SaaStr

MAY 16, 2022

So follow AWS, Azure and Google Cloud. Let’s look a whole level up to the real canaries-in-the-coalmine: AWS, Azure and Google Cloud. Microsoft’s Cloud business overall crossed a stunning $100B run-rate. And Gartner is still predicted SaaS purchase rates will accelerate in 2023 : AWS, Azure and Google Cloud say Yes.

Cloud 300

Cloud Azure AWS Engineering 300

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. Selling software remained challenging in 2023 - despite budgets starting to grow again. As a result, software vendors often see an uptick in revenue and bookings during these periods. The macro has only gotten stronger.

Cloud 167

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

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 213

Azure AI Search Marketing ChatGPT 213

Tom Tunguz

JULY 25, 2023

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. Both Google & Microsoft announced growth rates in GCP & Azure that held steady from one quarter to the next. Yesterday, Microsoft & Google announced earnings. The desire for AI is broad.

Azure 238

Azure GCP(Google Cloud Platform) AI Cloud 238

Tom Tunguz

FEBRUARY 13, 2023

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. The surge in pipeline is notable given the uncertainty in the market but the close rates are low & sales cycles slow : another confirmatory data point for startups to plan cautiously in 2023.

Cloud 243

Cloud Azure Headcount Software Review 243

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 157

Cost optimization & reporting Cloud Azure AWS 157

Clouded Judgement

JANUARY 27, 2023

Azure (Microsoft) Quarter The week the first of the cloud giants reported - Azure. Early Look at 2023 Guides Given the Azure weakness reported on Tuesday, all software tumbled Wednesday morning with most names down 5-10%. A big reason for that was the guides for the full year 2023 we saw.

Cloud 144

Cloud Azure Pricing Subscription 144

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!

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

IT World

JANUARY 25, 2023

Microsoft on Tuesday said it expects the growth across its cloud business to temper down through 2023 as enterprises brace for economic headwinds. billion for the second quarter of fiscal year 2023, slowing from Q1, 2023 where the company posted 31% growth for the segment.

Cloud 96

Cloud Azure AI Enterprise 96

User Pilot

JULY 18, 2023

TL;DR Product strategy tools assist product teams in defining, creating, and executing product strategies aligned with business objectives and user needs. This allows teams to make better strategic decisions and align their efforts with the overall business objectives. user/month Business – $24.99/user/month

Software Review 98

Software Review Software Management Azure 98

Andreessen Horowitz

MARCH 21, 2024

Generative AI took the consumer landscape by storm in 2023, reaching over a billion dollars of consumer spend 1 in record time. In 2023, the average spend across foundation model APIs, self-hosting, and fine-tuning models was $7M across the dozens of companies we spoke to. Budgets for generative AI are skyrocketing.

Generative AI 145

Generative AI Enterprise AI Artificial Intelligence 145

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. It shows the number of months it takes for a SaaS business to payback their fully burdened CAC on a gross profit basis. The buyer urgency that we saw in December did not carry over into Q1.

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

Clouded Judgement

FEBRUARY 3, 2023

We have companies like BuzzFeed and C3 making loose announcements about how they will incorporate generative AI into their business, sending their stocks up 50-100%+. A 2023 recession feels less likely, with 2024 being the more realistic timing if we do in fact get to a deeper recession. The market was offsides. Market Offsides.

Cloud 130

Cloud Azure AWS Generative AI 130

Clouded Judgement

MAY 26, 2023

Azure / Confluent / Datadog reported a few weeks back (they all had March quarter ends), and their commentary suggested the worst was behind us. It shows the number of months it takes for a SaaS business to payback their fully burdened CAC on a gross profit basis. This means we got commentary for the first time on May trends.

Cloud 144

Cloud Azure Trends Forecasting 144

Clouded Judgement

FEBRUARY 17, 2023

Summers","date":"Sun Feb 12 21:48:44 +0000 2023","photos":[],"quoted_tweet":{},"retweet_count":26,"like_count":158,"expanded_url":{"url":"[link] Sees ‘Turbulent’ Time","description":"Former US Treasury Secretary Lawrence H.

Cloud 130

Cloud Azure Subscription Payment Features 130

Clouded Judgement

MAY 31, 2024

And the promise of the software business model is as companies mature and go out of growth mode the profits will show up. Best practices around procurement, vendor evaluation and software spend management have become embedded in large organizations coming out of 2022 / 2023. Coming in to Q1 there was broader optimism.

