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. The subscription in the earlier model was a little bit more like shelfware,” the company’s CFO, Chitra Balasubramanian, told CFO Dive. Pricing model growth.

Subscription 52

Subscription Payment Features Pricing SaaS 52

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. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Revenue multiples are a shorthand valuation framework.

Cloud 161

Cloud Azure AWS Software Review 161

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

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

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

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). 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%. 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

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

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. Generate immediate invoices. Adjust pricing models as client needs change.

Payment Features 52

Payment Features Management Azure AWS 52

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

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

Baremetrics

JULY 8, 2021

MetricFire offers five subscription tiers according to the needs of different organization types. Stripe is the leading payment processing service for SaaS and subscription businesses. MetricFire is one of 900+ subscription-based companies using Baremetrics to understand key metrics and accelerate growth.

Payment Services 105

Payment Services Payment Solutions Payments SaaS Payments 105

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. Buyers are also experimenting on vendors.

AI 183

AI Revenue Cloud Technical Advisors 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

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

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

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.

Compensation 169

Compensation Sales Azure AWS 169

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

ProfitWell

MAY 15, 2020

Some PaaS examples include Windows Azure, Google App Engine, and Force.com. Since SaaS is typically subscription-based (aka, no licensing fees) there are lower costs upfront. With ProfitWell, you can easily use our products to manage your pricing while also managing your billing through a service like Stripe. Cheaper upfront.

SaaS Payments 75

SaaS Payments Payment Services Payment Solutions Payments 75

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. To calculate implied ARR I take the subscription revenue in a quarter and multiply it by 4.

Cloud 161

Cloud Software Benchmarks Scale 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. 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

Scale 221

Scale Marketplace as a Service Cloud SaaS Payments 221

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

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

Neil Patel

JANUARY 25, 2021

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. Microsoft Power BI offers two pricing plans: Power BI Pro : $9.99 Apache Spark is completely free.

Data Analysis 128

Data Analysis Software Data Scale 128

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. You’ve got a few options: you’ll charge a monthly fee, you’ll offer a free version with paid extras, or you’ll ask for a one-time payment.

SaaS Payments 40

SaaS Payments Payment Services Payment Solutions Payment Methods 40

OpenView Labs

FEBRUARY 11, 2021

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. Whether working directly with the monopoly or the reseller, avoid paying list price.

Scale 52

Scale Payment Methods Payment Services Systems Review 52

User Pilot

APRIL 30, 2024

Quickbooks and Xero are accounting SaaS products that help you send invoices, track expenses, and process payroll. Software as a Service (SaaS): SaaS providers have ready-to-use software applications over the internet on a subscription basis. Online invoicing : Manage and track invoices to maintain cash flow with ease.

SaaS Payments 91

SaaS Payments Payment Services Payment Methods Payment Solutions 91

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. The list goes on.

Payment Features 52

Payment Features Systems Review Churn Azure 52

SmartKarrot

SEPTEMBER 15, 2022

Cost efficiency: SaaS solutions are typically based on subscription models (rather than one-time purchases); they cost less upfront and require less maintenance over time compared with traditional software solutions or on-premise systems that require costly upgrades every few years. They do not have to worry about data security or backups.

Scale 10

Scale Cloud Enterprise Scaling 10

Audacix

JUNE 9, 2023

Pricing and support: The tools should offer a range of pricing options and provide strong customer support to help you address any issues that may arise. Well CSPM is one of the prongs that makes Cyber Chief so powerful and a very well-rounded tool for many of your cloud app security needs.

Software Review 66

Software Review Software DevOps as a Service AWS 66

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

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

Full Session

NOVEMBER 6, 2022

Mixpanel connects to 50+ popular software, including Google Cloud, Amazon Web Services, Hubspot, Microsoft Azure, Optimizely, Slack, Snowflake, and Zendesk. Mixpanel vs Amplitude: Pricing. Mixpanel has three subscription plans: Starter – it’s free, and you can use it to track up to 100 000 users/month.

Software Review 52

Software Review Underperforming Technical Team Business Technical Review 52

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

All that Saas

JULY 8, 2021

The software integrates well with over 65 tools like Microsoft Azure, Google Compute Engine, Google App Engine, and many others to deliver a seamless user experience. In comparison with other email marketing services, Twilio SendGrid is offered at a low price, considering the robust features it provides. Key Features. ActiveCampaign.

Software Review 52

Software Review Marketing Software Scale 52