SaaStr

MARCH 24, 2025

AI Will Deflate Pricing in Some Areas AI is making some categories of software look expensive. This means investing heavily in R&D and hiring top-tier talent to make your AI capabilities truly world-class. If youre not leaning into PLG, youre missing a huge opportunity to let your product sell itself in this new era.

AI 147

AI Trends SaaS AWS 147

SaaStr

FEBRUARY 2, 2023

CloudKeeper from TO THE NEW, is a cloud spend optimization solution that guarantees to cut down your AWS bills by 5-15%. With CloudKeeper, we have helped 200+ of our customers optimize their AWS spend with a guaranteed reduction in their AWS bills. RI pricing for On-demand usage. No lock-ins. Savings from Day 1.

Cloud spend optimization 263

Cloud spend optimization AWS Scale compliance 263

Clouded Judgement

MARCH 28, 2025

Fast forward to the launch of AWS and the public cloud. That juxtaposition is what makes investing in venture markets these days so fun! This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S. So why try and compete now?

Cloud 184

Cloud AI Scale Scaling 184

Clouded Judgement

JUNE 19, 2024

It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up). Change in Share Price At the end of the day what investors care about is what happened to the stock after earnings were reported. What I’ve shown below is the market-adjusted stock price reaction.

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

Clouded Judgement

OCTOBER 11, 2024

This behavior can create a surge in purchasing activity, as organizations look to make strategic investments without losing their allocated funds. This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S. Cloudflare is up 17%.

Cloud 167

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

SaaStr

FEBRUARY 21, 2024

AWS can’t support 20 partners equally. When partnering with big folks like Drata does with AWS, you have to bring business to them. Drata was one of three companies mentioned on stage by AWS’ Head of Partnerships because they did the most transactions on the marketplace than any other company. Otherwise, it falls apart.

AWS 285

AWS Scale Sales Hiring Marketing 285

Clouded Judgement

FEBRUARY 7, 2025

They each have some of the largest cloud businesses in the world in AWS, Azure and Google Cloud respectively. This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S. Overall, there was weakness across the board.

Systems Review 144

Systems Review Cloud AI Artificial Intelligence 144

SaaStr

JULY 1, 2024

It could be a 6-month, 12-month, or multi-year venture, so you want the cash to invest in an upmarket strategy properly. Everything you have now will probably look different upmarket, including pricing. Once you do, invest and go hard after this market and grow the sales team to serve that upmarket customer. #3:

Sales Hiring 305

Sales Hiring Scale SMB compliance 305

SaaStr

DECEMBER 14, 2021

The Treasure Data platform instantly analyzed large amounts of data, which meant that companies didn’t need to hire lots of computer scientists or put up a considerable upfront investment for data projects. . Commoditization From AWS & Google Cloud. million and $1.2 million deals led by the founders.

Sales Hiring 312

Sales Hiring Data AWS Leadership 312

SaaStr

MARCH 22, 2023

Ed Lenta, the SVP and GM of Databricks, had the rare opportunity of scaling three hypergrowth companies — VMware, AWS, and Databricks. At VMware, they priced based on physical CPUs customers chose — a hugely transactional service that constrained growth. Invest in and put that into the market to start softening the beach.

Scale 262

Scale Scaling AWS Sales Hiring 262

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 But also it’s allowed us to get much closer to our provider, I mean, we host and run 100% on AWS, but pull data from everywhere. It was pretty easy to drive that from our side.

Scale 262

Scale Marketplace as a Service Cloud SaaS Payments 262

SaaStr

NOVEMBER 8, 2022

Does it cost so, so much to host a few million lines of code on AWS? As soon as your competitor cuts prices and quintuples their marketing budget … and is everywhere … can you stay out of the arms race? Raise prices tomorrow. If your competition is fierce, raise prices even more. So is SaaS cursed?

Scale 299

Scale SaaS Banking AWS 299

SaaStr

APRIL 30, 2022

We look at annual churn, given the nature of those businesses that have annual or multi annual contracts with much bigger price items and tickets. I believe pricing is not enough … There’s not enough investment from companies going into pricing and thinking about pricing. So talked about pricing.

SaaS Payments 246

SaaS Payments Metrics Payment Methods Scale 246

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. This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S.

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. On top of that- we HAVE seen significant pricing pressure. In the last 18 months GPT4 has dropped ~90% in price! Follow along to stay up to date!

Cloud 176

Cloud GCP(Google Cloud Platform) AWS Azure 176

SaaStr

DECEMBER 26, 2022

Companies are witnessing slight pricing pressure, with the average spend per product dipping slightly. . The role of AWS, Azure, and Google Cloud Marketplace is becoming increasingly important. “45% Categories like customer success, learning management platforms, and onboarding software are witnessing increased investments. .

Software Review 245

Software Review Software Azure Cloud 245

Clouded Judgement

FEBRUARY 2, 2024

Amazon on AWS : “…customers are continuing to shift their focus towards driving innovation and bringing new workloads to the cloud. Azure (excluding Azure AI) continued to decelerate, and while AWS did come in ahead of expectations, it wasn’t a blow out. Altimeter is an investment adviser registered with the U.S.

