2022 and Azure - SaaS Brief

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

Tom Tunguz

JULY 28, 2022

The 21% decline should provide founders an input into their forecasts for the remaining two quarters of 2022, especially infrastructure startups. Larger businesses face more daunting challenges sustaining higher growth rates, so AWS numbers are expected. GCP reported 37% growth & Microsoft 40%. Q/Q Growth Rate Change.

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) AWS Startup Azure

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

5 Interesting Learnings from Microsoft at $200 Billion in ARR

SaaStr

JULY 27, 2022

But fast forward to today, and Microsoft truly is a Cloud and SaaS company, with Azure and LinkedIn its fastest growing business units! Azure and other cloud services grew a record 40% and the total Microsoft Cloud grew to a $90 Billion run-rate. MSFT Q4 2022 – Revenue up 12% to $51.9 Perhaps most importantly. And does. #5.

Azure

Azure Cloud B2B Scaling

Webinars

Agent Tooling: Connecting AI to Your Tools, Systems & Data

Mastering Apache Airflow® 3.0: What’s New (and What’s Next) for Data Orchestration

MORE WEBINARS

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! appeared first on SaaStr.

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) Artificial Intelligence Enterprise readiness Azure

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

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 Gartner is still predicted SaaS purchase rates will accelerate in 2023 : AWS, Azure and Google Cloud say Yes. jasonlk) April 13, 2022.

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

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. Again, epic growth but a material slowing from what AWS cited as “economic headwinds” Still — Google Cloud didn’t see a slowing of growth, and Azure’s growth rate barely budged.

AWS

AWS Azure Cloud Scale

We End the Year at All-Time Lows for SaaS Growth. A Buying Signal — Or The End of an Era?

SaaStr

DECEMBER 28, 2023

And broader Cloud players had great years too, from MongoDB to Cloudflare to Azure, if not quite as crazy as at the peak of 2021. Shopify, Canva, Monday and tons of other SaaS leaders less focused on tech and startups had big years.

Azure

Azure Cloud SaaS Trends

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

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

Microsoft as a Mirror - What We Can Expect for SaaS in 2023

Tom Tunguz

JANUARY 23, 2023

We saw moderated consumption growth in Azure and lower-than-expected growth [elsewhere]. Segment Expected Growth Productivity 12% Office Commercial 6% Office On-Premise -25% LinkedIn 5% Dynamics 13% Intelligent Cloud 18% Azure 26% Server -3% Services -3% 2. UIPath, the leader in RPA reported 10,650 customers in October 2022.

Azure

Azure Underperforming Technical Team Machine Learning Artificial Intelligence

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

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

When 1% Market Share Shifts Represent $5b of Market Cap

Tom Tunguz

APRIL 25, 2024

Microsoft’s Azure is winning share directly from Amazon. “The number of $100 million-plus Azure deals increased over 80% year-over-year, while the number of $10 million-plus deals more than doubled. " The rest of Azure is still growing in a nice clip of 24% annually. “We now have 1.8 “We now have 1.8

Azure

Azure AI Search Marketing ChatGPT

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

A Flare Across the Clouds : Cloudflare's Earnings Report

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

Cloud Azure Headcount Software Review

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. At the same time, Azure came in below expectations. Azure called out an incremental $800m of costs expected throughout the year (they just finished their Fiscal Q1). The economy grew 2.6%

Cloud

Cloud Azure AWS Cost optimization & reporting

Cloud boosts Microsoft’s strong third quarter

IT World

APRIL 27, 2022

Microsoft posted strong results across the board for its third quarter of 2022 , with total revenue increasing by 18% year-over-year to $49.4 Microsoft bundles its Azure public cloud services , SQL Server, Windows Server and enterprise services together as Intelligent Cloud, which drove revenue of $19.1

Cloud

Cloud Azure Enterprise Revenue

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

ChartMogul 2022: Year in Review

Chart Mogul

DECEMBER 20, 2022

If you thought 2021 was a busy year for product development at ChartMogul, we shifted into hyperdrive for 2022. And if we had to give it a name, we’d call 2022 ‘The Year of the Destination.’ . And if we had to give it a name, we’d call 2022 ‘The Year of the Destination.’ . Nick Franklin , CEO ChartMogul.

Systems Review

Systems Review Payment Solutions Payments Azure

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)

Clouded Judgement 11.3.23 - No Sign of Re-Acceleration in Software

Clouded Judgement

NOVEMBER 3, 2023

After all, the real headwinds to software started in the Q3 / Q4 2022 timeline, so by Q3 / Q4 2023 we’d start lapping those tough periods. Maybe with the exception of hyperscalers (particularly Azure). It’s actually the complete opposite - there will be more deceleration in Q4 (according to guides).

Software Review

Software Review Cloud Software Azure

When Windows updating goes bad — the case of the problematic patch

IT World

SEPTEMBER 6, 2022

Specifically, it affects Windows Server 2012; Windows 8.1 To read this article in full, please click here

Azure

Azure Data

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

Clouded Judgement 2.17.23

Clouded Judgement

FEBRUARY 17, 2023

They just reported Q4 ‘22, and in the full year 2022 they grew 63%. As you can tell, there’s a BIG drop-off projected in 2023 Like Azure, they called for a big slowdown of consumption trends in the month of December. However, they guided for 2023 and called for 23-24% growth.

