AWS, Blog and Cloud - SaaS Brief

Shopify Says eCommerce is Back. But AWS Says Cloud Under More Scrutiny.

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. The Cloud infra side grew nicely, but growth did slow. Second, AWS, Azure and Google Cloud all grew nicely, and are still growing like a weed — but the growth rate slowed.

AWS

AWS Cloud Azure Investment

Atlassian and AWS Say: “Maybe Worry a Little Bit”

SaaStr

JULY 31, 2020

Yet, the Cloud is on fire during Work-and-Do-Everything-Possible-from-Home. Zoom is growing at rates we’ve never seen before in SaaS and Cloud. And Morgan Stanley has predicted Cloud penetration will be pulled forward 5+ years or more. Amazon/AWS and Atlassian both had huge Q2’s. The same with Atlassian.

AWS

AWS Azure Cloud SaaS

Datadog, ZoomInfo, Atlassian, AWS: Epic Growth — But Some Real Headwinds For The First Time

SaaStr

NOVEMBER 4, 2022

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. So real impact from headwinds at the Cloud leaders, but they are still growing at jaw-dropping rates, if not as fast as before.

AWS

AWS Azure Cloud Scale

Webinars

Agent Tooling: Connecting AI to Your Tools, Systems & Data

Mastering Apache Airflow® 3.0: What’s New (and What’s Next) for Data Orchestration

MORE WEBINARS

Cloud Stocks May Be Down. But the Cloud Remains on Fire. That Matters More.

SaaStr

MAY 16, 2022

But at end of the day, in Cloud, the question is if CIO and related spend will slow down. 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. They are the Cloud. The post Cloud Stocks May Be Down.

Cloud

Cloud Azure AWS Engineering

Bessemer: $1 Trillion in Cloud Market Cap Lost Year-to-Date

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.

Cloud

Cloud Azure AWS Marketing

What’s New at Google Cloud with CMO Alison Wagonfeld

SaaStr

DECEMBER 14, 2023

In the latest installment of SaaStr’s What’s New series – where we sit down with the leaders in SaaS and Cloud for the inside scoop on what’s top of mind and what’s new, SaaStr CEO and Jason Lemkin chats with the CMO of Google Cloud, Alison Wagonfeld. They also compete with Microsoft in a big way.

Cloud

Cloud Scale AWS AI

5 Interesting Learnings from Google Cloud at $13 Billion in ARR

SaaStr

FEBRUARY 20, 2021

So we’ve had a lot of fun in our 5 Interesting Learnings profiling the top SaaS and Cloud companies at scale, from Slack to Zoom, from Shopify to Datadog, from Box to DropBox. But are AWS, Azure and Google Cloud just too big for us to learn from? Google Cloud sees it hitting $760B+ in 2025. million customers.

Cloud

Cloud Azure AWS Scale

How Generative AI Will Turn Traditional SaaS Models On Their Head with AWS VP of Generative Builders Adam Seligman

SaaStr

NOVEMBER 7, 2023

Within the next 12 months, Adam Seligman, VP of Generative Builders at AWS, believes there will be an inversion of SaaS. Anyone should be able to build any Cloud solutions they want. When these three things come together — Cloud platforms, new builder and dev tools, and generative AI — it creates a tipping point.

Generative AI

Generative AI AWS Artificial Intelligence AI

Top 10 Reasons SaaStr Annual 2025 Will Be Better Than Ever!! May 13-15 in SF Bay!

SaaStr

APRIL 14, 2025

With 200+ top AI demos and sessions from leaders like Perplexity, Google Cloud, GitHub, Rubrik and more, youll get the most comprehensive look at how AI is reshaping B2B. 150+ Sponsors Driving Innovation From the biggest names in cloud to the most exciting startups, our 150+ sponsors are showcasing the latest innovations in SaaS and AI.

