Azure and SaaS - SaaS Brief

Gartner: SaaS Will Still Grow 18% in 2023 to $200 Billion Worldwide. And Another 18% in 2024.

SaaStr

MAY 2, 2023

So there’s no doubt things are a bit harder for everyone in SaaS and Cloud right now. A few of us are seeing no macro impacts, but probably the biggest tell are Cloud platform giants — AWS, Azure and Google Cloud. SaaS spend is still growing. All are still growing at very strong rates. But they are still growing.

SaaS

SaaS Azure AWS Cloud

SaaS Rule of 40 Drivers Using KeyBanc’s 2021 SaaS Survey

SaaStr

NOVEMBER 4, 2021

The “Rule of 40” is one of the most commonly cited valuation benchmarks in SaaS for both public and private companies. The SaaS “Rule of 40” has gained popularity due to its simplicity, requiring only two common financial metrics to be added together. What Is The SaaS “Rule of 40”?

SaaS

SaaS Churn Revenue Benchmarks

SaaS Multiples Are At a 3+ Year Low. Where It Goes From Here.

SaaStr

MAY 6, 2022

Many SaaS and Cloud leaders are down more than 50% from their all-time highs. A Covid Hangover in SaaS stocks.’ Amazon AWS, Microsoft Azure and even Google Cloud are on fire, adding insane amounts of revenue this year. The top SaaS and Cloud leaders are even accelerating at $1B in ARR, for goodness sakes!!

SaaS

SaaS Revenue Cloud Azure

Webinars

Cracking the Code to Product Team Success: Data, Empathy, and Extraordinary Communication

Feedback Frenzy: Restoring Customer and Internal Alignment for Product Success

MORE WEBINARS

Microsoft as a Mirror - What We Can Expect for SaaS in 2023

Tom Tunguz

JANUARY 23, 2023

We saw moderated consumption growth in Azure and lower-than-expected growth [elsewhere]. Segment Expected Growth Productivity 12% Office Commercial 6% Office On-Premise -25% LinkedIn 5% Dynamics 13% Intelligent Cloud 18% Azure 26% Server -3% Services -3% 2. At some point, the optimizations will end.

Azure

Azure SaaS Machine Learning Cloud

5 Interesting Learnings from Microsoft at $200 Billion in ARR

SaaStr

JULY 27, 2022

But fast forward to today, and Microsoft truly is a Cloud and SaaS company, with Azure and LinkedIn its fastest growing business units! Azure and other cloud services grew a record 40% and the total Microsoft Cloud grew to a $90 Billion run-rate. But the Cloud and SaaS parts of Microsoft are firing on all 8 cylinders.

Azure

Azure SaaS Cloud Revenue

Shopify Says eCommerce is Back. But AWS Says Cloud Under More Scrutiny.

SaaStr

OCTOBER 28, 2022

o this was an interesting week in terms of reading the tea leaves on what’s going on in SaaS, Cloud, the economy, and all that. Second, AWS, Azure and Google Cloud all grew nicely, and are still growing like a weed — but the growth rate slowed. So the good news is the bellwethers in SaaS are still growing at strong rates.

AWS

AWS Cloud Azure SaaS

Cloud Stocks May Be Down. But the Cloud Remains on Fire. That Matters More.

SaaStr

MAY 16, 2022

So follow AWS, Azure and Google Cloud. So there’s much angst and even panic with so many SaaS and Cloud public stocks down 50% or more from their peaks. Will things get worse for SaaS products themselves on a day-to-day basis? And is buying of SaaS and Cloud products accelerating, decelerating, and/or flattening out?

Cloud

Cloud Azure SaaS AWS

Bessemer: $1 Trillion in Cloud Market Cap Lost Year-to-Date

SaaStr

MAY 23, 2022

There are many ways to slice-and-dice public market data, but the headline one Bessemer called out is the most visceral I’ve seen: Public SaaS and Cloud companies lost $1 Trillion in market cap so far in 2022. And the number of public SaaS and Cloud decacorns has fallen from 50 to 17. Strange Days, Indeed.

