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The Bar Has Gone Up: The New Era of HyperFunctional SaaS with Jason Lemkin

SaaStr

At Least — Not In Spend, and Not Outside of B2B “Tech” Customers. Google Cloud , Azure, and GitLab, all tied directly or indirectly to AI, are seeing massive acceleration. But Google Cloud, Azure, and GitLab are all benefiting and on fire. It’s parity, and it’s already happened in B2B. Is there a bubble?

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5 Interesting Learnings from Microsoft at $200 Billion in ARR

SaaStr

But fast forward to today, and Microsoft truly is a Cloud and SaaS company, with Azure and LinkedIn its fastest growing business units! Azure and other cloud services grew a record 40% and the total Microsoft Cloud grew to a $90 Billion run-rate. Azure still growing a stunning 40% year-over-year, 46% including all cloud services.

Azure 307
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58% of You Say Sales Cycles Are Even Longer in 2024

SaaStr

SaaS outside of classic “B2B’ is often holding up well. And AI is obviously on fire, pulling up AWS, Google Cloud, Azure, etc. But classic B2B SaaS is definitely in many cases seeing tougher times. Things in “classic B2B” haven’t bounced back to easier yet. Klaviyo, Toast, etc.

Azure 301
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Microsoft as a Mirror - What We Can Expect for SaaS in 2023

Tom Tunguz

We saw moderated consumption growth in Azure and lower-than-expected growth [elsewhere]. Expected growth across segments is muted with an average of 5% growth across these B2B categories. Just last week, we made Azure OpenAI Service broadly available, and already over 200 customers – from KPMG to Al Jazeera – are using it.

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5 Interesting Learnings from Microsoft at $260 Billion in ARR

SaaStr

But it’s become so central to Cloud the past years, and both LinkedIn and GitHub (which Microsoft acquired) are at the pulse and heart of B2B and B2D, respectively. Just about everything in Cloud, SaaS and AI is firing on all cylinders at Microsoft: Azure and Cloud up +30% (!) Overall Cloud up +22% (!) And what are we seeing?

Azure 229
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Thanks to Demandwell, DuploCloud, Prismatic, SafeBase, and WorkOS for Sponsoring SaaStr Annual 2023!

SaaStr

We help B2B SaaS marketers turn organic search into a source of repeatable revenue through software and coaching. 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.

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How Your Sales Team Can Use PLG to Acquire and Expand New Customers Faster with Uday Chakravarth, Former Head of PLG at Atlassian 

SaaStr

With a PLG-heavy background, first working at Microsoft Azure and again with Atlassian, the PLG pioneers, he gives insights into leveraging PLG for the growth of your organization. Let’s start with a sales-led motion, which is traditionally how B2B software has been sold. Atlassian, Microsoft Azure, and Zoom are good examples of that.

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