VP of Engineering

VP of Engineering CTO Coach VPCs (Virtual Private Cloud) Scale

How Amazon Web Services (AWS) Achieved an $11.5B Run Rate by Working Backwards

Hitenism

NOVEMBER 7, 2016

In 2006, after Amazon Web Services (AWS) helped pioneer what we now call the cloud, product development changed forever. Today, one-third of daily internet users visit websites built on top of AWS. AWS is now an $11.5B AWS is now an $11.5B Rewrite the blog post until you have something you’d be happy publishing.

AWS

AWS New CTO Scale CTO

Thanks to Unit, Everstage, Aiven, Zip, and Mission Cloud for Sponsoring SaaStr Annual 2022!

SaaStr

FEBRUARY 10, 2022

Aiven provides managed open source data technologies on all major clouds. Meanwhile, we do what we do best; manage cloud data infrastructure. The post Thanks to Unit, Everstage, Aiven, Zip, and Mission Cloud for Sponsoring SaaStr Annual 2022! With Aiven, developers can do what they do best: create applications.

Cloud

Cloud GCP(Google Cloud Platform) Payments SaaS Payments

Snowflake, CrowdStike and SumoLogic: “How to Leverage the Cloud Giants to Scale to 100 Million ARR and Beyond”

SaaStr

MARCH 31, 2022

Jessica Alexander, Senior Director Cloud Technology & OEM Partnerships, Crowdstrike. So for the audience, cloud giants are turbocharging startup sales, and the predominant reason for this is because they’re fundamentally changing IT budgets at the customers that we’re all selling to. Rico Mallozzi, Sr.

Scale

Scale Marketplace as a Service Cloud SaaS Payments

The Week in Cloud: March 17, 2019

SaaStr

MARCH 16, 2019

The Week in Cloud: A look at the stories in Cloud, SaaS, and business software that we found particularly useful and interesting. Number 2 is still awfully big in the largest market in all of Cloud: [link]. A huge donation, driven by the Cloud: [link]. A huge donation, driven by the Cloud: [link].

Cloud

Cloud AWS Systems Review Software Review

10 technical strategies to avoid when scaling your startup (and 5 to embrace)

Intercom, Inc.

JANUARY 12, 2021

This post is an adaptation of a talk I recently gave at the Amazon Web Services (AWS) community day event in Dublin about the technical strategies I’ve experienced that don’t work and the ones that have helped us to grow and scale at Intercom. Multi-cloud architectures. The top ten technical strategies to avoid. But for the rest of us?

Technical Review

Technical Review Scale multi-cloud Kubernetes Scaling

Founders Today Just Need to Assume the Next Round Never Comes

SaaStr

NOVEMBER 3, 2022

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. Cloud stocks are down 50%, and multiples are down 75%, from their peaks. The best are still growing, if not faster than ever, then still close to it.

AWS

AWS Venture Capital Azure Cloud

Pilot: 57% of Venture Startups Will Need to Raise More In 2024

SaaStr

NOVEMBER 18, 2023

SaaS and Cloud growth overall will remain strong. Shopify , Datadog, Crowdstrike , Google Cloud-Azure-AWS, Snowflake , etc. But also focus on the prize at the same time — record Cloud spend. But many will find 2024, those stretches have stretched as far as they can. That’s what this Pilot data also reflects.

Startup

Startup Venture Capital Azure AWS

BVP: The Top Unicorns Are Still Raising at 23x ARR

SaaStr

AUGUST 9, 2024

So there’s a curious thing anyone close in venture capital fundraising and rounds today: Valuations for Hot VC Deals remain far higher than pre-March 2020 … even though growth for the overall public SaaS and Cloud companies has slowed to … all time lows. But the Cloud 100 was always outliers. Databricks is Growing 60%+ at $2.4

Venture Capital

Venture Capital AWS Cloud Scaling

Who’s Accelerating in SaaS? DataDog. HubSpot. Zendesk. Everyone.

SaaStr

AUGUST 5, 2021

We all know times are good in SaaS and Cloud — but just how good? Is it all the big public cloud vendors and a handful of outliers? AWS accelerated to 37% YoY growth , up from 32% last quarter. Really impressive, accelerating, Datadog quarter. HubSpot accelerated to 53% YoY growth , up from 44% a year ago.

