SaaStr

NOVEMBER 3, 2022

You get a complete overview of your global subscriber base; MRR, ARPU, ASP, churn and LTV are presented in a beautiful and easy to use dashboard. Secureframe allows companies to get compliant within weeks, rather than months and monitors 100+ services, including AWS, GCP, and Azure.

Payments 261

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions 261

Tom Tunguz

APRIL 6, 2023

I presented those questions & my views on their answers at Saastr’s Workshop Wednesday. I started with a few sentences, uploaded them to gamma.app to outline the presentation, popped over to Midjourney to generate images along the story line, & published it in IA Presenter. The video is here. The video is here.

Generative AI 222

Generative AI AI GCP(Google Cloud Platform) Startup 222

SaaStr

OCTOBER 13, 2022

You get a complete overview of your global subscriber base; MRR, ARPU, ASP, churn and LTV are presented in a beautiful and easy to use dashboard. Secureframe allows companies to get compliant within weeks, rather than months and monitors 100+ services, including AWS, GCP, and Azure.

GCP(Google Cloud Platform) 257

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 257

SaaStr

OCTOBER 6, 2022

The platform automates the provisioning of your application to the cloud (AWS, GCP, Azure), integrating cloud ops, DevOps, and security/compliance with 24×7 monitoring and support. Easily present your program security details and SOC 2 reports using your secure, customized SafeBase Security Portal.

GCP(Google Cloud Platform) 246

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 246

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

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 post and the information presented are intended for informational purposes only. ” Full quote below: “We're seeing a few trends right now. Securities and Exchange Commission.

Cost optimization & reporting 190

Cost optimization & reporting Cloud Software AWS 190

SaaStr

AUGUST 16, 2022

Do at least a roadmap presentation, and ask for their feedback. But third-party events like AWS, Dreamforce, SaaStr, Shoptalk? Ideally, at least 1 per month. Try to hit all your top customers and prospects at least. Plan the roadtrip out now. More here. #5. Visit all your largest customers. Well that can work like magic. More here. #7.

Scale 331

Scale Sales Hiring Marketing SaaS 331

Intercom, Inc.

FEBRUARY 26, 2018

This is a philosophy worthy of its own presentation. Our engineers also write a lot of Ruby code, which knits together a lot of AWS, infrastructure, platform and SaaS technologies that form the core of Intercom’s backend infrastructure. Outsource Undifferentiated Heavy Lifting. Create enduring competitive advantage. Mid-stage startups.

Outsourcing Services 224

Outsourcing Services Software Review Software Outsourced Development 224

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

Frontegg

JUNE 30, 2021

We will see later that the technologies integrated into AWS allow this difficulty to be quickly resolved. How to Build a Multi-tenant SaaS Application on AWS? To create a multi-tenant architecture on the AWS cloud, we recommend combining the Amazon DynamoDB, Cognito, and IAM services. Multi-tenant and Data Isolation.

AWS 88

AWS SaaS Payments Payment Methods Enterprise 88

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

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. This post and the information presented are intended for informational purposes only. Follow along to stay up to date! Securities and Exchange Commission.

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. This post and the information presented are intended for informational purposes only. Said another way, the 10Y today is double what it averaged from 2010 to 2020. Securities and Exchange Commission.

Cloud 167

Cloud Azure AWS Software Review 167

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

Tom Tunguz

DECEMBER 18, 2019

In it, 65% of founders believe the fundraising market in 2020 will present more challenges than 2019. Look no further than AWS Re:Invent where Amazon announced an entire suite of Machine Learning tools that compete with nearly every player in the ecosystem in every level of the stack. Fundraising environment remains strong.

Blockchain 183

Blockchain AWS Machine Learning Artificial Intelligence 183

SaaStr

AUGUST 7, 2021

At a minimum, just delete this slide if you are presenting to any VC fund > $60m or so in size. This is sort of awful. For example, with Automile , your Comparable could say “Like Fleetmatics, Acquired by Verizon for $2.5 billion, but Addressing a Larger Segment of the Market” That gives me confidence.

Sales Recruiting 341

Sales Recruiting Scale AWS Investment 341

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%. This post and the information presented are intended for informational purposes only. 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! This post and the information presented are intended for informational purposes only. Falling rates have not been enough to move multiples. A lot of companies report next week, we’ll see if they’re able to quell any fears!

