SaaStr

JANUARY 20, 2023

We’ll have dozens and dozens of workshops, braindates, and much more!

AWS 293

AWS Cloud Trends Startup 293

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. That’s a high value for AWS.

AWS 279

AWS Scale Sales Hiring Marketing 279

Tom Tunguz

JULY 8, 2020

Cloud Data Lakes are a trend we’ve been excited about for a long time at Redpoint. The conference features talks from practitioners and open-source leaders from the ecosystem from Netflix, Microsoft, Expedia, AWS, and Preset. I’ll also be speaking, sharing some of the trends we see in this space.

Data Analysis 258

Data Analysis Cloud Data Scaling 258

Tom Tunguz

FEBRUARY 26, 2025

AWS, Twilio, Heroku, etc. Looking at current AI pricing trends in SaaS, there’s significant variance. So does Expensify, which decreases the time to file expenses. Cost-based pricing is when startups mark up the product they sell by some margin. Many infrastructure as a service companies do this. across major SaaS vendors.

SaaS Payments 277

SaaS Payments Pricing Strategy Scale 277

SaaStr

AUGUST 3, 2024

Overall Cloud spending has bounced back off lows for sure: AWS at a $105B run rate growing 19% Quarterly YoY growth trends below. Yes, AI has fueled Nvidia and Google Cloud and Microsoft and AWS to massive growth, and growth that has accelerated the past few quarters.

AWS 235

AWS Scale Social Media SaaS 235

SaaStr

DECEMBER 12, 2022

The way this public company did it was — awful. #3. As Brett Queener, ex-COO of SmartRecruits and ex-Salesforce, notes above, this has become a trend. And we both, and many others, think it’s a bad trend to report to a VP of Sales or even a “CRO” Why? Where was the notice? The 30-day grace period?

Customer Success 324

Customer Success AWS Systems Review Software Review 324

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). The charts below show the change in quarterly revenue YoY (so Q1 ‘24 rev - Q1 ‘23 rev) going back to 2017.

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

Clouded Judgement

FEBRUARY 7, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. They each have some of the largest cloud businesses in the world in AWS, Azure and Google Cloud respectively. Follow along to stay up to date! There are so many of these workflows out there today, and many of them are quite manual.

Systems Review 144

Systems Review Cloud AI Artificial Intelligence 144

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

SaaStr

JULY 25, 2023

It provides insights into the latest trends, best practices, and networking opportunities in the SaaS space. AWS re:Invent : AWS re:Invent is Amazon Web Services’ (AWS) annual conference, focused on cloud computing and SaaS-related services.

ChatGPT 189

ChatGPT AWS SaaS CTO 189

IT World

DECEMBER 7, 2021

Goldman Sachs, through a partnership with Amazon Web Services (AWS), has launched a financial data management and analytics service to help clients crunch data to extract business value.

AWS 75

AWS Trends Banking Data 75

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

Chargify

AUGUST 17, 2020

However, with the introduction of Events-Based Billing by Chargify, this event-based billing model is now available to small and medium-sized businesses, giving them the ability to offer the same pricing models and bill customers just as precisely as Amazon Web Services (AWS) or the popular voice and messaging platform Twilio.

AWS 98

AWS Payment Services SaaS Payments Payments 98

Clouded Judgement

OCTOBER 11, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Subscribe now Budget Flush Coming? Something that has been on my mind recently - will we see a larger than normal budget flush at the end of this year? First - what is a budget flush? Cloudflare is up 17%. Mongo is up 16%.

Cloud 167

Cloud Cost optimization & reporting GCP(Google Cloud Platform) Software Review 167

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 AWS 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

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

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 117

Outsourcing Services Scale Outsourced Development AWS 117

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

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

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. Follow along to stay up to date!

Cloud 176

Cloud GCP(Google Cloud Platform) AWS Azure 176

Tom Tunguz

NOVEMBER 28, 2023

Consumption continued to grow in the month of October…Consumption trends have improved.” ” The resurgence of strength is a recent phenomenon. “For 3 weeks, consumption grew faster than any other period in the past 2 years. ” “We are seeing stability in customer expansion patterns.

GCP(Google Cloud Platform) 182

GCP(Google Cloud Platform) Azure Data Startup 182

SaaStr

MARCH 17, 2023

This is the biggest trend in SaaS. We’re seeing a growing trend of buyers making SaaS purchases through global marketplaces such as the AWS Marketplace and Azure Marketplace. They’ve seen software turn into shelfware, so a shorter contract helps to mitigate risk if the project doesn’t work out. SaaS changed that.

Marketplace as a Service 246

Marketplace as a Service Software Review Technical Review Azure 246

Tom Tunguz

DECEMBER 18, 2019

High costs of living plus modern collaboration tools, changing preferences, and startup success in other geographies push this trend into the mainstream. 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.

Blockchain 183

Blockchain AWS Machine Learning Artificial Intelligence 183

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

FastSpring

NOVEMBER 9, 2023

Looking to join SaaS founders and tech enthusiasts who are discussing the most innovative trends for SaaS companies? 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.

Merchant Services 158

Merchant Services SaaS Payments Payment Methods Payment Services 158

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

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

SaaStr

MAY 14, 2019

Mikkel : Well again, the public cloud, AWS, was the dominant leader. We are seeing platform shifts from how they traditionally run their infrastructure and services and business to seeing them run that stuff on AWS. We all owe it to them for kind of starting the cloud trend. Obviously that’s not really so relevant today.

Cloud 242

Cloud Sales Recruiting Scale AWS 242

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. Follow along to stay up to date! Said another way, the 10Y today is double what it averaged from 2010 to 2020.

Cloud 167

Cloud Azure AWS Software Review 167

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

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

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

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. There are some EPS negative outliers, most notably Amazon.

Startup 100

Startup Trends AWS Marketing 100

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. Follow along to stay up to date!

Cloud 190

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 190

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

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! Follow along to stay up to date! Subscribe now Uncertainty Everywhere The 10Y has been falling recently, and dipped below 4% for the first time since early Feb.

Cloud 157

Cloud Azure GCP(Google Cloud Platform) AWS 157