2022, AWS and Azure - SaaS Brief

Shopify Says eCommerce is Back. But AWS Says Cloud Under More Scrutiny.

SaaStr

OCTOBER 28, 2022

— Jason Be Kind Lemkin (@jasonlk) October 28, 2022. Second, AWS, Azure and Google Cloud all grew nicely, and are still growing like a weed — but the growth rate slowed. AWS and Microsoft Azure all reported more customers scrutinizing spend and working to manage their bills more carefully.

AWS

AWS Cloud Azure Investment

Datadog, ZoomInfo, Atlassian, AWS: Epic Growth — But Some Real Headwinds For The First Time

SaaStr

NOVEMBER 4, 2022

— Jason Be Kind Lemkin (@jasonlk) October 27, 2022. — Jason Be Kind Lemkin (@jasonlk) November 3, 2022. Atlassian noted a decline in Free to Paid conversion, but importantly, no decline in demand for their products: Amazon: We’re Seeing Strong But Slowing Growth at AWS to 28%, Albeit at a Stunning $82B Run Rate.

AWS

AWS Azure Cloud Scale

How Much Should You Expect Your Startup to Slow in 2022?

Tom Tunguz

JULY 28, 2022

AWS announced earnings earlier today and reported 33% growth. AWS’s growth rate is the slowest of the three largest public infrastructure clouds. With about 39% market share, AWS reigns supreme as the largest provider. With about 39% market share, AWS reigns supreme as the largest provider. Q/Q Growth Rate Change.

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) AWS Startup Azure

Webinars

From Start to Scale: Driving Growth Through Seamless Payments Implementation

MORE WEBINARS

Thanks to Unit, Everstage, Aiven, Zip, and Mission Cloud for Sponsoring SaaStr Annual 2022!

SaaStr

FEBRUARY 10, 2022

We wanted to give a special shout-out to some of our newest sponsors for SaaStr Annual 2022. Currently, we offer Apache Kafka, Apache Cassandra, PostgreSQL, MySQL, OpenSearch, Redis, InfluxDB, Grafana, and M3 in more than 90 regions around the world on AWS, GCP, Microsoft Azure, DigitalOcean, and UpCloud cloud platforms.

Cloud

Cloud GCP(Google Cloud Platform) Payments SaaS Payments

Cloud Stocks May Be Down. But the Cloud Remains on Fire. That Matters More.

SaaStr

MAY 16, 2022

So follow AWS, Azure and Google Cloud. jasonlk) May 16, 2022. Let’s look a whole level up to the real canaries-in-the-coalmine: AWS, Azure and Google Cloud. And AWS grew 37% at a $74B run-rate , down a bit from 39% the prior quarter but still adding an insane amount of new revenue. They are the Cloud.

Cloud

Cloud Azure AWS Engineering

Bessemer: $1 Trillion in Cloud Market Cap Lost Year-to-Date

SaaStr

MAY 23, 2022

There are many ways to slice-and-dice public market data, but the headline one Bessemer called out is the most visceral I’ve seen: Public SaaS and Cloud companies lost $1 Trillion in market cap so far in 2022. At the same time, the leaders in Cloud (AWS, Azure, Google Cloud) are growing a stunning 40%.

Cloud

Cloud Azure AWS Marketing

Founders Today Just Need to Assume the Next Round Never Comes

SaaStr

NOVEMBER 3, 2022

My summary of Venture Markets in Nov 2022: Series B and later even worse than looks in data: 85%+ of investing here has simply ceased. — Jason Be Kind Lemkin (@jasonlk) November 2, 2022. Seed and Early Series A: Deals take longer but off about 40%. The best are still growing, if not faster than ever, then still close to it.

AWS

AWS Venture Capital Azure Cloud

Thanks to Calendly, Drift, Reprise, Secureframe, and Shift Paradigm for Sponsoring SaaStr Annual 2022!

SaaStr

JULY 19, 2022

We wanted to give a special shout-out to some of our newest sponsors for SaaStr Annual 2022. Secureframe allows companies to get compliant within weeks, rather than months and monitors 100+ services, including AWS, GCP, and Azure. Join these incredible companies to experience all the value of SaaStr!

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) Artificial Intelligence Enterprise readiness Azure

5 Interesting Learnings from Digital Ocean at $700,000,000 in ARR

SaaStr

DECEMBER 27, 2023

Many have used Digital Ocean at the cheaper, simpler version of AWS-Azure-Digital Ocean to get going fast and quickly. ARPU was up +28% from 2022 over 2021, and another 6% the past 12 months on top of that. And if so, maybe that’s Digital Ocean. If you haven’t heard of Digital Ocean, ask your developer. Or at least.