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

Clouded Judgement

JUNE 20, 2023

Q1 earnings season for cloud businesses is now behind us. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., On the Microsoft earnings call they said (related to Azure): “But at some point, workloads just can't be optimized much further.

Cloud 167

Cloud Software Benchmarks Scale 167

Clouded Judgement

AUGUST 11, 2023

The weakness they called out was from larger cloud-native businesses. However, they called out strength when looking at new business (ie net new customer signups). ” It’s really important that new business is still healthy, and a sign of overall market health. However, it’s not showing up in the data yet.

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 shows the number of months it takes for a SaaS business to payback their fully burdened CAC on a gross profit basis.

Software Review 167

Software Review Cloud Software Azure 167

User Pilot

MAY 30, 2023

How to select a CDP for your business? The CDP market is a busy, complex place – and that makes it tricky to choose the right platform. Define business goals and use cases for choosing a CDP Without a goal, you can’t score. It will depend on your specific business context (i.e., Easy as pie.

Azure 98

Azure Government Marketplace as a Service Pricing 98

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

Frontegg

FEBRUARY 9, 2023

We’re thrilled to announce that Frontegg was named a G2 Best Software Award Winner, placing #26 on the Top Security Products list alongside other best-in-class tools, such as Okta, Microsoft Azure Active Directory, GitLab, IBM Security Verify, Snyk, Datadog, and GitHub. Frontegg treats security as a top priority.

Technical Review 52

Technical Review Software Review Systems Review CTO 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). You will not rely on any such forward-looking statements for any investment, financial, business, or operational decision or for any other purpose.

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

User Pilot

FEBRUARY 6, 2023

If you are wondering how actionable analytics can help you boost product growth in 2023, this post is for you! Prescriptive analytics gives businesses recommended next steps after analyzing data. Power BI is a business intelligence and data visualization software that uncovers insights into your enterprise data.

Artificial Intelligence 98

Artificial Intelligence Data Software Review Machine Learning 98

Audacix

AUGUST 11, 2023

Table Of Contents India's Digital Personal Data Protection Bill, 2023, (DPDPB) is going to force IT decision makers like you to completely rethink how your organisation collects, processes, stores and secures customer, vendor, employee and partner data. Examples include: Veronis, Azure Purview, AWS Macie.

Outsourcing Services 52

Outsourcing Services Technical Review Cybersecurity Data 52

Blulogix

OCTOBER 11, 2023

Cloud Service Providers: Integrate data from popular cloud providers like AWS , Azure, or Google Cloud to track resource consumption and costs. Consistent service quality as the business expands. Efficient management of new services and clients.

Payment Features 52

Payment Features Management Azure AWS 52

Blulogix

NOVEMBER 8, 2023

Take your business further with BluIQ’s flexible, scalable, enterprise-grade intelligent billing solutions. With the shift from one-time software licenses to subscription-based models, businesses and consumers have become accustomed to the idea of paying for technology services on a recurring basis.

Technology 52

Technology Pricing Payment Features Subscription 52

Chart Mogul

DECEMBER 20, 2022

If you thought 2021 was a busy year for product development at ChartMogul, we shifted into hyperdrive for 2022. Product analytics, customer data or user feedback from your CRM, as well as revenue analytics, all play an essential role in understanding and growing your business. 3 new charts give you more insight into your business.

Systems Review 52

Systems Review Payment Solutions Payments Azure 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. . And there are some pretty amazing opportunities for doing business this way. Here’s what we learned. .

Marketplace as a Service 52

Marketplace as a Service Cloud Scale VP of Engineering 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

SaaStr

OCTOBER 16, 2024

Google Cloud , Azure, and GitLab, all tied directly or indirectly to AI, are seeing massive acceleration. But Google Cloud, Azure, and GitLab are all benefiting and on fire. Automation Everywhere Through 2023, SaaS was mostly workflow and dashboards. Security and compliance are strong, with Wiz turning down billions from Google.

Sales Hiring 322

Sales Hiring Scale AI SaaS 322

Full Session

NOVEMBER 16, 2022

Google announced that the Universal Analytics service, which currently finds use in many businesses, will be deprecated on October 1, 2023. It’s a great tool when you want to monitor a particular website metric to evaluate your business strategy or track the progress of your campaign. What is GA4?

Software Review 52

Software Review Sales Hiring Technical Review Underperforming Technical Team 52

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. or Who won the Nobel Prize in Physics in 2023? ), theres a significantly higher chance it will get it right or admit it doesnt know, rather than inventing a figure or name. Initially, access to GPT-4.5

ChatGPT 40

ChatGPT AI Search Software Review AI 40