Clouded Judgement

MARCH 22, 2024

Enterprise software businesses strive for 90-95% gross retention (generally the percent of revenue that sticks with you vs churns altogether), with net expansion in the 120%+ range (the aggregate change in expansion - contraction - churned revenue). Namely, retention!! For “fake” ARR, retention can vary wildly.

AI 190

AI Cloud Revenue Technical Advisors 190

SaaStr

NOVEMBER 24, 2021

It can be tough to know the answer to that question, but the indicators should be focused more on the retention side over the acquisition side. . Your customer retention is the best quantifiable measure of product-market fit; however, retention is a lagging indicator. Roberge recommends starting with product-market fit.

Sales Hiring 260

Sales Hiring Scale Compensation Sales 260

Clouded Judgement

FEBRUARY 2, 2024

Amazon on AWS : “…customers are continuing to shift their focus towards driving innovation and bringing new workloads to the cloud. So what you're seeing is much more of that continuous cycles by customers, both when it comes to AI or whether it comes to the traditional workloads.” Follow along to stay up to date!

Cost optimization & reporting 167

Cost optimization & reporting Cloud Azure AWS 167

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

SEPTEMBER 27, 2024

Subscribe now Foundation Models Are to AI what S3 was to the Public Cloud Many people look at 2006 as the birth of the public cloud - the year Amazon launched AWS. Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Why am I mentioning all this?

Cloud 176

Cloud GCP(Google Cloud Platform) AWS Azure 176

Clouded Judgement

APRIL 11, 2024

net retention and CAC payback). Who are the real AI winners. 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. Is Software Rebounding? The first few months of this year felt like a lot of churning in the market.

Cloud 184

Cloud Software Azure AWS 184

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 2, 2024

Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! Our expectation, obviously again, is that we are going to significantly increase our investments in AI infrastructure next year, and we'll give further guidance as appropriate.”

Cloud 157

Cloud Azure GCP(Google Cloud Platform) AWS 157

Clouded Judgement

OCTOBER 20, 2023

Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. These are thought to be the early AI winners, largely due to all of the compute they’re selling to power GenAI applications.

Cloud 167

Cloud Azure AWS Software Review 167

User Pilot

AUGUST 18, 2024

How do you ensure your AI product not only survives but thrives in this competitive market? In an upcoming talk , she’ll take a deep dive into the specifics of launching AI-first products. In an upcoming talk , she’ll take a deep dive into the specifics of launching AI-first products. Defining the value proposition.

AI Search 105

AI Search AI Scale Strategy 105

User Pilot

MAY 10, 2023

Artificial intelligence is revolutionizing our everyday lives, and marketing is no different, with several examples of AI in marketing today. From communication to automation, the latest updates in AI are genuinely bridging the gap between science fiction and reality. Marketing AI best practices. AI-powered marketing tools.

Artificial Intelligence 90

Artificial Intelligence AI Search AI Machine Learning 90

Clouded Judgement

NOVEMBER 10, 2023

When I think about the monetization of AI (and which “layers” monetize first) I’ve always thought it would follow the below order, with each layer lagging the one that comes before it. Model providers (OpenAI, Anthropic, etc as companies start building out AI). 2024 will be the year of AI applications!

Cloud 190

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 190

Clouded Judgement

APRIL 28, 2023

AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. Then AWS appeared to add fuel to that hope before giving us a huge rug pull. After all, they had a lot of AI tailwinds, and benefited tremendously from consolidation (without a headwind of a larger base of smaller startups, like AWS).

Cloud 130

Cloud Azure AWS AI Search 130

Clouded Judgement

MAY 10, 2024

So far - you’re either tied to AI tailwinds, or it’s rough out there. And in the public universe, it’s really only been the hyperscalers who’ve benefited from AI. We’ll see if anything improved in the month of April, or if it was another challenged month.

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

Clouded Judgement

JUNE 9, 2023

Expansion revenue is still declining (we see this in falling net retention rates), but gross retention remains strong. Usage on Snowflake is driven by queries run on Snowflake Azure: Neutral Tone With Strength in AI Overall I’d characterize Azure’s quarter as a net positive.

