SaaStr

NOVEMBER 3, 2022

My summary of Venture Markets in Nov 2022: Series B and later even worse than looks in data: 85%+ of investing here has simply ceased. And while AWS’s growth is down a bit, it’s still at epic levels, Azure isn’t even really down, and Google Cloud is growing faster than ever. But only up to a point.

AWS 351

AWS Venture Capital Azure Cloud 351

SaaStr

NOVEMBER 18, 2023

Something that’s both not surprising but also pretty impactful: 57% of venture-backed startups will have to go “back to market” in 2024 to raise more capital. Shopify , Datadog, Crowdstrike , Google Cloud-Azure-AWS, Snowflake , etc. What does Pilot’s latest data say? for the first time in 2024!

Startup 357

Startup Venture Capital Azure AWS 357

Clouded Judgement

JUNE 19, 2024

It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up). It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up). Either a run up, or a draw down from market factors.

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

SaaStr

NOVEMBER 6, 2023

If you’re selling sales and marketing software, like Zoominfo, it can seem a lot tougher than 12-18 months ago. Growth in public cloud services (AWS, Azure, Google Cloud, Snowflake, etc.) If you’re selling cloud infrastructure, for the most part, growth may be down a smidge but is still strong, e.g., MongoDB.

Merchant Services 307

Merchant Services Azure Software AWS 307

SaaStr

MARCH 9, 2022

Focusing on smaller developers, in some ways it’s been a bit overshadowed by AWS, Azure, and Google Cloud. But it’s a great case study on how nailing a niche, and staying focused on a core ICP in a huge market, can pay off. So DigitalOcean is the quiet Cloud platform that keeps on growing.

Azure 272

Azure AWS SMB Cloud 272

SaaStr

JANUARY 27, 2024

Another 5%-7% go to core infrastructure costs (AWS, Azure, Snowflake, etc). It’s your top marketing and customer retention investment. Typically support consumes about perhaps 5%-7% of your revenue at scale (excluding customer success) in most SaaS models. It could be more or less, but that’s a rough way to think about it.

Azure 273

Azure AWS SaaS Customer Success 273

Tom Tunguz

APRIL 28, 2022

That’s much more work than the automatic credit card payment with AWS. Perhaps this dynamic drives consolidation in the market, paralleling the web2 infrastructure hypermarts of AWS, GCP, and Azure. It’s too much complexity for a simple static blog.

Payment Solutions 268

Payment Solutions GCP(Google Cloud Platform) Startup Payment Features 268

Clouded Judgement

FEBRUARY 7, 2025

I do think LLMs will really help turbo charge these markets though, and finally make the solutions actually useful. They each have some of the largest cloud businesses in the world in AWS, Azure and Google Cloud respectively. And here’s what gets me really excited - grouping + triage is just step 1. Top 5 Median: 22.2x

Systems Review 144

Systems Review Cloud AI Artificial Intelligence 144

Tom Tunguz

JULY 26, 2022

I’m watching public company earnings to identify early weaknesses in the software market. Microsoft Azure. Microsoft Azure grew 40% y/y, tying the fastest quarterly growth rate in the past 5 quarters. That suggests the cloud market is quite strong. Google Cloud Platform. Google Cloud Platform. Amazon Web Services.

GCP(Google Cloud Platform) 216

GCP(Google Cloud Platform) Cloud Azure AWS 216

SaaStr

APRIL 28, 2021

As a startup, you’re doing a million things at once: building a product, answering customer tickets, developing a sales playbook, trying out different marketing hacks, and keeping the lights on. The reality is all large companies, and more and more mid-market companies, will require a SOC 2 report from their vendors. Deal: closed-lost.

Enterprise 278

Enterprise Software Review Azure GCP(Google Cloud Platform) 278

Tom Tunguz

OCTOBER 27, 2022

I’m watching public company earnings to identify early weaknesses in the software market. Microsoft Azure. At a 7x multiple of revenue, that is another $84b of market cap creation, in theory. The kink downwards in the red line at Q-2 shows a sudden deceleration in AWS’ growth rate. Google Cloud Platform.

