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 273

AWS Scale Sales Hiring Marketing 273

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). 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 318

Cloud GCP(Google Cloud Platform) Software Azure 318

Clouded Judgement

MAY 3, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. We now have results from the three hypersclaers (AWS / Azure / GCP). The most notable change in tone was Andy Jassy talking about AWS. ” Full quote below: “We're seeing a few trends right now.

Cost optimization & reporting 190

Cost optimization & reporting Cloud Software Azure 190

SaaStr

DECEMBER 26, 2022

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. . Another exciting trend is that more products are being bought than ever before. Next year is forecasted to be even more bullish.

Software Review 245

Software Review Software Azure Cloud 245

Clouded Judgement

JUNE 9, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Consumption Trends We’re now through earning season. Is there any incremental signal on consumption trends reversing? Follow along to stay up to date! Will we see re-acceleration soon? Will we see re-acceleration soon?

Trends 130

Trends Cloud Azure AWS 130

Sales Hacker

JANUARY 7, 2025

With a background that includes leadership roles at AWS, Microsoft, and Lenovo, Fred brings a wealth of experience in building high-performing teams and driving revenue growth. Okay, let’s go on invest. But I would say the first mental model is always to look at early signal.

Outsourcing Services 117

Outsourcing Services Scale Outsourced Development AWS 117

Clouded Judgement

AUGUST 11, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. While it is too early to call an end to cloud optimization and a significant level of macro uncertainty remains, these new trends, along with the tenor of our customer interactions are encouraging.” Follow along to stay up to date!

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

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. AWS was the the most positive sounding when it came to trends around optimizations. Follow along to stay up to date! which feels unlikely.

Cost optimization & reporting 157

Cost optimization & reporting Cloud Azure AWS 157

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

Cloud 176

Cloud GCP(Google Cloud Platform) AWS Azure 176

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

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

Cloud 167

Cloud Azure AWS Software Review 167

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. It’s pretty well understood that consumption trends will bottom and reverse prior to seat based purchasing. AWS had a FASCINATING report.

Cloud 130

Cloud Azure AWS AI Search 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

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

Intercom, Inc.

MAY 19, 2021

We hoped this would build confidence within the team and provide evidence to our stakeholders for further investment. The positive impact we had on engineering was readily apparent, which led to more investment in the core technologies area. Further investment is in the land of diminishing returns. Scaling to Rails.

Scale 216

Scale Technical Review Technology Scaling 216

Clouded Judgement

APRIL 11, 2024

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. If we break this down and look at Azure and AWS independently (graphs below), you’ll see how the AWS “swings” were a lot more volatile.

Cloud 184

Cloud Software Azure AWS 184

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

Cloud 157

Cloud Azure GCP(Google Cloud Platform) AWS 157

Clouded Judgement

AUGUST 4, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. But what I would add is that we saw Q2 trends continue into July.” ” 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%.

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

MAY 31, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. And people thought that trend would continue in to Q1. AI Investment Cycle Picking Up - Companies are (rightfully) investing in building out their capabilities around AI. But these investments aren’t cheap.

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

Clouded Judgement

NOVEMBER 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now OpenAI Updates OpenAI had their big developer day this week, and I wanted to call out two key announcements (and trends): increasing context windows and decreasing costs. Altimeter is an investment adviser registered with the U.S.

Cloud 190

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 190

SaaStr

MAY 14, 2019

Tables have turned because I first met Mikkel when just after I was working for previous fund index, he had just invested. Mikkel : Well again, the public cloud, AWS, was the dominant leader. So I am here, I guess, about 7 years after we first met. It was 7, 6 years. Obviously that’s not really so relevant today.

Cloud 238

Cloud Sales Recruiting Scale AWS 238

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. Follow along to stay up to date! How far do forward estimates need to come down?

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. This is for information purposes and should not be construed as an investment recommendation. Altimeter is an investment adviser registered with the U.S. Follow along to stay up to date! Past performance is no guarantee of future performance.

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

Tom Tunguz

AUGUST 3, 2014

But Amazon’s massive EPS miss has more to do with large scale capital investment in AWS than a lack of a profitable business or customer base. Advertising-driven models, SaaS business models, consumer hardware and marketplaces are all represented in the earnings figures so far.

Startup 100

Startup Trends AWS Marketing 100

Clouded Judgement

APRIL 21, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). If we look at the trends in their most recent quarters YoY growth rates (below) you’ll see the deceleration has been meaningful.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Intercom, Inc.

DECEMBER 31, 2019

Here, we trace some of the biggest trends and stories in technology over the past decade, and try to find a narrative to make sense of it all. There is a great responsibility to ensure it trends towards the former, not the latter. Big tech takes over. Rise of the cloud and SaaS businesses.

Payment Solutions 259

Payment Solutions Payment Methods Software SaaS Payments 259

Clouded Judgement

FEBRUARY 16, 2024

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

Cloud 167

Cloud AWS Subscription Payment Features 167

Clouded Judgement

JULY 26, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. 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. Sundar said “ the risk of under investing is dramatically greater than the risk of over-investing.

Cloud 144

Cloud Technical Review Artificial Intelligence Software Review 144

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

User Pilot

APRIL 2, 2025

Userpilots real-time analytics let you track behavior, feature usage, and engagement trends across web and mobile in one place. Userpilots data is fully encrypted and stored with SOC-compliant vendors like Amazon AWS and Google Cloud. For instance, marketing focuses on user acquisition, whereas product looks at feature adoption.

Mobile 66

Mobile Underperforming Technical Team Onboarding AWS 66

Clouded Judgement

MARCH 22, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. This is for information purposes and should not be construed as an investment recommendation.

AI 190

AI Cloud Revenue Technical Advisors 190

Clouded Judgement

JULY 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. ” Then at AWS Summit they called out “Your data is your differentiator when it comes to Generative AI.”

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

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. Though it was pioneered in the infrastructure layer (think: AWS and Azure), it’s becoming increasingly popular for API-based products and application software.

Scale 98

Scale Pricing Scaling AWS 98

SaaStr

JUNE 3, 2020

My background as a SaaS entrepreneur, and then share the big trends we’re seeing in the world of SaaS, both what we’re seeing over the next few years and then also zeroing in on what has changed in the last few weeks in the middle of this COVID crisis. This was a 30 year mega trend into the future.

Software Review 247

Software Review Scale Technical Review SaaS 247

SaaStr

OCTOBER 31, 2019

Bessemer Venture Partners’ Alex Ferrara takes a look at trends and predictions for the cloud industry in 2019. Retail was mentioned twice, that’s it, and AWS was mentioned 78 times, so it’s probably not surprising that they’re doing this. Want to see more content like this? Join us at SaaStr Annual 2020.

Cloud 113

Cloud Scale AWS Machine Learning 113

Clouded Judgement

SEPTEMBER 15, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. AWS growth seems to be re-accelerating, and qualitative feedback from a number of companies in Q2 (especially those with July quarter ends) suggested new customer bookings conversations were picking up. Follow along to stay up to date!

Software Review 130

Software Review Cloud Software AWS 130

ProfitWell

SEPTEMBER 10, 2020

The SaaS industry is growing fast, but if you want to be one of the companies contributing to that trend, you'll need to know the secrets of successful SaaS businesses. SaaS trends that are on the rise. Here are some of the biggest trends in the industry right now: Cloud-based Services. AI Integrations.

SaaS Payments 66

SaaS Payments Trends Merchant Services Payments 66