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Clouded Judgement 4.26.24 - Azure Gives Positive Infra Software Preview

Clouded Judgement

Subscribe now Azure Report - Cloud Infra Looks Good! For software, all eyes were on Azure - which grew 31% YoY (ahead of expectations closer to 29%). Azure doesn’t disclose exact Azure quarterly revenue (they disclose growth rate in absolute terms and in constant currency), but there are good estimations.

Azure 177
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Snowflake, CrowdStike and SumoLogic: “How to Leverage the Cloud Giants to Scale to 100 Million ARR and Beyond”

SaaStr

This episode is an excerpt from a session at SaaStr Scale. So for the audience, cloud giants are turbocharging startup sales, and the predominant reason for this is because they’re fundamentally changing IT budgets at the customers that we’re all selling to. Azure’s marketplace has over 4 million monthly visitors.

Scale 214
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5 Interesting Learnings from Digital Ocean at $700,000,000 in ARR

SaaStr

Many have used Digital Ocean at the cheaper, simpler version of AWS-Azure-Digital Ocean to get going fast and quickly. Or at least, maybe like many, tougher times meant holding the line on costs and people, leading to even more efficiency. But at scale, even the slightly less long version of the tail is where the money is.

Scale 246
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Playbook: Scale to $100M+ ARR with a Usage-Based Pricing Model

OpenView Labs

Since you aren’t limiting the number of users who can access your software, your customers are able to find new use cases—which leads to more long-term success and higher lifetime value. It requires shifts in go-to-market strategy, sales compensation, financial planning, billing, and much more. Ready to scale to $100+ million ARR?

Scale 98
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Clouded Judgement 2.2.24 - Cloud Giants Report Q4 '23

Clouded Judgement

” Microsoft on Azure : “And I think last quarter, we said one, we are going to continue to have these cycles where people will build new workloads. The hyperscalers benefit from massive scale, distribution, trust and depth of customer relationships in ways no other software companies do. Overall Stats: Overall Median: 6.0x

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Clouded Judgement 10.27.23 - Cloud Giants Report Q3 '23

Clouded Judgement

Subscribe now Cloud Giants Report Q3 ‘23 Not a great signal for software this week from the Cloud Giants (AWS, Azure and Google Cloud)…After Q2 (3 months ago), the tone from the Cloud Giants around optimizations was largely: optimizations have started to ease, and net new workloads have picked up. Staggering scale already.

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How Nimble + Azure Revolutionize Relationship Management for Office 365 Teams

Nimble - Sales

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 95