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. Enterprise software spending globally was $529B in 2020, per Gartner.

Cloud 299

Cloud Azure AWS Engineering 299

Tom Tunguz

JANUARY 23, 2023

I’m watching public company earnings to identify early weaknesses in the software market. The transcript highlights the major trends in software of 2023. We saw moderated consumption growth in Azure and lower-than-expected growth [elsewhere]. Massive software vendors are indexes of buyer behavior.

Azure 256

Azure Underperforming Technical Team Machine Learning Artificial Intelligence 256

SaaStr

NOVEMBER 18, 2023

Shopify , Datadog, Crowdstrike , Google Cloud-Azure-AWS, Snowflake , etc. In fact, Gartner predicts enterprise software spend will cross $1 Trillion Dollars (!) Gartner: Software Spend Will Grow 13.8% At the end of the day, 2024 may well be a year of Divergent Headlines. SaaS and Cloud growth overall will remain strong.

Startup 357

Startup Venture Capital Azure AWS 357

Tom Tunguz

MARCH 28, 2020

First, I started with the two behemoths of working from home software: Slack and Zoom. ZDNet reported demand for Azure is up 775%. I couldn’t find real-time data about bandwidth, but Google’s Trends product does show near up to date Google queries, which is a good proxy.

Trends 354

Trends Azure Software Review Content Marketing 354

Tom Tunguz

JULY 26, 2022

I’m watching public company earnings to identify early weaknesses in the software market. Microsoft Azure. Microsoft Azure grew 40% y/y, tying the fastest quarterly growth rate in the past 5 quarters. Here are some hypotheses: Google may have greater customer concentration in GCP than Azure. Google Cloud Platform.

GCP(Google Cloud Platform) 223

GCP(Google Cloud Platform) Cloud Azure AWS 223

SaaStr

NOVEMBER 18, 2021

ai is one of those enterprise software companies ($2m customers on average) you hear about and see their billboards but are never quite sure what they do. Partners are key — Baker Hughes (a customer and partner) makes up a massive 30% of revenue, and claim Microsoft Azure has contributed $200m in total bookings.

AI 59

AI Azure Cloud Enterprise 59

Clouded Judgement

MAY 3, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Report Q1 + Early Look at Software Results Q1 earnings seasons has officially kicked off! We now have results from the three hypersclaers (AWS / Azure / GCP). Follow along to stay up to date!

Cost optimization & reporting 190

Cost optimization & reporting Cloud Software AWS 190

SaaStr

DECEMBER 26, 2022

Amanda Malko is CMO at G2, a software marketplace and review site that reaches over 60 million buyers annually across 2000 software categories. In this session, she shares insights and trends from research conducted this year that can help software buyers and sellers make smarter decisions about software and the market. .

Software Review 245

Software Review Software Azure Cloud 245

Tom Tunguz

FEBRUARY 2, 2023

I’m watching public company earnings to identify early weaknesses in the software market. A year ago, AWS, GCP, & Azure averaged 44% annual growth. Yesterday, Google & Amazon announced earnings which completes the picture. Growth will continue to slow this year. Today, that figure has dropped to 27%.

GCP(Google Cloud Platform) 314

GCP(Google Cloud Platform) Cloud AWS Sales Hiring 314

Clouded Judgement

FEBRUARY 7, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. The unlock here of “group + triage + agent” will be the backbone for the next wave of software. They each have some of the largest cloud businesses in the world in AWS, Azure and Google Cloud respectively.

Systems Review 144

Systems Review Cloud AI Artificial Intelligence 144

Tom Tunguz

MARCH 1, 2025

In second place, Microsoft’s AI business, including Azure, is at a $3.25b Q4 revenue. Clearly, IBM’s role as the third largest generator of AI revenue is a combination of consulting and software revenue. IBM reported $2b, which was a big surprise to me. Just how large is the GPU business relative to others?

AI 247

AI Revenue Azure Consulting 247

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. Many of the instigators of this decade’s most salient wave in software will also be on the virtual stage: Ali Ghodsi : founder & CEO of Databricks. 2020 is the decade of data.

