SaaStr

MAY 6, 2022

Amazon AWS, Microsoft Azure and even Google Cloud are on fire, adding insane amounts of revenue this year. The point is that SaaS multiples are still higher than where they were from 2010-2017. Draw a straight line and assume multiples gradually expand at the same rate as they were growing from 2017-2019.

SaaS 348

SaaS Azure Cloud AWS 348

Clouded Judgement

JUNE 19, 2024

The charts below show the change in quarterly revenue YoY (so Q1 ‘24 rev - Q1 ‘23 rev) going back to 2017. It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up).

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

IT World

JUNE 5, 2020

AWS is already Slack’s “preferred” cloud infrastructure provider, and the two companies have a common rival in Microsoft, competing with its Azure and Teams products, respectively. To read this article in full, please click here

AWS 59

AWS Azure Software Development Cloud 59

BetterCloud

JANUARY 8, 2021

Back in 2017, Thor Pedersen created this graph to illustrate the basics of RBAC. For example, with Azure RBAC you can: Allow one user to manage virtual machines in a subscription and another user to manage virtual networks. With Azure RBAC, access to resources is controlled by role assignments.

Azure 52

Azure AWS Technical Review Scale 52

User Pilot

JULY 23, 2020

According to Mixpanel research from 2017, the cross-sectoral average rate was 20%. It’s easy to get hung up on sectoral benchmarks that ignore the huge variety of business types covered by a term like “SaaS” – which range from the incredibly sticky, such as AWS and Microsoft Azure, to services customers may only use rarely.

Retention 95

Retention SaaS Payments Strategy Payment Solutions 95

SaaStr

AUGUST 26, 2022

I’m going to get the numbers wrong, I think Amazon has 10,000 open positions out in AWS. I think Azure’s like 7,000, Google. The good news for speakers is we can pick; we just say, we said no manels in 2017. I think hiring is harder than ever. So if we send that list, it’s going 80% dudes, 20% women.

Sales Hiring 246

Sales Hiring Scale Sales Recruiting Scaling 246

SaaStr

SEPTEMBER 13, 2020

We’ve all seen AWS and what they’ve done with their platform. Azure has been gaining on them rapidly and is growing a double that rate. For every, our big acquisitions that we did along the way were a company called BrainKing in 2007, 2017, and ZoomInfo, which I founded the business as a company called DiscoverOrg.

Sales Hiring 233

Sales Hiring Scale Payments Cloud 233