Clouded Judgement

JUNE 19, 2024

GCP data is a bit more noisy as they don’t disclose GCP itself, but rather Google Cloud which includes GSuite. What I’ve shown below is the market-adjusted stock price reaction. This means I’ve removed any impact of broader market shifts to isolate the company’s earnings impact on the stock.

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

SaaStr

JULY 19, 2022

Drift brings Conversational Marketing, Conversational Sales and Conversational Service into a single platform that integrates chat, email and video and powers personalized experiences with artificial intelligence (AI) at all stages of the customer journey. Usually, it takes a paradigm shift to grow. appeared first on SaaStr.

GCP(Google Cloud Platform) 261

GCP(Google Cloud Platform) Artificial Intelligence Enterprise readiness Azure 261

Tom Tunguz

APRIL 25, 2023

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. Google Cloud Platform (GCP) & Microsoft Azure had strong quarters with about 28% annual revenue growth each.

AI Search 261

AI Search AI Azure GCP(Google Cloud Platform) 261

Tom Tunguz

NOVEMBER 28, 2023

" As with many other companies reporting strength in the market, AI & unstructured data workloads are fueling growth. And as a result, our salespeople are really not inclined to do much in GCP.” Consumption continued to grow in the month of October…Consumption trends have improved.”

GCP(Google Cloud Platform) 183

GCP(Google Cloud Platform) Azure Data Startup 183

SaaStr

APRIL 28, 2021

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.

Enterprise 278

Enterprise Software Review GCP(Google Cloud Platform) Azure 278

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.

GCP(Google Cloud Platform) 246

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 246

Tom Tunguz

OCTOBER 27, 2022

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. Google Cloud Platform. At a 7x multiple of revenue, that is another $84b of market cap creation, in theory. Microsoft Azure.

Cloud 228

Cloud GCP(Google Cloud Platform) Azure AWS 228

Tom Tunguz

OCTOBER 17, 2023

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 Google Cloud Platform (GCP).

GCP(Google Cloud Platform) 144

GCP(Google Cloud Platform) Marketing SMB Cloud 144

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). Market : how to compete with incumbents? But there are 100 applications compared to 3 infrastructure vendors.

Generative AI 224

Generative AI AI GCP(Google Cloud Platform) Startup 224

SaaStr

APRIL 27, 2021

After polling CIOs, Gartner found that total SaaS spend will grow from $100B in 2020 to $140B in 2022: A few interesting implications and learnings: The growth in SaaS buying should give you a +20% a year boost on top of your other sales and marketing efforts. That’s a huge tailwind. This is your time, folks. Go make it happen.

GCP(Google Cloud Platform) 235

GCP(Google Cloud Platform) Azure AWS SaaS 235

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. Yesterday, Microsoft & Google announced earnings. Both Google & Microsoft announced growth rates in GCP & Azure that held steady from one quarter to the next.

Azure 238

Azure GCP(Google Cloud Platform) AI Cloud 238

Clouded Judgement

SEPTEMBER 27, 2024

Microsoft launched Azure in 2010, and Google launched GCP to the public in 2011 (they launched a preview of Google App Engine in 2008, but made it publicly available in 2011). And those price compressions will lead to significant market expansion (just like it did in the public cloud). Overall Stats: Overall Median: 5.3x

Cloud 176

Cloud GCP(Google Cloud Platform) AWS Azure 176

Clouded Judgement

MAY 3, 2024

We now have results from the three hypersclaers (AWS / Azure / GCP). Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. Subscribe now Cloud Giants Report Q1 + Early Look at Software Results Q1 earnings seasons has officially kicked off! Overall Stats: Overall Median: 5.8x

Cost optimization & reporting 190

Cost optimization & reporting Cloud Software Azure 190

Clouded Judgement

MAY 10, 2024

All 3 (AWS, Azure, GCP) saw positive reacceleration Quarterly Reports Summary Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months. Overall Stats: Overall Median: 5.7x

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

Clouded Judgement

NOVEMBER 10, 2023

Hyperscalers (AWS, Azure, GCP as companies look for cloud GPUs who aren’t building out their own data centers) Infra (Data layer, orchestration, monitoring, ops, etc) Durable Applications We’ve clearly well underway of the first 3 layers monetizing. Model providers (OpenAI, Anthropic, etc as companies start building out AI).

Cloud 190

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 190

Clouded Judgement

AUGUST 2, 2024

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! Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. However, rates are just one variable.

Cloud 157

Cloud Azure GCP(Google Cloud Platform) AWS 157

Clouded Judgement

MAY 31, 2024

This can lead to an airpocket of valuation as companies transition to a different primary valuation metric Outside of the hypserscalers (Azure, AWS, GCP) who have uniquely benefited from AI revenue (mainly selling compute), everyone else has largely struggled. I’m as excited as ever about the long term cloud software markets.

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

Clouded Judgement

APRIL 21, 2023

Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). The big question I have - everyone knows the market is tough right now. All of this is pure speculation, so I guess we’ll have to wait a week to see how the market reacts to the big cloud providers reports next week!

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

AUGUST 4, 2023

Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. Then Q2 came in at 12% (must have seen improvements throughout the quarter). And most importantly, they’ve seen these positive trends continue. Even a DCF is riddled with long term assumptions. Top 5 Median: 16.1x

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

OCTOBER 28, 2022

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.

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

AUGUST 11, 2023

” It’s really important that new business is still healthy, and a sign of overall market health. I think market can look forward 2-3 quarters, but we’re getting tight on that window. The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs).