Data 281

Data Azure Machine Learning Artificial Intelligence 281

Tom Tunguz

JULY 25, 2023

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. Both Google & Microsoft announced growth rates in GCP & Azure that held steady from one quarter to the next. Yesterday, Microsoft & Google announced earnings. The desire for AI is broad.

Azure 238

Azure GCP(Google Cloud Platform) AI Cloud 238

Tom Tunguz

OCTOBER 27, 2022

I’m watching public company earnings to identify early weaknesses in the software market. Microsoft Azure. Meanwhile, Azure has declined in a more steady cadence. The data suggests a broader slowdown in software spending as these companies are indices of software buyers’ behavior. Google Cloud Platform.

Cloud 228

Cloud GCP(Google Cloud Platform) Azure AWS 228

SaaStr

APRIL 28, 2021

Some well-known providers of SSO include Google Cloud Identity for companies using GSuite, Azure Active Directory for companies using Office 365, and Okta if you’re a larger company with more complex needs. . For password management, 1Password and LastPass are popular options. 3 – Get a Mobile Device Management (MDM) Solution.

Enterprise 284

Enterprise Software Review Azure GCP(Google Cloud Platform) 284

Clouded Judgement

OCTOBER 11, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. For software companies, this phenomenon can be a tailwind, as it drives accelerated deal closures and increased sales velocity, sometimes with less price sensitivity from buyers looking to quickly deplete their budgets. Cloudflare is up 17%.

Cloud 167

Cloud Cost optimization & reporting GCP(Google Cloud Platform) Software Review 167

Clouded Judgement

MAY 31, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Software Sentiment Software sentiment is incredibly low at the moment - and rightfully so. Nearly 70% of software companies who reported Q1 with an April quarter end guided Q2 below consensus!

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

Tom Tunguz

JULY 19, 2021

Data meshes recast data teams inside companies; instead of a single team producing data for a company, decentralized teams publish and consume data from other teams, paralleling the move to microservices from monoliths in infrastructure software.

Data 235

Data Azure Cloud Trends 235

Clouded Judgement

APRIL 11, 2024

Is Software Rebounding? 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. I’m calculating FCF by taking the Operating Cash Flow and subtracting CapEx and Capitalized Software Costs.

Cloud 184

Cloud Software Azure AWS 184

SaaStr

NOVEMBER 3, 2022

Our mission is to build powerful and secure cloud software for subscription businesses of all sizes, with a strong emphasis on good design and ease of use. Maast offers payments, banking, lending and more as features in software provider’s platforms – with one relationship, contract and integration.

Payments 264

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions 264

Tom Tunguz

APRIL 28, 2022

Perhaps this dynamic drives consolidation in the market, paralleling the web2 infrastructure hypermarts of AWS, GCP, and Azure. Third, software engineers decentralize only a subset of the app. Developers pay for low-latency storage with the same protocol token as they would pay for compute.

Payment Solutions 268

Payment Solutions GCP(Google Cloud Platform) Startup Payment Features 268

SaaStr

MAY 30, 2024

With a PLG-heavy background, first working at Microsoft Azure and again with Atlassian, the PLG pioneers, he gives insights into leveraging PLG for the growth of your organization. Let’s start with a sales-led motion, which is traditionally how B2B software has been sold. Atlassian, Microsoft Azure, and Zoom are good examples of that.

Scale 305

Scale AI Search Azure Sales 305

Tom Tunguz

JUNE 9, 2018

It’s a massive acquisition at a massive price relative to other software acquisitions. Microsoft has published Linux and FreeBSD for Azure. Microsoft now owns the largest repository of open source software, and the most popular version control system. Elegant on-ramp for a developer to become a paying Azure customer.

Acquisition 203

Acquisition Azure Cloud Enterprise 203

SaaStr

OCTOBER 13, 2022

Our mission is to build powerful and secure cloud software for subscription businesses of all sizes, with a strong emphasis on good design and ease of use. Our Customer Success software is uniquely designed to integrate with CRM systems and tightly into an application or service.

GCP(Google Cloud Platform) 260

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 260

Tom Tunguz

FEBRUARY 1, 2024

Calendar Quarter Azure OpenAI Orgs, k CoPilot Users, m Power Platform Orgs, k 1/1/24 53 1.3 “In Azure, we expect Q3 revenue growth in constant currency to remain stable to our stronger-than-expected Q2 results.” Azure is projecting constant growth next quarter : another 30% to the $20b+ product line in annual growth.