Cloud 157

Cloud Azure GCP(Google Cloud Platform) AWS 157

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

Sales Hacker

AUGUST 7, 2020

When it comes time to book a speaker for your next panel, presentation, or podcast there’s a lot to consider. Fortunately, more organizers than ever before are consciously seeking out female sales experts for panels, presentations, and podcasts. Amazon Web Services (AWS). Post-Acute Sales Representative. Medline Industries, Inc.

VP of Engineering 131

VP of Engineering Sales Recruiting Sales Hiring Payment Services 131

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%. This post and the information presented are intended for informational purposes only. Tailwind of new workloads starting to overtake headwinds of optimizations.

Cloud 130

Cloud Azure AWS Cost optimization & reporting 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. Securities and Exchange Commission.

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

Clouded Judgement

SEPTEMBER 8, 2023

” We saw some green shoots in AWS and a few other consumption names, and overall sentiment seemed more positive. This post and the information presented are intended for informational purposes only. I’ll post a much longer recap soon, but today I wanted to post the highlights.

Cloud 176

Cloud Software Review AWS Trends 176

Clouded Judgement

MARCH 22, 2024

First, it models out the annual cash flow of a businesses (say 10 years out), and discounts the future value of those cash flows back to present value (this is why software businesses are sensitive to interest rates - as rates go up, so does the discount rate). , you’d build a DCF (discounted cash flow) analysis.

AI 190

AI Cloud Revenue Technical Advisors 190

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). This post and the information presented are intended for informational purposes only.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

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 post and the information presented are intended for informational purposes only.

Cloud 167

Cloud AWS Payment Features Subscription 167

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. Model providers (OpenAI, Anthropic, etc as companies start building out AI).

Cloud 190

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 190

SaaStr

JULY 20, 2021

It’s a brutal, awful slog in the start. I would say, it’s always good to call out just how awful it is to be a founder, to be an entrepreneur, because that is a unique perspective that you bring to the board room that no one else shares. If there is a disagreement, there’s no time like the present to deal with it.

Underperforming Technical Team 246

Underperforming Technical Team Sales Hiring AWS Business Model 246

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. ” Then at AWS Summit they called out “Your data is your differentiator when it comes to Generative AI.” AWS reports next week. ” Data is more important than ever! So what did we learn?

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

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

JULY 26, 2024

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. This post and the information presented are intended for informational purposes only. Absent the Llama 3.1 release, would this feature have been made free? Staggering! Securities and Exchange Commission.

Cloud 144

Cloud Technical Review Artificial Intelligence Software Review 144

Clouded Judgement

SEPTEMBER 19, 2023

Then I’ll weave in where Tabular / Iceberg fit, and why they’re already playing a prominent role in the future (and present) of data infrastructure. Typical data lake storage solutions include AWS S3, Azure Data Lake Storage (ADLS), Google Cloud Storage (GCS) or Hadoop Distributed File System (HDFS).

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

Kellblog

OCTOBER 7, 2021

Please join me on October 13th at SaaStock EMEA , a free European SaaS event, for my presentation entitled “ How to Make a Marketing Machine ” on October 13th at 9:05 am PT (6:05 pm CET). Executives from companies including Algolia, AWS, Celigo, Contentful, Freshworks, Intercom, Yellowfin, Zephr, and Zoominfo.

Marketing 95

Marketing AWS Venture Capital SaaS 95

Intercom, Inc.

APRIL 22, 2021

The kind of instant reviews is a great example of that – simply by being present and having a loud voice, in some companies, you’ll be perceived as high status and high impact. And one of the areas I work in is AWS cost management, and snacking there is so easy. Another one that I think about is preening.

Technical Review 274

Technical Review Leadership VP of Engineering CTO Coach 274

Chargify

FEBRUARY 1, 2018

We are seeing a wave of businesses that understand how to package, price, and present offers in a way that empowers buyers and forces other businesses to think beyond traditional growth tactics. Amazon Web Services (AWS) is a poster-child for the Relationship Economy—they truly understand the modern B2B customer. Change Is Inevitable.

Payment Features 75

Payment Features Subscription AWS Scale 75