Cloud

Cloud SaaS Marketing Azure

Gartner: SaaS Spending Will Grow Another 40% in Next 2 Years Alone

SaaStr

APRIL 27, 2021

Just how fast is SaaS and Cloud growing? After polling CIOs, Gartner found that total SaaS spend will grow from $100B in 2020 to $140B in 2022: A few interesting implications and learnings: The growth in SaaS buying should give you a +20% a year boost on top of your other sales and marketing efforts. Go grab your piece.

SaaS

SaaS GCP(Google Cloud Platform) SMB Enterprise

Understanding Multi-tenancy, the Keystone of SaaS

CloudGeometry

FEBRUARY 7, 2022

2020 left no doubt: the growth of cloud computing is firmly grounded in the SaaS business model. Investors like Bessemer have bet and made billions on the SaaS trajectory. Done right, multi-tenancy through tenant isolation delivers benefits to both you as a SaaS vendor and to your customers. Let’s take a closer look.

SaaS

SaaS AWS Well Architected Framework Cloud

The Latest in VC Funding + Scaling SaaS: An AMA with SaaStr CEO Jason Lemkin (Pod 581)

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.

SaaS

SaaS Scaling Startup Investment

5 Interesting Learnings from ServiceNow at $7 Billion in ARR

SaaStr

JANUARY 25, 2023

That’s pretty efficient for SaaS. #5. But many in SaaS are seeing tougher times in Europe than North America. Microsoft also reported strong growth overall and for Azure and Cloud especially. As you can see, ACV has grown ~20% over the past 2 years, from $3.4m to $4m ACV. #4. Some softness in EMEA. But ServiceNow?

SaaS

SaaS Azure Revenue Enterprise

SaaS Applications Architecture – The How

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.

SaaS

SaaS ECS (Elastic Container Service) Azure Cloud

Clouded Judgement 4.28.23

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

Cloud Azure AWS Revenue

Datadog, ZoomInfo, Atlassian, AWS: Epic Growth — But Some Real Headwinds For The First Time

SaaStr

NOVEMBER 4, 2022

So with the latest batch of earnings out, we can get a sense of where the leaders are in SaaS. Again, epic growth but a material slowing from what AWS cited as “economic headwinds” Still — Google Cloud didn’t see a slowing of growth, and Azure’s growth rate barely budged. pic.twitter.com/a6BKk61LQR.

AWS

AWS Azure SaaS Cloud

Thanks to ChartMogul, ChurnZero, Cledara, Secureframe, and Verdane for Sponsoring SaaStr Europa 2023!

SaaStr

OCTOBER 13, 2022

We’ll see 2,500+ of the best SaaS founders, execs, and VCs June 6-7 at 2022 SaaStr Europa ! ChurnZero is the Customer Success platform and partner for growing SaaS and subscription businesses. From discovery to purchasing, management and cancellation, Cledara is the All-in-One SaaS management platform that companies love.

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) SaaS Churn Subscription

Inteligência Artificial no SaaS: como inovar um setor que já nasce digital?

SaaSHolic

MARCH 20, 2023

A inteligência artificial no SaaS simboliza a combinação perfeita. A costura entre os itens precisa ser bem feita e ter o encaixe perfeito, ou então o SaaS não consegue cumprir o seu papel. A personalização é outro componente do SaaS suportado pela IA. Processos que antes duravam meses, agora podem ser feitos em alguns minutos.

SaaS

SaaS Machine Learning Azure Software

How Nimble + Azure Revolutionize Relationship Management for Office 365 Teams

Nimble - Sales

MAY 22, 2019

Nimble has migrated its market-leading SaaS CRM from Amazon Web Services (AWS) to Microsoft Azure. The migration enables Nimble to tap into Microsoft’s world-class Azure platform and partner ecosystem to scale.

Azure

Azure Management AWS SaaS

Clouded Judgement 1.6.23

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

Cloud Azure AWS SaaS

The Macroeconomic Signal to Watch for Software & Infrastructure Startups

Tom Tunguz

MAY 31, 2022

Large SaaS and IaaS vendors are precisely that: indexes of software buyers. Amazon Web Services and Azure, the business units inside Amazon and Microsoft serve and sell to small, medium, and large companies in every major geography. Microsoft Azure. That should bode well for SaaS startups. Fortunately, it exists.

