SaaStr

NOVEMBER 3, 2022

ChartMogul is an analytics platform to help you run your subscription business. 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.

Payments 261

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

Tom Tunguz

JULY 25, 2023

Both Google & Microsoft announced growth rates in GCP & Azure that held steady from one quarter to the next. Microsoft’s Azure Open AI customer base grew 4x by count, up from 2500 last quarter : We have great momentum across Azure OpenAI Service. The desire for AI is broad.

Azure 238

Azure GCP(Google Cloud Platform) AI Cloud 238

Tom Tunguz

OCTOBER 27, 2022

This week Microsoft, Google/ Alphabet, & Amazon reported their third quarter figures. Microsoft Azure. Google Cloud Platform. Infrastructure revenue growth averaged 33% this quarter, which is astounding considering we’re talking about businesses that sum to more than $50b of revenue per quarter.

Cloud 228

Cloud GCP(Google Cloud Platform) Azure AWS 228

SaaStr

OCTOBER 13, 2022

ChartMogul is an analytics platform to help you run your subscription business. 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. appeared first on SaaStr.

GCP(Google Cloud Platform) 257

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 257

SaaStr

JULY 19, 2022

Calendly works with Google, Office 365 and Outlook calendars and apps like Salesforce, Stripe, PayPal, Google Analytics, GoToMeeting and Zapier for a seamless user experience. Drift® , the Conversation Cloud company, helps businesses connect with people at the right time, in the right place with the right conversation.

GCP(Google Cloud Platform) 261

GCP(Google Cloud Platform) Artificial Intelligence Enterprise readiness Azure 261

SaaStr

OCTOBER 6, 2022

Organic search is the single most important channel for growing your business, but the tech and tactics in the space are over two decades old. DuploCloud offers an end-to-end DevOps software platform for dev teams that don’t have dedicated DevOps engineers and augments those that do. Our mission is simple : We help others grow.

GCP(Google Cloud Platform) 246

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 246

Clouded Judgement

OCTOBER 11, 2024

The hyperscalers (AWS, Azure, GCP) are always some of the first companies to report earnings during earnings season (coming up in 2 weeks), and there’s always a read through for consumption names (meaning people believe there’s a correlation). Cloudflare is up 17%. Datadog is up 14%. Mongo is up 16%. Snowflake is up 14%.

Cloud 167

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

Clouded Judgement

MAY 3, 2024

We now have results from the three hypersclaers (AWS / Azure / GCP). 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.

Cost optimization & reporting 190

Cost optimization & reporting Cloud Software AWS 190

Clouded Judgement

AUGUST 2, 2024

Today, the market seems a lot more worried about business fundamentals / growth. Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! It shows the number of months it takes for a SaaS business to payback their fully burdened CAC on a gross profit basis. However, rates are just one variable.

Cloud 157

Cloud Azure GCP(Google Cloud Platform) AWS 157

Clouded Judgement

SEPTEMBER 27, 2024

Microsoft launched Azure in 2010, and Google launched GCP to the public in 2011 (they launched a preview of Google App Engine in 2008, but made it publicly available in 2011). Despite that, the public cloud providers built behemoth businesses (with high margins). Why am I mentioning all this?

Cloud 176

Cloud GCP(Google Cloud Platform) AWS Azure 176

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.

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

Clouded Judgement

OCTOBER 28, 2022

Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. At the same time, Azure came in below expectations. Azure called out an incremental $800m of costs expected throughout the year (they just finished their Fiscal Q1).

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

AUGUST 4, 2023

And now we're seeing more progression into new workloads, new business. You can see more detail about their net new ARR added each quarter below Azure Growth came in at 27%, and guided to 25-26% growth for Q3. That means we very well could see 27% be the bottom for them as well (assuming they beat their guidance).

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

APRIL 21, 2023

Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). Let’s double click on Azure. It shows the number of months it takes for a SaaS business to payback their fully burdened CAC on a gross profit basis. The Q4 ‘22 growth rate was 38% YoY.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

MAY 31, 2024

And the promise of the software business model is as companies mature and go out of growth mode the profits will show up. The recurring nature of software companies (who can keep net retention above 100%, and ideally above 110%) really creates great businesses. Coming in to Q1 there was broader optimism.

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. Most likely Datadog is seeing trends more unique to their own business.

Cloud 190

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 190

Clouded Judgement

JULY 28, 2023

Subscribe now Busy week! AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. Satya at Microsoft said “Every AI app starts with data and having a comprehensive data and analytics platform is more important than ever.” Follow along to stay up to date!

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

AUGUST 11, 2023

The weakness they called out was from larger cloud-native businesses. However, they called out strength when looking at new business (ie net new customer signups). ” It’s really important that new business is still healthy, and a sign of overall market health. However, it’s not showing up in the data yet.

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

Clouded Judgement

SEPTEMBER 19, 2023

Typical data lake storage solutions include AWS S3, Azure Data Lake Storage (ADLS), Google Cloud Storage (GCS) or Hadoop Distributed File System (HDFS). You will not rely on any such forward-looking statements for any investment, financial, business, or operational decision or for any other purpose.

