Tom Tunguz

JANUARY 28, 2020

On premisis or on prem means deploying software on datacenters the customer owns. Cloud is more expensive for larger enterprises. If you’ve used the AWS IAM (identity access management) console, you realize how complex access control has become. Assume this happens at some scale in the enterprise. The first is cost.

VPCs (Virtual Private Cloud) 223

VPCs (Virtual Private Cloud) Cloud Enterprise Data 223

SaaStr

DECEMBER 13, 2021

Open Source is one of the most successful enablers of global innovation in history, and Linux has grown into the most important software platform in the world, dominating every market it enters. Linux is the #1 internet client, makes up 100% of the supercomputer market, and is second to Windows when it comes to enterprise software platforms.

Enterprise 246

Enterprise AI SaaS AWS 246

SaaStr

AUGUST 3, 2024

Overall Cloud spending has bounced back off lows for sure: AWS at a $105B run rate growing 19% Quarterly YoY growth trends below. But the reality is a bit more nuanced for enterprise software. But — the first half of the year didn’t really get that much easier in enterprise software at least. 200m for Clio. #

AWS 235

AWS Scale Social Media AI 235

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. And AWS grew 37% at a $74B run-rate , down a bit from 39% the prior quarter but still adding an insane amount of new revenue. If they stumble, we’re in for a rough patch. They are the Cloud.

Cloud 293

Cloud Azure AWS Engineering 293

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. This is the third post in a series exploring the ways Intercom has scaled key functions to support the needs of enterprise customers. At Intercom, we aim to run less software.

Scaling 252

Scaling AWS Software Review Technical Review 252

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 167

Cloud Cost optimization & reporting GCP(Google Cloud Platform) Software Review 167

SaaStr

DECEMBER 26, 2022

Amanda Malko is CMO at G2, a software marketplace and review site that reaches over 60 million buyers annually across 2000 software categories. In this session, she shares insights and trends from research conducted this year that can help software buyers and sellers make smarter decisions about software and the market. .

Software Review 245

Software Review Software Azure Cloud 245

SaaStr

DECEMBER 20, 2023

So in Enterprise, they have around 2,000 companies spending $100k or more per year and dozens of companies spending over a million per year. So in Enterprise, they have around 2,000 companies spending $100k or more per year and dozens of companies spending over a million per year. Is it Cheaper or Better to go PLG?

New CTO 312

New CTO Scale Sales Hiring CTO Hire 312

SaaStr

APRIL 2, 2023

SaaStr 644: Lessons Learned in Scaling Early-Stage to Hyper-Growth Companies: From VMware, AWS and Databricks with Databricks SVP and GM Ed Lenta  4. Top Obstacles to Making Software Decisions with G2’s VP – Asia Pacific, Chris Perrine  5. SaaStr 643: What’s Holding Up Buyers?: What’s Holding Up Buyers?:

Scale 246

Scale AWS Scaling Enterprise 246

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). Follow along to stay up to date!

Cost optimization & reporting 190

Cost optimization & reporting Cloud Software Azure 190

SaaStr

OCTOBER 6, 2022

We help B2B SaaS marketers turn organic search into a source of repeatable revenue through software and coaching. DuploCloud offers an end-to-end DevOps software platform for dev teams that don’t have dedicated DevOps engineers and augments those that do. Prismatic is the integration platform for B2B software companies.

GCP(Google Cloud Platform) 246

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 246

Clouded Judgement

FEBRUARY 7, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. The unlock here of “group + triage + agent” will be the backbone for the next wave of software. They each have some of the largest cloud businesses in the world in AWS, Azure and Google Cloud respectively.

Systems Review 144

Systems Review Cloud AI Artificial Intelligence 144

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. Maast offers payments, banking, lending and more as features in software provider’s platforms – with one relationship, contract and integration.

Payments 261

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions 261

SaaStr

APRIL 27, 2021

Cloud software spending grew a stunning 23% in 2021, from $270 billion to $330 billion. Enterprises are spending an additional $20B on SaaS each year. That’s $20B more budget than last year, just for enterprises alone. The SaaS companies with $1B in ARR have 1% of all total enterprise spend. Go grab your piece.

GCP(Google Cloud Platform) 235

GCP(Google Cloud Platform) Azure AWS SaaS 235

Clouded Judgement

MAY 31, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Software Sentiment Software sentiment is incredibly low at the moment - and rightfully so. Nearly 70% of software companies who reported Q1 with an April quarter end guided Q2 below consensus!

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

SaaStr

MARCH 31, 2022

And it’s one of the three large cloud vendors that we all know: Microsoft, AWS, and Google. AWS’s marketplace has seen 1.5 Rico Mallozzi: So marketplaces are fundamentally changing, go to market motions for a lot of enterprise technology companies. Azure’s marketplace has over 4 million monthly visitors.

