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.

GCP(Google Cloud Platform) 246

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 246

SaaStr

APRIL 28, 2021

As a startup, you’re doing a million things at once: building a product, answering customer tickets, developing a sales playbook, trying out different marketing hacks, and keeping the lights on. The reality is all large companies, and more and more mid-market companies, will require a SOC 2 report from their vendors. Deal: closed-lost.

Enterprise 278

Enterprise Software Review Azure GCP(Google Cloud Platform) 278

Tom Tunguz

OCTOBER 27, 2022

I’m watching public company earnings to identify early weaknesses in the software market. This week Microsoft, Google/ Alphabet, & Amazon reported their third quarter figures. Google Cloud Platform. At a 7x multiple of revenue, that is another $84b of market cap creation, in theory. Microsoft Azure.

Cloud 227

Cloud GCP(Google Cloud Platform) Azure AWS 227

Clouded Judgement

OCTOBER 11, 2024

The hyperscalers (AWS, Azure, GCP) are always some of the first companies to report earnings during earnings season (coming up in 2 weeks), and there’s always a read through for consumption names (meaning people believe there’s a correlation). Cloudflare is up 17%. Datadog is up 14%. Mongo is up 16%. Snowflake is up 14%.

Cloud 167

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

SaaStr

APRIL 27, 2021

After polling CIOs, Gartner found that total SaaS spend will grow from $100B in 2020 to $140B in 2022: A few interesting implications and learnings: The growth in SaaS buying should give you a +20% a year boost on top of your other sales and marketing efforts. That’s a huge tailwind. This is your time, folks. Go make it happen.

GCP(Google Cloud Platform) 235

GCP(Google Cloud Platform) Azure AWS SaaS 235

Tom Tunguz

APRIL 6, 2023

Layer : application, platform, or infrastructure? 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). Market : how to compete with incumbents?

Generative AI 219

Generative AI AI GCP(Google Cloud Platform) Startup 219

Tom Tunguz

NOVEMBER 28, 2023

" As with many other companies reporting strength in the market, AI & unstructured data workloads are fueling growth. And as a result, our salespeople are really not inclined to do much in GCP.” Consumption continued to grow in the month of October…Consumption trends have improved.”

GCP(Google Cloud Platform) 180

GCP(Google Cloud Platform) Azure Data Startup 180

Clouded Judgement

MAY 3, 2024

We now have results from the three hypersclaers (AWS / Azure / GCP). The most notable change in tone was Andy Jassy talking about AWS. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. ” Full quote below: “We're seeing a few trends right now.

Cost optimization & reporting 190

Cost optimization & reporting Cloud Software Azure 190

Clouded Judgement

SEPTEMBER 27, 2024

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. Microsoft launched Azure in 2010, and Google launched GCP to the public in 2011 (they launched a preview of Google App Engine in 2008, but made it publicly available in 2011).

Cloud 176

Cloud GCP(Google Cloud Platform) AWS Azure 176

Clouded Judgement

OCTOBER 28, 2022

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

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

AUGUST 2, 2024

Today, the market seems a lot more worried about business fundamentals / growth. Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. However, rates are just one variable.

Cloud 157

Cloud Azure GCP(Google Cloud Platform) AWS 157

Clouded Judgement

MAY 10, 2024

All 3 (AWS, Azure, GCP) saw positive reacceleration Quarterly Reports Summary Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months. Overall Stats: Overall Median: 5.7x

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

Clouded Judgement

AUGUST 4, 2023

” These are two quotes about AWS on the Amazon earnings call. AWS grew 16% in Q1, but called out growth in April (first month of Q2) was 11%. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. And most importantly, they’ve seen these positive trends continue.

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

APRIL 21, 2023

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). The big question I have - everyone knows the market is tough right now.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

MAY 31, 2024

This can lead to an airpocket of valuation as companies transition to a different primary valuation metric Outside of the hypserscalers (Azure, AWS, GCP) who have uniquely benefited from AI revenue (mainly selling compute), everyone else has largely struggled. 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

NOVEMBER 10, 2023

Hyperscalers (AWS, Azure, GCP as companies look for cloud GPUs who aren’t building out their own data centers) Infra (Data layer, orchestration, monitoring, ops, etc) Durable Applications We’ve clearly well underway of the first 3 layers monetizing. Most likely Datadog is seeing trends more unique to their own business.

Cloud 190

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 190

Chart Mogul

JANUARY 28, 2022

A few months ago, we retired our last pieces of infrastructure on DigitalOcean, marking our migration to AWS as complete. Our journey was not your regular AWS migration as it involved moving our infrastructure from classic VMs to containers orchestrated by Kubernetes. Ultimately, we decided to go with AWS. Team expertise.

K8S orchestration (Kubernetes) 52

K8S orchestration (Kubernetes) AWS EKS (Elastic Kubernetes Service) GCP(Google Cloud Platform) 52

Clouded Judgement

JULY 28, 2023

AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. Satya at Microsoft said “Every AI app starts with data and having a comprehensive data and analytics platform is more important than ever.” Meaning labor markets continue to be strong!

