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Every week I’ll provide updates on the latest trends in cloud software companies. The hyperscalers (AWS, Azure, GCP) are always some of the first companies to report earnings during earnings season (coming up in 2 weeks), and there’s always a read through for consumption names (meaning people believe there’s a correlation).
is a powerful cloud observability platform that helps us monitor our infrastructure and applications in real time. Integration with Development Tools Datadog simplifies monitoring by aggregating data from a wide range of sources, including SaaS applications, cloudplatforms, automation tools, and databases.
I’m watching public company earnings to identify early weaknesses in the software market. Yesterday, Google & Amazon announced earnings which completes the picture. A year ago, AWS, GCP, & Azure averaged 44% annual growth. Google: [GCP] saw slower growth of consumption as customers optimized GCP costs.
AWS’s growth rate is the slowest of the three largest public infrastructure clouds. With about 39% market share, AWS reigns supreme as the largest provider. GCP reported 37% growth & Microsoft 40%. Results from these clouds suggest the market isn’t as soft as the 30% estimate - at least not yet.
Q1 earnings season for cloud businesses is now behind us. These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery. GCP data is a bit more noisy as they don’t disclose GCP itself, but rather GoogleCloud which includes GSuite.
I’m watching public company earnings to identify early weaknesses in the software market. This week Microsoft, Google/ Alphabet, & Amazon report their figures. Today, Microsoft & Google revealed the health of their infrastructure business units. GoogleCloudPlatform. Microsoft Azure.
I’m watching public company earnings to identify early weaknesses in the software market. This week Microsoft, Google/ Alphabet, & Amazon reported their third quarter figures. GoogleCloudPlatform. At a 7x multiple of revenue, that is another $84b of market cap creation, in theory.
Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Foundation Models Are to AI what S3 was to the Public Cloud Many people look at 2006 as the birth of the public cloud - the year Amazon launched AWS. Follow along to stay up to date! However, a couple things happened.
Drift® , the Conversation Cloud company, helps businesses connect with people at the right time, in the right place with the right conversation. Using the Drift Conversation Cloud, businesses can personalize experiences that lead to more quality pipeline, revenue and lifelong customers. Usually, it takes a paradigm shift to grow.
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.
I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. Yesterday, Microsoft & Google announced earnings. GoogleCloudPlatform (GCP) & Microsoft Azure had strong quarters with about 28% annual revenue growth each.
Just how fast is SaaS and Cloud growing? Cloud software spending grew a stunning 23% in 2021, from $270 billion to $330 billion. No matter what, the wave of enterprise spending that fueled 100 SaaS and Cloud unicorns is just getting bigger and strong. One thing we know — Fast. But that’s just the start.
Layer : application, platform, or infrastructure? 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). Market : how to compete with incumbents?
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). Subscribe now Share Clouded Judgement Leave a comment
I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. Yesterday, Microsoft & Google announced earnings. At last, we see a change in slope in the annual growth rates of the cloud services. The cloud migration is about halfway as percentage of GDP.
Every week I’ll provide updates on the latest trends in cloud software companies. Today, the market seems a lot more worried about business fundamentals / growth. Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! Follow along to stay up to date! Today it’s ~5x.
As a startup, you’re doing a million things at once: building a product, answering customer tickets, developing a sales playbook, trying out different marketing hacks, and keeping the lights on. The reality is all large companies, and more and more mid-market companies, will require a SOC 2 report from their vendors. Deal: closed-lost.
" As with many other companies reporting strength in the market, AI & unstructured data workloads are fueling growth. Improved terms from the cloud service providers have contributed to margin expansion.” And as a result, our salespeople are really not inclined to do much in GCP.”
Every week I’ll provide updates on the latest trends in cloud software companies. Macro - At the start of the year, the market expected a number of rate cuts this year (tailwind to software valuations). I’m as excited as ever about the long term cloud software markets. Follow along to stay up to date!
On Thursday, November 2nd at 9:30 AM Pacific, Office Hours welcomes Raj Sarkar to talk about Unleashing Outbound Marketing Fury. Raj started his career as a marketing manager at Cisco focused on the SMB market. He then jooined Google to become the lead product marketing manager on GoogleCloudPlatform (GCP).
