Remove AWS Remove Azure Remove Business Model
article thumbnail

The decade software ate the world

Intercom, Inc.

The most triumphant transfer of control from an original generation leader to a new CEO was surely that of Microsoft, which pivoted from chasing after Apple’s success in the consumer space under Steve Ballmer (don’t mention Nokia ) to successfully focusing on the cloud under Satya Nadella (please do mention Azure).

article thumbnail

Clouded Judgement 3.22.24 - ERR vs ARR and the Conundrum of AI Revenue Streams Today

Clouded Judgement

In it's truest form, ARR is used by pure SaaS business models to describe the aggregate annual value of the entire customer set. Many laude the SaaS business model because ARR is inherently predictable - you know what you’re revenue will be over the coming 12 months, and sometimes even further out than that.

AI 190
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Clouded Judgement 5.31.24 - Software Sentiment Crumbles

Clouded Judgement

And the promise of the software business model is as companies mature and go out of growth mode the profits will show up. .” As growth starts to slow, it gets harder and harder to justify using revenue multiples as a primary valuation metric. Coming in to Q1 there was broader optimism. Q4’s were generally good!

Cloud 184
article thumbnail

Clouded Judgement 11.10.23 - OpenAI Updates + Datadog Gives the All-Clear?

Clouded Judgement

Model providers (OpenAI, Anthropic, etc as companies start building out AI). Hyperscalers (AWS, Azure, GCP as companies look for cloud GPUs who aren’t building out their own data centers) Infra (Data layer, orchestration, monitoring, ops, etc) Durable Applications We’ve clearly well underway of the first 3 layers monetizing.

Cloud 190
article thumbnail

Playbook: Scale to $100M+ ARR with a Usage-Based Pricing Model

OpenView Labs

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
article thumbnail

Understanding Multi-tenancy, the Keystone of SaaS

CloudGeometry

2020 left no doubt: the growth of cloud computing is firmly grounded in the SaaS business model. The AWS Well-Architected Framework is one such approach that helps adopt architectural best practices (whether or not you run on AWS) and adapt continuously. Amazon Cognito) can be used for access authorization.

article thumbnail

SaaS Applications Architecture – The How

Frontegg

Multi-tenant SaaS architecture is the better option if you want to create a scalable business model that is flexible and versatile. Lower Maintenance Requirements – All ongoing maintenance costs can be baked into your pricing models. Going the Amazon Web Services (AWS) route? Here are some benefits.