AWS, Cloud and Pricing

Clouded Judgement 12.1.23 - Net New ARR Starts to Rebound + AWS ReInvent Recap

Clouded Judgement

DECEMBER 1, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Amazon ReInvent This week Amazon had their annual AWS ReInvent conference. ” AWS fully embracing the breadth over depth approach. We’re still in the early days of the cloud.”

AWS

AWS Cloud AI Search Cost optimization & reporting

The Capex Conquest in the Cloud

Tom Tunguz

APRIL 30, 2024

Aside from the overall growth of these clouds increasing, the massive investment in CapEx data centers, power plants, and GPUs is stunning. ” And those margins are increasing for the clouds, which should catalyze more companies, especially the largest spenders, to think about managing their own infrastructure.

Cloud

Cloud AWS Azure AI

Search at Intercom: Building our Elasticsearch cloud on AWS

Intercom, Inc.

APRIL 13, 2021

For this reason, we chose to run exclusively on AWS and wherever possible, we make use of battle-tested AWS services, be it RDS Aurora for our relational databases, the Simple Queue Service (SQS) for our async workers or ElastiCache for our caching layer. SSM executes the commands using an on-instance daemon agent called AWS SSM Agent.

AWS

AWS Cloud Software Review Systems Review

Webinars

How to Achieve High-Accuracy Results When Using LLMs

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

Clouded Judgement 10.11.24 - Budget Flush

Clouded Judgement

OCTOBER 11, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. For software companies, this phenomenon can be a tailwind, as it drives accelerated deal closures and increased sales velocity, sometimes with less price sensitivity from buyers looking to quickly deplete their budgets. Cloudflare is up 17%.

Cloud

Cloud Cost optimization & reporting GCP(Google Cloud Platform) Software Review

A Look Back at Q1 '24 Public Cloud Software Earnings

Clouded Judgement

JUNE 19, 2024

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

Cloud GCP(Google Cloud Platform) Software Azure

Clouded Judgement 2.7.25 - "Group + Triage" AI Systems

Clouded Judgement

FEBRUARY 7, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. Cloud Giants Report Q4 ‘24 We now have the quarterly reports from Amazon, Microsoft and Google. They each have some of the largest cloud businesses in the world in AWS, Azure and Google Cloud respectively.

Systems Review

Systems Review Cloud AI Artificial Intelligence

The Top 10 SaaStr Posts of 2020

SaaStr

DECEMBER 7, 2020

Many Cloud leaders grew 500% or more this year. 3. “Atlassian and AWS Say: Maybe Worry a Little Bit. ” When will this incredible run for Cloud and SaaS end? What’s a typical price increase I can expect when renewing my SaaS subscriptions? What a crazy year for Cloud. Slack was acquired for $28b.

Venture Capital

Venture Capital Sales Hiring AWS Cloud

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 Health of Cloud Spending in Mid-2022

Tom Tunguz

JULY 26, 2022

Google Cloud Platform. That suggests the cloud market is quite strong. Microsoft Azure may have more customers under fixed contracts compared to Google, which may have more customers on a usage-based pricing model. Microsoft Azure. Amazon Web Services. Good news & bad news. I bet it’s some combination of the three.

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) Cloud Azure AWS

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. On top of that, inflation and price increases are eating into overall IT budgets. Growth in public cloud services (AWS, Azure, Google Cloud, Snowflake, etc.)

Merchant Services

Merchant Services Azure Software AWS

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. Let’s take a look at 3 great examples: Example #1: Bill.com We could have picked many B2D services, like Twilio or others, too, which have primarily or substantial transaction pricing too. Doesn’t ARR stand for Annual Recurring Revenue?

Merchant Services

Merchant Services SaaS Payments Payment Solutions Payment Services

Gas Gas Revolution

Tom Tunguz

OCTOBER 26, 2023

In 2021, Amazon announced they had reduced prices on Amazon Web Services 107 times since launch. This drop in prices has grown AWS into a $90b revenue business in 17 years. At those prices, not many transactions are economically viable. AWS Aurora has benefitted from efficiency gains since 1986 - 37 years of development.

Blockchain

Blockchain AWS Pricing Innovation

Clouded Judgement 9.27.24 - The Foundation of Foundation Models

Clouded Judgement

SEPTEMBER 27, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Foundation Models Are to AI what S3 was to the Public Cloud Many people look at 2006 as the birth of the public cloud - the year Amazon launched AWS. On top of that- we HAVE seen significant pricing pressure.

Cloud

Cloud GCP(Google Cloud Platform) AWS Azure

Clouded Judgement 5.3.24 - Hyperscalers Report Q1 + Early Look at Software Reports

Clouded Judgement

MAY 3, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Report Q1 + Early Look at Software Results Q1 earnings seasons has officially kicked off! We now have results from the three hypersclaers (AWS / Azure / GCP). Subscribe now Share Clouded Judgement Leave a comment

Cost optimization & reporting

Cost optimization & reporting Cloud Software Azure

Clouded Judgement 2.2.24 - Cloud Giants Report Q4 '23

Clouded Judgement

FEBRUARY 2, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Report Q4 ‘23 Two quotes from the Amazon and Microsoft earnings call really stood out to me this week. Sometimes they’re classic cloud migrations. Follow along to stay up to date!

