Panintelligence

NOVEMBER 28, 2023

Panintelligence recognized as Rising Star Partner of the Year (ISV) – EMEA finalist, one of many AWS Partners around the globe that help customers drive innovation. Geo and Global AWS Partner Awards recognize a wide range of AWS Partners, whose business models have embraced specialization, innovation, and cooperation over the past year.

AWS 64

AWS Innovation Business Model Metrics 64

Tom Tunguz

OCTOBER 26, 2023

This drop in prices has grown AWS into a $90b revenue business in 17 years. As storage & compute became less expensive, the economic viability of new use cases became increasingly apparent & developers built software on the cloud. AWS Aurora has benefitted from efficiency gains since 1986 - 37 years of development.

Blockchain 220

Blockchain AWS Pricing Innovation 220

Intercom, Inc.

FEBRUARY 26, 2018

The same is true in software. In this battle, I’ve found a secret weapon hidden within one of our core engineering strategies, an idea called Run Less Software. As well as being a critical philosophy behind how we build software, it also represents how I feel about the software industry and technology in general.

Outsourcing Services 224

Outsourcing Services Software Review Software Outsourced Development 224

Tom Tunguz

FEBRUARY 2, 2023

I’m watching public company earnings to identify early weaknesses in the software market. A year ago, AWS, GCP, & Azure averaged 44% annual growth. Amazon: We expect [customer] optimization efforts will continue to be a headwind to AWS growth in at least the next couple of quarters. So Amazon: Net sales increased $21.4

GCP(Google Cloud Platform) 265

GCP(Google Cloud Platform) Cloud AWS Sales Hiring 265

Clouded Judgement

SEPTEMBER 15, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Software Setup Currently, interest rates seem to be the primary driver of software valuations. It shows the number of months it takes for a SaaS business to payback their fully burdened CAC on a gross profit basis.

Software Review 130

Software Review Cloud Software AWS 130

Clouded Judgement

FEBRUARY 2, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Amazon on AWS : “…customers are continuing to shift their focus towards driving innovation and bringing new workloads to the cloud. I’d say both of the “non AI” Azure / AWS figures weren’t actually that strong?

Cost optimization & reporting 161

Cost optimization & reporting Cloud Azure AWS 161

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 run rate business and has made up for an incredible 67% of Amazon’s operating revenue last quarter.

AWS 189

AWS New CTO Scale CTO 189

Tom Tunguz

NOVEMBER 28, 2017

How quickly do the fastest growing software companies build their teams? In fact, this data bolsters the notion that management team’s top priority is recruiting, especially after the business has reached product market fit and capitalized itself well. This is a proxy for when the business established product market fit.

Headcount 159

Headcount Scaling Software Business 159

Clouded Judgement

OCTOBER 27, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. You can see some quotes from Azure / AWS in my Q2 recap , and pasted below. I believe one of the bigger reasons software has held up despite the run up in the 10Y to 5% is the expectation for re-acceleration (ie numbers / forecasts going up).

Cost optimization & reporting 152

Cost optimization & reporting Cloud Azure AWS 152

SaaStr

SEPTEMBER 10, 2023

“My App Stack” is a new series where we dig in with top CMOs, CROs, CTOs and CEOs on just what apps they’re really using to run their business. I’m using Google Workspace (Gmail, Drive), AWS , Vercel , Slack , Figma , Notion , Salesforce , HubSpot , Secureframe , Clari , and Zapier. #2. What’s your core stack of apps today?

AWS 255

AWS compliance AI Startup 255

Frontegg

JUNE 30, 2021

With a SaaS application that uses a multi-tenant architecture , the software and web development teams will need to implement and support a single codebase and not multiple mutations. Maintenance of software agility. As updates are frequent and automatic, the software is continually optimized for new technologies.

AWS 88

AWS SaaS Payments Payment Methods Enterprise 88

SaaStr

MAY 16, 2022

So follow AWS, Azure and Google Cloud. Let’s look a whole level up to the real canaries-in-the-coalmine: AWS, Azure and Google Cloud. Microsoft’s Cloud business overall crossed a stunning $100B run-rate. And Gartner is still predicted SaaS purchase rates will accelerate in 2023 : AWS, Azure and Google Cloud say Yes.

