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 164

Cloud Azure AWS Software Review 164

Clouded Judgement

MAY 3, 2024

We now have results from the three hypersclaers (AWS / Azure / GCP). This is lower than Q1 2020 (right at the onset of Covid) when everyone seemed to guide lower given the unknowns of Covid. Subscribe now Cloud Giants Report Q1 + Early Look at Software Results Q1 earnings seasons has officially kicked off!

Cost optimization & reporting 187

Cost optimization & reporting Cloud Software Azure 187

SaaStr

JULY 31, 2020

But they also both warned of potential lower growth during the rest of 2020. Azure and Google Cloud also saw growth begin to slow. And that economy has taken the steepest fall in history. This week there were 2 quiet flags. Amazon/AWS and Atlassian both had huge Q2’s. The same with Atlassian. It could just be a bump.

AWS 302

AWS Azure Cloud SaaS 302

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 180

Cloud Software Azure AWS 180

SaaStr

OCTOBER 16, 2024

Google Cloud , Azure, and GitLab, all tied directly or indirectly to AI, are seeing massive acceleration. But Google Cloud, Azure, and GitLab are all benefiting and on fire. Security and compliance are strong, with Wiz turning down billions from Google. Crowdstrike is up and still grew 35%. Is there a bubble? Does it matter?

Sales Hiring 274

Sales Hiring Scale AI SaaS 274

BetterCloud

NOVEMBER 5, 2020

Can you believe that it’s been two weeks since we wrapped up Altitude 2020? But if you’d rather get them all in one place, here are just four of the biggest product announcements from Altitude 2020. Integrations with Azure AD, Google Shared Drives, and Workday. Yeah, neither can we. Introducing BetterCloud Discover.

Azure 52

Azure Cloud Engineering Interviewing 52

Tom Tunguz

FEBRUARY 13, 2023

For fiscal 2022, large customers represented 61% of total revenue compared to 54% of total revenue in 2021 and 46% in 2020… Overall NDR fell, but enterprise spending remains steady. Yesterday, Cloudflare announced earnings. I’m adding Cloudflare to the list of tracked companies for this series.

Cloud 218

Cloud Azure Headcount Software Review 218

Neil Patel

SEPTEMBER 28, 2020

Here’s what makes NP Digital one of the best analytic companies in 2020: Founder expertise – Neil Patel is a rockstar in the digital marketing world, having started out in the space in 2001 as a teenager. Known as their “AI Factory”, Artefact also works with cloud service providers like Azure to ensure they have a robust infrastructure.

Technical Review 134

Technical Review Software Review Machine Learning Artificial Intelligence 134

SaaStr

MARCH 31, 2019

RingCentral is coming up on $1b in ARR (on track for 2020), still growing 34%. SaaStr Annual 2020 Tickets Go Up $500 at Midnight! Microsoft Azure sales grew at 76% year over year in its most recent quarter. 5 Interesting Learnings From RingCentral. As It Approaches $1b in ARR. 04 percent make it to $10 million.

Cloud 148

Cloud Azure Scale Software Engineering 148

IT World

MARCH 8, 2022

But, spoiler alert, most of those improvements were already in the 20H2 release (Windows 10 October 2020 Update) edition. Or, if you want more control and features, there's Windows 365 Enterprise or Azure Virtual Desktop. My reasoning was that it came with compatibility problems and really added nothing to Windows 10.

Azure 141

Azure Cloud Enterprise Sales 141

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. It’s not all tough news, folks.

SaaS 334

SaaS Azure Cloud AWS 334

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) 171

GCP(Google Cloud Platform) Azure AWS SaaS 171

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 164

Cloud Cost optimization & reporting GCP(Google Cloud Platform) Software Review 164

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

Andreessen Horowitz

MAY 7, 2024

Since Wiz’s founding in 2020, their approach has enabled them to deploy rapidly and deliver value to their customers nearly immediately. Over the past three years of getting to know them, we have been continually floored by the relentless drive to deliver, razor sharp product instincts and velocity, and camaraderie as a team.

Investment 118

Investment Cybersecurity Azure Cloud 118

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 192

Software Review Software Azure Cloud 192

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 202

Scale Marketplace as a Service Cloud SaaS Payments 202

Clouded Judgement

MAY 26, 2023

Azure / Confluent / Datadog reported a few weeks back (they all had March quarter ends), and their commentary suggested the worst was behind us. In 2020 and 2021, it was growth at all costs and the mentality was let it rip. This means we got commentary for the first time on May trends.

Cloud 143

Cloud Azure Trends Forecasting 143

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. It depends on what you’re buying and your organization.

Marketplace as a Service 200

Marketplace as a Service Software Review Technical Review Azure 200

Clouded Judgement

NOVEMBER 3, 2023

This growth adjusted premium also comes at a time when the 10Y is nearly double what it was from 2010 to 2020. Maybe with the exception of hyperscalers (particularly Azure). So what’s holding up software stocks valuations?? It’s actually the complete opposite - there will be more deceleration in Q4 (according to guides).

