SaaStr

DECEMBER 14, 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 CMO of Google Cloud, Alison Wagonfeld. They also compete with Microsoft in a big way.

Cloud 313

Cloud Scale AWS AI 313

SaaStr

FEBRUARY 20, 2021

So we’ve had a lot of fun in our 5 Interesting Learnings profiling the top SaaS and Cloud companies at scale, from Slack to Zoom, from Shopify to Datadog, from Box to DropBox. But are AWS, Azure and Google Cloud just too big for us to learn from? Google Cloud sees it hitting $760B+ in 2025. million customers.

Cloud 298

Cloud Azure AWS Scale 298

Clouded Judgement

JUNE 19, 2024

Q1 earnings season for cloud businesses is now behind us. The charts below show the change in quarterly revenue YoY (so Q1 ‘24 rev - Q1 ‘23 rev) going back to 2017. These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery.

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Cloud GCP(Google Cloud Platform) Software Azure 318

SaaStr

APRIL 14, 2025

With 200+ top AI demos and sessions from leaders like Perplexity, Google Cloud, GitHub, Rubrik and more, youll get the most comprehensive look at how AI is reshaping B2B. 150+ Sponsors Driving Innovation From the biggest names in cloud to the most exciting startups, our 150+ sponsors are showcasing the latest innovations in SaaS and AI.

VP of Engineering 204

VP of Engineering CTO Coach VPCs (Virtual Private Cloud) Scale 204

Tom Tunguz

OCTOBER 22, 2022

Last week, David Heinemeier Hansson explained why his company, Basecamp, is leaving the cloud. They will manage their own servers to reduce the $3m annual AWS bill by 60%. Basecamp’s 60% reduction in cloud COGS isn’t anomalous. Downtime implies a loss of revenue, which isn’t factored into the math above.

Sales Hiring 266

Sales Hiring Cloud AWS Sales 266

Tom Tunguz

OCTOBER 27, 2022

Google Cloud Platform. 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. At a 7x multiple of revenue, that is another $84b of market cap creation, in theory. Microsoft Azure. Amazon Web Services.

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Cloud GCP(Google Cloud Platform) Azure AWS 228

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 262

Scale Marketplace as a Service Cloud SaaS Payments 262

Tom Tunguz

JULY 26, 2022

Google Cloud Platform. That suggests the cloud market is quite strong. Google’s growth rate fell to 35%, a 29% decline from the trailing 4 quarter average of 49% annual revenue growth. Google’s growth rate fell to 35%, a 29% decline from the trailing 4 quarter average of 49% annual revenue growth.

GCP(Google Cloud Platform) 223

GCP(Google Cloud Platform) Cloud Azure AWS 223

SaaStr

MARCH 16, 2019

The Week in Cloud: A look at the stories in Cloud, SaaS, and business software that we found particularly useful and interesting. Number 2 is still awfully big in the largest market in all of Cloud: [link]. A huge donation, driven by the Cloud: [link]. A huge donation, driven by the Cloud: [link].

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Cloud AWS Systems Review Software Review 214

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 a crazy year for Cloud. Even If It Isn’t Revenue.” Let’s take a look at the Top 10 of 2020: 1. Slack was acquired for $28b.

Venture Capital 336

Venture Capital Sales Hiring AWS Cloud 336

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

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). Revenue multiples are a shorthand valuation framework.

Cost optimization & reporting 190

Cost optimization & reporting Cloud Software Azure 190

SaaStr

APRIL 24, 2021

So many startups these days are claiming they have “ARR” from revenue that … doesn’t recur. Doesn’t ARR stand for Annual Recurring Revenue? But like “Cloud” and “SaaS”, its definitely has evolved. ARR now really means revenue with 100%+ Net Revenue Retention.

Merchant Services 360

Merchant Services SaaS Payments Payment Solutions Payment Services 360

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

SaaStr

MARCH 9, 2022

So DigitalOcean is the quiet Cloud platform that keeps on growing. Focusing on smaller developers, in some ways it’s been a bit overshadowed by AWS, Azure, and Google Cloud. DigitialOcean doesn’t want to take AWS, Azure and Google on in the enterprise and doesn’t really try. That’s impressive.