Trends 130

Trends Cloud Azure AWS 130

Clouded Judgement

JULY 26, 2024

Subscribe now Big Week of AI! This week had a number of important AI announcements. The rate of innovation in the AI markets is staggering, and a reminder that it’s really hard for anyone (big companies especially) to “fully commit” to an AI strategy or vendor. Follow along to stay up to date!

Cloud 144

Cloud Technical Review Artificial Intelligence Software Review 144

User Pilot

APRIL 2, 2025

Userpilots data is fully encrypted and stored with SOC-compliant vendors like Amazon AWS and Google Cloud. Onboard users, make announcements, and boost retention with mobile-first UI patterns. Thus, you have a single platform that addresses everything you need, from onboarding to retention.

Mobile 66

Mobile Underperforming Technical Team Onboarding AWS 66

Clouded Judgement

JULY 28, 2023

AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. Satya at Microsoft said “Every AI app starts with data and having a comprehensive data and analytics platform is more important than ever.” AWS reports next week. So what did we learn?

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

MARCH 31, 2023

How Will AI Effect Software Business Models? Like many, I’ve been thinking about how AI and foundation models will effect the world of software. In particular - how AI will effect software business models. The majority of COGS (revenue less COGS = gross profit) fall in hosting costs (ie AWS), and some customer support.

Cloud 130

Cloud Sales Hiring AI Headcount 130

SaaStr

OCTOBER 31, 2019

It was around that time about 12 years ago that Jeff Bezos launched AWS, and some of you may remember that, when he did this, Wall Street analysts were looking at him and saying, “Why would you take what’s already a very unprofitable business and drive it further into the red by investing in this AWS initiative?”

Cloud 113

Cloud Scale AWS Artificial Intelligence 113

OpenView Labs

FEBRUARY 9, 2021

This is why we’re seeing more and more SaaS companies—Datadog, Twilio, AWS, Snowflake, and Stripe, to name a few—find success with product led growth paired with usage-based pricing. Though it was pioneered in the infrastructure layer (think: AWS and Azure), it’s becoming increasingly popular for API-based products and application software.

Scale 98

Scale Pricing Scaling AWS 98

Clouded Judgement

AUGUST 11, 2023

The good news is gross retention (ie churn) stayed constant. And everyone hoping for AI acceleration will need to wait. The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs). The weakness they called out was from larger cloud-native businesses.

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

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%+. In the short term, enjoy the ride as the chase continues 😊 Kind of related to all of this - we now have seen the Q4’s from AWS, Azure and Google Cloud.

Cloud 130

Cloud Azure AWS Generative AI 130

User Pilot

MARCH 5, 2025

For example, you can label key events like clicks on a new feature and use that data to track adoption, usage, and retention rates. Intercom Intercom is an AI-powered customer service tool that equips teams to engage customers through omnichannel support and activity-driven automation. Session replays with Userpilot. per resolution.

Software Review 52

Software Review Engagement Software Scale 52

ReSci

JANUARY 23, 2018

Author: Avi Sanadhya, ReSci Platform Engineering Team At Retention Science we deliver personalized marketing campaigns powered by machine learning to drive a deeper level of customer engagement. Our AI engine, Cortex, is responsible for billions of predictions daily and hundreds of millions of personalized emails each month.

AWS 40

AWS Metrics Artificial Intelligence Machine Learning 40

Full Session

DECEMBER 30, 2024

Amplitude: Product intelligence and event tracking software , offering customer engagement and retention insights. Integrations PostHog works well with Kafka, Slack, AWS, Google Cloud, GitHub, Tableau, and Looker. You can track engagement, measure conversion rates and understand user retention. Pricing is available upon request.

