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AI Reaccelerating Cloud Growth

Tom Tunguz

Yesterday, both Google and Microsoft announced their earnings for their cloud businesses. “Because of our overall differentiation, more than 18,000 organizations now use Azure OpenAI service, including new-to-Azure customers.” ” “Higher-than-expected AI consumption contributed to revenue growth in Azure.”

AI Search 291
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Clouded Judgement 1.26.24 - Q4 Earnings Season Kicks Off

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Many public software companies don’t report ARR, so I’ll take the quarterly subscription revenue and multiply it by 4 to approximate ARR. For the first time in a decade, IT services will become bigger than communication services in 2024.

Cloud 161
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Snowflake, CrowdStike and SumoLogic: “How to Leverage the Cloud Giants to Scale to 100 Million ARR and Beyond”

SaaStr

Jessica Alexander, Senior Director Cloud Technology & OEM Partnerships, Crowdstrike. So for the audience, cloud giants are turbocharging startup sales, and the predominant reason for this is because they’re fundamentally changing IT budgets at the customers that we’re all selling to. Rico Mallozzi, Sr.

Scale 210
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How SaaS Changed Marketplaces in Today’s Market?

How To Buy Saas

In recent years, Software as a Service (SaaS) has revolutionized the way businesses operate, offering scalable solutions accessible over the internet. Evolution of Marketplaces Marketplaces have long served as platforms connecting buyers and sellers, facilitating transactions across various industries.

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5 Interesting Learnings from Cvent at $650,000,000 in ARR

SaaStr

70% of Cvent’s revenue comes from its events software. but 30% comes from its so-called “Hospitality Cloud” which is really a marketplace for event services. The have interchange revenue from their Hospitality Cloud and also lower margin on-site events revenues, so it makes sense.

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The State of Cloud Marketplaces: A Look into the Data, Trends, and Findings for Software Sellers

OpenView Labs

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. For sellers, that means larger, more accessible budgets are opening up.

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Sequencing Business Models: The Types of Marketplaces

Casey Accidental

Casey’s first sequencing business models essay talked about the transition from a SaaS business model to marketplace business model, and why it’s so difficult. In this essay, we’ll go deeper into the gradients of marketplace models that a company can sequence to, and as a follow up, we will do the same for platforms.