Cloud 274

Cloud Azure AWS Engineering 274

Baremetrics

OCTOBER 31, 2021

But eventually you need to decide what stage your business is in. Do you think that there are 10x or 100x opportunities for your business ahead? If you want to scale, you need to make the investment of time and money and make sure your infrastructure suits your size of business. Are you growing and want to scale?

AWS 115

AWS DevOps as a Service Underperforming Technical Team Development Team Review 115

Intercom, Inc.

DECEMBER 31, 2019

Putting narrative order on the past decade, a 10-year-period that has somehow remained stubbornly nameless, is quite the challenge, but it’s impossible to make sense of the 2010s without understanding the role of software. Rise of the cloud and SaaS businesses.

Payment Solutions 259

Payment Solutions Payment Methods Software SaaS Payments 259

SaaStr

DECEMBER 20, 2023

And hundreds of thousands of downmarket businesses that could get value out of ZoomInfo. We make sure that we can continue to maintain the new business sales motion while we’re doing that to see if we can get to a place where it’s additive. At the same time – there are only 1,000 Fortune1k companies, right?

New CTO 276

New CTO Scale Sales Hiring CTO Hire 276

Clouded Judgement

APRIL 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. When the tailwinds of new business start to overcome the headwinds of optimization (or when headwind of optimization becomes a tailwind of net expansion).

Cloud 130

Cloud Azure AWS AI Search 130

Intercom, Inc.

APRIL 19, 2018

Yet competition and the exponential rate of change in software are pushing against that mission. Enter our philosophy of Run Less Software. Our chat covers the origins of Run Less Software, how it has evolved at scale, and how it differs from the equally valid approaches of other engineering teams.

Outsourcing Services 192

Outsourcing Services Part-Time VPE Software AWS 192

SaaStr

NOVEMBER 3, 2022

ChartMogul is an analytics platform to help you run your subscription business. 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. Embedded finance has everything to do with the flow of money.

Payments 239

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions 239

Tom Tunguz

OCTOBER 27, 2022

I’m watching public company earnings to identify early weaknesses in the software market. Infrastructure revenue growth averaged 33% this quarter, which is astounding considering we’re talking about businesses that sum to more than $50b of revenue per quarter. A year ago, these business units grew at 44% annually.

Cloud 224

Cloud GCP(Google Cloud Platform) Azure AWS 224

Clouded Judgement

AUGUST 4, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. And now we're seeing more progression into new workloads, new business. ” 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%.

Cloud 130

Cloud Azure Cost optimization & reporting AWS 130

Clouded Judgement

JANUARY 6, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Cloud Downgrades This week UBS came out with a couple research reports citing concerns in AWS / Azure growth. We know software is impacted from macro - but how bad will it get? This brings me back to AWS / Azure downgrades.

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

SaaStr

AUGUST 8, 2023

Basics: The Building Blocks of the Finance Team To understand how finance teams impact an organization, it’s helpful to break down various functions and how they support the business. Team members are responsible for putting together a company’s financial plan, budgeting, and building a financial roadmap for their business.

Scale 180

Scale Finance Outsourcing Services Sales Recruiting 180

Intercom, Inc.

MAY 25, 2022

We have truly global ambitions to bring our mission of making internet business personal to the biggest enterprise customers across the world. At Intercom, we aim to run less software. We also partner closely with AWS on new technologies and approaches designed to future proof our rapid growth.

Scaling 252

Scaling AWS Software Review Technical Review 252

FastSpring

FEBRUARY 22, 2024

Attendees include programmers, artists, producers, game designers, audio professionals, and business leaders. The GDC Expo showcases the latest game development tools and services from leading technology companies such as AWS, Epic, and Google. Where to Get Tickets Still need tickets?