Software

Software Startup Azure SaaS

5 Interesting Learnings from Google Cloud at $13 Billion in ARR

SaaStr

FEBRUARY 20, 2021

So we’ve had a lot of fun in our 5 Interesting Learnings profiling the top SaaS and Cloud companies at scale, from Slack to Zoom, from Shopify to Datadog, from Box to DropBox. But are AWS, Azure and Google Cloud just too big for us to learn from? Google Cloud continues its march upmarket, competing with Azure.

Cloud

Cloud Azure AWS SaaS

10 Predictions for Data at the Impact Summit

Tom Tunguz

SEPTEMBER 26, 2022

Look no further than the massive companies pushing the public & the private market forward: Snowflake, Databricks, Amazon, Azure, Google Cloud. It’s quite possible that data products have created more market cap than any other subsegment of SaaS in the last five years.

Data

Data Azure Machine Learning SaaS

The 4 Questions Startups Should Ask Themselves about Building with Generative AI

Tom Tunguz

APRIL 6, 2023

In the cloud, AWS, Azure, & GCP have created about as much market cap as all the top 100 B2B & B2C publics built on cloud (Netflix, ServiceNow, AirBnb, etc). Usage & distribution, like in classical SaaS, are likely the most sustainable & repeatable. Layer : application, platform, or infrastructure?

Startup

Startup AI GCP(Google Cloud Platform) Enterprise readiness

Founders Today Just Need to Assume the Next Round Never Comes

SaaStr

NOVEMBER 3, 2022

So we’ve talked about it often here at SaaStr, but things are just so … odd right now in SaaS. And while AWS’s growth is down a bit, it’s still at epic levels, Azure isn’t even really down, and Google Cloud is growing faster than ever.

AWS

AWS Venture Capital SaaS Azure

Atlassian and AWS Say: “Maybe Worry a Little Bit”

SaaStr

JULY 31, 2020

Zoom is growing at rates we’ve never seen before in SaaS and Cloud. But when two of the blue chips in Cloud and SaaS say darker clouds may be coming … it’s worth paying close attention. Azure and Google Cloud also saw growth begin to slow. Shopify grew 100% at $3 billion in ARR. It could just be a bump.

AWS

AWS SaaS Cloud Azure

Actionable Analytics 101: How to Collect and Use Actionable Data Insights in SaaS

User Pilot

FEBRUARY 6, 2023

Microsoft Azure Machine Learning is a data science tool that helps you create machine learning models at scale so you can prepare data, build and train models, deploy, and then monitor results. IBM Watson Studio is another tool that uses machine learning models and data visualization to help you make business decisions.

SaaS

SaaS Data Churn Onboarding

Clouded Judgement 4.21.23

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

Cloud AWS Azure SaaS

How to Automate User Provisioning Across Your SaaS Stack

BetterCloud

JANUARY 24, 2023

Why user provisioning is so time-consuming in a SaaS-filled workplace According to BetterCloud’s 2023 State of SaaSOps report, the average organization has 130 apps in its SaaS stack. All this in addition to the hoops you have to jump through when a new app is added to your SaaS environment). right away.

SaaS

SaaS Onboarding Azure Management

What’s Holding Up Buyers And How To Meet Them Where They Are With Chris Perrine, Vice President of G2 Asia Pacific (Pod 643 + Video)

SaaStr

MARCH 17, 2023

The average mid-size company has 111 SaaS applications. There’s so much competition in SaaS that it can feel confusing to figure out where to start and compare solutions. This is the biggest trend in SaaS. SaaS changed that. Key Takeaways SaaS is still growing quickly, but the market is incredibly competitive.

SaaS

SaaS Software Azure Sales

Clouded Judgement 1.27.23

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

Cloud Azure Revenue SaaS

SaaS companies quickly replacing subscriptions with usage-based pricing

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. It has tended to be used most in infrastructure platforms, like AWS, Google Cloud, and Azure.

