Azure, Blog and Cloud

Cloud Stocks May Be Down. But the Cloud Remains on Fire. That Matters More.

SaaStr

MAY 16, 2022

But at end of the day, in Cloud, the question is if CIO and related spend will slow down. So follow AWS, Azure and Google Cloud. So there’s much angst and even panic with so many SaaS and Cloud public stocks down 50% or more from their peaks. They are the Cloud. The post Cloud Stocks May Be Down.

Cloud

Cloud Azure AWS Engineering

Bessemer: $1 Trillion in Cloud Market Cap Lost Year-to-Date

SaaStr

MAY 23, 2022

There are many ways to slice-and-dice public market data, but the headline one Bessemer called out is the most visceral I’ve seen: Public SaaS and Cloud companies lost $1 Trillion in market cap so far in 2022. And the number of public SaaS and Cloud decacorns has fallen from 50 to 17. Strange Days, Indeed.

Cloud

Cloud Azure AWS Marketing

Shopify Says eCommerce is Back. But AWS Says Cloud Under More Scrutiny.

SaaStr

OCTOBER 28, 2022

o this was an interesting week in terms of reading the tea leaves on what’s going on in SaaS, Cloud, the economy, and all that. The Cloud infra side grew nicely, but growth did slow. Second, AWS, Azure and Google Cloud all grew nicely, and are still growing like a weed — but the growth rate slowed.

AWS

AWS Cloud Azure Investment

Webinars

Mastering Apache Airflow® 3.0: What’s New (and What’s Next) for Data Orchestration

MORE WEBINARS

5 Interesting Learnings from Google Cloud at $13 Billion in ARR

SaaStr

FEBRUARY 20, 2021

So we’ve had a lot of fun in our 5 Interesting Learnings profiling the top SaaS and Cloud companies at scale, from Slack to Zoom, from Shopify to Datadog, from Box to DropBox. But are AWS, Azure and Google Cloud just too big for us to learn from? Google Cloud sees it hitting $760B+ in 2025. million customers.

Cloud

Cloud Azure AWS Scale

5 Interesting Learnings from Salesforce at $40 Billion in ARR

SaaStr

FEBRUARY 26, 2025

Nvidia, Google Cloud, Azure, etc. 1% Dilution Many faster growing public SaaS and Cloud companies aim for 2% a year dilution or less from employee grants, down from the 10%+ common at start-ups. But how about 2026+? We’ll see. Salesforce Growth: FY26 $40.9B (guidance) FY25 $37.9B That’s a material drop. #4.

Scale

Scale Sales Hiring Azure Cloud

Thanks to Unit, Everstage, Aiven, Zip, and Mission Cloud for Sponsoring SaaStr Annual 2022!

SaaStr

FEBRUARY 10, 2022

Aiven provides managed open source data technologies on all major clouds. Meanwhile, we do what we do best; manage cloud data infrastructure. The post Thanks to Unit, Everstage, Aiven, Zip, and Mission Cloud for Sponsoring SaaStr Annual 2022! With Aiven, developers can do what they do best: create applications.

Cloud

Cloud GCP(Google Cloud Platform) Payments SaaS Payments

5 Interesting Learnings from Microsoft at $200 Billion in ARR

SaaStr

JULY 27, 2022

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. Microsoft Cloud gross margins remain high at 70%. And does.

Azure

Azure Cloud B2B Scaling

We End the Year at All-Time Lows for SaaS Growth. A Buying Signal — Or The End of an Era?

SaaStr

DECEMBER 28, 2023

And broader Cloud players had great years too, from MongoDB to Cloudflare to Azure, if not quite as crazy as at the peak of 2021. And Gartner still predicts overall Cloud spend will grow to record rates in 2024. But at some point, perhaps, Cloud spend will be so saturated, it just has to slow.

Azure

Azure Cloud SaaS Trends

MongoDB, Elastic, Okta: Things Are Tough Out There; Monday, CrowdStrike, Shopify: Not So Fast

SaaStr

AUGUST 31, 2024

So is it a downturn in SaaS or Cloud — or not? There are so many mixed signals: Unicorn product is up 2x over last year, but layoffs continue AI spend is fast and furious, with Google Cloud, Microsoft Azure, etc. seeing record acceleration in growth.

Azure

Azure SMB Cloud AI

Atlassian and AWS Say: “Maybe Worry a Little Bit”

SaaStr

JULY 31, 2020

Yet, the Cloud is on fire during Work-and-Do-Everything-Possible-from-Home. Zoom is growing at rates we’ve never seen before in SaaS and Cloud. And Morgan Stanley has predicted Cloud penetration will be pulled forward 5+ years or more. And yet … the Cloud and the overall economy can’t be disconnected forever.

