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. Coming in to Q1 there was broader optimism. Q4’s were generally good!

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

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

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 167

Software Review Cloud Software Azure 167

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 Subscription Payment Features 130

SaaStr

JUNE 26, 2024

The message in 2022 was to keep going. Maybe endless price increases,” Jason says. 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. The chart estimates spend will grow 20% to $675B.

CTO Hire 144

CTO Hire AI Venture Capital Sales Hiring 144

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

Frontegg

DECEMBER 23, 2021

Pricing: There’s a free option for starters, but pricing climbs up depending on the size of the service. Pricing: Okta has a $1500 contract minimum, which means they’re probably out of reach for most SMBs and micro-businesses. Pricing: Begins at $2-$4/user per month. Pricing: Starts at around $20 for developers.

Software Review 52

Software Review Management Azure Systems Review 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. Pricing Changes. billion of that.

SaaS Payments 66

SaaS Payments Trends Merchant Services Payments 66

Chart Mogul

APRIL 7, 2022

With ChartMogul you can quickly build segments to apply across all of your charts, helping you discover which pricing plans are most profitable, which customer profiles are likely to convert, and who your great-fit customers really are. ChartMogul is offering all of those features at a lower price. Data output and integrations.

Payment Features 52

Payment Features Systems Review Churn Azure 52

Chart Mogul

DECEMBER 22, 2021

We also added support for relationship invoicing, recurring components, cancellations, discounts, differential pricing, and the option to exclude tax from your MRR calculations. We will support exports to Amazon S3, Microsoft Azure Blob, and Google cloud storage. The 3 most popular ones were: What is ARR? 6 customer case-studies.

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 16, 2022

We’ll also consider language, customer support, reviews, and pricing options. 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. Mixpanel vs Google Analytics: Pricing. The pricing starts at $150,000 per year.

Software Review 52

Software Review Sales Hiring Technical Review Underperforming Technical Team 52

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. Mixpanel vs Amplitude: Pricing. Enterprise – created for big companies, with the price set individually. However, the platform’s website doesn’t mention pricing.

Software Review 52

Software Review Underperforming Technical Team Business Technical Review 52

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 210

Sales Recruiting Cloud CTO Hire Sales Hiring 210

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 40

ChatGPT AI Search Software Review AI 40