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

Clouded Judgement

JULY 28, 2023

Meaning labor markets continue to be strong! Overall, the incremental data points this week showed economy is stronger, labor market is tighter, and inflation coming down faster than expected. If the economy and labor market remain strong, it suggests the Fed has more wiggle room to keep rates higher to curb inflation.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

OpenView Labs

JANUARY 24, 2022

Every year Tackle surveys sellers and buyers at software companies across the spectrum—from less than $10M to over $1 billion in ARR, across multiple industries, and in roles like alliances/partnerships, sales, operations, product/development, finance, marketing, IT, and more.

Marketplace as a Service 98

Marketplace as a Service Cloud Trends Software 98

Neil Patel

DECEMBER 24, 2020

The service is also suitable for startups, digital marketers, and even DevOps. While some website monitoring services watch apps, you really need a service that caters primarily to this market. Additionally, AppDynamics covers more complex platforms and solutions, including WebMethods, TIBCO, JMS, and queuing technologies.

DevOps as a Service 145

DevOps as a Service Software Review GCP(Google Cloud Platform) Systems Review 145

Intercom, Inc.

JANUARY 24, 2019

It’s now so inexpensive to go to market that having a great tech vision and product isn’t enough. It’s less expensive than it’s ever been in terms of actually getting a product to market, whether it’s leveraging platforms like Salesforce or GCP or AWS or Heroku.

Scale 151

Scale Artificial Intelligence Machine Learning Technical Review 151

CloudGeometry

FEBRUARY 7, 2022

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. Some of these include: Create a cluster of nodes per tenant Use IAM and other platform constructs to prevent tenant boundary-crossing.

Well Architected Framework 130

Well Architected Framework SaaS AWS Construction 130

User Pilot

APRIL 29, 2024

Service providers like Amazon Web Services (AWS), Google Cloud Platform (GCP), and Microsoft Azure offer infrastructure services that support backend development. Service providers like Amazon Web Services (AWS), Google Cloud Platform (GCP), and Microsoft Azure offer infrastructure services that support backend development.

Azure 52

Azure GCP(Google Cloud Platform) AWS Construction 52

Casey Accidental

FEBRUARY 26, 2024

In my recent essay about second products , I talked about how the goal of building a second product is not the traditional concept of product/market fit we’ve all been raised on regarding startups. First off, let’s spend a moment on this product/market fit point. Google on GCP? Amazon on Alexa?

Underperforming Technical Team 63

Underperforming Technical Team Scale GCP(Google Cloud Platform) Startup 63

Chart Mogul

JANUARY 28, 2022

We researched the market and discovered many tradeoffs and advantages a new provider could bring to the table. Our options were Amazon Web Services (AWS), Google Cloud (GCP), and Azure. Managed Kubernetes was another major factor to consider, and this was head to head with Google Cloud (GCP). Team expertise.

K8S orchestration (Kubernetes) 52

K8S orchestration (Kubernetes) AWS EKS (Elastic Kubernetes Service) GCP(Google Cloud Platform) 52

User Pilot

JULY 28, 2024

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?

Data 52

Data Azure Data Analysis Artificial Intelligence 52

OPEXEngine

JANUARY 11, 2022

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.

Pricing 52

Pricing Payment Solutions Outsourced Development Compensation 52

User Pilot

JULY 28, 2024

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 cloud platforms (AWS, Azure, GCP).

Data 52

Data Technical Review Artificial Intelligence Machine Learning 52

BetterCloud

APRIL 15, 2020

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. We run Okta and most of our apps are run in AWS and GCP, so it wasn’t too difficult for us. SaaSOps will evolve. Just like DevOps evolved, the practice of SaaSOps will evolve as well.

Management 52

Management GCP(Google Cloud Platform) AWS SaaS 52

Andreessen Horowitz

SEPTEMBER 25, 2023

I did not unleash our sales force and go to a market of 3000 people to sell the thing we bought because we just can’t satisfy the demand. It will be like AWS, GCP, and Azure. At Databricks, we bought Mosaic. There are not enough GPUs. Ben: So you won’t even let all your guys sell it?

Enterprise 110

Enterprise AI Artificial Intelligence Generative AI 110

How To Buy Saas

MAY 15, 2024

Examples of IaaS Cloud Providers Amazon Web Services (AWS) Google Cloud Provider (GCP) IBM Cloud Microsoft Azure PaaS Taking a step ahead from IaaS, let us introduce you to PaaS or Platform-as-a-support. While IaaS provides infrastructural support, PaaS, as its name suggests, provides cloud platform support to customers.

DevOps as a Service 52

DevOps as a Service Marketplace as a Service Cloud SaaS 52

User Pilot

JULY 14, 2024

marketing, product) to define key business questions and translate them into data-driven problems. Bonus points : Experience with cloud platforms (AWS, Azure, GCP). This helps personalize the user experience and target marketing efforts effectively. What you’ll do : Collaborate with cross-functional teams (e.g.,

Data 52

Data Technical Review Machine Learning Artificial Intelligence 52

SaaStr

OCTOBER 17, 2019

The reason we did this, we took this decision is because of our bet on the market. So we had to pretty much select a very specific machine, very specific hardware to make sure we have the best performance of the market. Like we have these big bets, we needed to get some feedback from the market about this bet. Is it realistic?

Scale 169

Scale Scaling CTO Hire Part-Time VPE 169