SaaS

SaaS Subscription Pricing Venture Capital

Thanks to Unit, Everstage, Aiven, Zip, and Mission Cloud for Sponsoring SaaStr Annual 2022!

SaaStr

FEBRUARY 10, 2022

Currently, we offer Apache Kafka, Apache Cassandra, PostgreSQL, MySQL, OpenSearch, Redis, InfluxDB, Grafana, and M3 in more than 90 regions around the world on AWS, GCP, Microsoft Azure, DigitalOcean, and UpCloud cloud platforms. We’ll see 10,000 of the best SaaS founders, execs and VCs Sep 13-15 at 2022 SaaStrAnnual.com !

Cloud

Cloud GCP(Google Cloud Platform) Azure AWS

5 Interesting Learnings from DigitalOcean at $500,000,000 in ARR

SaaStr

MARCH 9, 2022

Focusing on smaller developers, in some ways it’s been a bit overshadowed by AWS, Azure, and Google Cloud. DigitialOcean doesn’t want to take AWS, Azure and Google on in the enterprise and doesn’t really try. Another great challenge to the idea growth has to always slow in Cloud and SaaS.

SMB

SMB Azure AWS Cloud

SaaS Growth: Top Strategies and Trends for SaaS Growth

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

SaaS Trends Strategy Metrics

Clouded Judgement 10.28.22

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

Cloud Azure AWS Cost optimization & reporting

Why Would Microsoft Buy Wunderlist and Later Just Shut it Down?

SaaStr

APRIL 8, 2020

In 2015, Microsoft wanted to help accelerate its SaaS / Cloud strategy and made a bunch of bets. Once Office 365, Azure, etc. But an experiment. They didn’t all have to work out. And in the end, have too many products is a distraction. You have to eventually close one down if it’s not a winner.

Azure

Azure Cloud SaaS Acquisition

Thanks to Demandwell, DuploCloud, Prismatic, SafeBase, and WorkOS for Sponsoring SaaStr Annual 2023!

SaaStr

OCTOBER 6, 2022

We help B2B SaaS marketers turn organic search into a source of repeatable revenue through software and coaching. The platform automates the provisioning of your application to the cloud (AWS, GCP, Azure), integrating cloud ops, DevOps, and security/compliance with 24×7 monitoring and support.

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) Enterprise readiness Azure B2B

What to Know About the Software Buying Landscape in 2023: What’s Changed, What’s the Same, and What Your Buyers Want with G2 CMO Amanda Malko (Video)

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

Software SaaS Cloud Onboarding

Clouded Judgement 5.26.23

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. The promise of SaaS is that growth in the early years leads to profits in the mature years. This means we got commentary for the first time on May trends.

Cloud

Cloud Revenue SaaS Retention

SaaS Security: A Complete Best Practices Guide

BetterCloud

FEBRUARY 9, 2021

As companies adopt more SaaS solutions to solve business challenges, the explosion of software-as-a-service (SaaS) brings new benefits—but also new problems. SaaS sprawl makes visibility more difficult, giving rise to new threats like unsanctioned apps, data loss, and insider threats. SaaS is a double-edged sword.

SaaS

SaaS Cloud Data Management

4 SaaS benefits & advantages: Software as a Service pros & cons

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

SaaS Software Cloud Subscription

SaaS vs PaaS vs IaaS: How the 3 cloud service models differ | ProfitWell

ProfitWell

MAY 12, 2020

The three major cloud service models are SaaS, PaaS, and IaaS. What is SaaS? Software as a service (SaaS) is when a provider hosts an application and makes it available to subscribers over the internet. SaaS vs PaaS vs IaaS: the key differences. Starting with SaaS, there's very little for the user to manage.

SaaS

SaaS Cloud Azure Software

Sync Your MRR Movements with Amazon S3, Google Cloud Storage, or Azure Blob Storage

Chart Mogul

JANUARY 20, 2022

Configure Amazon S3, Google Cloud Storage, or Azure Blob Storage as a destination in ChartMogul and export your activities for further analysis. For that reason, we’re launching several new direct integrations that let you synchronize your MRR movements directly into your Amazon Web Services, Google Cloud Platform, or Microsoft Azure account.