Every week I’ll provide updates on the latest trends in cloud software companies. As the market puts a greater emphasis on bundled platforms today vs point solutions, they appear to be an incremental winner of market share. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!
Every week I’ll provide updates on the latest trends in cloud software companies. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. Subscribe now Share Clouded Judgement Leave a comment View draft history Settings Follow along to stay up to date!
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.”
Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Update “What we're seeing in the quarter is that those cost optimizations, while still going on, are moderating and many maybe behind us in some of our large customers. Follow along to stay up to date!
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.
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. ” It’s really important that new business is still healthy, and a sign of overall market health. Follow along to stay up to date!
Every week I’ll provide updates on the latest trends in cloud software companies. Satya at Microsoft said “Every AI app starts with data and having a comprehensive data and analytics platform is more important than ever.” Meaning labor markets continue to be strong! Follow along to stay up to date!
So, it’s no wonder that it has been a massive year in the Cloud Marketplace business. We thought it would be great to take a look back at our State of the Cloud Marketplaces Report and share some of the key findings for those who may be planning to launch their Cloud Marketplace business in 2022. .
The service is also suitable for startups, digital marketers, and even DevOps. Additional features include: Sharable reports Color-coded chart bars Web analytics tool Bounce rate checker SSL certificate monitoring and alerting Cloud performance monitoring Joomla monitoring Server uptime monitoring Website uptime history.
2020 left no doubt: the growth of cloud computing is firmly grounded in the SaaS business model. Given the speed and intensity of competition in this market, it’s essential to SaaS success at any scale — and at any point on the lifecycle of your SaaS product offering. Optimize cloud economics and drive Business Goals.
In today’s world, cloud computing has become very popular among businesses of all sizes because of its effective tech services. Cloud computing services have helped businesses conveniently access and utilize tools to perform different tasks. You can get them all through cloud computing. Ensure cloud security and compliance.
Service providers like Amazon Web Services (AWS), GoogleCloudPlatform, and Microsoft Azure offer server hosting and load-balancing services. Service providers like Amazon Web Services (AWS), GoogleCloudPlatform (GCP), and Microsoft Azure offer infrastructure services that support backend development.
Since our inception in 2014 and up to mid-2021, our entire infrastructure has run on DigitalOcean droplets (self-managed cloud virtual machines). We needed a cloud provider to get us off the ground quickly, reliably, and cost-effectively. Lack of modern cloud features and managed services. Life with DigitalOcean.
In contrast, a data analyst at a company developing marketing automation software might focus on analyzing campaign performance and user engagement data to optimize marketing strategies. Userpilot is an all-in-one product platform with engagement features and powerful analytics capabilities. Looking into tools for data analysts?
BetterCloud has been the market leader in this space for over 8 years, and our product is the only all-in-one SaaSOps solution available. The normal progression of people joining orgs comes with the addition of other cloud-based tools. Fatunla: Sunrun has always been a cloud-first company. SaaSOps will evolve.
For example, technology companies like AWS, GCP, and Snowflake offer no contracts for customers interested in using their self-service option or beta-testing the solution. Migrate to a consumption pricing model represents a major shift in a company’s go-to-market model. Migrating to consumption-based pricing models. Higher valuations.
This helps personalize the user experience and target marketing efforts effectively. They collaborate with product managers, marketing teams, and other stakeholders to translate their analytical findings into actionable business strategies. Bonus points : Experience with cloudplatforms (AWS, Azure, GCP).
marketing, product) to define key business questions and translate them into data-driven problems. Bonus points : Experience with cloudplatforms (AWS, Azure, GCP). This helps personalize the user experience and target marketing efforts effectively. Experience with data visualization tools (e.g.,
We decided to use bare-metal infrastructure and not use cloud infrastructure, VMs, which was kind of completely crazy at this moment. The reason we did this, we took this decision is because of our bet on the market. None of that was available on cloud infrastructure at this time. It was of course risky and it was a big bet.
This week on the Sales Hacker podcast, we talk to Alison Wagonfeld, CMO of GoogleCloud. Alison brings a wealth of marketing, investor, and exec experience to the show. Google’sMarketing Message and stance on competitors. About Alison Wagonfeld and GoogleCloud (01:52). We’re on iTunes.
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