Payment Methods 52

Payment Methods Payment Solutions Payments SaaS Payments 52

User Pilot

JANUARY 26, 2024

For SaaS businesses, PLG offers benefits like lower user acquisition costs , reduced burden on customer success and support teams, sustainable and scalable business growth, and higher customer satisfaction, retention, and lifetime value. For example, your AWS bill will most likely go up, but this is the case regardless of the growth model.

SaaS 103

SaaS Acquisition Onboarding Retention 103

ProfitWell

SEPTEMBER 10, 2020

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. AI Integrations. Double down on retention. As such, many SaaS businesses are opting for the latter. Offer tiers.

SaaS Payments 66

SaaS Payments Trends Merchant Services Payments 66

How To Buy Saas

SEPTEMBER 5, 2024

Either way, a decrease in attrition could be achieved using digital retention methods and an improved customer interaction site. Besides, their data professionals could develop comprehensive data strategies, deploy sophisticated analytics, and use AI to acquire deeper insights.

Blockchain 52

Blockchain Technical Review Underperforming Technical Team Systems Review 52

User Pilot

APRIL 30, 2024

Appcues enhances user onboarding, adoption , and retention with targeted walkthroughs, in-app messaging, and feature adoption tools. Key examples are Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform, which provide scalable resources like virtual servers and storage. What are the benefits of the SaaS model?

SaaS Payments 104

SaaS Payments Payment Methods Payment Services Payment Solutions 104

SaaStr

SEPTEMBER 13, 2020

We’ve all seen AWS and what they’ve done with their platform. What we’ve built is this core AI machine learning engine that takes literally millions and millions of unique sources so that we can deliver 95% accuracy to our clients. If you look at the IAS vendors, they passed $130 billion revenue milestone this year.

Sales Hiring 235

Sales Hiring Scale Payments Cloud 235

ChurnZero

SEPTEMBER 30, 2021

For example, I think of AWS. Things like AI – we of course we have Gong out there – that’s now taking notes for CSMs. Customer Lifetime Value and Client Retention: What’s the Connection – Find out how to improve customer lifetime value as well as your customer retention rate. You can do the math.

Customer Success 52

Customer Success Scale Sales Hiring Revenue 52

Intercom, Inc.

DECEMBER 31, 2019

The ultimate failure of Siri to dominate the AI personal assistant game might come to be seen as its biggest miss of the decade. The wave of SaaS companies that built themselves on the likes of AWS and Azure have reinforced the pre-eminence of cloud computing.

Payment Solutions 259

Payment Solutions Payment Methods Software SaaS Payments 259

Casey Accidental

DECEMBER 11, 2023

This year, topics ranged broadly from incorporating AI to deliver world-class consumer experiences to defining and measuring different forms of community-powered growth. Acquisition, retention, and monetization potential of your first product is another reason B2B tends to expand earlier. Their retention strategies were also different.

Payments 113

Payments Scale Payment Solutions Technical Review 113

SaaStr

AUGUST 22, 2020

This will be a really strong indicator of retention and recruiting. Five people in the digital team were looking at blockchain projects and three people on that digital team were looking for long term AI transformation. Is AWS in the lead? Aaron Levie: Everybody had their digital team. Aaron Levie: Exactly.

Sales Recruiting 213

Sales Recruiting Cloud CTO Hire Sales Hiring 213

Clouded Judgement

NOVEMBER 1, 2024

AI Commentary Some interesting AI commentary / stats I wanted to highlight from a couple earnings calls this week Microsoft on AI “We're excited that only 2.5 years in, our AI business is on track to surpass $10 billion of annual revenue run rate in Q2. ” No commentary on 2025 AWS CapEx Q3 CapEx: $22.6B

AI 167

AI Cloud Technical Advisors AWS 167

Clouded Judgement

FEBRUARY 21, 2025

Subscribe now The Platform Evolution Cycle I think we’re entering a really interesting point in the AI platform shift. I call this the “Reinvention Loop", and I think we’re just starting to hit this point in the AI platform shift. This is why we’re seeing some of these AI companies scale as quickly as they are.

Cloud 157

Cloud AI Search Scale AI 157