Cloud 227

Cloud GCP(Google Cloud Platform) Azure AWS 227

SaaStr

MAY 6, 2022

So the public markets are in tumult. This is just starting to roll through the private markets and is going to make a bumpy rest of the year. Revenue multiples are how much VCs, investors, and ultimately, an IPO and public markets will value each dollar of revenue. And indeed there is today! A Covid Hangover in SaaS stocks.’

SaaS 348

SaaS Azure Cloud AWS 348

SaaStr

MARCH 31, 2022

And it’s one of the three large cloud vendors that we all know: Microsoft, AWS, and Google. Azure’s marketplace has over 4 million monthly visitors. AWS’s marketplace has seen 1.5 Rico Mallozzi: So marketplaces are fundamentally changing, go to market motions for a lot of enterprise technology companies.

Scale 259

Scale Marketplace as a Service Cloud SaaS Payments 259

SaaStr

JULY 19, 2022

Drift brings Conversational Marketing, Conversational Sales and Conversational Service into a single platform that integrates chat, email and video and powers personalized experiences with artificial intelligence (AI) at all stages of the customer journey. Usually, it takes a paradigm shift to grow. appeared first on SaaStr.

GCP(Google Cloud Platform) 261

GCP(Google Cloud Platform) Artificial Intelligence Enterprise readiness Azure 261

SaaStr

OCTOBER 6, 2022

We help B2B SaaS marketers turn organic search into a source of repeatable revenue through software and coaching. The platform automates the provisioning of your application to the cloud (AWS, GCP, Azure), integrating cloud ops, DevOps, and security/compliance with 24×7 monitoring and support.

GCP(Google Cloud Platform) 246

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 246

Tom Tunguz

APRIL 6, 2023

In the cloud, AWS, Azure, & GCP have created about as much market cap as all the top 100 B2B & B2C publics built on cloud (Netflix, ServiceNow, AirBnb, etc). Market : how to compete with incumbents? Layer : application, platform, or infrastructure?

Generative AI 222

Generative AI AI GCP(Google Cloud Platform) Startup 222

Clouded Judgement

OCTOBER 11, 2024

The hyperscalers (AWS, Azure, GCP) are always some of the first companies to report earnings during earnings season (coming up in 2 weeks), and there’s always a read through for consumption names (meaning people believe there’s a correlation). Cloudflare is up 17%. Datadog is up 14%. Mongo is up 16%. Snowflake is up 14%.

Cloud 167

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

SaaStr

APRIL 27, 2021

After polling CIOs, Gartner found that total SaaS spend will grow from $100B in 2020 to $140B in 2022: A few interesting implications and learnings: The growth in SaaS buying should give you a +20% a year boost on top of your other sales and marketing efforts. That’s a huge tailwind. This is your time, folks. Go make it happen.

GCP(Google Cloud Platform) 235

GCP(Google Cloud Platform) Azure AWS SaaS 235

SaaStr

APRIL 3, 2021

Well, your growth or lack thereof of market share is the #1 sign of potential decay in your product. In a fast-growing market, it’s important to not be quietly left behind just by growing more slowly. You can’t blame it on market changes. Again, they play in the same market. That’s % of marketshare.

Azure 244

Azure Headcount AWS Education 244

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

Nimble - Sales

MAY 22, 2019

Nimble has migrated its market-leading SaaS CRM from Amazon Web Services (AWS) to Microsoft Azure. The migration enables Nimble to tap into Microsoft’s world-class Azure platform and partner ecosystem to scale.

Azure 98

Azure Scale AWS Management 98

Clouded Judgement

MAY 3, 2024

We now have results from the three hypersclaers (AWS / Azure / GCP). The most notable change in tone was Andy Jassy talking about AWS. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. ” Full quote below: “We're seeing a few trends right now.

Cost optimization & reporting 190

Cost optimization & reporting Cloud Software Azure 190

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. ” Microsoft on Azure : “And I think last quarter, we said one, we are going to continue to have these cycles where people will build new workloads. Follow along to stay up to date!

Cost optimization & reporting 167

Cost optimization & reporting Cloud Azure AWS 167

IT World

APRIL 22, 2020

Google Cloud has announced that Anthos — the company’s software for deploying and managing Kubernetes workloads across multiple on-prem and cloud environments — now supports running workloads on rival cloud platform Amazon Web Services (AWS), with Microsoft Azure support still in preview for now.

