Tom Tunguz

APRIL 25, 2023

Yesterday, Microsoft & Google announced earnings. Google Cloud Platform (GCP) & Microsoft Azure had strong quarters with about 28% annual revenue growth each. All of that usage is creating a massive business. Amazon, Cloudflare, & Mongo announce later this week.

AI Search 191

AI Search AI Azure GCP(Google Cloud Platform) 191

Clouded Judgement

APRIL 21, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). Morgan Stanley released a report yesterday suggesting “cloud optimizations [were] an intensifying headwind in Q1.”

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

NOVEMBER 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. I think we’re about to see an explosion of good business model AI applications in the near future. Most likely Datadog is seeing trends more unique to their own business. Revenue multiples are a shorthand valuation framework.

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

Clouded Judgement

AUGUST 11, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. The weakness they called out was from larger cloud-native businesses. However, they called out strength when looking at new business (ie net new customer signups). Follow along to stay up to date! On the surface, it wasn’t good.

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

Clouded Judgement

OCTOBER 28, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue.

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

JULY 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Busy week! Satya at Microsoft said “Every AI app starts with data and having a comprehensive data and analytics platform is more important than ever.” However, revenue growth didn’t bottom until Q3 ‘09.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

SaaStr

NOVEMBER 3, 2022

ChartMogul is an analytics platform to help you run your subscription business. 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. Which means better customer relationships, more data, and new sources of revenue.

Payments 220

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions 220

Tom Tunguz

JULY 25, 2023

Yesterday, Microsoft & Google announced earnings. At last, we see a change in slope in the annual growth rates of the cloud services. Both Google & Microsoft announced growth rates in GCP & Azure that held steady from one quarter to the next. The cloud migration is about halfway as percentage of GDP.

Azure 196

Azure GCP(Google Cloud Platform) AI Cloud 196

SaaStr

OCTOBER 6, 2022

Organic search is the single most important channel for growing your business, but the tech and tactics in the space are over two decades old. We help B2B SaaS marketers turn organic search into a source of repeatable revenue through software and coaching. Prismatic is the integration platform for B2B software companies.

GCP(Google Cloud Platform) 196

GCP(Google Cloud Platform) Azure AWS compliance 196

SaaStr

JULY 19, 2022

Calendly works with Google, Office 365 and Outlook calendars and apps like Salesforce, Stripe, PayPal, Google Analytics, GoToMeeting and Zapier for a seamless user experience. Drift® , the Conversation Cloud company, helps businesses connect with people at the right time, in the right place with the right conversation.

GCP(Google Cloud Platform) 215

GCP(Google Cloud Platform) Artificial Intelligence Enterprise readiness Azure 215

SaaStr

OCTOBER 13, 2022

ChartMogul is an analytics platform to help you run your subscription business. 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. appeared first on SaaStr.

GCP(Google Cloud Platform) 188

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 188

Baremetrics

JANUARY 25, 2022

In recent years, a new discipline of financial management has emerged in response to cloud technologies and organizations growing reliance on cloud IT architectures and cloud-based business processes. The Scalability of Cloud Solutions The Three Stages of FinOps 1. Table of Contents. What Is FinOps? What Is FinOps?

Payment Services 97

Payment Services SaaS Payments Payment Solutions Payments 97

OpenView Labs

JANUARY 24, 2022

So, it’s no wonder that it has been a massive year in the Cloud Marketplace business. At Tackle, we have seen our sellers experience huge revenue growth, the product catalog is expanding rapidly for buyers, and budgets are growing at unprecedented rates.

Marketplace as a Service 77

Marketplace as a Service Cloud Trends Software 77

Clouded Judgement

SEPTEMBER 19, 2023

, universal access controls (RBAC) or a REST catalog, then we feel that Tabular is the right platform for you! Before diving into more specifics about what Tabular does, I’d like to start with a brief overview of how cloud-native data architectures have evolved over the last decade.

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

OPEXEngine

JANUARY 11, 2022

There are many vendor benefits, too — it is easier to sell and it embodies a customer success solution orientation that drives high customer lifetime value and revenue. These contracts are very common in ‘revenue share’ models (i.e., Less predictable revenue. impact on recognized revenue and costs, E/R, SG&A, etc.).

Pricing 52

Pricing Payment Solutions Outsourced Development Compensation 52