SaaS

SaaS AWS Cloud Scaling

Gartner: SaaS Will Still Grow 18% in 2023 to $200 Billion Worldwide. And Another 18% in 2024.

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. The Cloud is still growing. All are still growing at very strong rates.

Azure

Azure AWS Cloud SaaS

Gartner: Software Spend Will Grow 13.8% in 2024, to Over $1 Trillion For The First Time

SaaStr

NOVEMBER 6, 2023

If you’re selling cloud infrastructure, for the most part, growth may be down a smidge but is still strong, e.g., MongoDB. Growth in public cloud services (AWS, Azure, Google Cloud, Snowflake, etc.) And budget does clearly seem to be going to incumbents over new vendors. But it’s not that simple.

Merchant Services

Merchant Services Azure Software AWS

5 Interesting Learnings from Digital Ocean at $700,000,000 in ARR

SaaStr

DECEMBER 27, 2023

So is it possible to be too efficient in SaaS and Cloud? Many have used Digital Ocean at the cheaper, simpler version of AWS-Azure-Digital Ocean to get going fast and quickly. Even small cloud customers worked to bring down their spend in 2023. #5. And if so, maybe that’s Digital Ocean. It’s gotten crazy good.

Scale

Scale AWS Azure Cloud

58% of You Say Sales Cycles Are Even Longer in 2024

SaaStr

MAY 16, 2024

And AI is obviously on fire, pulling up AWS, Google Cloud, Azure, etc. SaaS outside of classic “B2B’ is often holding up well. Klaviyo, Toast, etc. just had very strong quarters. More B2B2C there. Security remains on fire overall as well. But classic B2B SaaS is definitely in many cases seeing tougher times.

Azure

Azure AWS Sales B2B

5 Interesting Learnings from DigitalOcean at $500,000,000 in ARR

SaaStr

MARCH 9, 2022

So DigitalOcean is the quiet Cloud platform that keeps on growing. Focusing on smaller developers, in some ways it’s been a bit overshadowed by AWS, Azure, and Google Cloud. DigitialOcean doesn’t want to take AWS, Azure and Google on in the enterprise and doesn’t really try. That’s impressive.

Azure

Azure AWS SMB Cloud

The Full SaaStr APAC Agenda for Feb 22-23 in Singapore is Here!

SaaStr

JANUARY 20, 2023

We’ll have dozens and dozens of workshops, braindates, and much more! It will be the #1 place to talk SaaS, learn SaaS, and share SaaS learnings in APAC in 2023!

AWS

AWS Cloud Trends Startup

The Week In Cloud: May 5

SaaStr

MAY 5, 2019

Join our Quora group to get all of The Week in Cloud updates throughout the week. AWS: -> “Slack disclosed that it signed a new five-year deal with AWS with an annual commitment to spend a minimum of $50 million on cloud services. One space in cloud where growth slowed. Who always wins?

Cloud

Cloud AWS Pricing Revenue

Mastering Partner Marketing: What NOT to Do and How to Excel with Drata CMO Sydney Sloan

SaaStr

FEBRUARY 21, 2024

Welcome to the latest installment of our “ What’s New ” series where SaaStr founder and CEO Jason Lemkin sits down with some of the top leaders and founders in SaaS and Cloud to discuss What’s New and what should be top of mind for fellow founders. AWS can’t support 20 partners equally. Otherwise, it falls apart.

AWS

AWS Scale Sales Hiring Marketing

Who’s Coming to 2021 SaaStr Annual NEXT WEEK!!

SaaStr

SEPTEMBER 21, 2021

A Cloud Gutu. In addition to our 200 speakers and mentors, who else is coming? A partial list. CEOs, founders and senior execs from the following will be there!! 9Yards Capital. Acadian Software. Activant Capital. Active Capital. Active Prospect. Aurora Solar. Austin Innovation Capital. AuthentiKid. AutoDelegate. Automattic. Aventi Group.