Merchant Services 158

Merchant Services Development Payment Services SaaS Payments 158

Tom Tunguz

OCTOBER 22, 2022

They will manage their own servers to reduce the $3m annual AWS bill by 60%. I wouldn’t be surprised if private equity held software companies adopt this practice to generate extra income in the next few years to offset some of this era’s greater interest expenses on debt.

Sales Hiring 229

Sales Hiring Cloud AWS Sales 229

FastSpring

NOVEMBER 9, 2023

It is the largest in-person event in the country—2,000+ attendees, 800+ companies, and 100+ speakers—along with features such as Betakit Keynote Stage, AWS Pitchfest, Workspaces Tradeshow. The conference is jam packed with networking opportunities too! Where to Get Tickets Still need tickets? Schedule a demo now or at SaaS North in person!

Merchant Services 158

Merchant Services SaaS Payments Payment Methods Payment Services 158

Tom Tunguz

JULY 7, 2022

Novel infrastructure often enables new software. In a few years, data startups, consumer apps, and software vendors will rise and grow - the same as today. For example, a gaming company might build an app on a classic cloud stack on AWS and offer a decentralized peer-to-peer NFT exchange. ” Or Web2.0 But not anymore.

AWS 224

AWS Government Innovation Cloud 224

Clouded Judgement

OCTOBER 28, 2022

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

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

SaaStr

OCTOBER 13, 2022

ChartMogul is an analytics platform to help you run your subscription business. 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. appeared first on SaaStr.

GCP(Google Cloud Platform) 207

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 207

SaaStr

OCTOBER 6, 2022

Organic search is the single most important channel for growing your business, but the tech and tactics in the space are over two decades old. We help B2B SaaS marketers turn organic search into a source of repeatable revenue through software and coaching. Prismatic is the integration platform for B2B software companies.

GCP(Google Cloud Platform) 207

GCP(Google Cloud Platform) Azure AWS compliance 207

Audacix

JUNE 9, 2023

Table Of Contents As a software engineering leader, you know application security is no longer an activity that you can palm off to someone else. With the increasing number of sensitive data security breaches, it's essential to have the right automated application security tools in place to protect your software.

Software Review 66

Software Review Software DevOps as a Service AWS 66

Clouded Judgement

OCTOBER 20, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. Follow along to stay up to date! Said another way, the 10Y today is double what it averaged from 2010 to 2020.

Cloud 161

Cloud Azure AWS Software Review 161

Tom Tunguz

JUNE 25, 2023

Clouds are picking teams in one of the most important dislocations in software. DataBricks, whose business revolves around Spark operating in customer environments, has announced plans to acquire Mosaic, a vertically integrated model training & management system that functions on similar workloads.

Artificial Intelligence 191

Artificial Intelligence AI AWS Cloud 191

Tom Tunguz

NOVEMBER 8, 2023

Data Teams are Becoming Software Teams : DevOps created a movement within software development that empowers developers to run the software they wrote. Most sophisticated data teams run like software engineering teams with product requirement documents, ticketing systems, & sprints.

Artificial Intelligence 170

Artificial Intelligence Trends Data Software Review 170

Clouded Judgement

APRIL 21, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). On AWS, in their Q4 earnings call they said AWS was growing “mid teens” in January (down from 20% in Q4).

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Tom Tunguz

JULY 26, 2022

I’m watching public company earnings to identify early weaknesses in the software market. Today, Microsoft & Google revealed the health of their infrastructure business units. Google may have greater sector exposure to clients that are suffering through a recession: retail, ecommerce, & advertising-based businesses.

GCP(Google Cloud Platform) 174

GCP(Google Cloud Platform) Cloud Azure AWS 174

OpenView Labs

JANUARY 27, 2021

Anyone who has ever tried to sell software to developers probably learned pretty quickly that traditional B2B marketing tactics just plain don’t work. That’s why I interviewed more than 50 developers in DevOps, DevSecOps, and generalist back-end roles about how they prefer to discover, try, and purchase software.

Development 105

Development DevOps as a Service Software AWS 105