Acquisition Azure Benchmarks 
Clouded Judgement
JUNE 19, 2024
Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up). net retention and CAC payback).
SaaStr
NOVEMBER 4, 2021
The “Rule of 40” is one of the most commonly cited valuation benchmarks in SaaS for both public and private companies. While SaaS is an amazingly transparent community with abundant benchmarking resources, there are much fewer publicly available studies that allow an analysis of the underlying drivers of “Rule of 40.”
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Clouded Judgement
APRIL 11, 2024
Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. It looks at the YoY dollar change in quarterly revenue from the hyperscalers (just looking at Azure / AWS because the data goes back further) going back a few years. net retention and CAC payback).
Clouded Judgement
JUNE 20, 2023
Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. On the Microsoft earnings call they said (related to Azure): “But at some point, workloads just can't be optimized much further. net retention and CAC payback). My interpretation is we’re in the bottoming phase.
Andreessen Horowitz
SEPTEMBER 25, 2023
03:08] Data wars [04:28] Big vs. small LLMs [08:13] Fine-tuning [13:52] Open source AI [17:51] Benchmarks are b t [19:30] Why Ali isn’t afraid of AI Why is it so hard for enterprise to adopt AI? Ali: This is why we did the acquisition of Mosaic. It will be like AWS, GCP, and Azure. I kinda think all the benchmarks are b t.
Sales Hacker
APRIL 1, 2025
Um, the goal was to bring all of those assets of Azure Modern Workplace, the business application side together, build a really powerful data set, um, all within that common data platform on Azure. Azure and how much consumption you’re driving there and transacting through their marketplaces. And, um, I made the jump.
Baremetrics
DECEMBER 7, 2023
You’ll need Cost of Revenue to calculate your Gross Margin, which in turn you need to calculate Customer Lifetime Value (LTV), Customer Acquisition Cost (CAC) Payback Time and to understand your company’s unit economics in general. In QuickBooks, add “Marketing” account as a subaccount of Sales & Marketing.
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