AWS

AWS Azure Cloud SaaS

Snowflake, CrowdStike and SumoLogic: “How to Leverage the Cloud Giants to Scale to 100 Million ARR and Beyond”

SaaStr

MARCH 31, 2022

Jessica Alexander, Senior Director Cloud Technology & OEM Partnerships, Crowdstrike. So for the audience, cloud giants are turbocharging startup sales, and the predominant reason for this is because they’re fundamentally changing IT budgets at the customers that we’re all selling to. Rico Mallozzi, Sr.

Scale

Scale Marketplace as a Service Cloud SaaS Payments

10 Predictions for Data at the Impact Summit

Tom Tunguz

SEPTEMBER 26, 2022

Look no further than the massive companies pushing the public & the private market forward: Snowflake, Databricks, Amazon, Azure, Google Cloud. Cloud databases generated $39b in spend , about half of all database revenue. On October 25th, I’ll share my 10 predictions for data in 2023 at The Impact Data Summit.

Data

Data Azure Machine Learning Artificial Intelligence

Datadog, ZoomInfo, Atlassian, AWS: Epic Growth — But Some Real Headwinds For The First Time

SaaStr

NOVEMBER 4, 2022

Again, epic growth but a material slowing from what AWS cited as “economic headwinds” Still — Google Cloud didn’t see a slowing of growth, and Azure’s growth rate barely budged. So real impact from headwinds at the Cloud leaders, but they are still growing at jaw-dropping rates, if not as fast as before.

AWS

AWS Azure Cloud Scale

Pilot: 57% of Venture Startups Will Need to Raise More In 2024

SaaStr

NOVEMBER 18, 2023

SaaS and Cloud growth overall will remain strong. Shopify , Datadog, Crowdstrike , Google Cloud-Azure-AWS, Snowflake , etc. But also focus on the prize at the same time — record Cloud spend. But many will find 2024, those stretches have stretched as far as they can. That’s what this Pilot data also reflects.

Startup

Startup Venture Capital Azure AWS

Gartner: SaaS Will Still Grow 18% in 2023 to $200 Billion Worldwide. And Another 18% in 2024.

SaaStr

MAY 2, 2023

So there’s no doubt things are a bit harder for everyone in SaaS and Cloud right now. A few of us are seeing no macro impacts, but probably the biggest tell are Cloud platform giants — AWS, Azure and Google Cloud. The Cloud is still growing. All are still growing at very strong rates.

Azure

Azure AWS Cloud SaaS

Gartner: Software Spend Will Grow 13.8% in 2024, to Over $1 Trillion For The First Time

SaaStr

NOVEMBER 6, 2023

If you’re selling cloud infrastructure, for the most part, growth may be down a smidge but is still strong, e.g., MongoDB. Growth in public cloud services (AWS, Azure, Google Cloud, Snowflake, etc.) And budget does clearly seem to be going to incumbents over new vendors. But it’s not that simple.

Merchant Services

Merchant Services Azure Software AWS

5 Interesting Learnings from DigitalOcean at $500,000,000 in ARR

SaaStr

MARCH 9, 2022

So DigitalOcean is the quiet Cloud platform that keeps on growing. Focusing on smaller developers, in some ways it’s been a bit overshadowed by AWS, Azure, and Google Cloud. DigitialOcean doesn’t want to take AWS, Azure and Google on in the enterprise and doesn’t really try. That’s impressive.

Azure

Azure AWS SMB Cloud

Why Cloud Adoption Demands Better Internal Billing

Blulogix

MAY 20, 2025

By BluLogix Team Why Cloud Adoption Demands Better Internal Billing Public sector IT is moving to the cloudand fast. From statewide digital transformation initiatives to university research platforms running on AWS and Azure, cloud services have become essential infrastructure. Schedule a Demo Today Cloud Is Usage-Based.

Cloud

Cloud Azure AWS Government

5 Security Changes Your Company Needs to Make to Land Enterprise Deals from Secureframe

SaaStr

APRIL 28, 2021

Some well-known providers of SSO include Google Cloud Identity for companies using GSuite, Azure Active Directory for companies using Office 365, and Okta if you’re a larger company with more complex needs. . Blog post sponsored by Secureframe. For password management, 1Password and LastPass are popular options.

Enterprise

Enterprise Software Review Azure GCP(Google Cloud Platform)

5 Interesting Learnings from Microsoft at $260 Billion in ARR

SaaStr

JULY 31, 2024

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% (!)

