Tom Tunguz

NOVEMBER 28, 2023

” A surprising impact of the cost-cutting may be increased margins for SaaS providers on infrastructure as their own cost reductions manifest as margin improvements. And as a result, our salespeople are really not inclined to do much in GCP.” Consumption of unstructured data was up 17x year-over-year.”

GCP(Google Cloud Platform) 181

GCP(Google Cloud Platform) Azure Data Startup 181

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. The promise of SaaS is that growth in the early years leads to profits in the mature years. ” Full quote below: “We're seeing a few trends right now.

Cost optimization & reporting 190

Cost optimization & reporting Cloud Software AWS 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

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.

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

Clouded Judgement

AUGUST 2, 2024

Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! 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.

Cloud 157

Cloud Azure GCP(Google Cloud Platform) AWS 157

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%. Every week I’ll provide updates on the latest trends in cloud software companies.

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

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%. The promise of SaaS is that growth in the early years leads to profits in the mature years. Tailwind of new workloads starting to overtake headwinds of optimizations.

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

CloudGeometry

FEBRUARY 7, 2022

2020 left no doubt: the growth of cloud computing is firmly grounded in the SaaS business model. Investors like Bessemer have bet and made billions on the SaaS trajectory. Done right, multi-tenancy through tenant isolation delivers benefits to both you as a SaaS vendor and to your customers.

Well Architected Framework 130

Well Architected Framework SaaS AWS Construction 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). Every week I’ll provide updates on the latest trends in cloud software companies.

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. Coming in to Q1 there was broader optimism. Q4’s were generally good!

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. Revenue multiples are a shorthand valuation framework.

Cloud 190

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 190

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.” AWS reports next week. So what did we learn?

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

AUGUST 11, 2023

The hyperscalers (AWS, Azure, GCP) are seeing some uptick, but this is largely from selling compute (ie cloud GPUs). The promise of SaaS is that growth in the early years leads to profits in the mature years. It shows the number of months it takes for a SaaS business to payback their fully burdened CAC on a gross profit basis.

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

Intercom, Inc.

JANUARY 24, 2019

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. That’s commonplace especially within enterprise SaaS, now. How to know when to become a platform.

Scale 151

Scale Artificial Intelligence Machine Learning Technical Review 151

Baremetrics

JANUARY 25, 2022

For example, SaaS companies might deploy multiple cloud architectures in parallel and rely on more than one cloud service provider to house specific data sets or regulate available features for tiered customers. Examples of cost management software include in-platform cost optimization modules like GCP Billing and AWS Cost Explorer.

Payment Services 97

Payment Services SaaS Payments Payment Solutions Scaling 97

Audacix

SEPTEMBER 20, 2022

When you should conduct SaaS pentests / mobile app pentests to solidify your security posture. How to protect your cloud console with GCP/Azure/ AWS cloud console pentests. How to make your software or SaaS enterprise-ready so that you can sell more to larger B2B customers. Would that be helpful?

Software Development 52

Software Development GCP(Google Cloud Platform) Development Software 52

SaaStr

OCTOBER 17, 2019

And we were using a solution from Amazon AWS… We had one big issue first, which was a number of regions they were supporting were not the same vendors. And we were using a SaaS product to monitor our infrastructure. And in a day, they were able to have something better than our SaaS solution.

Scale 173

Scale Scaling CTO Hire Part-Time VPE 173

Audacix

FEBRUARY 4, 2024

Table Of Contents SaaS cloud security tools and SaaS providers act as a constructive bridge for cloud infrastructure and application protection. However, the path to SaaS cloud security can be challenging. Opting for cloud security as a service from the best SaaS provider and shifting left is the way to move forward.

Outsourcing Services 52

Outsourcing Services Cloud Outsourced Development Software Review 52

BetterCloud

APRIL 15, 2020

The session, “SaaSOps: A Practice to Discover, Manage & Secure Your SaaS Apps,” which was presented on April 2, focused on the evolution of SaaSOps and the main pillars of the practice, and included a customer panel. SaaS has changed the way we work. SaaS has driven a best-of-breed world. If you missed it, here’s a recap.

Management 52

Management GCP(Google Cloud Platform) AWS SaaS 52

How To Buy Saas

MAY 15, 2024

There are various Cloud service models to choose from, like IaaS PaaS SaaS, and you may get confused while making a decision. Don’t worry; in this blog, we will help you know everything about the different cloud computing models like IaaS PaaS SaaS to decide which one will be best for your business. Therefore, keep reading!

DevOps as a Service 52

DevOps as a Service Marketplace as a Service Cloud SaaS 52

Audacix

JULY 28, 2022

A cloud server, like an AWS EC2 instance, is still a server. The only difference is that it is sitting in AWS' datacentres, rather than in your office. Everything that you read here is relevant to you whether you host your own web applications or use a cloud platform like AWS. Not really.

Cybersecurity 52

Cybersecurity AWS Underperforming Technical Team Scale 52

User Pilot

JULY 28, 2024

For a better understanding of this role, let’s break down the core responsibilities of a data scientist working in a SaaS company, for example: 1. Data acquisition and engineering: Data Extraction : SaaS products generate a ton of user data. Churn Prediction : Customer churn is a major concern for SaaS companies.

Data 52

Data Technical Review Artificial Intelligence Machine Learning 52

User Pilot

JULY 14, 2024

Bonus points : Experience with cloud platforms (AWS, Azure, GCP). For a better understanding of this role, let’s break down the core responsibilities of a data scientist working in a SaaS company, for example: 1. Data acquisition and engineering: Data Extraction : SaaS products generate a ton of user data.

Data 52

Data Technical Review Artificial Intelligence Machine Learning 52

Audacix

MAY 11, 2023

Follow this easy process to include vulnerability assessment and management in your best-practice SaaS security program: Run vulnerability assessment scans every time you update a production or non-production environment. Great, Book My Demo How can software teams implement vulnerability management processes frictionlessly in their SDLC?

Underperforming Technical Team 52

Underperforming Technical Team Software Cloud Software Engineering 52

Audacix

NOVEMBER 14, 2023

These automated SaaS security tools, ranging from open-source to professional-grade solutions, are integral in identifying vulnerabilities, assessing security risks, and protecting your web application from cyber attacks. AWS, Azure or GCP. Absolutely not!

Underperforming Technical Team 40

Underperforming Technical Team GCP(Google Cloud Platform) Mobile Cloud 40

Scytale

FEBRUARY 4, 2025

Whether you’re using AWS, GCP, or MS Azure as your IaaS (Infrastructure as a Service) provider, hosting your data in the cloud doesnt automatically mean its secure. Without proper data security and cloud compliance measures, SaaS businesses risk security vulnerabilities , data breaches, and violation penalties.

compliance 52

compliance Cloud Azure AWS 52