SaaStr

MAY 6, 2022

Amazon AWS, Microsoft Azure and even Google Cloud are on fire, adding insane amounts of revenue this year. With revenue multiples higher than pre-March 2020 but lower than the peak: I don’t see too many folks arguing the Bull Case, but they should be. Customers are buying more than ever.

SaaS 348

SaaS Azure Cloud AWS 348

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. But that’s just the start. This is your time, folks. Go make it happen.

GCP(Google Cloud Platform) 241

GCP(Google Cloud Platform) Azure AWS SaaS 241

Clouded Judgement

OCTOBER 11, 2024

We all know 2020 and 2021 was the year of excessive software buying fueled by ZIRP. The hyperscalers (AWS, Azure, GCP) are always some of the first companies to report earnings during earnings season (coming up in 2 weeks), and there’s always a read through for consumption names (meaning people believe there’s a correlation).

Cloud 167

Cloud Cost optimization & reporting GCP(Google Cloud Platform) Software Review 167

SaaStr

MARCH 31, 2022

What you’ll see in that cloud spend box is actually Gartner’s 2020 estimate for infrastructure as a service spending for companies, which was $50 billion. And IDG just recently released the 2020 Cloud Computing Survey that showed over one third of IT budgets are spent on cloud computing technologies.

Scale 263

Scale Marketplace as a Service Cloud SaaS Payments 263

Clouded Judgement

MAY 3, 2024

We now have results from the three hypersclaers (AWS / Azure / GCP). The most notable change in tone was Andy Jassy talking about AWS. This is lower than Q1 2020 (right at the onset of Covid) when everyone seemed to guide lower given the unknowns of Covid.

Cost optimization & reporting 190

Cost optimization & reporting Cloud Software Azure 190

SaaStr

DECEMBER 26, 2022

In a 2020 survey, 22% purchased software through a cloud marketplace versus 60% in 2021. The role of AWS, Azure, and Google Cloud Marketplace is becoming increasingly important. “45% Some call this the ‘ecommercization of software,’ and this trend signals a highly disruptive shift in how we go to market with software.

Software Review 245

Software Review Software Azure Cloud 245

Clouded Judgement

OCTOBER 20, 2023

For context on a 10Y at 5% - from 2010 to 2020 the 10Y averaged roughly ~2.5%. Said another way, the 10Y today is double what it averaged from 2010 to 2020. Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud.

Cloud 167

Cloud Azure AWS Software Review 167

Clouded Judgement

APRIL 11, 2024

It looks at the YoY dollar change in quarterly revenue from the hyperscalers (just looking at Azure / AWS because the data goes back further) going back a few years. If you look at the historical data you’ll see there’s a very clear trendline through the end of 2020. This is the data point shown for Q4 ‘23.

Cloud 184

Cloud Software Azure AWS 184

Chart Mogul

JANUARY 28, 2022

A few months ago, we retired our last pieces of infrastructure on DigitalOcean, marking our migration to AWS as complete. Our journey was not your regular AWS migration as it involved moving our infrastructure from classic VMs to containers orchestrated by Kubernetes. Ultimately, we decided to go with AWS. Why move and why now?

K8S orchestration (Kubernetes) 52

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

CloudGeometry

FEBRUARY 7, 2022

2020 left no doubt: the growth of cloud computing is firmly grounded in the SaaS business model. The AWS Well-Architected Framework is one such approach that helps adopt architectural best practices (whether or not you run on AWS) and adapt continuously. Investors like Bessemer have bet and made billions on the SaaS trajectory.

Well Architected Framework 130

Well Architected Framework SaaS AWS Construction 130

OPEXEngine

OCTOBER 25, 2019

As the close of 2019 approaches, with extreme stock market volatility and mixed economic signals, SaaS Finance execs building plans for 2020 and 2-5 years beyond don’t have an easy time. The 2020 projection is now 3.4%, compared with 3.6% in 2019 and are only projecting 3% growth worldwide in 2020, with 2% growth in the US.

Trends 40

Trends Marketing SaaS Azure 40

OpenView Labs

JANUARY 24, 2022

It’s clear that buyers are racing to the Cloud Marketplace, like those offered by AWS, Azure, GCP, and IBM / Red Hat, and sellers are eager to tap into the Cloud budget to help their buyers get started fast or scale contracts fueled by cloud budget growth.