Software Review 164

Software Review Cloud Software Azure 164

OpenView Labs

MAY 27, 2020

#TBT to my last pre-pandemic, non social distance #WeeklyWalk with Edna Conway , VP and GM Global Security, Risk and Compliance, Azure at Microsoft. She let us in on her 2020 security theme, where she believes VCs should be investing their money, and what she’s cooking us for Sunday dinner (when this is all over).

Azure 52

Azure compliance Investment 52

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

Andreessen Horowitz

SEPTEMBER 25, 2023

Then we’re going to do some work together to figure out how to take those models, those platform building blocks, and get them deployed into products that Microsoft offers, like GitHub Copilot, as well as deploy these things into environments like Azure and Azure OpenAI API, where people can just build their own software on top of it.”

AI 98

AI Azure New CTO Software Development 98

SaaStr

NOVEMBER 18, 2021

Reaccelerated growth to 29% after a rough 2020 of 4+ flat quarters. Many Cloud leaders took an initial hit from Covid, but C3 had a tough 2020 overall. Partners are key — Baker Hughes (a customer and partner) makes up a massive 30% of revenue, and claim Microsoft Azure has contributed $200m in total bookings.

AI 46

AI Azure Cloud Enterprise 46

OPEXEngine

FEBRUARY 15, 2022

It includes the 2020 fiscal year COGs and gross margin data of Bessemer Cloud Index companies, with annual revenues ranging from $250M-$500M. The prevalence and extremity of outliers reflected within this cohort highlight the substantial differences in business models between SaaS companies in 2020. The Devil is in the Details .

Benchmarks 52

Benchmarks Artificial Intelligence Systems Review Cloud 52

Clouded Judgement

JUNE 20, 2023

On the Microsoft earnings call they said (related to Azure): “But at some point, workloads just can't be optimized much further. My interpretation is we’re in the bottoming phase. The macro environment isn’t getting worse, but it’s not necessarily getting better yet.

Cloud 164

Cloud Software Benchmarks Scale 164

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. Excess permissioning increases risk.

Azure 52

Azure AWS Scale Technical Review 52

BetterCloud

OCTOBER 21, 2020

You can still register for Altitude 2020 to view this keynote and the rest of the week’s previous sessions. To support the growing number of Microsoft-based SaaS environments, Brennan announced that a new Azure AD integration will be available in Q4 of this year. These updates focused on improving the product in three key ways.

Azure 52

Azure SaaS Interviewing Engineering 52

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

CloudGeometry

FEBRUARY 7, 2022

2020 left no doubt: the growth of cloud computing is firmly grounded in the SaaS business model. Control the scope of downstream interactions SaaS predict platforms can also take advantage of Container Clusters or Serverless Platforms such as AWS Lambda, GCP Functions, and Azure Functions to attach IAM roles for Silo Compute Isolation.

Well Architected Framework 130

Well Architected Framework SaaS AWS Construction 130

SaaStr

AUGUST 12, 2022

If you didn’t catch it the other day … and you can read about it on SaaStr …Microsoft and Google Cloud both had extremely strong quarters, Microsoft Azure grew 40% last quarter , and a record number of nine-figure and billion-dollar deals. Microsoft Azure’s at incredible scale and it still grew 40% last quarter.

Scale 190

Scale SaaS Payments Scaling SaaS 190

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

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 B2B 52

Chart Mogul

JANUARY 28, 2022

And with new projects in our pipeline, we expected our compute power needs to double by the end of 2020. Our options were Amazon Web Services (AWS), Google Cloud (GCP), and Azure. Why move and why now? As great of a choice DigitalOcean was, our organic growth was pushing the boundaries of our setup over the years. Team expertise.

K8S orchestration (Kubernetes) 52

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

BetterCloud

FEBRUARY 9, 2021

BetterCloud’s 2020 State of SaaSOps report shows that after using automation to discover the number of SaaS apps running on the corporate network, on average, the total is 3 times higher than IT originally thought. IAM products such as Azure Active Directory can enable: Single sign-on (SSO). Difficulty achieving visibility.

SaaS 64

SaaS Cloud Technical Review Systems Review 64

Chart Mogul

DECEMBER 22, 2021

We will support exports to Amazon S3, Microsoft Azure Blob, and Google cloud storage. You can find the ones from past years here – 2020 , 2019 , 2018 , 2017 , and 2016. Cloud destinations (coming soon) — we are in process of adding the ability to export your MRR movements data from ChartMogul onto the cloud.

Software Review 52

Software Review Systems Review Payment Features PayPal 52

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. Do we need RFPs and SLAs and all these things in 2020? Justin Bedecarre: Right.

Sales Recruiting 153

Sales Recruiting Cloud CTO Hire Sales Hiring 153