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A Look Back at Q1 '24 Public Cloud Software Earnings

Clouded Judgement

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). Some software companies also have seasonality in the “payback.”

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10 Observations from Dropbox's S1

The Angel VC

We generate over 90% of our revenue from self-serve channels — users who purchase a subscription through our app or website. 4 – More than half a million $ per head As of December 31, 2017, Dropbox had 1,858 employees. Revenue for 2017 was $1.107B. 3 – It’s a Mouse Hunter! That’s $595,800 per employee. Mind blown. Wait, what?

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GTM 128: The Death of Demos and Selling What Customers Actually Need with Fred Viet

Sales Hacker

With a background that includes leadership roles at AWS, Microsoft, and Lenovo, Fred brings a wealth of experience in building high-performing teams and driving revenue growth. And I know you’ve had some great experience, particularly while you were at AWS, running different partner sales, channel sales. They cannot resell.

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Our New Transparent Pricing Dashboard: Where Your Money Goes When You Buy a Buffer Subscription

Buffer Resources

We’ve shared a number of parts of Buffer’s business transparently over the years — and one piece we’ve always wanted to expand on is where your money goes when you pay for a Buffer subscription. Our hosting costs include service providers like AWS, Cloudflare, MongoDb, Twitter, etc.

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Move Over Subscriptions. The Future Is Elastic And Built Around Relationships.

Chargify

Over the last decade, recurring revenue has emerged as the preferred model for businesses moving beyond transactional commerce. While the first generation of recurring revenue was defined by simple subscriptions—think Netflix’s original “one-size-fits-all” $7.99 From Static Subscriptions To The Relationship Economy.

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A Look Back: “SaaS Metrics Masterclass: Key Business Metrics, Pricing Strategies and Billing Models with Stripe’s Head of France and Southern Europe, Guillaume Princen” (Video + Transcript)

SaaStr

So growth of the kind of subscription, eCommerce industry has been over 100% year on year for the past five years, according to McKinsey. That’s typically the AWS model, depending on how much space you take, service space, you will pay more. So if you look at the August 2017 column, they have quite a few numbers here.

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When and How to Build Second Products

Casey Accidental

Disappearing photos however was not a good fit for either of those models, and likely best lent itself to subscriptions and virtual goods, both largely unproven at consumer internet scale. I was an advisor to Canva starting in 2017, and got to work with Figma while I was a growth advisor at Greylock, which led the series A investment.

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