Azure 277

Azure AWS SMB Cloud 277

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

SaaStr

MAY 6, 2022

Many SaaS and Cloud leaders are down more than 50% from their all-time highs. But Covid did create a lot of artificial demand for Cloud products, especially the lockdown phase. Ultimately — revenue multiples. Update on cloud software multiples, charted alongside the 10Y and 5 year pre-covid NTM rev multiple average.

SaaS 348

SaaS Azure Cloud AWS 348

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. But it’s raining cash, and earnings per share is growing 22% — faster than revenue. And if so, maybe that’s Digital Ocean. Or at least.

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Scale AWS Azure Cloud 297

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

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.

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Blockchain AWS Pricing Innovation 282

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 285

AWS Scale Sales Hiring Marketing 285

Clouded Judgement

MARCH 22, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now ARR (Annual Recurring Revenue) vs ERR (Experimental Runrate Revenue) ARR (Annual Recurring Revenue) is one of the most popular SaaS (Non-GAAP) metrics. Follow along to stay up to date! This analysis does two things.

AI 190

AI Cloud Revenue Technical Advisors 190

SaaStr

MAY 5, 2019

Join our Quora group to get all of The Week in Cloud updates throughout the week. AWS: -> “Slack disclosed that it signed a new five-year deal with AWS with an annual commitment to spend a minimum of $50 million on cloud services. One space in cloud where growth slowed. Who always wins?

Cloud 160

Cloud AWS Pricing Revenue 160

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! Revenue multiples are a shorthand valuation framework. 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

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. Revenue multiples are a shorthand valuation framework. Follow along to stay up to date!

Cloud 167

Cloud Azure AWS Software Review 167

SaaStr

APRIL 7, 2019

Join our Quora group to get all of The Week in Cloud updates throughout the week. These options can be particularly appealing to SaaS companies with their recurring revenues: For now, hybrid cloud is what a lot of the biggest enterprises still want: Wow, Apple Music passes Spotify in the U.S: They accelerated its growth.

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Cloud AWS Enterprise SaaS 162

SaaStr

AUGUST 27, 2019

Around 2013 or so, the Cloud started to grow far faster than any of us had thought it would: Amazon Web Services revenue 2018 | Statista. It turned our CIOs and bigger companies were ready to transfer as much as another 20% of their $1 trillion+ IT budgets to Cloud far faster than any of us knew. It’s still accelerating.

Cloud 159

Cloud Azure AWS Enterprise 159

Clouded Judgement

MAY 31, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. ” As growth starts to slow, it gets harder and harder to justify using revenue multiples as a primary valuation metric. This leads to an investment cycle where costs hit before revenue shows up, leading to margin degradation.

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

SaaStr

NOVEMBER 15, 2023

jasonlk) November 13, 2023 Not every area of SaaS and Cloud is seeing big “macro” impacts. 64% of Large Customers Sourced From Partners They are AWS’s largest cybersecurity partner. This chart of their revenue growth will make your jaw drop: Not much to not like here. ? 5 Interesting Learnings: #1.

Cybersecurity 299

Cybersecurity AWS Benchmarks Cloud 299

SaaStr

NOVEMBER 3, 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. Which means better customer relationships, more data, and new sources of revenue. Embedded finance has everything to do with the flow of money.

Payments 264

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions 264

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

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

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. Revenue multiples are a shorthand valuation framework.

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

Clouded Judgement

MAY 10, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. And no one raised full year guide >2% The median “beat” (Q1 revenue over Q1 consensus estimates) was 1.5%, which is the lowest it’s been in the last 4 years Overall, it’s been a TOUGH quarter for software companies.

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

Clouded Judgement

APRIL 11, 2024

Q4 earnings season for cloud businesses is now behind us. 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. Beating consensus revenue estimates is the first aspect of a successful quarter.

Cloud 184

Cloud Software Azure AWS 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