Azure 69

Azure VP of Engineering AWS Cloud 69

Tom Tunguz

NOVEMBER 28, 2023

" As with many other companies reporting strength in the market, AI & unstructured data workloads are fueling growth. “Yes, we actually saw quite a bit of energy coming from the Azure platform this quarter. Consumption continued to grow in the month of October…Consumption trends have improved.”

GCP(Google Cloud Platform) 182

GCP(Google Cloud Platform) Azure Data Startup 182

Intercom, Inc.

DECEMBER 31, 2019

If anything, this was the decade they collectively became leaders not just of the technology industry, but of industry itself – Apple overtook ExxonMobil as the world’s most valuable company by market cap in August 2011 (that month again), and then became the first trillion-dollar company by market cap in 2018.

Payment Solutions 259

Payment Solutions Payment Methods Software SaaS Payments 259

SaaStr

DECEMBER 26, 2022

In this session, she shares insights and trends from research conducted this year that can help software buyers and sellers make smarter decisions about software and the market. . and go-to-market partners, to understand what’s happening in the space. . “G2 Go-to-market Partners released a report using G2 data.

Software Review 245

Software Review Software Azure Cloud 245

Clouded Judgement

APRIL 11, 2024

The first few months of this year felt like a lot of churning in the market. 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. What I’ve shown below is the market-adjusted stock price reaction.

Cloud 184

Cloud Software Azure AWS 184

Clouded Judgement

APRIL 28, 2023

AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. Azure reported on Tuesday and gave us that glimmer of hope. Then AWS appeared to add fuel to that hope before giving us a huge rug pull. Azure came in at 31% (constant currency). They then guided to 26-27% Azure growth in Q2.

Cloud 130

Cloud Azure AWS AI Search 130

SaaStr

AUGUST 27, 2019

The markets took a while to catch up. That $200b+ of additional Cloud and SaaS spend fueled 50+ Cloud unicorns and massive growth in AWS, Azure, etc. Around 2013 or so, the Cloud started to grow far faster than any of us had thought it would: Amazon Web Services revenue 2018 | Statista. There were dips in 2016 and otherwise.

Cloud 155

Cloud Azure AWS Enterprise 155

Clouded Judgement

JANUARY 6, 2023

Cloud Downgrades This week UBS came out with a couple research reports citing concerns in AWS / Azure growth. This brings me back to AWS / Azure downgrades. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. Follow along to stay up to date!

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

Clouded Judgement

OCTOBER 28, 2022

Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. Overall, it wasn’t pretty… AWS grew 28% when expectations were 30-31%. At the same time, Azure came in below expectations. Follow along to stay up to date! Top 5 Median: 15.8x

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

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. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. Said another way, the 10Y today is double what it averaged from 2010 to 2020.

Cloud 167

Cloud Azure AWS Software Review 167

SaaStr

MARCH 17, 2023

This can make it difficult for software buyers to determine what is real and what is marketing. That’s a big challenge for vendors because your website is your channel to the market, and how can you add value when buyers don’t trust you? You’ll build trust and differentiate yourself in the market. SaaS changed that.

Marketplace as a Service 246

Marketplace as a Service Software Review Technical Review Azure 246

Clouded Judgement

AUGUST 4, 2023

” These are two quotes about AWS on the Amazon earnings call. AWS grew 16% in Q1, but called out growth in April (first month of Q2) was 11%. You can see more detail about their net new ARR added each quarter below Azure Growth came in at 27%, and guided to 25-26% growth for Q3. Overall Stats: Overall Median: 6.4x

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

AUGUST 2, 2024

Today, the market seems a lot more worried about business fundamentals / growth. Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. However, rates are just one variable.

Cloud 157

Cloud Azure GCP(Google Cloud Platform) 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. Microsoft launched Azure in 2010, and Google launched GCP to the public in 2011 (they launched a preview of Google App Engine in 2008, but made it publicly available in 2011).

Cloud 176

Cloud GCP(Google Cloud Platform) AWS Azure 176