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). To calculate implied ARR I take the subscription revenue in a quarter and multiply it by 4. These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery.

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

SaaStr

MARCH 6, 2024

8 Out of 10 of Top Deals Were Sourced or Influenced by Partners And more than 40% of their total business is invoiced via channel partners. AWS alone generated $175m of contract value for Okta, growing 130%. So it makes sense, where practical, to split the teams here. And a few other interesting learnings: #6.

Fractional VPE 288

Fractional VPE Part-Time VPE Scale SMB 288

Chargify

AUGUST 17, 2020

Backed by an army of developers, data engineers, and finance professionals, this events-based billing model allowed these large companies to directly link the value that their services provided with the cost presented on a customer’s invoice. How AWS Does It. What Amazon Web Services and Twilio Get Right.

AWS 98

AWS Payment Services SaaS Payments Payments 98

Clouded Judgement

MARCH 28, 2025

Fast forward to the launch of AWS and the public cloud. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA. So why try and compete now?

Cloud 184

Cloud AI Scale Scaling 184

Clouded Judgement

FEBRUARY 7, 2025

They each have some of the largest cloud businesses in the world in AWS, Azure and Google Cloud respectively. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Overall, there was weakness across the board.

Systems Review 144

Systems Review Cloud AI Artificial Intelligence 144

SaaStr

OCTOBER 13, 2022

ChartMogul is an analytics platform to help you run your subscription business. 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.

GCP(Google Cloud Platform) 261

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 261

SaaStr

NOVEMBER 3, 2022

ChartMogul is an analytics platform to help you run your subscription business. 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.

Payments 265

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions 265

SaaStr

AUGUST 13, 2023

RevenueCat (where I was lucky enough to be the first investor) is the leading mobile subscription management API and literally processes more API calls a day than Stripe. We’re kicking off a new series on SaaStr on what top SaaS and Cloud leaders (CROs, CMOs, and CTOs) use in their tech stack. It’s the nature of mobile.

New CTO 245

New CTO CTO AWS Mobile 245

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

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. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

Cost optimization & reporting 190

Cost optimization & reporting Cloud Software Azure 190

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 million subscriptions transacted and Google’s marketplace has seen 3X growth in SaaS sales. Like I said, we run 100% of our platform on AWS, so the fit was great.

Scale 263

Scale Marketplace as a Service Cloud SaaS Payments 263

The Angel VC

MAY 12, 2018

We generate over 90% of our revenue from self-serve channels — users who purchase a subscription through our app or website. As a result, each cohort of new users typically generates higher subscription amounts over time. 8 – Weaning off AWS Look at this. For what it’s worth, this also gives you a hint on the margins of AWS. #9

AWS 187

AWS Scale Subscription Payment Features 187

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. Follow along to stay up to date!

Cost optimization & reporting 167

Cost optimization & reporting Cloud Azure AWS 167

Baremetrics

MARCH 30, 2021

If you are looking for the right billing and invoicing solution for your business, Zuora and Chargebee should be at the top of your list. Do they support the payment platform you desire? Do any of them have what you want in a subscription management service? Zuora These two platforms are quite useful for billing and invoicing.

Payment Solutions 105

Payment Solutions Payment Features Payments Payment Methods 105

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

Intercom, Inc.

APRIL 28, 2021

Thanks to the evolution of our cost program, we now spend only one hour a week on cost management, with great success” We’ve built our own in-house AWS cost monitoring, but there are plenty of solutions on the market to do this for you, as well as your cloud provider’s own tooling. Zero touch costs. This one speaks for itself.

Management 211

Management Government Cost optimization & reporting Engineering 211

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

FastSpring

NOVEMBER 9, 2023

It is the largest in-person event in the country—2,000+ attendees, 800+ companies, and 100+ speakers—along with features such as Betakit Keynote Stage, AWS Pitchfest, Workspaces Tradeshow. Our platform includes branded localized checkout, subscription management, and so much more. Schedule a demo now or at SaaS North in person!

Merchant Services 158

Merchant Services SaaS Payments Payment Methods Payment Services 158

Buffer Resources

AUGUST 16, 2023

We’ve shared a number of parts of Buffer’s business transparently over the years — and one piece we’ve always wanted to expand on is where your money goes when you pay for a Buffer subscription. Our hosting costs include service providers like AWS, Cloudflare, MongoDb, Twitter, etc.

Merchant Services 98

Merchant Services Payment Services Payment Features Payments 98

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. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Follow along to stay up to date!

Cloud 176

Cloud GCP(Google Cloud Platform) AWS Azure 176

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. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

Cloud 167

Cloud Azure AWS Software Review 167

SaaStr

AUGUST 2, 2019

Tableau was at >$900m in recurring revenue … growing 41% (!). And subscriptions were growing 115%. There aren’t that many things of true scale, that are strategic, that Salesforce could buy at this stage. Tableau Reports First Quarter 2019 Financial Results. That’s not Twilio growth, but it’s awfully strong.

AWS 146

AWS Acquisition Cloud Subscription 146

Intercom, Inc.

SEPTEMBER 12, 2018

We chase after potential leads trying to qualify them, we spend a lot of time trying to book meetings and give demos, we spend an awful lot of time simply trying to make a value driven discussion happen at a later date. Second, sales teams spend a lot of time doing laborious, repetitive tasks that don’t always result in much value.

Sales 144

Sales Payment Features AWS Subscription 144

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%. Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

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

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

FastSpring

FEBRUARY 22, 2024

The GDC Expo showcases the latest game development tools and services from leading technology companies such as AWS, Epic, and Google. We handle every payment need from subscription management to tax collection, remittance and more so your business can go farther, faster. Schedule a demo now or at GDC 2024 in person!

Merchant Services 159

Merchant Services Development Payment Services SaaS Payments 159

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%. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Chargify

FEBRUARY 1, 2018

Over the last decade, recurring revenue has emerged as the preferred model for businesses moving beyond transactional commerce. While the first generation of recurring revenue was defined by simple subscriptions—think Netflix’s original “one-size-fits-all” $7.99 From Static Subscriptions To The Relationship Economy.

Payment Features 75

Payment Features Subscription AWS Scale 75

Clouded Judgement

AUGUST 2, 2024

Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 157

Cloud Azure GCP(Google Cloud Platform) AWS 157

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

SEPTEMBER 8, 2023

” We saw some green shoots in AWS and a few other consumption names, and overall sentiment seemed more positive. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). I’ll post a much longer recap soon, but today I wanted to post the highlights.

Cloud 176

Cloud Software Review AWS Trends 176

SaaStr

MARCH 1, 2024

Some of that is by launching add-on products that can be priced as subscription fees or transactional per conversation. They just happened to launch AWS and ended up capturing way more value just in themselves than the entire on-prem storage market before them. ARPU, ACV, and LTV are increasing. Drop in costs.

Generative AI 299

Generative AI Outsourcing Services AI Software Review 299

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). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

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

SaaStr

JULY 1, 2020

I’m looking at it and I’m like, “Who’s got the Wall Street Journal subscription? For us, it’s been, “Migrate things that you have on invoice over to card.” We can save companies $100,000 on their AWS bill. Everybody wants to save $100,000 on their AWS bill right now.

Merchant Services 266

Merchant Services Scale Sales Recruiting Sales 266

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. Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 167

Cloud AWS Metrics Payment Features 167