Cloud

Cloud Azure Payment Features Subscription

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

Getting Clarity around COGs Benchmarks in 2022

OPEXEngine

FEBRUARY 15, 2022

The post Getting Clarity around COGs Benchmarks in 2022 appeared first on OPEXEngine. Accurately splitting these hosting and infrastructure expenses between SaaS company operations and SaaS subscriber solutions is a grey area that varies widely from company to company.

Benchmarks

Benchmarks Artificial Intelligence Systems Review Cloud

Top 5 Customer Identity and Access Management Solutions for 2022

Frontegg

DECEMBER 23, 2021

Microsoft Azure Active Directory. Its Azure Active Directory app is ideal for medium to large businesses, and it offers single sign-on and multi-factor authentication. Easy to write custom extensions and change the login screen’s branding. Pricing: Starts at around $20 for developers. AuthO also offers free trial plans.

Software Review

Software Review Management Azure Systems Review

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 GCP(Google Cloud Platform)

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. SaaS revenue is expected to reach $143.7

SaaS Payments

SaaS Payments Trends Merchant Services Payments

ChartMogul vs. Baremetrics. Everything You Need to Know

Chart Mogul

APRIL 7, 2022

Since Baremetrics announced its most recent price hike, effective April 2022, ChartMogul has a more comprehensive feature set and it makes more financial sense. We offer direct integrations with Amazon S3, Azure Blob, Google Storage for cloud services. pic.twitter.com/HHxODviGfa — Andrew Gazdecki (@agazdecki) February 2, 2022.

Payment Features

Payment Features Systems Review Churn Azure

ChartMogul 2021: Year in Review

Chart Mogul

DECEMBER 22, 2021

We will support exports to Amazon S3, Microsoft Azure Blob, and Google cloud storage. We are grateful for all that we have achieved this year and excited for what’s to come in 2022. 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

Software Review Systems Review Payment Features PayPal

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 think Azure’s like 7,000, Google. Transcript. I think hiring is harder than ever.

Sales Hiring

Sales Hiring Scale Sales Recruiting Scaling

Mixpanel Vs Amplitude: Which Analytics Tool is Best for Your Business?

Full Session

NOVEMBER 6, 2022

Mixpanel connects to 50+ popular software, including Google Cloud, Amazon Web Services, Hubspot, Microsoft Azure, Optimizely, Slack, Snowflake, and Zendesk. The FullStory Competitors You Need to Evaluate in 2022. Lucky Orange Alternatives: the Top 5 Tools to Test in 2022. Best Smartlook Alternatives in 2022.

Software Review

Software Review Underperforming Technical Team Business Technical Review

Mixpanel Vs Google Analytics: Which is Best for Your Product Optimization?

Full Session

NOVEMBER 16, 2022

Mixpanel also offers a decent list of integrations, with over 50 apps, including Amazon Web Services, Microsoft Azure, Google Cloud, Hubspot, Slack, Snowflake, and Zendesk. Best Smartlook Alternatives in 2022. The FullStory Competitors You Need to Evaluate in 2022. Lucky Orange Alternatives: the Top 5 Tools to Test in 2022.

Software Review

Software Review Sales Hiring Technical Review Underperforming Technical Team

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? Maybe the more interesting question is, what have you learned circa 2020 to 2022? You’re just now seeing that play out. Is AWS in the lead?

Sales Recruiting

Sales Recruiting Cloud CTO Hire Sales Hiring

GPT-4.5 New Features: What’s Improved Over GPT-4?

How To Buy Saas

FEBRUARY 27, 2025

was trained with more data and new techniques on OpenAIs Azure supercomputers , making it an even more robust AI assistant. might know about a 2022 scientific discovery or have more examples to draw from when you ask for a niche historical anecdote. Initially, access to GPT-4.5 So, you might notice GPT-4.5 For instance, GPT-4.5

ChatGPT

ChatGPT AI Search Software Review AI

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

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

Webinars

Trending Sources

5 Interesting Learnings from Microsoft at $200 Billion in ARR

Webinars

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

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

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

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

We End the Year at All-Time Lows for SaaS Growth. A Buying Signal — Or The End of an Era?

The Health of Cloud Spending in Mid-2022

Founders Today Just Need to Assume the Next Round Never Comes

Microsoft as a Mirror - What We Can Expect for SaaS in 2023

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

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

When 1% Market Share Shifts Represent $5b of Market Cap

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

A Flare Across the Clouds : Cloudflare's Earnings Report

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

Cloud boosts Microsoft’s strong third quarter

Clouded Judgement 5.31.24 - Software Sentiment Crumbles

ChartMogul 2022: Year in Review

Clouded Judgement 8.11.23 - Datadog Consumption Trends

Clouded Judgement 11.3.23 - No Sign of Re-Acceleration in Software

When Windows updating goes bad — the case of the problematic patch

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

Clouded Judgement 2.17.23

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

Getting Clarity around COGs Benchmarks in 2022

Top 5 Customer Identity and Access Management Solutions for 2022

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

SaaS Growth: Top Strategies and Trends for SaaS Growth

ChartMogul vs. Baremetrics. Everything You Need to Know

ChartMogul 2021: Year in Review

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

Mixpanel Vs Amplitude: Which Analytics Tool is Best for Your Business?

Mixpanel Vs Google Analytics: Which is Best for Your Product Optimization?

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

GPT-4.5 New Features: What’s Improved Over GPT-4?

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