AWS

AWS Innovation Cloud Technology

Is it Really ARR? In 2021+, Yes. As Long As NRR is > 100%

SaaStr

APRIL 24, 2021

But like “Cloud” and “SaaS”, its definitely has evolved. First, Snowflake rolls its large customers into fixed comittments (as does AWS and many others), and bills them in advance. So many startups these days are claiming they have “ARR” from revenue that … doesn’t recur.

Merchant Services

Merchant Services SaaS Payments Payment Solutions Payment Services

The Week In Cloud: April 7, 2019

SaaStr

APRIL 7, 2019

Join our Quora group to get all of The Week in Cloud updates throughout the week. These options can be particularly appealing to SaaS companies with their recurring revenues: For now, hybrid cloud is what a lot of the biggest enterprises still want: Wow, Apple Music passes Spotify in the U.S: They accelerated its growth.

Cloud

Cloud AWS Enterprise SaaS

SaaS Multiples Are At a 3+ Year Low. Where It Goes From Here.

SaaStr

MAY 6, 2022

Many SaaS and Cloud leaders are down more than 50% from their all-time highs. But Covid did create a lot of artificial demand for Cloud products, especially the lockdown phase. Update on cloud software multiples, charted alongside the 10Y and 5 year pre-covid NTM rev multiple average. So the public markets are in tumult.

SaaS

SaaS Azure Cloud AWS

Thanks to Multiplier, Pepper, Tin Men Capital, and To the New’s CloudKeeper for Sponsoring SaaStr APAC 2023!

SaaStr

FEBRUARY 2, 2023

CloudKeeper from TO THE NEW, is a cloud spend optimization solution that guarantees to cut down your AWS bills by 5-15%. With CloudKeeper, we have helped 200+ of our customers optimize their AWS spend with a guaranteed reduction in their AWS bills. No lock-ins. Savings from Day 1. RI pricing for On-demand usage.

Cloud spend optimization

Cloud spend optimization AWS Scale compliance

Sapphire Ventures: Public SaaS Companies Are Growing the Slowest Ever, But Unicorn Production Has Ramped Back Up

SaaStr

AUGUST 3, 2024

Microsoft has epic growth across its Cloud products, and even LinkedIn saw growth accelerate to 10%+. Overall Cloud spending has bounced back off lows for sure: AWS at a $105B run rate growing 19% Quarterly YoY growth trends below. Many some of the first good news in a stretch.

AWS

AWS Scale Social Media SaaS

The Week In Cloud: March 24, 2019

SaaStr

MARCH 24, 2019

Goodness : We forget about the OS in the Cloud, but we all need to still deal with things like Windows 7 IRL: One perspective on the Top 25 VCs in SaaS now: Pretty Funny. Alibaba is their AWS (or becoming it): The Cloud is better. There are 500+ Massive Cloud Data Centers Now. It is even cheaper. And It Drove This $6.9

Cloud

Cloud AWS AI Acquisition

Some SaaS Stocks Are Actually Still Doing Pretty Darn Well. E.g, Sprout Social, ZoomInfo, Zscaler, etc.

SaaStr

MAY 21, 2022

The markets for SaaS and Cloud stocks are down 50%+ in just a few months, and it hasn’t spared even the leaders. But they kept on going, and gong, and growing. years later, in a market down 50% …. They’re worth $2.7 Billion #golong pic.twitter.com/nA8jSXgehx. — Jason BeKind Lemkin #???????????? jasonlk) May 20, 2022.

AWS

AWS SaaS Cloud Scale

The Week In Cloud: April 28, 2019

SaaStr

APRIL 28, 2019

Join our Quora group to get all of The Week in Cloud updates throughout the week. Woah, the cloud is on fire! “We have questioned whether Microsoft will ever see the profit margin of AWS at similar scale” The post The Week In Cloud: April 28, 2019 appeared first on SaaStr. Wow, $260m valuation.

Cloud

Cloud AWS Enterprise Scaling

5 Interesting Learnings from Crowdstrike at ~$3 Billion in ARR

SaaStr

NOVEMBER 15, 2023

jasonlk) November 13, 2023 Not every area of SaaS and Cloud is seeing big “macro” impacts. 64% of Large Customers Sourced From Partners They are AWS’s largest cybersecurity partner. Even in a time of odd uncertainty in Cloud and SaaS. nottooshabbby pic.twitter.com/VOlpHaWcVd — Jason ✨Be Kind✨ Lemkin  ??