Cost optimization & reporting

Cost optimization & reporting Cloud Azure 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

Clouded Judgement 10.27.23 - Cloud Giants Report Q3 '23

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. After the cloud giants reported this week, the timing of the presumed re-acceleration is very much in question. Follow along to stay up to date! which feels unlikely.

Cost optimization & reporting

Cost optimization & reporting Cloud Azure 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. RI pricing for On-demand usage. No lock-ins.

Cloud spend optimization

Cloud spend optimization AWS Scale compliance

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. The sham began in February, when an unknown user with a Chinese IP address and fake phone number side-stepped Zillow’s security measures and toyed with the sale prices displayed on the mansion’s listing.”. One space in cloud where growth slowed.

Cloud

Cloud AWS Pricing Revenue

A Look Back at Q4 '23 Public Cloud Software Earnings

Clouded Judgement

APRIL 11, 2024

Q4 earnings season for cloud businesses is now behind us. This has all resulted in the median stock price declining 5% YTD. 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. Are forward estimates “de-risked.”

Cloud

Cloud Software Azure AWS

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. ZoomInfo was the first post-Covid IPO in June 2020, and it priced at $8.3 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.

AWS

AWS SaaS Cloud Scale

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

Clouded Judgement 10.20.23 - Hyperscaler Q3 Preview

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. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud

Cloud Azure AWS Software Review

Clouded Judgement 8.2.24 - Uncertainty Everywhere

Clouded Judgement

AUGUST 2, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Back then the median software NTM rev multiple was ~6x.

Cloud

Cloud Azure GCP(Google Cloud Platform) AWS

Create Pricing Models Like AWS and Twilio with Events-Based Billing

Chargify

AUGUST 17, 2020

However, with the introduction of Events-Based Billing by Chargify, this event-based billing model is now available to small and medium-sized businesses, giving them the ability to offer the same pricing models and bill customers just as precisely as Amazon Web Services (AWS) or the popular voice and messaging platform Twilio.

AWS

AWS Payment Services SaaS Payments Payments

Clouded Judgement 10.28.22

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

Cloud Azure AWS Cost optimization & reporting

$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 ASP was shrinking, so sales were having difficulty overcoming the objection of comparing prices to competitors. The Platform: $0 – $5 Million ARR.

Sales Hiring

Sales Hiring Data AWS Leadership

Clouded Judgement 8.4.23 - Cloud Giants Q2 Update

Clouded Judgement

AUGUST 4, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Update “What we're seeing in the quarter is that those cost optimizations, while still going on, are moderating and many maybe behind us in some of our large customers. Follow along to stay up to date!

Cloud

Cloud Azure AWS Cost optimization & reporting

Clouded Judgement 1.6.23

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. This brings me back to AWS / Azure downgrades. Subscribe now Share Clouded Judgement Leave a comment

Cloud

Cloud Azure AWS Underperforming Technical Team

Clouded Judgement 5.31.24 - Software Sentiment Crumbles

Clouded Judgement

MAY 31, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. I’m as excited as ever about the long term cloud software markets. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Coming in to Q1 there was broader optimism. Q4’s were generally good!

Cloud

Cloud Software GCP(Google Cloud Platform) AI

Clouded Judgement 4.28.23

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. Then AWS appeared to add fuel to that hope before giving us a huge rug pull. All eyes shifted to the AWS report on Thursday. They grew 16%!!

Cloud

Cloud Azure AWS AI Search

Clouded Judgement 5.10.24 - Software Weakness Across the Board

Clouded Judgement

MAY 10, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a comment View draft history Settings Follow along to stay up to date! And in the public universe, it’s really only been the hyperscalers who’ve benefited from AI.

Cloud

Cloud Software GCP(Google Cloud Platform) Azure

Clouded Judgement 9.8.23 - Early Q2 '23 Earnings Recap

Clouded Judgement

SEPTEMBER 8, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. ” We saw some green shoots in AWS and a few other consumption names, and overall sentiment seemed more positive. ” We saw some green shoots in AWS and a few other consumption names, and overall sentiment seemed more positive.

Cloud

Cloud Software Review AWS Trends

Clouded Judgement 7.26.24

Clouded Judgement

JULY 26, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. If we rewind the clock back to the cloud buildout, the competition between the 3 main players has lead to numerous price changes. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Staggering!

Cloud

Cloud Technical Review Artificial Intelligence Software Review

Clouded Judgement 4.21.23

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

Cloud Azure AWS GCP(Google Cloud Platform)

Clouded Judgement 11.10.23 - OpenAI Updates + Datadog Gives the All-Clear?

Clouded Judgement

NOVEMBER 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. The cost decrease is very meaningful - it’s lowers the barrier to experiment with AI, and also lowers the barrier for these AI functionalities to be pushed into production (because vendors don’t have to increase price nearly as much).

