Clouded Judgement

FEBRUARY 2, 2024

” 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.

Cost optimization & reporting 161

Cost optimization & reporting Cloud Azure AWS 161

SaaStr

MAY 16, 2022

So follow AWS, Azure and Google Cloud. Let’s look a whole level up to the real canaries-in-the-coalmine: AWS, Azure and Google Cloud. And Gartner is still predicted SaaS purchase rates will accelerate in 2023 : AWS, Azure and Google Cloud say Yes. So much going on in economy right now, from inflation to interest rates.

Cloud 259

Cloud Azure AWS Engineering 259

SaaStr

DECEMBER 27, 2023

Many have used Digital Ocean at the cheaper, simpler version of AWS-Azure-Digital Ocean to get going fast and quickly. But at scale, even the slightly less long version of the tail is where the money is. And if so, maybe that’s Digital Ocean. If you haven’t heard of Digital Ocean, ask your developer. Or at least.

Scale 238

Scale AWS Azure Cloud 238

SaaStr

MAY 23, 2022

At the same time, the leaders in Cloud (AWS, Azure, Google Cloud) are growing a stunning 40%. Growing at a pace and scale like we’ve never seen before: That’s got to be the most visceral juxtaposition in my time in SaaS. This puts a lot of pressure on all the private unicorns out there: We did a deeper dive on decacorns here.

Cloud 311

Cloud Azure AWS Marketing 311

SaaStr

DECEMBER 28, 2023

And broader Cloud players had great years too, from MongoDB to Cloudflare to Azure, if not quite as crazy as at the peak of 2021. Shopify, Canva, Monday and tons of other SaaS leaders less focused on tech and startups had big years.

Azure 304

Azure Cloud SaaS Trends 304

SaaStr

MARCH 31, 2022

This episode is an excerpt from a session at SaaStr Scale. Azure’s marketplace has over 4 million monthly visitors. 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. Jabari Norton, VP WW Partner and Alliances, Sumo Logic. Rico Mallozzi, Sr.

Scale 205

Scale Marketplace as a Service Cloud SaaS Payments 205

SaaStr

NOVEMBER 6, 2023

Growth in public cloud services (AWS, Azure, Google Cloud, Snowflake, etc.) In fact, In fact, Gartner sees overall global software spend growing faster in 2024 than 2023, a very health +13.8% — and crossing $1 Trillion in total spend for the first time! But it’s not that simple.

Merchant Services 278

Merchant Services Azure Software AWS 278

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 221

Cloud Azure AWS Scale 221

SaaStr

MAY 2, 2023

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

Azure 214

Azure AWS Cloud SaaS 214

Clouded Judgement

APRIL 11, 2024

It looks at the YoY dollar change in quarterly revenue from the hyperscalers (just looking at Azure / AWS because the data goes back further) going back a few years. If we break this down and look at Azure and AWS independently (graphs below), you’ll see how the AWS “swings” were a lot more volatile.

Cloud 177

Cloud Software Azure AWS 177

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). It’s likely startups start at plug-ins & then move down with scale that affords more usage & more capital to invest.

Generative AI 206

Generative AI AI GCP(Google Cloud Platform) Startup 206

SaaStr

OCTOBER 13, 2022

ChurnZero lets your CS team manage and expand accounts at scale with proactive, personalized engagement that helps every customer succeed. Our best-in-class app tools, automation, dashboards and reporting help you drive strategic customer conversations, boost productivity and scale effectively.

GCP(Google Cloud Platform) 196

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 196

SaaStr

NOVEMBER 4, 2022

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. Azure (Microsoft): In the $50's billion run rate (estimate) growing 42% YoY (last Q grew 46%).

AWS 277

AWS Azure Cloud Scale 277

Andreessen Horowitz

APRIL 5, 2024

These scenarios leverage GenAI’s ability to evaluate inputs at scale, especially in environments with ample high-quality and standardized data available on which to train. Despite these challenges, there are specific security use cases where generative AI can be beneficial, such as post-incident investigation and code review.

