Clouded Judgement

OCTOBER 11, 2024

However, if we rewind the clock to a year ago, the budget flush at the end of 2023 felt stronger than most years. Coming out of that, every company from the largest enterprise to the smallest startup started thinking very critically about cost optimizations. This concept is nothing new and has been going on for a while.

Cloud 167

Cloud Cost optimization & reporting GCP(Google Cloud Platform) Software Review 167

SaaStr

AUGUST 3, 2024

Overall Cloud spending has bounced back off lows for sure: AWS at a $105B run rate growing 19% Quarterly YoY growth trends below. But the reality is a bit more nuanced for enterprise software. Yes, AI has fueled Nvidia and Google Cloud and Microsoft and AWS to massive growth, and growth that has accelerated the past few quarters.

AWS 239

AWS Scale Social Media SaaS 239

SaaStr

NOVEMBER 13, 2022

Check out this week’s top blog posts, podcasts, and videos: Top Blog Posts This Week: Datadog, ZoomInfo, Atlassian, AWS: Epic Growth — But Some Real Headwinds For The First Time. Gartner: SaaS Spend In the Enterprise Will Grow 17% to $195 Billion in 2023. 5 Interesting Learnings from Duolingo at $360,000,000 in ARR.

Sales Recruiting 297

Sales Recruiting AWS Compensation Enterprise 297

SaaStr

NOVEMBER 15, 2023

jasonlk) November 13, 2023 Not every area of SaaS and Cloud is seeing big “macro” impacts. Most Enterprises Buy More Than 60 Endpoint Security Products So there is room for many winners here. #8. 64% of Large Customers Sourced From Partners They are AWS’s largest cybersecurity partner. ” #7.

Cybersecurity 300

Cybersecurity AWS Benchmarks Cloud 300

SaaStr

DECEMBER 26, 2022

The role of AWS, Azure, and Google Cloud Marketplace is becoming increasingly important. “45% This need for ease is even more true for enterprises. The cliche that enterprises have more money than time certainly plays out here. . “88% Tackle.io’s 2021 state of cloud marketplaces report highlighted a similarly dramatic shift.

Software Review 245

Software Review Software Azure Cloud 245

SaaStr

MAY 15, 2024

Lesson #1: Maximize the Blurred Lines Between Consumer, Prosumer, and Enterprise There are a lot of differences between consumer and B2B audiences, as you can see in this chart, but the lines are blurring more and more. B2B is finding more consumers and prosumers paying, and B2C is finding Enterprise and business use cases.

Subscription 307

Subscription Payment Features B2B Mobile 307

SaaStr

JULY 8, 2023

At AWS Reinvent, if your customers are there. But they are also where field and enterprise marketers spend 40% of their budget. The first time we sponsored, here are the 5 things we did to stand out: — Sam Blond (@samdblond) February 7, 2023 The post Why Booths Work at Top Industry Events. At least — the best ones are.

AWS 264

AWS Enterprise Pricing Marketing 264

Tom Tunguz

NOVEMBER 8, 2023

The Pendulum Swings to Small Data : Modern Mac laptops have the same computational power as the AWS servers Snowflake used to launch the company. They are faster to get started (no account creation), they can scale very quickly, and they can rise to enterprise levels with commercial cloud offerings.

Artificial Intelligence 228

Artificial Intelligence Trends Data Software Review 228

SaaStr

DECEMBER 27, 2023

70% of customers are in the Enterprise and mid-market space, and 30% are SMBs. Customers range from AWS skills-builder platforms with billions of users to Zoom using it for customers and employees. Between 2016 and 2023, you see the ACV (average contract value) going up and up. The image above is a glance at Docebo today.

Sales Hiring 283

Sales Hiring Scale SMB Outsourced Development 283

Clouded Judgement

JANUARY 6, 2023

Cloud Downgrades This week UBS came out with a couple research reports citing concerns in AWS / Azure growth. As I’ve talked about before, the big risk for 2023 are fundamentals - are forward estimates too high? This brings me back to AWS / Azure downgrades. Follow along to stay up to date! Top 5 Median: 10.4x

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

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. That is not new.”

Cost optimization & reporting 157

Cost optimization & reporting Cloud Azure AWS 157

SaaStr

AUGUST 10, 2023

They had open cores and created enterprise features around it to protect the business model until it got torpedoed by AWS early on. And big players like Apple want support and not your enterprise features because they want to control costs at massive scales and demand huge amounts of leverage over your product roadmap.

Scale 243

Scale Scaling Sales Hiring Cloud 243

Clouded Judgement

MAY 10, 2024

After a strong finish in Q4, we saw a return to weaker demand conditions in the first quarter, similar to what we experienced in 2023. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. The buyer urgency that we saw in December did not carry over into Q1. Top 5 Median: 15.5x

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

Clouded Judgement

FEBRUARY 3, 2023

A 2023 recession feels less likely, with 2024 being the more realistic timing if we do in fact get to a deeper recession. From the S&P to software, consensus was 2023 estimates were too high, and set to fall meaningfully. Let’s imagine a world where we don’t have a recession in 2023. The market was offsides.