Cloud

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI

Clouded Judgement 2.16.24 - Jan Green Shoots + CPI

Clouded Judgement

FEBRUARY 16, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. ” From AWS (paraphrased): They said they expect the reaccleration they saw in Q4 to continue into 2024 2024 Estimate Updates One important metric I’m tracking this quarter is the change in 2024 estimates pre / post earnings.

Cloud

Cloud AWS Subscription Payment Features

The Most Common SaaS Sales Potholes and How to Avoid Them with Mark Roberge (Podcast #498 and Video)

SaaStr

NOVEMBER 24, 2021

Pothole #2 – Increasing Pricing Rate Without a Sustainable Moat. Raising prices might seem like a quick win to grow your revenue, but it’s critical to bear in mind the effect increased prices will have on your sales cycle, close rates, and disruption risk. Sell it to your market for half the price.

Sales Hiring

Sales Hiring Scale Compensation Sales

Clouded Judgement 2.3.23

Clouded Judgement

FEBRUARY 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. There’s a real chance the fed funds rate isn’t going >5%, and a soft landing or delayed recession is certainly possible (maybe even being priced in). Follow along to stay up to date! It’s a place I collect my thoughts.

Cloud

Cloud Azure AWS Generative AI

What to Know About the Software Buying Landscape in 2023: What’s Changed, What’s the Same, and What Your Buyers Want with G2 CMO Amanda Malko (Video)

SaaStr

DECEMBER 26, 2022

Companies are witnessing slight pricing pressure, with the average spend per product dipping slightly. . Tackle.io’s 2021 state of cloud marketplaces report highlighted a similarly dramatic shift. In a 2020 survey, 22% purchased software through a cloud marketplace versus 60% in 2021.

Software Review

Software Review Software Azure Cloud

Clouded Judgement 7.28.23 - Optimization Cycles and Economy Update

Clouded Judgement

JULY 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. ” Then at AWS Summit they called out “Your data is your differentiator when it comes to Generative AI.”

Cloud

Cloud Azure AWS GCP(Google Cloud Platform)

Clouded Judgement 3.31.23

Clouded Judgement

MARCH 31, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. The majority of COGS (revenue less COGS = gross profit) fall in hosting costs (ie AWS), and some customer support. The only way for software companies to avoid this gross margin compression when incorporating AI features is to raise prices.

Cloud

Cloud Sales Hiring AI Headcount

What’s New at ZoomInfo with CEO Henry Schuck

SaaStr

DECEMBER 20, 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 CEO of ZoomInfo , Henry Schuck. So, what’s new at ZoomInfo?

New CTO

New CTO Scale Sales Hiring CTO Hire

Clouded Judgement 12.1.23 - Net New ARR Starts to Rebound + AWS ReInvent Recap

The Capex Conquest in the Cloud

Webinars

Trending Sources

Search at Intercom: Building our Elasticsearch cloud on AWS

Webinars

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

Clouded Judgement 10.11.24 - Budget Flush

A Look Back at Q1 '24 Public Cloud Software Earnings

Clouded Judgement 2.7.25 - "Group + Triage" AI Systems

The Top 10 SaaStr Posts of 2020

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

The Health of Cloud Spending in Mid-2022

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

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

Gas Gas Revolution

Clouded Judgement 9.27.24 - The Foundation of Foundation Models

Clouded Judgement 5.3.24 - Hyperscalers Report Q1 + Early Look at Software Reports

Clouded Judgement 2.2.24 - Cloud Giants Report Q4 '23

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

Clouded Judgement 10.27.23 - Cloud Giants Report Q3 '23

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

The Week In Cloud: May 5

A Look Back at Q4 '23 Public Cloud Software Earnings

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

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

Clouded Judgement 10.20.23 - Hyperscaler Q3 Preview

Clouded Judgement 8.2.24 - Uncertainty Everywhere

Create Pricing Models Like AWS and Twilio with Events-Based Billing

Clouded Judgement 10.28.22

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

Clouded Judgement 8.4.23 - Cloud Giants Q2 Update

Clouded Judgement 1.6.23

Clouded Judgement 5.31.24 - Software Sentiment Crumbles

Clouded Judgement 4.28.23

Clouded Judgement 5.10.24 - Software Weakness Across the Board

Clouded Judgement 9.8.23 - Early Q2 '23 Earnings Recap

Clouded Judgement 7.26.24

Clouded Judgement 4.21.23

Clouded Judgement 11.10.23 - OpenAI Updates + Datadog Gives the All-Clear?

Clouded Judgement 2.16.24 - Jan Green Shoots + CPI

The Most Common SaaS Sales Potholes and How to Avoid Them with Mark Roberge (Podcast #498 and Video)

Clouded Judgement 2.3.23

What to Know About the Software Buying Landscape in 2023: What’s Changed, What’s the Same, and What Your Buyers Want with G2 CMO Amanda Malko (Video)

Clouded Judgement 7.28.23 - Optimization Cycles and Economy Update

Clouded Judgement 3.31.23

What’s New at ZoomInfo with CEO Henry Schuck

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