AWS Azure SaaS 
SaaStr
JULY 31, 2020
Zoom is growing at rates we’ve never seen before in SaaS and Cloud. Amazon/AWS and Atlassian both had huge Q2’s. But both Atlassian and Amazon/AWS said … Maybe Not As Much Going Forward, Not Forever. Azure and Google Cloud also saw growth begin to slow. Shopify grew 100% at $3 billion in ARR.
SaaStr
OCTOBER 28, 2022
o this was an interesting week in terms of reading the tea leaves on what’s going on in SaaS, Cloud, the economy, and all that. Second, AWS, Azure and Google Cloud all grew nicely, and are still growing like a weed — but the growth rate slowed. But AWS Says Cloud Under More Scrutiny. Perhaps as it should be.
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SaaStr
NOVEMBER 4, 2022
So with the latest batch of earnings out, we can get a sense of where the leaders are in SaaS. Atlassian noted a decline in Free to Paid conversion, but importantly, no decline in demand for their products: Amazon: We’re Seeing Strong But Slowing Growth at AWS to 28%, Albeit at a Stunning $82B Run Rate. More on that here.
SaaStr
MAY 2, 2023
So there’s no doubt things are a bit harder for everyone in SaaS and Cloud right now. A few of us are seeing no macro impacts, but probably the biggest tell are Cloud platform giants — AWS, Azure and Google Cloud. SaaS spend is still growing. All are still growing at very strong rates.
SaaStr
MAY 16, 2022
So follow AWS, Azure and Google Cloud. So there’s much angst and even panic with so many SaaS and Cloud public stocks down 50% or more from their peaks. Will things get worse for SaaS products themselves on a day-to-day basis? So there’s a lot of stress today in venture and in public SaaS stocks.
SaaStr
MAY 23, 2022
There are many ways to slice-and-dice public market data, but the headline one Bessemer called out is the most visceral I’ve seen: Public SaaS and Cloud companies lost $1 Trillion in market cap so far in 2022. And the number of public SaaS and Cloud decacorns has fallen from 50 to 17. Strange Days, Indeed.
SaaStr
JANUARY 27, 2024
Dear SaaStr: What is The Average Ratio of Support Staff to Customer Count in SaaS? Typically support consumes about perhaps 5%-7% of your revenue at scale (excluding customer success) in most SaaS models. Another 5%-7% go to core infrastructure costs (AWS, Azure, Snowflake, etc). Have instant support while you can.
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