Azure

Azure Cloud AI B2B

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

SaaStr

MAY 16, 2024

And AI is obviously on fire, pulling up AWS, Google Cloud, Azure, etc. SaaS outside of classic “B2B’ is often holding up well. Klaviyo, Toast, etc. just had very strong quarters. More B2B2C there. Security remains on fire overall as well. But classic B2B SaaS is definitely in many cases seeing tougher times.

Azure

Azure AWS Sales B2B

Founders Today Just Need to Assume the Next Round Never Comes

SaaStr

NOVEMBER 3, 2022

And while AWS’s growth is down a bit, it’s still at epic levels, Azure isn’t even really down, and Google Cloud is growing faster than ever. Cloud stocks are down 50%, and multiples are down 75%, from their peaks. And yet … the stock markets have plummeted.

AWS

AWS Venture Capital Azure Cloud

5 Interesting Learnings from C3.ai at $200,000,000 in ARR

SaaStr

NOVEMBER 18, 2021

An amazing exit at the time, but one that happened as Siebel was clearly losing to the Cloud transition that Salesforce came to own. Many Cloud leaders took an initial hit from Covid, but C3 had a tough 2020 overall. He founded Siebel, the dominant CRM before Salesforce, and sold it for billions to Oracle. 5 Interesting Learnings: #1.

AI

AI Azure Cloud Enterprise

5 Interesting Learnings from ServiceNow at $7 Billion in ARR

SaaStr

JANUARY 25, 2023

Microsoft also reported strong growth overall and for Azure and Cloud especially. What a visceral comparison to Salesforce, which has seen a dramatic slowdown in enterprise growth. But ServiceNow? None really. Not for now, at least. The impacts of today’s shifts in the economy are … well, they’re uneven.

Azure

Azure Cloud Enterprise Subscription

SaaS Multiples Are At a 3+ Year Low. Where It Goes From Here.

SaaStr

MAY 6, 2022

Many SaaS and Cloud leaders are down more than 50% from their all-time highs. But Covid did create a lot of artificial demand for Cloud products, especially the lockdown phase. Update on cloud software multiples, charted alongside the 10Y and 5 year pre-covid NTM rev multiple average. So the public markets are in tumult.

SaaS

SaaS Azure Cloud AWS

5 Interesting Learnings from Digital Ocean at $700,000,000 in ARR

SaaStr

DECEMBER 27, 2023

So is it possible to be too efficient in SaaS and Cloud? Many have used Digital Ocean at the cheaper, simpler version of AWS-Azure-Digital Ocean to get going fast and quickly. Even small cloud customers worked to bring down their spend in 2023. #5. And if so, maybe that’s Digital Ocean. It’s gotten crazy good.

Scale

Scale AWS Azure Cloud

Thanks to Bee, ChartMogul, Maast, SecureFrame, and StratusGreen for Sponsoring SaaStr Annual 2023!

SaaStr

NOVEMBER 3, 2022

Our mission is to build powerful and secure cloud software for subscription businesses of all sizes, with a strong emphasis on good design and ease of use. Secureframe allows companies to get compliant within weeks, rather than months and monitors 100+ services, including AWS, GCP, and Azure.

Payments

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions

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

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. The software runs in your cloud account and is accessed thru our UI, Terraform or API.

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) Azure AWS Enterprise readiness

Thanks to Calendly, Drift, Reprise, Secureframe, and Shift Paradigm for Sponsoring SaaStr Annual 2022!

SaaStr

JULY 19, 2022

Drift® , the Conversation Cloud company, helps businesses connect with people at the right time, in the right place with the right conversation. Using the Drift Conversation Cloud, businesses can personalize experiences that lead to more quality pipeline, revenue and lifelong customers.

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) Artificial Intelligence Enterprise readiness Azure

Thanks to ChartMogul, ChurnZero, Cledara, Secureframe, and Verdane for Sponsoring SaaStr Europa 2023!

SaaStr

OCTOBER 13, 2022

Our mission is to build powerful and secure cloud software for subscription businesses of all sizes, with a strong emphasis on good design and ease of use. Secureframe allows companies to get compliant within weeks, rather than months and monitors 100+ services, including AWS, GCP, and Azure.

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) Azure AWS Enterprise readiness

Gartner: SaaS Spending Will Grow Another 40% in Next 2 Years Alone

SaaStr

APRIL 27, 2021

Just how fast is SaaS and Cloud growing? Cloud software spending grew a stunning 23% in 2021, from $270 billion to $330 billion. No matter what, the wave of enterprise spending that fueled 100 SaaS and Cloud unicorns is just getting bigger and strong. One thing we know — Fast. But that’s just the start.

