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A Founder’s Guide to Building and Scaling Marketing Channels: Lessons from Datadog’s CMO and First Marketing Hire

SaaStr

The best time to negotiate marketing pilot terms is in the last two weeks of a quarter – Vendors are more flexible with minimum spend and commitment requirements when they’re trying to close their books. At Datadog, their first focus was sponsored trade shows – specifically targeting the AWS ecosystem.

Scale 235
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The Complete Guide to SaaS Pricing Strategy

Tom Tunguz

AWS, Twilio, Heroku, etc. The Hidden Costs of UBP While UBP offers many advantages, it does come with tradeoffs: Complicates churn measurement : If a customer uses your product intermittently (every third month, for example), standard monthly churn calculations will show the account churning and reactivating, skewing your metrics.

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Clouded Judgement 10.11.24 - Budget Flush

Clouded Judgement

As a result, software vendors often see an uptick in revenue and bookings during these periods. Given most software companies are not profitable, or not generating meaningful FCF, it’s the only metric to compare the entire industry against. I created this subset to show companies where FCF is a relevant valuation metric.

Cloud 167
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5 Interesting Learnings from Xero. As It Crosses $650m in ARR.

SaaStr

Here are a few: All the way until $600m+ ARR, the majority of Xero’s new bookings and revenue still came from Australia and New Zealand! This is a critical metric. Gross margins have grown to best-of-breed at 83%, after a migration to AWS and more automation in customer support. and LTV is $2,398. This is fairly low.

SMB 269
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Are You Getting More Competitive, Or Less Competitive? Hitting the Plan Might Not Be Enough

SaaStr

There’s a metric the very top founders track quitely, but ruthlessly, that I find other founders either don’t track, or sort of hide from. They should be adding more new bookings that you in most cases. DigitalOcean is growing more slowly than its mega competitors Azure, AWS, etc. That’s % of marketshare.

Azure 234
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Clouded Judgement 9.8.23 - Early Q2 '23 Earnings Recap

Clouded Judgement

” We saw some green shoots in AWS and a few other consumption names, and overall sentiment seemed more positive. I’ve put together a number of charts below to show how metrics from this quarter compared to prior quarters. Partly due to larger layoffs, as well as stronger bookings And finally - net retention.

Cloud 176
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Clouded Judgement 10.28.22

Clouded Judgement

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%. Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date!

Cloud 130