Scale

Scale AWS Azure Cloud

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

SaaStr

MAY 6, 2022

— Byron Deeter (@bdeeter) May 5, 2022. — Jamin Ball (@jaminball) May 5, 2022. Amazon AWS, Microsoft Azure and even Google Cloud are on fire, adding insane amounts of revenue this year. jasonlk) May 6, 2022. #3. pic.twitter.com/JNnzizB82v. But what matters most for founders? pic.twitter.com/nTpARN30cC.

SaaS

SaaS Azure Cloud AWS

The Health of Cloud Spending in Mid-2022

Tom Tunguz

JULY 26, 2022

Microsoft Azure. Microsoft Azure grew 40% y/y, tying the fastest quarterly growth rate in the past 5 quarters. Here are some hypotheses: Google may have greater customer concentration in GCP than Azure. Declines in some large customers’ spend may impact results more than Azure. Google Cloud Platform.

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) Cloud Azure AWS

Thanks to ChartMogul, ChurnZero, Cledara, Secureframe, and Verdane for Sponsoring SaaStr Europa 2023!

SaaStr

OCTOBER 13, 2022

We’ll see 2,500+ of the best SaaS founders, execs, and VCs June 6-7 at 2022 SaaStr Europa ! Secureframe allows companies to get compliant within weeks, rather than months and monitors 100+ services, including AWS, GCP, and Azure. Grab tickets here. . Join these incredible companies to experience all the value of SaaStr!

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) Azure AWS Enterprise readiness

Gartner: SaaS Spending Will Grow Another 40% in Next 2 Years Alone

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. That’s a huge tailwind. Go make it happen.

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) Azure AWS SaaS

What to Know About the Software Buying Landscape in 2023: What’s Changed, What’s the Same, and What Your Buyers Want with G2 CMO Amanda Malko (Video)

SaaStr

DECEMBER 26, 2022

G2 track data supports expected spending increase in 2022 with average quarterly SaaS spending up 15% YoY.”. Last year, over half the companies surveyed reported intent to increase software spending in 2022. The role of AWS, Azure, and Google Cloud Marketplace is becoming increasingly important. “45%

Software Review

Software Review Software Azure Cloud

Clouded Judgement 10.27.23 - Cloud Giants Report Q3 '23

Clouded Judgement

OCTOBER 27, 2023

Subscribe now Cloud Giants Report Q3 ‘23 Not a great signal for software this week from the Cloud Giants (AWS, Azure and Google Cloud)…After Q2 (3 months ago), the tone from the Cloud Giants around optimizations was largely: optimizations have started to ease, and net new workloads have picked up. Staggering scale already.

Cost optimization & reporting

Cost optimization & reporting Cloud Azure AWS

Clouded Judgement 1.6.23

Clouded Judgement

JANUARY 6, 2023

Cloud Downgrades This week UBS came out with a couple research reports citing concerns in AWS / Azure growth. If we rewind back the clock to the start of 2022 the big debate was rates. This brings me back to AWS / Azure downgrades. Inflation was starting to run rampant and we knew rates were going up.

Cloud

Cloud Azure AWS Underperforming Technical Team

Clouded Judgement 10.28.22

Clouded Judgement

OCTOBER 28, 2022

Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. Overall, it wasn’t pretty… AWS grew 28% when expectations were 30-31%. At the same time, Azure came in below expectations. Follow along to stay up to date!

Cloud

Cloud Azure AWS Cost optimization & reporting

Clouded Judgement 5.31.24 - Software Sentiment Crumbles

Clouded Judgement

MAY 31, 2024

This can lead to an airpocket of valuation as companies transition to a different primary valuation metric Outside of the hypserscalers (Azure, AWS, GCP) who have uniquely benefited from AI revenue (mainly selling compute), everyone else has largely struggled. Coming in to Q1 there was broader optimism. Q4’s were generally good!

Cloud

Cloud Software GCP(Google Cloud Platform) AI

Clouded Judgement 8.11.23 - Datadog Consumption Trends

Clouded Judgement

AUGUST 11, 2023

From a new logo bookings perspective, we had our largest Q2 and second largest quarter ever, only behind the seasonally larger Q4 2022.” If next quarter we get similar commentary that Azure gave us this quarter (“still a couple quarters away” without any specific guidance), then we may see market loose a little patience.

Cloud

Cloud Trends Azure GCP(Google Cloud Platform)

Forgot the SaaS Gloom and Doom on Social. ‘Just Build’ with SaaStr CEO and Founder Jason Lemkin

SaaStr

JUNE 26, 2024

The message in 2022 was to keep going. You can see the growth on the platform side with Azure, Google, and AWS and how much it’s accelerating in AI. You couldn’t raise at 27x ARR anymore because that era ended. Last year, the message was that it’s harder, so what is the theme for many SaaS companies this year? Just build.

