Clouded Judgement
DECEMBER 1, 2023
Subscribe now Amazon ReInvent This week Amazon had their annual AWS ReInvent conference. ” AWS fully embracing the breadth over depth approach. Looking at the mid to long term, we feel very optimistic about the outlook for strong AWS growth. Follow along to stay up to date! This year, there was tons of experimentation.
Tom Tunguz
FEBRUARY 26, 2025
AWS, Twilio, Heroku, etc. ” The company grew from $15M in ARR to more than $1B with this model, consistently achieving better than 130% net dollar retention. With this model, Twilio maintained contracted revenue at less than 50% of ARR while achieving industry-leading retention metrics.
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Clouded Judgement
JUNE 19, 2024
net retention and CAC payback). It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up). Net Revenue Retention High net revenue retention is the fourth aspect of a successful quarter, and one of my favorite metrics to evaluate in private SaaS companies.
SaaStr
AUGUST 5, 2021
. – $234M rev (+67% YoY) vs $212M consensus (10% beat) – $247M next Q guidance vs $225M consensus (10% raise) – Last Q YoY growth was 51% – >130% net retention – 7 months GM adj. AWS accelerated to 37% YoY growth , up from 32% last quarter. CAC payback – 76% GM – 18% FCF Margin $DDOG.
SaaStr
APRIL 24, 2021
ARR now really means revenue with 100%+ Net Revenue Retention. First, Snowflake rolls its large customers into fixed comittments (as does AWS and many others), and bills them in advance. Doesn’t ARR stand for Annual Recurring Revenue? Well of course it does. Let’s take a look at 3 great examples: Example #1: Bill.com.
SaaStr
JANUARY 27, 2024
Another 5%-7% go to core infrastructure costs (AWS, Azure, Snowflake, etc). It’s your top marketing and customer retention investment. Typically support consumes about perhaps 5%-7% of your revenue at scale (excluding customer success) in most SaaS models. It could be more or less, but that’s a rough way to think about it.
SaaStr
AUGUST 15, 2020
Recently I was catching up with a good friend who used to be CEO of an enterprise-y SaaS social networking company — and the usage and engagement numbers of his business were just awful. Don’t let low churn give you comfort, unless it’s attached to high NPS and net retention. Churn is a lagging indicator.
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