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. And Gartner still predicts overall Cloud spend will grow to record rates in 2024. But at some point, perhaps, Cloud spend will be so saturated, it just has to slow.

Azure 350

Azure Cloud SaaS Trends 350

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 331

AWS Azure Cloud Scale 331

SaaStr

JULY 19, 2022

We wanted to give a special shout-out to some of our newest sponsors for SaaStr Annual 2022. Drift® , the Conversation Cloud company, helps businesses connect with people at the right time, in the right place with the right conversation. Join these incredible companies to experience all the value of SaaStr!

GCP(Google Cloud Platform) 263

GCP(Google Cloud Platform) Artificial Intelligence Enterprise readiness Azure 263

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. AI companies] have a real use case for the cloud which is somewhat different than what we see from some other companies.

Cloud 243

Cloud Azure Headcount Software Review 243

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. Cloud stocks are down 50%, and multiples are down 75%, from their peaks. Seed and Early Series A: Deals take longer but off about 40%.

AWS 351

AWS Venture Capital Azure Cloud 351

SaaStr

MAY 6, 2022

Many SaaS and Cloud leaders are down more than 50% from their all-time highs. But Covid did create a lot of artificial demand for Cloud products, especially the lockdown phase. — Byron Deeter (@bdeeter) May 5, 2022. Update on cloud software multiples, charted alongside the 10Y and 5 year pre-covid NTM rev multiple average.

SaaS 348

SaaS Azure Cloud AWS 348

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 256

Azure Underperforming Technical Team Artificial Intelligence Machine Learning 256

SaaStr

DECEMBER 27, 2023

So is it possible to be too efficient in SaaS and Cloud? 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.

Scale 294

Scale AWS Azure Cloud 294

Clouded Judgement

OCTOBER 27, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. You can see some quotes from Azure / AWS in my Q2 recap , and pasted below. After the cloud giants reported this week, the timing of the presumed re-acceleration is very much in question. On Tuesday, Azure and Google spooked the market.

Cost optimization & reporting 157

Cost optimization & reporting Cloud Azure AWS 157

Tom Tunguz

APRIL 25, 2024

If it wasn’t clear before, AI is the single biggest revenue driver in cloud. 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. “We now have 1.8

Azure 213

Azure AI Search Marketing ChatGPT 213

SaaStr

OCTOBER 13, 2022

We’ll see 2,500+ of the best SaaS founders, execs, and VCs June 6-7 at 2022 SaaStr Europa ! Our mission is to build powerful and secure cloud software for subscription businesses of all sizes, with a strong emphasis on good design and ease of use. Grab tickets here. .

GCP(Google Cloud Platform) 259

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 259

SaaStr

APRIL 27, 2021

Just how fast is SaaS and Cloud growing? Cloud software spending grew a stunning 23% in 2021, from $270 billion to $330 billion. No matter what, the wave of enterprise spending that fueled 100 SaaS and Cloud unicorns is just getting bigger and strong. One thing we know — Fast. But that’s just the start.

GCP(Google Cloud Platform) 238

GCP(Google Cloud Platform) Azure AWS SaaS 238

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. Tackle.io’s 2021 state of cloud marketplaces report highlighted a similarly dramatic shift.

Software Review 245

Software Review Software Azure Cloud 245

Clouded Judgement

JANUARY 6, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 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.

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

Clouded Judgement

MAY 31, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Best practices around procurement, vendor evaluation and software spend management have become embedded in large organizations coming out of 2022 / 2023. I’m as excited as ever about the long term cloud software markets.

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

Clouded Judgement

OCTOBER 28, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. 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. Subscribe now Share Clouded Judgement Leave a comment

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

AUGUST 11, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. The weakness they called out was from larger cloud-native businesses. From a new logo bookings perspective, we had our largest Q2 and second largest quarter ever, only behind the seasonally larger Q4 2022.”

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

Clouded Judgement

FEBRUARY 17, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 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.

