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%. Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date!

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

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 130

Cloud Azure AWS Underperforming Technical Team 130

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. But these investments aren’t cheap. Q4’s were generally good!

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

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. VCs Want To Invest, But There’s Stress In The System As a community, we over-talk about venture capital, but it’s important if you’re fundraising and to understand the pulse of the system.

CTO Hire 148

CTO Hire AI Venture Capital Sales Hiring 148

Clouded Judgement

SEPTEMBER 19, 2023

You can find the original post here Today we’re very excited to announce our partnership and Series B investment in Tabular , the company behind Apache Iceberg. Typical data lake storage solutions include AWS S3, Azure Data Lake Storage (ADLS), Google Cloud Storage (GCS) or Hadoop Distributed File System (HDFS).

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

SaaStr

APRIL 30, 2022

In the run up to SaaStr Europa 2022 in Barcelona on June 7-8 , we’re taking a look at some of the top all-time SaaStr Europa sessions. Join us at SaaStr Europa 2022. I believe pricing is not enough … There’s not enough investment from companies going into pricing and thinking about pricing. & a few others.

SaaS Payments 246

SaaS Payments Metrics Payment Methods Scale 246

Sales Hacker

FEBRUARY 2, 2024

Flex is a finance super app built around a credit card with unique Net-60 day terms that enables businesses to make an investment today and pay it back 60 days later with zero percent interest. There are still marketing teams that don’t own a revenue number, which is crazy. in order to keep a seat at the revenue table.”

Metrics 121

Metrics Revenue Scale Marketing 121

Buffer Resources

AUGUST 16, 2023

In 2022, our ASP was $20, and our Operating Costs hit $19,757,852. Our hosting costs include service providers like AWS, Cloudflare, MongoDb, Twitter, etc. Looking ahead at our future investments When we look ahead to future years, we anticipate that employee expenses will continue to make up the majority of our Operating Costs.

Merchant Services 98

Merchant Services Payment Services Payment Features Payments 98

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.” The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs). However, it’s not showing up in the data yet.

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

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 77

Marketplace as a Service Cloud Trends Software 77

Chart Mogul

NOVEMBER 30, 2023

Updating the data engineering stack streamlined data processing; reducing the time and effort invested in manual data handling. Ahead of big releases planned at the time ( destinations in 2022 and CRM in 2023) we needed a holistic view of our product usage, enriched with subscription and enrichment data from the various platforms we use.

Engineering 52

Engineering K8S orchestration (Kubernetes) Data AWS 52

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 66

SaaS Payments Trends Merchant Services Payments 66

Chart Mogul

JUNE 23, 2022

After a brilliant run up to 2022, SaaS valuations got hammered in the public markets lately. After a brilliant run up to 2022, SaaS valuations got hammered in the public markets lately. — Josh Kopelman (@joshk) May 18, 2022. — Travis.web1 (@coloradotravis) May 22, 2022. Source: [link]. Just sayin.

SaaS 52

SaaS DevOps as a Service Marketplace as a Service Forecasting 52

Frontegg

OCTOBER 14, 2020

The company is set out to accelerate innovation in the global SaaS market, projected to reach over $116 billion in 2020 ¹, with over 80 percent of companies planning to offer SaaS by 2022 ². Before AWS, engineering teams had to scale their own infrastructure.

DevOps as a Service 52

DevOps as a Service K8S orchestration (Kubernetes) Innovation New CTO 52

Chart Mogul

DECEMBER 6, 2023

Capital will return to SaaS markets, and M&A activity will accelerate Yoram Wijngaarde , CEO and Founder of Dealroom “VC investment into SaaS companies could start growing again in 2024. SaaS investment will close at around $100B this year, a four year low, and down from $264B in 2021.

SaaS 52

SaaS AI Search Generative AI ChatGPT 52

BetterCloud

NOVEMBER 28, 2018

Cybercriminals are targeting more people too: An estimated 6 billion people will be internet users by 2022, up from 3.8 With demonstrable success from Netflix and AWS, more companies are starting to offer their core businesses as microservices to expand their customer and revenue base. billion people in 2017.

Cybersecurity 40

Cybersecurity SaaS Systems Review Cloud 40

Frontegg

MARCH 22, 2023

The user experience with passwords is never good and can be downright awful. Initially, biometric authentication systems required large, upfront investments and were primarily used to protect critical systems and locations in defense and industry. The Trouble with Passwords We all know why passwords are a pain.

Technical Review 52

Technical Review Software Review Systems Review Merchant Services 52

SaaStr

JANUARY 23, 2023

We just did our latest Workshop Wednesday with Omers Growth, and they only did one growth investment last year. A great deep dive on later-stage SaaS investing here: And look venture is a mess today. Crypto investments are going bankrupt. Even If It’s Awful for Series A-E Rounds. They are ready to go, too.

AWS 340

AWS Venture Capital Finance Cloud 340

SaaStr

MAY 23, 2025

But you better be prepared for a haircut if you raised at frothy valuations in 2021-2022. When Sequoia and Tiger invested at Chime’s $25B round, they may have negotiated terms that protect them if the IPO comes in lower — although it’s not clear from the legal docs they did in this case. Most podcasts are dull.

Underperforming Technical Team 158

Underperforming Technical Team AI SaaS ChatGPT 158

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. All that money went from public to private because, holy crap, Sequoia invested at Zoom at a billion.

Sales Hiring 246

Sales Hiring Scale Sales Recruiting Scaling 246

Intercom, Inc.

JANUARY 12, 2022

. “[Our research] opened up new markets for this product without them having to go through the other kinds of experimentation they were originally planning” After doing a bunch of analysis and digging into it, they realized the videos were too slow in certain countries because of where their data centers or AWS environments were located.

Data 151

Data Airlines AWS Underperforming Technical Team 151

Sales Hacker

MAY 13, 2025

So if I think about the way, so Yext, I, I started, I invested in Yext in 2008. And then because so many of the tools and so much of the workflow can be automated, you don’t need nearly as robust an investment in the tools, in the workflow. I would say after 2022 was a really tough year for revenue leaders.

AI Search 73

AI Search AI ChatGPT Software Review 73

FastSpring

FEBRUARY 23, 2023

Since Michael founded the firm in 2004, it has grown to over 30 offices worldwide, and they’ve worked with Intel, AWS, and Salesforce, among many other well-known brands. Pricing Strategies to Combat Stagflation 2022 Emerging SaaS Customer Markets How FastSpring Can Help FastSpring helps SaaS and software companies sell around the world.

Payment Solutions 147

Payment Solutions SaaS Payments Strategy Software 147

Sales Hacker

SEPTEMBER 14, 2021

We expect to be about 1200, 1,250 before the clock turns to 2022. And our more traditional marketing and then a ton of engineers because we’re working on product every single day and that investment needs to be big. We’re well on our way to that, we’re about halfway through. Is it engineering? Is it all of the above?

Sales Recruiting 104

Sales Recruiting Sales Hiring Marketing Underperforming Technical Team 104

Panintelligence

FEBRUARY 7, 2024

And losses from Authorized Push Payment (APP) fraud totalled nearly £500 million in 2022. She points out the need for non-stop investment in cybersecurity: A lot of money goes into banks in protecting the customers, but fraudsters are also investing heavily in cybercrime. But the real cost is even bigger.

Payments 52

Payments Data Payment Services Payment Solutions 52