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) Azure AWS SaaS

Clouded Judgement 2.3.23

Clouded Judgement

FEBRUARY 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. I also want to mention – I use this blog as somewhat of a personal journal. In the short term, enjoy the ride as the chase continues 😊 Kind of related to all of this - we now have seen the Q4’s from AWS, Azure and Google Cloud.

Cloud

Cloud Azure AWS Generative AI

What to Know About the Software Buying Landscape in 2023: What’s Changed, What’s the Same, and What Your Buyers Want with G2 CMO Amanda Malko (Video)

SaaStr

DECEMBER 26, 2022

Tackle.io’s 2021 state of cloud marketplaces report highlighted a similarly dramatic shift. In a 2020 survey, 22% purchased software through a cloud marketplace versus 60% in 2021. The role of AWS, Azure, and Google Cloud Marketplace is becoming increasingly important. “45%

Software Review

Software Review Software Azure Cloud

How Chargeback Makes IT Strategic in the Eyes of the CFO

Blulogix

MAY 21, 2025

AI, cloud migrations, platform consolidation) For example, instead of saying We need $5M for cloud, IT can now say, Our AWS costs support 12 agencies. Costs come in, Read More May 21, 2025 Blog Why Cloud Adoption Demands Better Internal Billing Public sector IT is moving to the cloudand fast. Heres a breakdown.

AWS

AWS AI Search Azure Finance

Cisco simplifies Kubernetes container deployment with Microsoft Azure collaboration

IT World

JULY 31, 2019

Cisco seeks to enhance container deployment with a service to let enterprise customers run containerized applications across both Cisco-based on-premises environments and in the Microsoft Azure cloud. To read this article in full, please click here

Azure

Azure Cloud Enterprise Management

Audit-Proof IT: Building a GASB-Compliant Internal Billing System

Blulogix

MAY 19, 2025

AWS, Azure, SaaS providers) Self-service visibility for internal stakeholders and finance teams BluLogix helps public sector IT organizations implement these capabilities without overhauling existing ERP or finance systems. Youre deploying smart devices, generating rich telemetry data, and providing actionable insights to customers.

Traceability

Traceability Payment Features compliance Azure

How Shopify Implements AI Across Sales and Product with Mike Tamir, Head of AI at Shopify, and Rudina Seseri, Managing Partner at Glasswing Ventures

SaaStr

APRIL 26, 2024

Historically, Cloud platforms like AWS and Azure help with the sporadic needs of renting a GPU for a few hours for training vs. long-term use, which would cost thousands of dollars. If it is a small startup, it may just be a single GPU, or it’s bigger with a cluster of GPUs where you need infrastructure management.

AI Search

AI Search AI Artificial Intelligence Scale

Nimble Signs Reseller Agreement with SherWeb to Deliver Simple CRM for Office 365

Nimble - Sales

APRIL 16, 2019

We’re happy to announce a global reseller agreement with SherWeb, a leading cloud distributor and award-winning Gold Microsoft partner. The post Nimble Signs Reseller Agreement with SherWeb to Deliver Simple CRM for Office 365 appeared first on Nimble Blog.

Azure

Azure Cloud Strategy Marketing

Business Intelligence Analyst Career Path

User Pilot

JULY 14, 2024

Cloud technologies (bonus) : Familiarity with cloud platforms like AWS or Azure can give you an edge in the job market. Best blogs for business intelligence analysts Blogs offer a wealth of information, from how-to guides and tutorials to thought leadership pieces and industry news.

Artificial Intelligence

Artificial Intelligence Business Payments Sales Recruiting

Unlocking Agility and Scalability: Harnessing the Power of Cloud Computing

Valerian Tech

JULY 18, 2023

Introduction Cloud computing has revolutionized the way businesses operate by increasing agility, scalability, and cost-efficiency. In this blog post, we will delve into the world of cloud computing, exploring recent trends and developments. It provides flexibility and scalability for cloud-native applications.

multi-cloud Kubernetes

multi-cloud Kubernetes K8S orchestration (Kubernetes) Cloud CTO Hire

SaaS Applications Architecture – The How

Frontegg

JUNE 17, 2021

Type 1 SaaS Architecture – This type of architecture basically requires runtime and data isolation, but not necessarily on the cloud. Non-cloud use cases like banking and finance businesses. Type 2 SaaS Architecture – Unlike Type 1, this architecture needs runtime and data isolation on the cloud as well.

