Clouded Judgement

JUNE 9, 2023

They did call out sequential growth in Confluent Cloud every quarter this year which was a big positive Still seeing elongated deal cycles and less expansion revenue The Bad AWS: Headwinds Getting Worse Their quarter ended in March, but on the earnings call they called out weakening growth in April.

Trends 130

Trends Cloud Azure AWS 130

Clouded Judgement

MARCH 22, 2024

For SaaS businesses that target smaller SMB customer segments, gross retention is typically in the mid to low 80’s with net expansion in the ~105% range. ” Let’s look at consumption revenue - this is also not technically recurring! It’s probably better described as re-occurring vs recurring.

AI 190

AI Cloud Revenue Technical Advisors 190

SaaStr

JUNE 26, 2024

It Takes Time To Bounce Back Jason was the first investor in RevenueCat , a company that automates mobile subscriptions on your phone. 30% of all mobile apps with a paid subscription use RevenueCat to manage it. You can see the growth on the platform side with Azure, Google, and AWS and how much it’s accelerating in AI.

CTO Hire 147

CTO Hire AI Venture Capital Sales Hiring 147

OPEXEngine

JANUARY 11, 2022

Companies that do not need to lock customers in with minimum commitments, particularly in the SMB space, use these types of models. 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. Uncommitted contracts.

Pricing 52

Pricing Payment Solutions Outsourced Development Compensation 52

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. And I know you’ve had some great experience, particularly while you were at AWS, running different partner sales, channel sales. They cannot resell.

Outsourcing Services 119

Outsourcing Services Scale Outsourced Development AWS 119

Intercom, Inc.

DECEMBER 13, 2018

I saw we had the opportunity to do that in London and to do something that will be new for Facebook, in the same way that AWS was a new business model and product line for Amazon and a bet that paid off very well. We are going from having an enterprise business to having a mid-market business to investing in an SMB business.

Scale 151

Scale Marketplace as a Service Mobile Sales Hiring 151

Casey Accidental

DECEMBER 11, 2023

Disappearing photos however was not a good fit for either of those models, and likely best lent itself to subscriptions and virtual goods, both largely unproven at consumer internet scale. Canva was more of a single player and SMB tool. Last, but not least, let’s look at a consumer subscription example.

Payments 113

Payments Scale Payment Solutions Technical Review 113

Sales Hacker

OCTOBER 7, 2021

Cassie spent the first pre-SaaS chapter of her tech career in growth roles in subscription and marketplace businesses (TheLadders.com, GLG). It took me a long time to admit to myself that I don’t enjoy transactional SMB sales. Cassie is a graduate of Duke University and holds an MBA from the Tuck School of Business at Dartmouth.

Scale 137

Scale Sales Recruiting Sales Hiring VP of Engineering 137

SaaStr

MARCH 31, 2025

” Head of AI Dialpad: “How to Build AI at Scale” GTM/ B2B Speakers: CEO HubSpot Yamini Rangan : “Going More Multiproduct, Going More AI, and Going More SMB and More Enterprise” CEO Dropbox Drew Houston : “DropBox’s Third Act: AI & Content Intelligence” CEO Calendly Tope Awotona “Open AMA and (..)

VP of Engineering 263

VP of Engineering VPCs (Virtual Private Cloud) AI Scale 263

Sales Hacker

JANUARY 13, 2025

Each segment, whether SMB, mid-market, or enterprise, has its own nuances, but they all share a familiar core. 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. Culture becomes the engine.

Scale 110

Scale Sales Hiring Artificial Intelligence SMB 110