CTO Hire

CTO Hire AI Venture Capital Sales Hiring

Tabular: Turning Your Data Swamp into a Data Lakehouse with Apache Iceberg

Clouded Judgement

SEPTEMBER 19, 2023

Typical data lake storage solutions include AWS S3, Azure Data Lake Storage (ADLS), Google Cloud Storage (GCS) or Hadoop Distributed File System (HDFS). The warehouse is then optimized for efficient access (typically through SQL) to that data, with a number of other properties layered in (like governance, access, security, etc).

Data

Data Government Scale AWS

SaaS Growth: Top Strategies and Trends for SaaS Growth

ProfitWell

SEPTEMBER 10, 2020

billion by 2022. 28% of IT spending will shift to the cloud by 2022. 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. billion of that. AI Integrations.

SaaS Payments

SaaS Payments Trends Merchant Services Payments

The Answers to Scaling, Hiring, and Everything Else: A SaaStr Europa AMA with SaaStr CEO Jason Lemkin (Pod 585 + Video)

SaaStr

AUGUST 26, 2022

As SaaStr Europa 2022 drew to a close, attendees took one more opportunity to ask Jason questions about topics like how to navigate the current market, the future of work, playing in a crowded space, and hiring your first VP of Sales. I’m going to get the numbers wrong, I think Amazon has 10,000 open positions out in AWS.

Sales Hiring

Sales Hiring Scale Sales Recruiting Scaling

SaaStr Podcasts for the Week with Justin Bedecarre, Jen Nguyen, Jason Lemkin, and Aaron Levie

SaaStr

AUGUST 22, 2020

I think that there is probably another couple orders of magnitude of growth in these markets, which is why I don’t get that energized by like, “Okay, is Azure in the lead? Is AWS in the lead? Maybe the more interesting question is, what have you learned circa 2020 to 2022? Is the Google in the lead?”

Sales Recruiting

Sales Recruiting Cloud CTO Hire Sales Hiring

ChartMogul 2021: Year in Review

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. We are grateful for all that we have achieved this year and excited for what’s to come in 2022. We couldn’t have gotten to where we are today without all of you!

Software Review

Software Review Systems Review Payment Features PayPal

The State of Cloud Marketplaces: A Look into the Data, Trends, and Findings for Software Sellers

OpenView Labs

JANUARY 24, 2022

We thought it would be great to take a look back at our State of the Cloud Marketplaces Report and share some of the key findings for those who may be planning to launch their Cloud Marketplace business in 2022. . From our 2021 State of Cloud Marketplaces Report , here are three recommendations for software sellers in 2022. .

Marketplace as a Service

Marketplace as a Service Cloud Trends Software

SaaS Brief

Shopify Says eCommerce is Back. But AWS Says Cloud Under More Scrutiny.

Datadog, ZoomInfo, Atlassian, AWS: Epic Growth — But Some Real Headwinds For The First Time

Webinars

Trending Sources

How Much Should You Expect Your Startup to Slow in 2022?

Webinars

Thanks to Unit, Everstage, Aiven, Zip, and Mission Cloud for Sponsoring SaaStr Annual 2022!

Cloud Stocks May Be Down. But the Cloud Remains on Fire. That Matters More.

Bessemer: $1 Trillion in Cloud Market Cap Lost Year-to-Date

Founders Today Just Need to Assume the Next Round Never Comes

Thanks to Calendly, Drift, Reprise, Secureframe, and Shift Paradigm for Sponsoring SaaStr Annual 2022!

5 Interesting Learnings from Digital Ocean at $700,000,000 in ARR

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

The Health of Cloud Spending in Mid-2022

Thanks to ChartMogul, ChurnZero, Cledara, Secureframe, and Verdane for Sponsoring SaaStr Europa 2023!

Gartner: SaaS Spending Will Grow Another 40% in Next 2 Years Alone

What to Know About the Software Buying Landscape in 2023: What’s Changed, What’s the Same, and What Your Buyers Want with G2 CMO Amanda Malko (Video)

Clouded Judgement 10.27.23 - Cloud Giants Report Q3 '23

Clouded Judgement 1.6.23

Clouded Judgement 10.28.22

Clouded Judgement 5.31.24 - Software Sentiment Crumbles

Clouded Judgement 8.11.23 - Datadog Consumption Trends

Forgot the SaaS Gloom and Doom on Social. ‘Just Build’ with SaaStr CEO and Founder Jason Lemkin

Tabular: Turning Your Data Swamp into a Data Lakehouse with Apache Iceberg

SaaS Growth: Top Strategies and Trends for SaaS Growth

The Answers to Scaling, Hiring, and Everything Else: A SaaStr Europa AMA with SaaStr CEO Jason Lemkin (Pod 585 + Video)

SaaStr Podcasts for the Week with Justin Bedecarre, Jen Nguyen, Jason Lemkin, and Aaron Levie

ChartMogul 2021: Year in Review

The State of Cloud Marketplaces: A Look into the Data, Trends, and Findings for Software Sellers

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