ECS (Elastic Container Service)

ECS (Elastic Container Service) multi-cloud Kubernetes K8S orchestration (Kubernetes) EKS (Elastic Kubernetes Service)

How to Choose CDP Tools: A Guide + Alternatives

User Pilot

MAY 30, 2023

Host in your Google Cloud for top-class privacy, security, and GDPR compliance. Data warehouse – Microsoft Azure Data warehouses are large repositories consolidating data from multiple channels. Microsoft Azure dashboard. The price of Microsoft Azure is available on request.

Azure

Azure Government Marketplace as a Service Pricing

Best Website Monitoring Services

Neil Patel

DECEMBER 24, 2020

This option is excellent for a blog or if you are just starting in e-commerce. Additional features include: Sharable reports Color-coded chart bars Web analytics tool Bounce rate checker SSL certificate monitoring and alerting Cloud performance monitoring Joomla monitoring Server uptime monitoring Website uptime history.

DevOps as a Service

DevOps as a Service Software Review GCP(Google Cloud Platform) Systems Review

Cloud Stocks May Be Down. But the Cloud Remains on Fire. That Matters More.

Bessemer: $1 Trillion in Cloud Market Cap Lost Year-to-Date

Webinars

Trending Sources

Shopify Says eCommerce is Back. But AWS Says Cloud Under More Scrutiny.

Webinars

5 Interesting Learnings from Google Cloud at $13 Billion in ARR

5 Interesting Learnings from Salesforce at $40 Billion in ARR

Thanks to Unit, Everstage, Aiven, Zip, and Mission Cloud for Sponsoring SaaStr Annual 2022!

5 Interesting Learnings from Microsoft at $200 Billion in ARR

We End the Year at All-Time Lows for SaaS Growth. A Buying Signal — Or The End of an Era?

MongoDB, Elastic, Okta: Things Are Tough Out There; Monday, CrowdStrike, Shopify: Not So Fast

Atlassian and AWS Say: “Maybe Worry a Little Bit”

Snowflake, CrowdStike and SumoLogic: “How to Leverage the Cloud Giants to Scale to 100 Million ARR and Beyond”

10 Predictions for Data at the Impact Summit

Datadog, ZoomInfo, Atlassian, AWS: Epic Growth — But Some Real Headwinds For The First Time

Pilot: 57% of Venture Startups Will Need to Raise More In 2024

Top Cloud Stories of The Week!!

Gartner: SaaS Will Still Grow 18% in 2023 to $200 Billion Worldwide. And Another 18% in 2024.

Gartner: Software Spend Will Grow 13.8% in 2024, to Over $1 Trillion For The First Time

5 Interesting Learnings from DigitalOcean at $500,000,000 in ARR

Why Cloud Adoption Demands Better Internal Billing

5 Security Changes Your Company Needs to Make to Land Enterprise Deals from Secureframe

5 Interesting Learnings from Microsoft at $260 Billion in ARR

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

Founders Today Just Need to Assume the Next Round Never Comes

5 Interesting Learnings from C3.ai at $200,000,000 in ARR

5 Interesting Learnings from ServiceNow at $7 Billion in ARR

SaaS Multiples Are At a 3+ Year Low. Where It Goes From Here.

5 Interesting Learnings from Digital Ocean at $700,000,000 in ARR

Thanks to Bee, ChartMogul, Maast, SecureFrame, and StratusGreen for Sponsoring SaaStr Annual 2023!

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

Thanks to Calendly, Drift, Reprise, Secureframe, and Shift Paradigm for Sponsoring SaaStr Annual 2022!

Thanks to ChartMogul, ChurnZero, Cledara, Secureframe, and Verdane for Sponsoring SaaStr Europa 2023!

Gartner: SaaS Spending Will Grow Another 40% in Next 2 Years Alone

Clouded Judgement 2.3.23

What to Know About the Software Buying Landscape in 2023: What’s Changed, What’s the Same, and What Your Buyers Want with G2 CMO Amanda Malko (Video)

How Chargeback Makes IT Strategic in the Eyes of the CFO

Cisco simplifies Kubernetes container deployment with Microsoft Azure collaboration

Audit-Proof IT: Building a GASB-Compliant Internal Billing System

How Shopify Implements AI Across Sales and Product with Mike Tamir, Head of AI at Shopify, and Rudina Seseri, Managing Partner at Glasswing Ventures

Nimble Signs Reseller Agreement with SherWeb to Deliver Simple CRM for Office 365

Business Intelligence Analyst Career Path

Unlocking Agility and Scalability: Harnessing the Power of Cloud Computing

SaaS Applications Architecture – The How

How to Choose CDP Tools: A Guide + Alternatives

Best Website Monitoring Services

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