SaaStr

NOVEMBER 6, 2023

If you’re selling software to SMB merchants and outside of tech like Shopify and Toast and Monday , things are pretty, pretty good, if in some ways still harder than before. Growth in public cloud services (AWS, Azure, Google Cloud, Snowflake, etc.) So things are all over the place these days. But it’s not that simple.

Merchant Services 307

Merchant Services Azure Software AWS 307

SaaStr

APRIL 27, 2021

Ok, it’s quite possible Gartner is way underestimating SMB spend here, the total spend on SaaS is likely $200B or more. In my 148 public SaaS companies (including most of the categories of this list but not AWS, Azure, GCP) the aggregate revenue is $185B. That’s $20B more budget than last year, just for enterprises alone.

GCP(Google Cloud Platform) 234

GCP(Google Cloud Platform) Azure AWS SaaS 234

Clouded Judgement

JUNE 19, 2024

It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up). It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up).

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

SaaStr

MARCH 31, 2022

Azure’s marketplace has over 4 million monthly visitors. So I think just opening your aperture when you’re thinking about marketplace, not assuming it’s just a small commercial SMB market sales. As a result of this, marketplaces have exploded in growth, and here’s some facts and figures.

Scale 259

Scale Marketplace as a Service Cloud SaaS Payments 259

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

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 184

Cloud Software Azure AWS 184

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

MARCH 22, 2024

For SaaS businesses that target smaller SMB customer segments, gross retention is typically in the mid to low 80’s with net expansion in the ~105% range. This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown.

AI 190

AI Cloud Revenue Technical Advisors 190

SaaStr

JUNE 26, 2024

You can see the growth on the platform side with Azure, Google, and AWS and how much it’s accelerating in AI. They’re very SMB and just closed their first $750k TCV deal. If we’re adding 20%, where is the money going? To some extent, it’s not clear. Maybe endless price increases,” Jason says. A lot of it is moving to versions of AI.

CTO Hire 144

CTO Hire AI Venture Capital Sales Hiring 144

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. For businesses selling predominantly to SMB customers, these benchmarks are all slightly lower given the higher-churn nature of SMBs. My interpretation is we’re in the bottoming phase.

Cloud 167

Cloud Software Benchmarks Scale 167

SaaStr

SEPTEMBER 13, 2020

Azure has been gaining on them rapidly and is growing a double that rate. Everyone knows Shopify for what it is today, but in the earlier days, it really was the best SaaS platform for SMB eCommerce providers. If you look at the IAS vendors, they passed $130 billion revenue milestone this year. It is staggering.

Sales Hiring 231

Sales Hiring Scale Payments Cloud 231

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. Microsoft Azure’s at incredible scale and it still grew 40% last quarter.

Scale 245

Scale SaaS Payments Scaling SaaS 245

SaaStr

AUGUST 26, 2022

I think Azure’s like 7,000, Google. Salesforce was a very rudimentary SMB app for a brief period of time, but it was. That’s not helping the lack of hiring, and everyone that’s big is hiring like there’s no tomorrow. I’m going to get the numbers wrong, I think Amazon has 10,000 open positions out in AWS.

Sales Hiring 246

Sales Hiring Scale Sales Recruiting Scaling 246