Scale 259

Scale Marketplace as a Service Cloud SaaS Payments 259

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. Our Customer Success software is uniquely designed to integrate with CRM systems and tightly into an application or service.

GCP(Google Cloud Platform) 257

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 257

SaaStr

AUGUST 2, 2021

ServiceNow is a workflow, low-code/no-code software company with over 1500 partners worldwide. Technology Alliances: The tech alliances offer important integrations, especially critical for ServiceNow’s target market of enterprise customers. Examples include AWS, Adobe, Microsoft, and Google Cloud. And remember to scale.

Outsourcing Services 284

Outsourcing Services Scale Scaling Outsourced Development 284

Tom Tunguz

JUNE 25, 2023

Clouds are picking teams in one of the most important dislocations in software. Five years ago, many startups defaulted to AWS for the generous credits, broad catalog, & rapid pace of innovation. LLM-enabled apps require customer data to train, propelling data security to the top of the list for most enterprise buyers.

Artificial Intelligence 240

Artificial Intelligence AI AWS Cloud 240

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

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 228

Artificial Intelligence Trends Data Software Review 228

Tom Tunguz

APRIL 6, 2023

In the cloud, AWS, Azure, & GCP have created about as much market cap as all the top 100 B2B & B2C publics built on cloud (Netflix, ServiceNow, AirBnb, etc). Startups have negative time to launch in many markets with Adobe, Microsoft, & Salesforce launching Gen AI enabled software in weeks.

Generative AI 228

Generative AI AI GCP(Google Cloud Platform) Startup 228

Clouded Judgement

MAY 10, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Q1 Software Earnings Are… Not Good We’re about halfway through Q1 earnings season, and it’s not been pretty. Follow along to stay up to date! Even a DCF is riddled with long term assumptions.

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

CloudGeometry

APRIL 25, 2022

Big enterprise customers have been buying software for a long time. Many started long before SaaS emerged as a smarter, better way to build, buy and sell software. That means they’ve got plenty of software they already depend on that needs to work with whatever your SaaS product can do for them. How do you respond?

Enterprise readiness 130

Enterprise readiness Enterprise Technical Review Software Review 130

SaaStr

MARCH 1, 2024

For those of you selling to Enterprise, they have experimental budgets that run out. A Case Study: casetext Casetext is a legal software platform selling to Mid-Market and Enterprise law firms. In the case of medical billing and QA testing for software, a human used to do this. It’s been tough for a few reasons.

Generative AI 293

Generative AI Outsourcing Services AI Software Review 293

The Angel VC

MAY 12, 2018

1 – Dropbox on consumerization "Individual users are changing the way software is adopted and purchased Software purchasing decisions have traditionally been made by an organization’s IT department, which often deploys products that employees don’t like and many refuse to adopt. 8 – Weaning off AWS Look at this. 9 – Eleven 9s?

AWS 187

AWS Scale Subscription Payment Features 187

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 167

Cost optimization & reporting Cloud Azure AWS 167

Tom Tunguz

NOVEMBER 28, 2023

Snowflake announced earnings yesterday, echoing the strength within software companies more broadly & underscoring the shift in enterprise buyer behavior to normal after three quarters of extensive cost cuts. Time to make some snow angels & sell some software.

GCP(Google Cloud Platform) 187

GCP(Google Cloud Platform) Azure Data Startup 187

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 157

Cost optimization & reporting Cloud Azure AWS 157

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. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue.

Software Review 130

Software Review Cloud Software AWS 130

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. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue.

Cloud 167

Cloud Azure AWS Software Review 167

Intercom, Inc.

AUGUST 30, 2022

When you’re selecting tools for your startup tech stack, you don’t need all the bells and whistles of enterprise software – in fact, tools built for more mature companies will likely have more complexity (and thus more costs) than you really need at this early stage. AWS – Cloud computing. Look for tools that can scale with you.

Scale 163

Scale Payment Services Startup AWS 163

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

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! Even a DCF is riddled with long term assumptions.

Cloud 176

Cloud GCP(Google Cloud Platform) AWS Azure 176

User Pilot

MARCH 5, 2025

That’s where customer engagement software comes in. How I chose the best customer engagement software My evaluation process combined thorough feature analysis , a careful review of user feedback, and insights from industry reports. But how do you track and strengthen these connections? Userpilots pricing.

Software Review 52

Software Review Engagement Software Scale 52

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

AUGUST 2, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Back then the median software NTM rev multiple was ~6x. Then there’s software specific data points. Then there’s the broader software universe. Follow along to stay up to date! Today it’s ~5x.

Cloud 157

Cloud Azure GCP(Google Cloud Platform) AWS 157