Cloud 130

Cloud Azure AWS Generative AI 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

SEPTEMBER 15, 2023

AWS growth seems to be re-accelerating, and qualitative feedback from a number of companies in Q2 (especially those with July quarter ends) suggested new customer bookings conversations were picking up. The graph below shows the difference between 2024 consensus growth rates and 2023 consensus growth rates (so 2024 growth minus 2023 growth).

Software Review 130

Software Review Cloud Software AWS 130

Clouded Judgement

SEPTEMBER 19, 2023

As Frank Slootman (Snowflake CEO) said, “Enterprises are also realizing that they cannot have an AI strategy without a data strategy to base it on.” 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

Clouded Judgement

AUGUST 11, 2023

The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs). In summary, I don’t expect real AI tailwinds to show up in non-hyperscaler businesses in a meaningful way through the rest of 2023. However, it’s not showing up in the data yet. Top 5 Median: 14.4x

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

OpenView Labs

JANUARY 24, 2022

It’s clear that buyers are racing to the Cloud Marketplace, like those offered by AWS, Azure, GCP, and IBM / Red Hat, and sellers are eager to tap into the Cloud budget to help their buyers get started fast or scale contracts fueled by cloud budget growth. Use the Cloud Marketplaces to accelerate both enterprise and usage-based products .

Marketplace as a Service 77

Marketplace as a Service Cloud Trends Software 77

How To Buy Saas

OCTOBER 11, 2023

Amazon also offers you the option to access the API using the AWS Command Line Interface (AWS CLI) or the AWS Software Development Kit (SDK). 2 Postmark Postmark Postmark is a SaaS email service provider designed to serve enterprises and startups, and one of the most popular Amazon SES alternatives. and many more.

Technical Review 52

Technical Review Software Review Systems Review Payment Methods 52

Blulogix

NOVEMBER 8, 2023

Take your business further with BluIQ’s flexible, scalable, enterprise-grade intelligent billing solutions. Scalability Startups and enterprises alike can scale their technology usage in alignment with their specific needs. Take your business further with BluIQ’s flexible, scalable, enterprise-grade intelligent billing solutions.

Technology 52

Technology Pricing Payment Features Subscription 52

Chart Mogul

DECEMBER 6, 2023

Before 2023, the term “generative AI” was met with blank faces. We reached out to SaaS founders, operators, … Before 2023, the term “generative AI” was met with blank faces. Sid Jain , Head of Insights at Gain.pro “After a brief lull in 2023, the broader SaaS market will see a lot more IPOs and M&A in 2024.

SaaS 52

SaaS AI Search Generative AI ChatGPT 52

Audacix

FEBRUARY 4, 2024

Now this is a very generalized security checklist for cloud security, but this area of cyber security is becoming increasingly important as enterprise applications and workloads move to public clouds and business processes become more dependent on cloud services. © Copyright Ayush Trivedi 2023. All Rights Reserved.

Outsourcing Services 52

Outsourcing Services Cloud Outsourced Development Software Review 52

OpenView Labs

DECEMBER 15, 2020

Cloud marketplaces like AWS Marketplace, Azure Marketplace and Google Cloud Platform Marketplace are digital storefronts where companies can list their offerings for software buyers to find, purchase and provision software. . Companies migrating to the cloud are bringing buyers with them. The reality? That’s a good thing!

Marketplace as a Service 52

Marketplace as a Service Cloud Scale VP of Engineering 52

Mucker Capital

APRIL 6, 2023

Hila Qu joined Mucker’s Tony Yang for an Ask-Me-Anything (AMA) conversation about Product-Led Growth (PLG) for Startups to kickoff the 2023 Mucker Growth Series. If you're primarily targeting very large enterprise companies, it's very hard usually to use PLG as the only way to sell to those companies. Are POCs part of the PLG play?

Startup 52

Startup Scale CTO Hire Outsourced Development 52

Sales Hacker

AUGUST 18, 2023

Share It seems like every second start-up founder and revenue leader I talk to these days is trying to move upmarket or ‘break into the enterprise’. David Nour , Managing Partner @ The Nour Group The biggest mistake is assuming that because you have PMF in MM/Commercial, that you will have PMF in Enterprise.

Scale 91

Scale VP of Engineering Sales Hiring Enterprise 91

SaaStr

OCTOBER 25, 2019

But then if you want to solve business use cases with our amazing pro features, or build with larger teams through our enterprise plans with in depth white glove, customer success support, we have those options too. They classically started at the bottom of the market. I think we can all learn about that.

Sales Hiring 160

Sales Hiring Sales Recruiting Scale Underperforming Technical Team 160

How To Buy Saas

FEBRUARY 27, 2025

responded with genuine empathy: Aw, Im really sorry to hear that… Remember, its just one moment not a reflection of who you are… Im here either way if you want to talk or need a distraction. appears to include more up-to-date info (likely up to 2023 or so, given the timing), and even on older topics it has ingested more detail.

ChatGPT 40

ChatGPT AI Search Software Review AI 40