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

AUGUST 11, 2023

” It’s really important that new business is still healthy, and a sign of overall market health. I think market can look forward 2-3 quarters, but we’re getting tight on that window. The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs).

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

CloudGeometry

FEBRUARY 7, 2022

Given the speed and intensity of competition in this market, it’s essential to SaaS success at any scale — and at any point on the lifecycle of your SaaS product offering. The AWS Well-Architected Framework is one such approach that helps adopt architectural best practices (whether or not you run on AWS) and adapt continuously.

Well Architected Framework 130

Well Architected Framework SaaS AWS Construction 130

Intercom, Inc.

JANUARY 24, 2019

It’s now so inexpensive to go to market that having a great tech vision and product isn’t enough. It’s less expensive than it’s ever been in terms of actually getting a product to market, whether it’s leveraging platforms like Salesforce or GCP or AWS or Heroku.

Scale 151

Scale Machine Learning Artificial Intelligence Technical Review 151

SaaStr

OCTOBER 17, 2019

The reason we did this, we took this decision is because of our bet on the market. So we had to pretty much select a very specific machine, very specific hardware to make sure we have the best performance of the market. Like we have these big bets, we needed to get some feedback from the market about this bet. Is it realistic?

Scale 169

Scale Scaling CTO Hire Part-Time VPE 169

User Pilot

APRIL 29, 2024

Service providers like Amazon Web Services (AWS), Google Cloud Platform, and Microsoft Azure offer server hosting and load-balancing services. Service providers like Amazon Web Services (AWS), Google Cloud Platform (GCP), and Microsoft Azure offer infrastructure services that support backend development.

Azure 52

Azure GCP(Google Cloud Platform) AWS Construction 52

User Pilot

JULY 28, 2024

In contrast, a data analyst at a company developing marketing automation software might focus on analyzing campaign performance and user engagement data to optimize marketing strategies. Userpilot is an all-in-one product platform with engagement features and powerful analytics capabilities. Looking into tools for data analysts?

Data 52

Data Azure Data Analysis Machine Learning 52

BetterCloud

APRIL 15, 2020

AWS was launched in 2006, and the term “DevOps” was first used in 2009. BetterCloud has been the market leader in this space for over 8 years, and our product is the only all-in-one SaaSOps solution available. We run Okta and most of our apps are run in AWS and GCP, so it wasn’t too difficult for us. SaaSOps will evolve.

Management 52

Management GCP(Google Cloud Platform) AWS SaaS 52

Sales Hacker

OCTOBER 7, 2019

This week on the Sales Hacker podcast, we talk to Alison Wagonfeld, CMO of Google Cloud. Alison brings a wealth of marketing, investor, and exec experience to the show. Google’s Marketing Message and stance on competitors. About Alison Wagonfeld and Google Cloud (01:52). About Alison Wagonfeld and Google Cloud.

Cloud 50

Cloud Artificial Intelligence Scale GCP(Google Cloud Platform) 50

OPEXEngine

JANUARY 11, 2022

For example, technology companies like AWS, GCP, and Snowflake offer no contracts for customers interested in using their self-service option or beta-testing the solution. Migrate to a consumption pricing model represents a major shift in a company’s go-to-market model. Migrating to consumption-based pricing models.

Pricing 52

Pricing Payment Solutions Outsourced Development Compensation 52

User Pilot

JULY 28, 2024

This helps personalize the user experience and target marketing efforts effectively. They collaborate with product managers, marketing teams, and other stakeholders to translate their analytical findings into actionable business strategies. Bonus points : Experience with cloud platforms (AWS, Azure, GCP).

Data 52

Data Technical Review Machine Learning Artificial Intelligence 52

Andreessen Horowitz

SEPTEMBER 25, 2023

I did not unleash our sales force and go to a market of 3000 people to sell the thing we bought because we just can’t satisfy the demand. It will be like AWS, GCP, and Azure. At Databricks, we bought Mosaic. There are not enough GPUs. Ben: So you won’t even let all your guys sell it?

Enterprise 110

Enterprise AI Artificial Intelligence Generative AI 110

How To Buy Saas

MAY 15, 2024

Examples of IaaS Cloud Providers Amazon Web Services (AWS) Google Cloud Provider (GCP) IBM Cloud Microsoft Azure PaaS Taking a step ahead from IaaS, let us introduce you to PaaS or Platform-as-a-support. No matter the size of the business, SaaS services can help anyone with advanced and effective solutions.

DevOps as a Service 52

DevOps as a Service Marketplace as a Service Cloud SaaS 52

User Pilot

JULY 14, 2024

marketing, product) to define key business questions and translate them into data-driven problems. Bonus points : Experience with cloud platforms (AWS, Azure, GCP). This helps personalize the user experience and target marketing efforts effectively. Experience with data visualization tools (e.g.,

Data 52

Data Technical Review Machine Learning Artificial Intelligence 52

OpenView Labs

JANUARY 24, 2022

Every year Tackle surveys sellers and buyers at software companies across the spectrum—from less than $10M to over $1 billion in ARR, across multiple industries, and in roles like alliances/partnerships, sales, operations, product/development, finance, marketing, IT, and more.

Marketplace as a Service 77

Marketplace as a Service Cloud Trends Software 77