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A Look Back at Q1 '24 Public Cloud Software Earnings

Clouded Judgement

Q1 earnings season for cloud businesses is now behind us. The charts below show the change in quarterly revenue YoY (so Q1 ‘24 rev - Q1 ‘23 rev) going back to 2017. These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery.

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SaaS Multiples Are At a 3+ Year Low. Where It Goes From Here.

SaaStr

Many SaaS and Cloud leaders are down more than 50% from their all-time highs. But Covid did create a lot of artificial demand for Cloud products, especially the lockdown phase. Update on cloud software multiples, charted alongside the 10Y and 5 year pre-covid NTM rev multiple average. So the public markets are in tumult.

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SaaStr Podcasts for the Week with Byron Deeter, Elliott Robinson, Henry Schuck, and Jason Lemkin

SaaStr

373: Bessemer’s 5th Annual State of the Cloud Report returns for a definitive look at the cloud industry today. We want to take you through the cloud journey over the last several years. Now, the cloud index fell along with it. If you go back to before 2014, what you see is the power of the cloud.

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Best Website Monitoring Services

Neil Patel

Did you know a 2017 Google study showed that just one second of delay in page loading can reduce your page views by 11% and bring down the conversion rate by 7%? The Pro plan also supports complex multi-cloud topologies mapping and visualizing, creating alerting policies and health rules, and key performance metrics.

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Slack moves video and voice calls to AWS

IT World

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

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The 3 Best Analytics Companies of 2020

Neil Patel

The company was founded in 2017 and has over 44,000 followers on LinkedIn and over 100 employees. Known as their “AI Factory”, Artefact also works with cloud service providers like Azure to ensure they have a robust infrastructure. NP digital offers a full range of digital marketing services in addition to analytics.

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Inteligência Artificial no SaaS: como inovar um setor que já nasce digital?

SaaSHolic

Tecnicamente falando, o software as a service é diretamente dependente de cloud computing , precisa de um grau mínimo de conectividade disponível e garantia de segurança de todos os dados e informações. Alguns casos recentes incluem o Einstein, da Salesforce; o Intelligent Bots, da Oracle; e o Azure Cognitive Services, da Microsoft.