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 338

Cloud Azure AWS Marketing 338

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 330

AWS Azure Cloud Scale 330

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 351

AWS Venture Capital Azure Cloud 351

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 296

Scale AWS Azure Cloud 296

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 348

SaaS Azure Cloud AWS 348

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) 188

GCP(Google Cloud Platform) Cloud Azure AWS 188

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 239

Azure Underperforming Technical Team Machine Learning Artificial Intelligence 239

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 192

Azure AI Search Marketing ChatGPT 192

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) 257

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 257

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 227

Cloud Azure Headcount Software Review 227

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 244

Software Review Software Azure Cloud 244

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) 212

GCP(Google Cloud Platform) Azure AWS SaaS 212

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 152

Cost optimization & reporting Cloud Azure AWS 152

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

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 130

Cloud Azure AWS Cost optimization & reporting 130

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 80

Cloud Azure Enterprise Revenue 80

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 177

Cloud Software GCP(Google Cloud Platform) AI 177

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 52

Systems Review Payments Payment Solutions Azure 52

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 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

IT World

SEPTEMBER 6, 2022

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

Azure 62

Azure Data 62

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 147

CTO Hire AI Venture Capital Sales Hiring 147

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 161

Software Review Cloud Software Azure 161

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 130

Cloud Azure Revenue Payment Features 130

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 52

Benchmarks Artificial Intelligence Systems Review Cloud 52

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 52

Software Review Management Azure Systems Review 52

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 130

Data Government Scale AWS 130

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 66

SaaS Payments Trends Merchant Services Payments 66

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 52

Payment Features Systems Review Churn Azure 52

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 246

Sales Hiring Scale Sales Recruiting Scaling 246

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 183

Sales Recruiting Cloud CTO Hire Sales Hiring 183

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 52

Software Review Underperforming Technical Team Business Technical Review 52

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 52

Software Review Sales Hiring Technical Review Underperforming Technical Team 52

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 52

Software Review Systems Review Payment Features PayPal 52

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