Cloud 130

Cloud Azure Subscription Payment Features 130

Clouded Judgement

NOVEMBER 3, 2023

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

Software Review 167

Software Review Cloud Software Azure 167

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 billion, thanks in large part to continued growth of its cloud products. Azure and other cloud services alone jumped 46% in the quarter. Net income for the quarter was $16.7

Cloud 80

Cloud Azure Enterprise Revenue 80

OpenView Labs

JANUARY 24, 2022

So, it’s no wonder that it has been a massive year in the Cloud Marketplace business. 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. .

Marketplace as a Service 77

Marketplace as a Service Cloud Trends Software 77

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.’ . Cloud storage and data warehouses.

Systems Review 52

Systems Review Payment Solutions Payments Azure 52

SaaStr

JUNE 26, 2024

The message in 2022 was to keep going. MongoDB was down 23%, a great Cloud stock consistently growing in the 30s. 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. Just build. Zscaler is growing 32% at $2.2B.

CTO Hire 146

CTO Hire AI Venture Capital Sales Hiring 146

OPEXEngine

FEBRUARY 15, 2022

Cloud Operations and Platform Support. It includes the 2020 fiscal year COGs and gross margin data of Bessemer Cloud Index companies, with annual revenues ranging from $250M-$500M. The bottom line is that Cloud business models vary, so benchmarks for Cloud COGs or gross margin can vary. Professional Services.

Benchmarks 52

Benchmarks Artificial Intelligence Systems Review Cloud 52

Clouded Judgement

SEPTEMBER 19, 2023

Before diving into more specifics about what Tabular does, I’d like to start with a brief overview of how cloud-native data architectures have evolved over the last decade. 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

Frontegg

DECEMBER 23, 2021

OneLogin is one of the best cloud-based service providers in the market, giving easy access to everyone in your team—developers, employees, managers, and other users—without sacrificing your business’ security. Microsoft Azure Active Directory. Notification catalog on the sidebar to notify you of all changes in your Okta account.

Software Review 52

Software Review Management Azure Systems Review 52

ProfitWell

SEPTEMBER 10, 2020

billion by 2022. Gartner is estimating that the cloud services industry as a whole will outpace the growth of overall IT services by a factor of three, with SaaS making up $143.7 28% of IT spending will shift to the cloud by 2022. Here are some of the biggest trends in the industry right now: Cloud-based Services.

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. ChartMogul is offering all of those features at a lower price.

Payment Features 52

Payment Features Systems Review Churn Azure 52

Chart Mogul

DECEMBER 22, 2021

Cloud destinations (coming soon) — we are in process of adding the ability to export your MRR movements data from ChartMogul onto the cloud. We will support exports to Amazon S3, Microsoft Azure Blob, and Google cloud storage. This year, we also migrated ChartMogul to AWS cloud.

Software Review 52

Software Review Systems Review Payment Features PayPal 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

Full Session

NOVEMBER 6, 2022

FullSession is our comprehensive, cloud-based, SaaS web analytics platform you can use to optimize your website, landing page, or web app. Mixpanel connects to 50+ popular software, including Google Cloud, Amazon Web Services, Hubspot, Microsoft Azure, Optimizely, Slack, Snowflake, and Zendesk. It all depends on what you need.

Software Review 52

Software Review Underperforming Technical Team Business Technical Review 52

Full Session

NOVEMBER 16, 2022

It works in the cloud. 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.

Software Review 52

Software Review Sales Hiring Technical Review Underperforming Technical Team 52

SaaStr

AUGUST 22, 2020

We’re using digital workflows and storing data in the cloud, but the rest of the world, this was an overnight just shift in how people worked and how they communicated. At the exact same time, that company hadn’t moved basic applications to the cloud. So, whether it’s cloud storage or cloud video or messaging.

Sales Recruiting 211

Sales Recruiting Cloud CTO Hire Sales Hiring 211