Marketplace as a Service 77

Marketplace as a Service Cloud Trends Software 77

ProfitWell

MAY 12, 2020

Cloud service models in 2020. Windows Azure — Built on their Azure platform, this offering from Microsoft allows developers to use Windows through a cloud-based virtual desktop and develop applications from anywhere using Visual Studio Online. Hubspot — Along with Salesforce, Hubspot is one of the leaders in inbound marketing.

Cloud 59

Cloud Azure SaaS Underperforming Technical Team 59

BetterCloud

JANUARY 8, 2021

This statistic will likely change in the coming months as new data rolls in, but Statista reports that there were a whopping 540 data breaches in 2020. For example, with Azure RBAC you can: Allow one user to manage virtual machines in a subscription and another user to manage virtual networks. In AWS, these attributes are called tags.

Azure 52

Azure AWS Technical Review Scale 52

ProfitWell

SEPTEMBER 10, 2020

Running your own server to handle your customer's valuable data requires a huge investment to match the same level of security and reliability that comes baked into services like Amazon AWS and Microsoft Azure cloud. They beat their revenue forecast for the second quarter of 2020, hitting 21% growth over the previous quarter.

SaaS Payments 66

SaaS Payments Trends Merchant Services Payments 66

How To Buy Saas

SEPTEMBER 5, 2024

41% of respondents cited a lack of digital capabilities as the reason they were likely to switch insurance carriers in 2020. Industry Cloud Consulting A team of industry cloud professionals can have considerable experience with insurance cloud-native systems and competence in top hyperscalers like AWS and Azure.

Blockchain 52

Blockchain Technical Review Underperforming Technical Team Systems Review 52

SaaStr

SEPTEMBER 13, 2020

To say that 2020 has been unusual, and unprecedented, and momentous would all be understatements. Coincidentally, SaaStr Annual was slated to be February 5th, 2020 this year, where we were going to reveal that the cloud had passed the one trillion market cap mark, which was exactly one year after the SaaStr Annual 2019.

Sales Hiring 235

Sales Hiring Scale Payments Cloud 235

OpenView Labs

DECEMBER 15, 2020

In February 2020, the public cloud market surpassed a $1 trillion market cap, with a 45% growth rate, as reported in Bessemer Venture Partners’ 2020 State of Cloud report. If you want to learn more about cloud marketplace macro trends, read the full State of Cloud Marketplaces 2020. .

Marketplace as a Service 52

Marketplace as a Service Cloud Scale VP of Engineering 52

Chart Mogul

DECEMBER 22, 2021

We will support exports to Amazon S3, Microsoft Azure Blob, and Google cloud storage. This year, we also migrated ChartMogul to AWS cloud. You can find the ones from past years here – 2020 , 2019 , 2018 , 2017 , and 2016. You can always visit the data output page within your ChartMogul dashboard for all your export needs.

Software Review 52

Software Review Systems Review Payment Features PayPal 52

SaaStr

MARCH 17, 2023

According to the data, though, buyers are increasingly experimenting with cloud marketplaces, increasing from 22% in 2020 to 61% in 2021. We’re seeing a growing trend of buyers making SaaS purchases through global marketplaces such as the AWS Marketplace and Azure Marketplace. Few people sold direct back in the day.

Marketplace as a Service 246

Marketplace as a Service Software Review Technical Review Azure 246

SmartKarrot

JANUARY 18, 2022

The report also highlighted that the spending in space went up to 170% in 2020. The company offers a data analytics platform based on Amazon Web Services (AWS), Google Clouds, and Microsoft Azure. Based on this, it can be said that Indian-origin SaaS companies could capture an 8% to 9% share of the international SaaS market.

SaaS Payments 11

SaaS Payments Payment Solutions Payment Methods Payments 11

SaaStr

AUGUST 22, 2020

And then there was this great workplace experience of 2020, which we’re still living now. So now we’re in this, like you call it, the great workplace experiment of 2020, where we’re forced to be a hundred percent remote. Is AWS in the lead? Do we need RFPs and SLAs and all these things in 2020?

Sales Recruiting 214

Sales Recruiting Cloud CTO Hire Sales Hiring 214