Generative AI 98

Generative AI AI Enterprise Technical Review 98

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. So DigitalOcean is the quiet Cloud platform that keeps on growing.

Azure 220

Azure AWS SMB Cloud 220

OpenView Labs

FEBRUARY 9, 2021

While we aren’t going 100% usage-based overnight, if you look at some of the mega-trends in software—things like automation, AI, and APIs—the value of a product normally doesn’t scale with more folks logging in. And that’s exactly why we created a playbook to help companies scale to $100+ million ARR with this model.

Scale 98

Scale Pricing Scaling AWS 98

SaaStr

JANUARY 25, 2023

Microsoft also reported strong growth overall and for Azure and Cloud especially. What a visceral comparison to Salesforce, which has seen a dramatic slowdown in enterprise growth. But ServiceNow? None really. Not for now, at least. The impacts of today’s shifts in the economy are … well, they’re uneven. Some are hurting.

Azure 255

Azure Cloud Enterprise Subscription 255

Andreessen Horowitz

MAY 7, 2024

While their growth at this scale is breathtaking, it’s not surprising. Even among an impressive set of cyber predecessors, Wiz stands out. In four short years, the company has grown to over $350M ARR , making it one of the fastest growing software companies of all time.

Investment 117

Investment Cybersecurity Azure Cloud 117

SaaStr

MAY 6, 2022

Amazon AWS, Microsoft Azure and even Google Cloud are on fire, adding insane amounts of revenue this year. And generating real cash flow at scale. #2. Customers are buying more than ever. The top SaaS and Cloud leaders are even accelerating at $1B in ARR, for goodness sakes!! It’s not all tough news, folks.

SaaS 337

SaaS Azure Cloud AWS 337

Andreessen Horowitz

MARCH 21, 2024

Some naysayers doubted that genAI could scale into the enterprise at all. On a much smaller scale, we’ve also started to see some leaders deploying their genAI budget against headcount savings, particularly in customer service. Simply having an API to a model provider isn’t enough to build and deploy generative AI solutions at scale.

Generative AI 145

Generative AI AI Enterprise Artificial Intelligence 145

Intercom, Inc.

DECEMBER 31, 2019

The most triumphant transfer of control from an original generation leader to a new CEO was surely that of Microsoft, which pivoted from chasing after Apple’s success in the consumer space under Steve Ballmer (don’t mention Nokia ) to successfully focusing on the cloud under Satya Nadella (please do mention Azure). The scale is extraordinary.

Payment Solutions 259

Payment Solutions Payment Methods Software SaaS Payments 259

SaaStr

JULY 31, 2020

Azure and Google Cloud also saw growth begin to slow. It’s hard to make any firm predictions at all right now. But when two of the blue chips in Cloud and SaaS say darker clouds may be coming … it’s worth paying close attention. Even Shopify isn’t providing guidance going forward. It could just be a bump.

AWS 307

AWS Azure Cloud SaaS 307

SaaStr

MARCH 31, 2019

We'll be taking over the entire San Jose convention center and surrounding areas just for attendees, delivering even more tactical content and advice on scaling than ever before, and more importantly, help you connect with 15,000 of your fellow SaaS Founders, Investors and Leaders in 2020! SaaStr Annual 2020 Tickets Go Up $500 at Midnight!

Cloud 144

Cloud Azure Scale Software Engineering 144

IT World

MAY 24, 2022

But I'm not here to talk about hyper-scale, public clouds such as Amazon Web Services (AWS), Azure, or Google Cloud. I want to talk to you today about clouds. They're great, but for many, they're overkill.

Cloud 90

Cloud SMB Azure AWS 90

Clouded Judgement

MARCH 22, 2024

This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. .” Let’s look at consumption revenue - this is also not technically recurring! It’s probably better described as re-occurring vs recurring.