AI 214

AI Azure Artificial Intelligence Generative AI 214

SaaStr

OCTOBER 6, 2022

We help B2B SaaS marketers turn organic search into a source of repeatable revenue through software and coaching. DuploCloud offers an end-to-end DevOps software platform for dev teams that don’t have dedicated DevOps engineers and augments those that do. Prismatic is the integration platform for B2B software companies.

GCP(Google Cloud Platform) 246

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 246

Clouded Judgement

MAY 10, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Q1 Software Earnings Are… Not Good We’re about halfway through Q1 earnings season, and it’s not been pretty. Follow along to stay up to date! Revenue multiples are a shorthand valuation framework.

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

Neil Patel

JANUARY 25, 2021

Everyone has questions when it comes to choosing data analysis software. Luckily, data analysis software can seriously simplify data analysis—provided you choose the right one. How to Choose the Best Data Analysis Software for You. Data analysis software isn’t a cheap investment, so use caution when making a selection.

Data Analysis 128

Data Analysis Software Data Scale 128

SaaStr

MAY 6, 2022

Update on cloud software multiples, charted alongside the 10Y and 5 year pre-covid NTM rev multiple average. Amazon AWS, Microsoft Azure and even Google Cloud are on fire, adding insane amounts of revenue this year. pic.twitter.com/JNnzizB82v. — Byron Deeter (@bdeeter) May 5, 2022. But what matters most for founders?

SaaS 348

SaaS Azure Cloud AWS 348

SaaStr

APRIL 27, 2021

Cloud software spending grew a stunning 23% in 2021, from $270 billion to $330 billion. In my 148 public SaaS companies (including most of the categories of this list but not AWS, Azure, GCP) the aggregate revenue is $185B. Just how fast is SaaS and Cloud growing? One thing we know — Fast. But that’s just the start.

GCP(Google Cloud Platform) 234

GCP(Google Cloud Platform) Azure AWS SaaS 234

Clouded Judgement

OCTOBER 27, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. You can see some quotes from Azure / AWS in my Q2 recap , and pasted below. I believe one of the bigger reasons software has held up despite the run up in the 10Y to 5% is the expectation for re-acceleration (ie numbers / forecasts going up).

Cost optimization & reporting 157

Cost optimization & reporting Cloud Azure AWS 157

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). Startups have negative time to launch in many markets with Adobe, Microsoft, & Salesforce launching Gen AI enabled software in weeks.

Generative AI 228

Generative AI AI GCP(Google Cloud Platform) Startup 228

Tom Tunguz

NOVEMBER 28, 2023

Snowflake announced earnings yesterday, echoing the strength within software companies more broadly & underscoring the shift in enterprise buyer behavior to normal after three quarters of extensive cost cuts. “Yes, we actually saw quite a bit of energy coming from the Azure platform this quarter.

GCP(Google Cloud Platform) 187

GCP(Google Cloud Platform) Azure Data Startup 187

Clouded Judgement

NOVEMBER 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Some of these drops rival one of the worst ever software earnings reaction of Tableau in 2016! On Thursday the software index (WCLD) was up ~3%! So what’s holding up software stocks valuations?? Follow along to stay up to date!

Software Review 167

Software Review Cloud Software Azure 167

Tom Tunguz

FEBRUARY 13, 2023

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. But it may also suggest that many resellers with large sales teams looking to sustain their transactional businesses are able to drive additional software bookings. Yesterday, Cloudflare announced earnings.

Cloud 243

Cloud Azure Headcount Software Review 243

Clouded Judgement

FEBRUARY 2, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. ” 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. Follow along to stay up to date! Revenue multiples are a shorthand valuation framework.

Cost optimization & reporting 167

Cost optimization & reporting Cloud Azure AWS 167

SaaStr

MARCH 31, 2022

Azure’s marketplace has over 4 million monthly visitors. During this time of remote workforce, budgets are tightening and a lot of our enterprise customers are using their pre committed cloud security contracts to buy enterprise software and software from ISVs. AWS’s marketplace has seen 1.5

Scale 262

Scale Marketplace as a Service Cloud SaaS Payments 262