Cybersecurity

Cybersecurity AWS Benchmarks Cloud

Thanks to Bee, ChartMogul, Maast, SecureFrame, and StratusGreen for Sponsoring SaaStr Annual 2023!

SaaStr

NOVEMBER 3, 2022

Our mission is to build powerful and secure cloud software for subscription businesses of all sizes, with a strong emphasis on good design and ease of use. Secureframe allows companies to get compliant within weeks, rather than months and monitors 100+ services, including AWS, GCP, and Azure.

Payments

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions

5 Security Changes Your Company Needs to Make to Land Enterprise Deals from Secureframe

SaaStr

APRIL 28, 2021

Some well-known providers of SSO include Google Cloud Identity for companies using GSuite, Azure Active Directory for companies using Office 365, and Okta if you’re a larger company with more complex needs. . Blog post sponsored by Secureframe. For password management, 1Password and LastPass are popular options.

Enterprise

Enterprise Software Review Azure GCP(Google Cloud Platform)

5 Interesting Learnings from Okta at $2.5 Billion in ARR

SaaStr

MARCH 6, 2024

So Okta is one of our favorite SaaS and Cloud leaders. Much, Much, Much More Efficient Than 12-24 Months Ago The story of almost every Cloud leader. But like many SaaS and Cloud leaders today, the bigger ones are still growing faster. AWS alone generated $175m of contract value for Okta, growing 130%.

Fractional VPE

Fractional VPE Part-Time VPE Scale SMB

How To Meet With 200+ Top CIOs, CDOs, CTOs and More at 2020 SaaStr Annual

SaaStr

FEBRUARY 19, 2020

We’ll bring together 350 of the top CIOs, CDOs, CTOs and CXOs together with top CEOs at $15m+ ARR.

AWS

AWS Enterprise Cloud

Alteryx, ZoomInfo Have Blow Out Quarters. Datadog grows 74% at $2B in ARR. Ping Identify Acquired for $2.8 Billion. Don’t Call it a Downturn.

SaaStr

AUGUST 4, 2022

And inflation is awful. And even SaaS and Cloud leaders that come up a tiny bit short of Wall Street’s lofty expectations are in many cases still doing incredibly well. . — Jason 2022 SaaStr Annual Sep 13-15 Lemkin (@jasonlk) August 3, 2022. So are we in a downturn in SaaS? Certainly, segments are.

Venture Capital

Venture Capital AWS Cloud Scale

Thanks to Demandwell, DuploCloud, Prismatic, SafeBase, and WorkOS for Sponsoring SaaStr Annual 2023!

SaaStr

OCTOBER 6, 2022

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. The software runs in your cloud account and is accessed thru our UI, Terraform or API.

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) Azure AWS Enterprise readiness

My App Stack: Miguel Carranza, CTO of RevenueCat

SaaStr

AUGUST 13, 2023

We’re kicking off a new series on SaaStr on what top SaaS and Cloud leaders (CROs, CMOs, and CTOs) use in their tech stack. First up is Miguel Carranza, CTO of RevenueCat. It’s the nature of mobile. What’s the number one top new app you’ve added the past year? Linear, Snowflake #3.

New CTO

New CTO CTO AWS Mobile

$100 Million ARR Pivot: From Platform Product to Vertical Apps With Treasure Data CEO Kazuki Ohta (Podcast #506 and Video)

SaaStr

DECEMBER 14, 2021

When it launched in 2011, Treasure Data’s positioning was a Hadoop-based big data warehouse in the cloud. Commoditization From AWS & Google Cloud. The Platform: $0 – $5 Million ARR. Competition in the market rose sharply.

Sales Hiring

Sales Hiring Data AWS Leadership

Shopify Says eCommerce is Back. But AWS Says Cloud Under More Scrutiny.

