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

NOVEMBER 10, 2023

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. Revenue multiples are a shorthand valuation framework. Follow along to stay up to date!

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. The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs). Follow along to stay up to date!

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

Tom Tunguz

NOVEMBER 28, 2023

“Q3 product revenue grew 34% year-over-year to reach $698 million. 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.” Results reflect strong execution in a broadly stabilizing macro environment.

GCP(Google Cloud Platform) 142

GCP(Google Cloud Platform) Azure Data Startup 142

Clouded Judgement

JULY 28, 2023

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.” Cycle of Cloud Optimizations Q2 earning season has officially kicked off!

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

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 202

Azure GCP(Google Cloud Platform) AI Cloud 202

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 224

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions 224

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. In Azure, we expect revenue growth to be 26% to 27% in constant currency, including roughly 1 point from AI services.

AI Search 207

AI Search AI Azure GCP(Google Cloud Platform) 207

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. ChurnZero is the Customer Success platform and partner for growing SaaS and subscription businesses.

GCP(Google Cloud Platform) 191

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 191

SaaStr

APRIL 27, 2021

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.

GCP(Google Cloud Platform) 158

GCP(Google Cloud Platform) Azure AWS SaaS 158

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

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

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) 219

GCP(Google Cloud Platform) Artificial Intelligence Enterprise readiness Azure 219

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) 201

GCP(Google Cloud Platform) Azure AWS compliance 201

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

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. Tap into growing cloud spend and make your software part of the cloud budget .

Marketplace as a Service 77

Marketplace as a Service Cloud Trends Software 77