2018 AWS Azure 
SaaStr
MAY 6, 2022
Amazon AWS, Microsoft Azure and even Google Cloud are on fire, adding insane amounts of revenue this year. The Bear Case: Multiples are still elevated compared to the pre-2018 period. So they can fall another 20%-30% just to revert back to that mean: SaaS was already on a tear starting in 2018.
SaaStr
AUGUST 27, 2019
Around 2013 or so, the Cloud started to grow far faster than any of us had thought it would: Amazon Web Services revenue 2018 | Statista. That $200b+ of additional Cloud and SaaS spend fueled 50+ Cloud unicorns and massive growth in AWS, Azure, etc. The markets took a while to catch up. There were dips in 2016 and otherwise.
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Intercom, Inc.
DECEMBER 31, 2019
If anything, this was the decade they collectively became leaders not just of the technology industry, but of industry itself – Apple overtook ExxonMobil as the world’s most valuable company by market cap in August 2011 (that month again), and then became the first trillion-dollar company by market cap in 2018.
SaaStr
DECEMBER 26, 2022
The role of AWS, Azure, and Google Cloud Marketplace is becoming increasingly important. “45% From the first quarter of 2018 to the last several years, there has been a nearly 8X increase in software helping companies drive existing customer outcomes. Go-to-market Partners released a report using G2 data.
Baremetrics
DECEMBER 7, 2023
The company grew their total spend from $390k/mo to $750k/mo during 2018. To illustrate this better, take a look at the expense breakdown below for a made-up $6MM ARR SaaS company. Even without any breakdowns, obviously the CEO was fully aware of the company’s increased spending in sales and marketing.
OPEXEngine
DECEMBER 7, 2021
Usage-based pricing has been growing since at least 2018, when about a quarter of companies were using it, according to OpenView’s data. It has tended to be used most in infrastructure platforms, like AWS, Google Cloud, and Azure. Pricing model growth. But that has been changing.
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. We don’t have to spend too much time on SaaStr, but since all of you invested all the time to come here, we did 2018 and 2019 in Paris, mainly for fun. I think hiring is harder than ever.
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