Review Cloud 52

User Pilot

FEBRUARY 6, 2023

Power BI is a business intelligence and data visualization software that uncovers insights into your enterprise data. After collecting data, diagnostic analytics uses data mining to interpret the metrics and make sense of the “why” behind them. Hotjar – heatmapping software.

Artificial Intelligence 95

Artificial Intelligence Data Software Review Machine Learning 95