Remove AWS Remove Churn Remove Cloud
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A Look Back at Q1 '24 Public Cloud Software Earnings

Clouded Judgement

Q1 earnings season for cloud businesses is now behind us. These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery. It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up).

Cloud 318
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5 Interesting Learnings from Digital Ocean at $700,000,000 in ARR

SaaStr

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. Digital Ocean is only growing 16% now at $700m ARR, and churn is up and NRR down. Churn Stable. And if so, maybe that’s Digital Ocean.

Scale 297
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Thanks to Bee, ChartMogul, Maast, SecureFrame, and StratusGreen for Sponsoring SaaStr Annual 2023!

SaaStr

You get a complete overview of your global subscriber base; MRR, ARPU, ASP, churn and LTV are presented in a beautiful and easy to use dashboard. 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.

Payments 264
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$100 Million ARR Pivot: From Platform Product to Vertical Apps With Treasure Data CEO Kazuki Ohta (Podcast #506 and Video)

SaaStr

When it launched in 2011, Treasure Data’s positioning was a Hadoop-based big data warehouse in the cloud. Commoditization From AWS & Google Cloud. As a result, the logo churn went up, the NRR stopped increasing, and the deal rate decreased as the sales cycle got longer. The Platform: $0 – $5 Million ARR.

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Thanks to ChartMogul, ChurnZero, Cledara, Secureframe, and Verdane for Sponsoring SaaStr Europa 2023!

SaaStr

You get a complete overview of your global subscriber base; MRR, ARPU, ASP, churn and LTV are presented in a beautiful and easy to use dashboard. 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.

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A Look Back at Q4 '23 Public Cloud Software Earnings

Clouded Judgement

Q4 earnings season for cloud businesses is now behind us. 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. Is Software Rebounding?

Cloud 184
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The Top 10 Events in SaaS. According to ChatGPT.

SaaStr

Google Cloud Next: Google Cloud Next (now known as Google Cloud Next ’21) is an event organized by Google Cloud to showcase their latest advancements, product announcements, and customer success stories, impacting the SaaS industry.

ChatGPT 189