Cost optimization & reporting 167

Cost optimization & reporting Cloud Azure AWS 167

SaaStr

MARCH 1, 2024

For some context, Base10 is a research-driven investment firm focusing on companies automating the largest sectors of the real economy. Notion launched the first of many upcoming AI features, and they’ve priced it so that it may be at $100M ARR in the near term. The automations are an add-on, priced at 50% of core offerings.

Generative AI 298

Generative AI Outsourcing Services AI Software Review 298

OpenView Labs

FEBRUARY 9, 2021

This is why we’re seeing more and more SaaS companies—Datadog, Twilio, AWS, Snowflake, and Stripe, to name a few—find success with product led growth paired with usage-based pricing. Usage-based pricing will be the key to successful monetization in the future.”. Usage-based pricing is in all layers of the tech stack.

Scale 98

Scale Pricing Scaling AWS 98

Clouded Judgement

OCTOBER 27, 2023

Subscribe now Cloud Giants Report Q3 ‘23 Not a great signal for software this week from the Cloud Giants (AWS, Azure and Google Cloud)…After Q2 (3 months ago), the tone from the Cloud Giants around optimizations was largely: optimizations have started to ease, and net new workloads have picked up. That is not new.”

Cost optimization & reporting 157

Cost optimization & reporting Cloud Azure AWS 157

Clouded Judgement

APRIL 11, 2024

This has all resulted in the median stock price declining 5% YTD. 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. What I’ve shown below is the market-adjusted stock price reaction.

Cloud 184

Cloud Software Azure AWS 184

Intercom, Inc.

AUGUST 30, 2022

And more importantly – which ones are really going to deliver a return on investment for your precious (and limited) budget? Does it have flexible pricing? AWS – Cloud computing. Many of the biggest and best companies in the world use AWS – and many of them were once startups using AWS, too. Questions to ask.

Scale 163

Scale Payment Services Startup AWS 163

Clouded Judgement

OCTOBER 20, 2023

Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S. Securities and Exchange Commission.

Cloud 167

Cloud Azure AWS Software Review 167

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. Follow along to stay up to date!

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

AUGUST 2, 2024

Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! Our expectation, obviously again, is that we are going to significantly increase our investments in AI infrastructure next year, and we'll give further guidance as appropriate.” Altimeter is an investment adviser registered with the U.S.

Cloud 157

Cloud Azure GCP(Google Cloud Platform) AWS 157

Clouded Judgement

JANUARY 6, 2023

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. This was the worst tone that we’ve heard in years from large AWS/Azure partners, a group that usually expresses different shades of optimism about AWS/Azure growth.”

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

The Angel VC

FEBRUARY 20, 2016

The reason is that in most categories online shopping has become ultra-transparent (something which I’m not completely innocent of ;-) ) and that there’s a group of highly price-sensitive customers which always goes for the lowest price. That’s my theory at least, it’s not scientifically proven. It’ll depend on who you ask.

Scale 192

Scale Scaling SaaS AWS 192

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. Securities and Exchange Commission.

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

Clouded Judgement

APRIL 28, 2023

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. After all, they had a lot of AI tailwinds, and benefited tremendously from consolidation (without a headwind of a larger base of smaller startups, like AWS).

Cloud 130

Cloud Azure AWS AI Search 130

Buffer Resources

AUGUST 16, 2023

We’re also happy to share a more sustainable way of providing this information — our new transparent pricing dashboard. Another important detail to note is how Average Sales Price (ASP) and Expenses have changed over time. Our Average Sale Price (ASP) in 2014 was $13, while our total Operating Costs were $3,575,897.

Merchant Services 98

Merchant Services Payment Services Payment Features Payments 98

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%. We’ve all been waiting for cloud optimizations to ease up, and this is our clearest signal that we’re getting there. Revenue multiples are a shorthand valuation framework.

Cloud 130

Cloud Azure AWS Cost optimization & reporting 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. But these investments aren’t cheap. Q4’s were generally good!

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

Clouded Judgement

SEPTEMBER 8, 2023

” We saw some green shoots in AWS and a few other consumption names, and overall sentiment seemed more positive. I’ll post a much longer recap soon, but today I wanted to post the highlights. Overall, I’d describe Q2 as “Buying environment didn’t get worse, but we’re not out of the woods yet.”

Cloud 176

Cloud Software Review AWS Trends 176

Clouded Judgement

JULY 26, 2024

If we rewind the clock back to the cloud buildout, the competition between the 3 main players has lead to numerous price changes. I asked ChatGPT how many price changes AWS has made to S3 since it’s inception in 2006, and the answer it gave me was 65. Altimeter is an investment adviser registered with the U.S.

Cloud 144

Cloud Technical Review Artificial Intelligence Software Review 144

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. Altimeter is an investment adviser registered with the U.S.

Cloud 190

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 190

SaaStr

SEPTEMBER 12, 2019

I’m talking about product-led growth as an investment strategy, but really my background is 10 years of operating experience in the product-led growth world. Now I’m investing in that. I say investment strategy, but really it’s like how do you build a company that’s focused on product-led growth?

Investment 113

Investment Underperforming Technical Team Sales Hiring Software Review 113

Clouded Judgement

FEBRUARY 16, 2024

” 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. This is for information purposes and should not be construed as an investment recommendation.

Cloud 167

Cloud AWS Metrics Subscription 167