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 190

Cost optimization & reporting Cloud Software Azure 190

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 167

Cost optimization & reporting Cloud Azure AWS 167

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 157

Cost optimization & reporting Cloud Azure AWS 157

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. Follow along to stay up to date! However, a couple things happened.

Cloud 176

Cloud GCP(Google Cloud Platform) AWS Azure 176

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 288

Fractional VPE Part-Time VPE Scale SMB 288

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. It’s jaw dropping.

Venture Capital 329

Venture Capital AWS Cloud Scale 329

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 167

Cloud Azure AWS Software Review 167

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 157

Cloud Azure GCP(Google Cloud Platform) AWS 157

Clouded Judgement

APRIL 11, 2024

Q4 earnings season for cloud businesses is now behind us. net retention and CAC payback). 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? Who are the real AI winners.

Cloud 184

Cloud Software Azure AWS 184

Clouded Judgement

MAY 31, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. The recurring nature of software companies (who can keep net retention above 100%, and ideally above 110%) really creates great businesses. I’m as excited as ever about the long term cloud software markets.

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

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 176

Cloud Software Review AWS Trends 176

Intercom, Inc.

MAY 25, 2022

We work exclusively with AWS as our cloud services provider and currently provide data hosting offerings in three different global regions – US, EU, and Australia – each architected across multiple availability zones for high availability. Our tooling allows for high availability.

Scaling 252

Scaling AWS Software Review Technical Review 252

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 130

Cloud Azure AWS Cost optimization & reporting 130

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

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 130

Cloud Azure AWS Underperforming Technical Team 130

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 130

Cloud Azure AWS AI Search 130

SaaStr

OCTOBER 13, 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. You need an efficient way to keep your customers successful, reduce churn, drive adoption, and increase net revenue retention.

GCP(Google Cloud Platform) 261

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 261

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! So far - you’re either tied to AI tailwinds, or it’s rough out there.

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

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

SaaStr

JULY 25, 2023

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

ChatGPT AWS SaaS CTO 189

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! Meta released Llama 3.1.

Cloud 144

Cloud Technical Review Artificial Intelligence Software Review 144

Clouded Judgement

MARCH 22, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Enterprise software businesses strive for 90-95% gross retention (generally the percent of revenue that sticks with you vs churns altogether), with net expansion in the 120%+ range (the aggregate change in expansion - contraction - churned revenue).

AI 190

AI Cloud Revenue Technical Advisors 190

SaaStr

MARCH 1, 2024

We’re on the cusp of a golden age in AI, and the lesson learned from Cloud was that Cloud sped up the pace of development by a lot. In the application layer for startups, many face challenges that boil down to retention. If you’re a startup building in this space, retention is a challenge, and you’ll need to be more strategic.

Generative AI 299

Generative AI Outsourcing Services AI Software Review 299

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 167

Cloud AWS Metrics Subscription 167

Clouded Judgement

NOVEMBER 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Raw silicon (chips like Nvidia bought in large quantities to build out infra to service upcoming demand).

Cloud 190

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 190

SaaStr

NOVEMBER 24, 2021

It can be tough to know the answer to that question, but the indicators should be focused more on the retention side over the acquisition side. . Your customer retention is the best quantifiable measure of product-market fit; however, retention is a lagging indicator. Roberge recommends starting with product-market fit.

Sales Hiring 260

Sales Hiring Scale Compensation Sales 260

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 316

New CTO Scale Sales Hiring CTO Hire 316

Clouded Judgement

JUNE 9, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Expansion revenue is still declining (we see this in falling net retention rates), but gross retention remains strong. They were also more constructive on cloud optimizations bottoming. Follow along to stay up to date!

Trends 130

Trends Cloud Azure AWS 130

Clouded Judgement

FEBRUARY 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. In the short term, enjoy the ride as the chase continues 😊 Kind of related to all of this - we now have seen the Q4’s from AWS, Azure and Google Cloud. Subscribe now Share Clouded Judgement Leave a comment

Cloud 130

Cloud Azure AWS Generative AI 130

Clouded Judgement

AUGUST 11, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. The weakness they called out was from larger cloud-native businesses. The good news is gross retention (ie churn) stayed constant. Private companies like CoreWeave and Lambda (who offer cloud GPUs) are also seeing a big boost.

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

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 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Tom Tunguz

NOVEMBER 8, 2023

The Pendulum Swings to Small Data : Modern Mac laptops have the same computational power as the AWS servers Snowflake used to launch the company. They are faster to get started (no account creation), they can scale very quickly, and they can rise to enterprise levels with commercial cloud offerings.

Artificial Intelligence 228

Artificial Intelligence Trends Data Software Review 228

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

Cloud 130

Cloud Sales Hiring AI Headcount 130

SaaStr

OCTOBER 31, 2019

Bessemer Venture Partners’ Alex Ferrara takes a look at trends and predictions for the cloud industry in 2019. One of the most popular sessions from SaaStr Annual, this presentation will provides an in-depth look at the cloud computing industry across Europe and globally. Want to see more content like this? A few more.

Cloud 113

Cloud Scale AWS Artificial Intelligence 113

Clouded Judgement

SEPTEMBER 15, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. AWS growth seems to be re-accelerating, and qualitative feedback from a number of companies in Q2 (especially those with July quarter ends) suggested new customer bookings conversations were picking up. Follow along to stay up to date!

Software Review 130

Software Review Cloud Software AWS 130

SaaStr

SEPTEMBER 13, 2020

373: Bessemer’s 5th Annual State of the Cloud Report returns for a definitive look at the cloud industry today. We want to take you through the cloud journey over the last several years. Now, the cloud index fell along with it. If you go back to before 2014, what you see is the power of the cloud.

Sales Hiring 235

Sales Hiring Scale Payments Cloud 235

SaaStr

JULY 1, 2020

There’s not that many people that have been the first salesperson in to managing a global footprint at a cloud leader. Because sales folks want to close the biggest deal and they may not like downgrades or logo retention, how are you thinking about this issue? We can save companies $100,000 on their AWS bill.

Merchant Services 266

Merchant Services Scale Sales Recruiting Sales 266