Atlassian and AWS Say: “Maybe Worry a Little Bit”

Webinars

Trending Sources

Datadog, ZoomInfo, Atlassian, AWS: Epic Growth — But Some Real Headwinds For The First Time

Webinars

Cloud Stocks May Be Down. But the Cloud Remains on Fire. That Matters More.

Bessemer: $1 Trillion in Cloud Market Cap Lost Year-to-Date

What’s New at Google Cloud with CMO Alison Wagonfeld

5 Interesting Learnings from Google Cloud at $13 Billion in ARR

How Generative AI Will Turn Traditional SaaS Models On Their Head with AWS VP of Generative Builders Adam Seligman

Top 10 Reasons SaaStr Annual 2025 Will Be Better Than Ever!! May 13-15 in SF Bay!

How Amazon Web Services (AWS) Achieved an $11.5B Run Rate by Working Backwards

Thanks to Unit, Everstage, Aiven, Zip, and Mission Cloud for Sponsoring SaaStr Annual 2022!

Snowflake, CrowdStike and SumoLogic: “How to Leverage the Cloud Giants to Scale to 100 Million ARR and Beyond”

The Week in Cloud: March 17, 2019

10 technical strategies to avoid when scaling your startup (and 5 to embrace)

Founders Today Just Need to Assume the Next Round Never Comes

Pilot: 57% of Venture Startups Will Need to Raise More In 2024

BVP: The Top Unicorns Are Still Raising at 23x ARR

Who’s Accelerating in SaaS? DataDog. HubSpot. Zendesk. Everyone.

Gartner: SaaS Will Still Grow 18% in 2023 to $200 Billion Worldwide. And Another 18% in 2024.

Gartner: Software Spend Will Grow 13.8% in 2024, to Over $1 Trillion For The First Time

5 Interesting Learnings from Digital Ocean at $700,000,000 in ARR

58% of You Say Sales Cycles Are Even Longer in 2024

5 Interesting Learnings from DigitalOcean at $500,000,000 in ARR

The Full SaaStr APAC Agenda for Feb 22-23 in Singapore is Here!

The Week In Cloud: May 5

Mastering Partner Marketing: What NOT to Do and How to Excel with Drata CMO Sydney Sloan

Who’s Coming to 2021 SaaStr Annual NEXT WEEK!!

Is it Really ARR? In 2021+, Yes. As Long As NRR is > 100%

The Week In Cloud: April 7, 2019

SaaS Multiples Are At a 3+ Year Low. Where It Goes From Here.

Thanks to Multiplier, Pepper, Tin Men Capital, and To the New’s CloudKeeper for Sponsoring SaaStr APAC 2023!

Sapphire Ventures: Public SaaS Companies Are Growing the Slowest Ever, But Unicorn Production Has Ramped Back Up

The Week In Cloud: March 24, 2019

Some SaaS Stocks Are Actually Still Doing Pretty Darn Well. E.g, Sprout Social, ZoomInfo, Zscaler, etc.

The Week In Cloud: April 28, 2019

5 Interesting Learnings from Crowdstrike at ~$3 Billion in ARR

Thanks to Bee, ChartMogul, Maast, SecureFrame, and StratusGreen for Sponsoring SaaStr Annual 2023!

5 Security Changes Your Company Needs to Make to Land Enterprise Deals from Secureframe

5 Interesting Learnings from Okta at $2.5 Billion in ARR

How To Meet With 200+ Top CIOs, CDOs, CTOs and More at 2020 SaaStr Annual

Alteryx, ZoomInfo Have Blow Out Quarters. Datadog grows 74% at $2B in ARR. Ping Identify Acquired for $2.8 Billion. Don’t Call it a Downturn.

Thanks to Demandwell, DuploCloud, Prismatic, SafeBase, and WorkOS for Sponsoring SaaStr Annual 2023!

My App Stack: Miguel Carranza, CTO of RevenueCat

$100 Million ARR Pivot: From Platform Product to Vertical Apps With Treasure Data CEO Kazuki Ohta (Podcast #506 and Video)

Stay Connected