AI 183

AI Revenue Cloud Technical Advisors 183

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). Scale up (or down) fast Better Latency – Access points all around the world for better performance.

ECS (Elastic Container Service) 97

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

Frontegg

MARCH 9, 2023

When a company starts scaling up, so does the number of provisioned SaaS apps and user accounts. SCIM Enabled API Examples Azure SCIM API – Here, the SCIM 2.0 Acts As a Standard System Linking Method As your company starts scaling up, more and more SaaS apps and services are introduced into the ecosystem. That’s not all.

Identity management 98

Identity management Management Azure Cloud 98

Clouded Judgement

SEPTEMBER 19, 2023

If you want features in your lakehouse (on top of open source Iceberg) for ingestion, CDC, streaming (file loading, Kafka connect, etc), schema evolution, compaction, optimization, time travel, snapshots, auto-scaling, maintenance (no more writing spark jobs to delete snapshots!), A natural question is “why do we have two tiers?

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

Neil Patel

JANUARY 25, 2021

Whether it’s real-time analytics data streaming or offering insights at scale, this tool can do it all. Power BI can integrate with Azure Machine Learning—plus, its ML and AI features are driven by Azure functions built into the Azure Cloud. Its image analytics feature can also be useful to make better business decisions.

Data Analysis 128

Data Analysis Software Data Scale 128

User Pilot

JULY 18, 2023

Develop – to break down the roadmap into prioritized tasks for development teams Integrations with development (Azure, Jira, Github), communication (Slack, Teams), CRM (Salesforce, Zendesk), project management (Trello, Asana), knowledge management (Confluence), and workspace tools (Google, Microsoft) Pricing Aha!

Software Review 98

Software Review Software Management Azure 98

SaaStr

NOVEMBER 4, 2021

You can’t pay your Azure bill or office lease in “Rule of 40” points. In my experience, any competent board would view a CEO or CFO that passes on 46% ROI projects as far too conservative. And that cautious SaaS platform would fall behind their more aggressive competitors.

SaaS 276

SaaS Technical Review Benchmarks Azure 276

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 95

AI Azure New CTO Software Development 95

IT World

APRIL 8, 2020

VMware has pumped out a key version of its core networking software with over 100 new features and added security and application-management support all designed to help customers build and run large scale virtual networks.

Azure 52

Azure Software Scale Management 52

Blulogix

OCTOBER 11, 2023

Cloud Service Providers: Integrate data from popular cloud providers like AWS , Azure, or Google Cloud to track resource consumption and costs. Automation , coupled with the ability to scale, ensures: Accurate and timely billing for a growing client base. Efficient management of new services and clients.

Payment Features 52

Payment Features Management Azure AWS 52

Baremetrics

JULY 8, 2021

MetricFire is a full-scale platform that offers infrastructure, system, and application monitoring using a suite of open-source monitoring tools. The Future of MetricFire To hit growth goals, MetricFire is focusing on improving their Hosted Graphite offering and building an Azure Microsoft platform for data collection.

Payment Services 105

Payment Services Payment Solutions Payments SaaS Payments 105

How To Buy Saas

MARCH 21, 2024

Startup businesses usually look towards SaaS when they need to scale quickly, reduce IT overhead, or access sophisticated tools without huge costs. Platforms like Microsoft Azure or Amazon Web Services are good examples in this regard. It’s a perfect match if you need flexibility, constant updates, and global access.

SaaS Payments 40

SaaS Payments Payment Services Payment Solutions Payment Methods 40

BetterCloud

JANUARY 8, 2021

Achieving RBAC at scale. Achieving RBAC at scale. Scale becomes an additional challenge when managing user lifecycles across an entire digital workplace with tens or hundreds of SaaS apps. With Azure RBAC, access to resources is controlled by role assignments. The role is the new perimeter. Avoiding excess permissioning.

Azure 52

Azure AWS Scale Technical Review 52