Azure

Azure Cloud Churn Forecasting

What do Google Search Query Trends Reveal about the Changes in How We Work?

Tom Tunguz

MARCH 28, 2020

How about the big platform SaaS companies: Salesforce, Workday, ServiceNow, and Microsoft? ZDNet reported demand for Azure is up 775%. Everyone but Microsoft is flat. The difference in query volumes might be due to a similar phenomenon to Slack because of Microsoft’s Teams product.

Trends

Trends Azure SaaS Content Marketing

Gartner: SaaS Will Still Grow 18% in 2023 to $200 Billion Worldwide. And Another 18% in 2024.

SaaS Rule of 40 Drivers Using KeyBanc’s 2021 SaaS Survey

Webinars

Trending Sources

SaaS Multiples Are At a 3+ Year Low. Where It Goes From Here.

Webinars

Microsoft as a Mirror - What We Can Expect for SaaS in 2023

5 Interesting Learnings from Microsoft at $200 Billion in ARR

Shopify Says eCommerce is Back. But AWS Says Cloud Under More Scrutiny.

Cloud Stocks May Be Down. But the Cloud Remains on Fire. That Matters More.

Bessemer: $1 Trillion in Cloud Market Cap Lost Year-to-Date

Gartner: SaaS Spending Will Grow Another 40% in Next 2 Years Alone

Understanding Multi-tenancy, the Keystone of SaaS

The Latest in VC Funding + Scaling SaaS: An AMA with SaaStr CEO Jason Lemkin (Pod 581)

5 Interesting Learnings from ServiceNow at $7 Billion in ARR

SaaS Applications Architecture – The How

Clouded Judgement 4.28.23

Datadog, ZoomInfo, Atlassian, AWS: Epic Growth — But Some Real Headwinds For The First Time

Thanks to ChartMogul, ChurnZero, Cledara, Secureframe, and Verdane for Sponsoring SaaStr Europa 2023!

Inteligência Artificial no SaaS: como inovar um setor que já nasce digital?

How Nimble + Azure Revolutionize Relationship Management for Office 365 Teams

Clouded Judgement 1.6.23

The Macroeconomic Signal to Watch for Software & Infrastructure Startups

5 Interesting Learnings from Google Cloud at $13 Billion in ARR

10 Predictions for Data at the Impact Summit

The 4 Questions Startups Should Ask Themselves about Building with Generative AI

Founders Today Just Need to Assume the Next Round Never Comes

Atlassian and AWS Say: “Maybe Worry a Little Bit”

Actionable Analytics 101: How to Collect and Use Actionable Data Insights in SaaS

Clouded Judgement 4.21.23

How to Automate User Provisioning Across Your SaaS Stack

What’s Holding Up Buyers And How To Meet Them Where They Are With Chris Perrine, Vice President of G2 Asia Pacific (Pod 643 + Video)

Clouded Judgement 1.27.23

SaaS companies quickly replacing subscriptions with usage-based pricing

Thanks to Unit, Everstage, Aiven, Zip, and Mission Cloud for Sponsoring SaaStr Annual 2022!

5 Interesting Learnings from DigitalOcean at $500,000,000 in ARR

SaaS Growth: Top Strategies and Trends for SaaS Growth

Clouded Judgement 10.28.22

Why Would Microsoft Buy Wunderlist and Later Just Shut it Down?

Thanks to Demandwell, DuploCloud, Prismatic, SafeBase, and WorkOS for Sponsoring SaaStr Annual 2023!

What to Know About the Software Buying Landscape in 2023: What’s Changed, What’s the Same, and What Your Buyers Want with G2 CMO Amanda Malko (Video)

Clouded Judgement 5.26.23

SaaS Security: A Complete Best Practices Guide

4 SaaS benefits & advantages: Software as a Service pros & cons

SaaS vs PaaS vs IaaS: How the 3 cloud service models differ | ProfitWell

Sync Your MRR Movements with Amazon S3, Google Cloud Storage, or Azure Blob Storage

What do Google Search Query Trends Reveal about the Changes in How We Work?

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