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

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

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 survey is based on responses from 600 SaaS companies. Pricing model growth. Closely watched SaaS metrics. But that has been changing.

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. The promise of SaaS is that growth in the early years leads to profits in the mature years. 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

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

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.

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).

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. The promise of SaaS is that growth in the early years leads to profits in the mature years. 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. 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 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%. The promise of SaaS is that growth in the early years leads to profits in the mature years.

Cloud 141

Cloud Azure Pricing Subscription 141

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

How To Buy Saas

MAY 15, 2024

There are various Cloud service models to choose from, like IaaS PaaS SaaS, and you may get confused while making a decision. Don’t worry; in this blog, we will help you know everything about the different cloud computing models like IaaS PaaS SaaS to decide which one will be best for your business. Therefore, keep reading!

DevOps as a Service 52

DevOps as a Service Marketplace as a Service Cloud SaaS 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). The promise of SaaS is that growth in the early years leads to profits in the mature years.

Trends 130

Trends Cloud Azure AWS 130

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). Let’s learn more about how to get started with your SaaS journey. Related: Enterprise SaaS Architecture – The How.

ECS (Elastic Container Service) 97

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

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 promise of SaaS is that growth in the early years leads to profits in the mature years. Q1 Earnings Season We’re on the eve of Q1 earning season.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

MARCH 22, 2024

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. In it's truest form, ARR is used by pure SaaS business models to describe the aggregate annual value of the entire customer set.

AI 183

AI Revenue Cloud Technical Advisors 183

How To Buy Saas

MARCH 21, 2024

With over 50 billion SaaS service users in the US (including repeat customers) there’s little doubt about the health of the SaaS industry. What Is SaaS? One way to think of Software as a Service (SaaS) is as renting software instead of owning it. Which Businesses Need SaaS Software?

SaaS Payments 40

SaaS Payments Payment Services Payment Solutions Payment Methods 40

SaaStr

DECEMBER 26, 2022

Despite economic headwinds, SaaS spending continues to grow, with most companies having self-reported increasing or maintaining SaaS spending. G2 track, their proprietary SaaS spend management platform. This includes data from companies on how they utilize SaaS and their spending.

Software Review 198

Software Review Software Azure Cloud 198

SaaStr

NOVEMBER 14, 2023

Moving from a traditional SaaS to a pure consumption model was a challenging but fun transition for MongoDB. Then, we moved to a more customer-friendly model with SaaS and subscription-based pricing. There are still some complexities around SaaS-based approaches. The lines will blur.

Compensation 159

Compensation Sales Azure AWS 159

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

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 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

User Pilot

JULY 18, 2023

The tools are constantly evolving and changing their pricing plans, so it may be difficult to ensure that your product team is using the right tools and getting the best value for the money. Pay attention to support and customization, and make sure it has the right templates, integrations , and scalable pricing plans.

Software Review 90

Software Review Software Management Azure 90

All that Saas

SEPTEMBER 5, 2021

Recently, Showell has made changes to its pricing plans, especially on the Professional plan. This is to make sure that prices are affordable and scalable for organizations that want to increase the number of users. You can even connect the APP with Microsoft Azure AD or other identity provider services. Professional.

Software Review 52

Software Review Systems Review Pricing Sales Enablement 52

ProfitWell

SEPTEMBER 10, 2020

The SaaS industry is growing fast, but if you want to be one of the companies contributing to that trend, you'll need to know the secrets of successful SaaS businesses. In this post, we'll lay out a SaaS growth blueprint. In this post, we'll lay out a SaaS growth blueprint. SaaS growth is looking strong.

SaaS Payments 66

SaaS Payments Trends Merchant Services Payments 66

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 there’s just a lot of opportunity for SaaS providers or ISVs in general to take advantage. AWS’s marketplace has seen 1.5

Scale 200

Scale Marketplace as a Service Cloud SaaS Payments 200

ProfitWell

MAY 15, 2020

The SaaS model continues to gain traction. If you haven’t transitioned to SaaS yet, I promise moving to a cloud-based computing system sounds more complicated than it actually is. There are many different cloud-based models for storing data, but this article is focused directly on SaaS. What is SaaS? Cheaper upfront.

SaaS Payments 75

SaaS Payments Payment Services Payment Solutions Payments 75

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

Data Analysis 128

Data Analysis Software Data Scale 128

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., On the Microsoft earnings call they said (related to Azure): “But at some point, workloads just can't be optimized much further. net retention and CAC payback).

Cloud 161

Cloud Software Benchmarks Scale 161

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. The promise of SaaS is that growth in the early years leads to profits in the mature years. However, they guided for 2023 and called for 23-24% growth.

Cloud 130

Cloud Azure Revenue Subscription 130

Baremetrics

JULY 8, 2021

Right away, its analytics tools made it easy to calculate key SaaS metrics and segment customers based on customizable attributes. SaaS companies like SalesForce, Xfinity, Accenture and more rely on MetricFire to visualize their data in real-time and stay on top of their systems. Solution: They signed up for Baremetrics.

Payment Services 105

Payment Services Payment Solutions Payments SaaS Payments 105

Frontegg

DECEMBER 23, 2021

Authentication solution for SaaS, with a micro-frontend approach that helps you focus on the product. Pricing: There’s a free option for starters, but pricing climbs up depending on the size of the service. Pricing: Okta has a $1500 contract minimum, which means they’re probably out of reach for most SMBs and micro-businesses.

Software Review 52

Software Review Management Azure Systems Review 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. Buffer CEO Joel Gascoigne.

Payment Features 52

Payment Features Systems Review Churn Azure 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. Colin here, CEO of a startup, B2B SaaS, and raising a seed round right now.

Scale 196

Scale SaaS Payments Scaling SaaS 196