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

Neil Patel

DECEMBER 24, 2020

Consider also that the Google algorithm ranks websites by load speed, among other metrics. We haven’t even gotten to the impact an unavailable webpage has on your business. UptimeRobot offers reliable website monitoring tools and will easily scale with your business as it grows. The Top 7 Options For Website Monitoring.

DevOps as a Service 145

DevOps as a Service Software Review GCP(Google Cloud Platform) Systems Review 145

CloudGeometry

FEBRUARY 7, 2022

2020 left no doubt: the growth of cloud computing is firmly grounded in the SaaS business model. This is a not one-sided convenience to just make life easier for the technology side: it’s a delivery model that structures how resources within the SaaS platform serve your customers. Optimize cloud economics and drive Business Goals.

Well Architected Framework 130

Well Architected Framework SaaS AWS Construction 130

OpenView Labs

JANUARY 24, 2022

So, it’s no wonder that it has been a massive year in the Cloud Marketplace business. We thought it would be great to take a look back at our State of the Cloud Marketplaces Report and share some of the key findings for those who may be planning to launch their Cloud Marketplace business in 2022. .

Marketplace as a Service 77

Marketplace as a Service Cloud Trends Software 77

User Pilot

APRIL 29, 2024

Your tech stack not only defines the backbone of your business operations but also influences your ability to innovate, scale, and deliver exceptional value to your customers. Service providers like Amazon Web Services (AWS), Google Cloud Platform, and Microsoft Azure offer server hosting and load-balancing services.

Azure 52

Azure GCP(Google Cloud Platform) AWS Construction 52

User Pilot

JULY 28, 2024

They act as translators, transforming raw data sets into clear and actionable information that businesses can use to make better decisions. They act as translators, transforming raw data sets into clear and actionable information that businesses can use to make better decisions.

Data 52

Data Azure Data Analysis Artificial Intelligence 52

User Pilot

JULY 28, 2024

They are basically detectives who uncover hidden patterns and trends in data, which businesses can then use to make better decisions. They are basically detectives who uncover hidden patterns and trends in data, which businesses can then use to make better decisions. Bonus points : Experience with cloud platforms (AWS, Azure, GCP).

Data 52

Data Technical Review Artificial Intelligence Machine Learning 52

Audacix

FEBRUARY 4, 2024

Now this is a very generalized security checklist for cloud security, but this area of cyber security is becoming increasingly important as enterprise applications and workloads move to public clouds and business processes become more dependent on cloud services. But it's not just a cyber attack that causes disruption.

Outsourcing Services 52

Outsourcing Services Cloud Outsourced Development Software Review 52

Andreessen Horowitz

SEPTEMBER 25, 2023

Is it the business line? It will be like AWS, GCP, and Azure. Then they say, “Hey, don’t trust Ben because he’s not handling data the right way.” But I’m building my GenAI and it’s unclear who owns GenAI. Is it the product line? There is huge politics going on inside the large enterprise.

Enterprise 110

Enterprise AI Artificial Intelligence Generative AI 110

How To Buy Saas

MAY 15, 2024

In today’s world, cloud computing has become very popular among businesses of all sizes because of its effective tech services. Cloud computing services have helped businesses conveniently access and utilize tools to perform different tasks. Pros of IaaS Services Gives businesses complete control over the infrastructure.

DevOps as a Service 52

DevOps as a Service Marketplace as a Service Cloud SaaS 52

Audacix

JULY 28, 2022

There are the most obvious and often quoted reasons for investing in robust application security standards and processes: It helps to protect your business. It helps to protect your customers' business. These massive cloud hosting platforms typically offer protections against large-scale DDOS attacks and the like.

Cybersecurity 52

Cybersecurity AWS Underperforming Technical Team Scale 52

Audacix

MAY 11, 2023

API vulnerability scanner API security testing ensures business data packets that move between two software applications and ip addresses are secure. They also help to keep out unauthorized devices from a business network. Password Vulnerabilities using weak passwords compromises critical business assets.

Underperforming Technical Team 52

Underperforming Technical Team Software Cloud Software Engineering 52

User Pilot

JULY 14, 2024

They are basically detectives who uncover hidden patterns and trends in data, which businesses can then use to make better decisions. They are basically detectives who uncover hidden patterns and trends in data, which businesses can then use to make better decisions. Bonus points : Experience with cloud platforms (AWS, Azure, GCP).

Data 52

Data Technical Review Artificial Intelligence Machine Learning 52

Sales Hacker

OCTOBER 7, 2019

The 2 things every successful business has in common. Google’s Marketing Message and stance on competitors. About Alison Wagonfeld and Google Cloud (01:52). What Every Success Business Has Common (12:35). Alison Wagonfeld is the Chief Marketing Officer for Google Cloud. What Every Successful Business Has in Common.

Cloud 51

Cloud Artificial Intelligence Scale GCP(Google Cloud Platform) 51

Tom Tunguz

NOVEMBER 4, 2024

“AWS’ AI business is a multibillion-dollar revenue run rate business that continues to grow at a triple-digit year-over-year percentage and is growing more than 3x faster at this stage of its evolution as AWS itself grew, and we felt like AWS grew pretty quickly.” GCP 23 35 52.2% Azure 26 33 26.9%

GCP(Google Cloud Platform) 225

GCP(Google Cloud Platform) Azure AWS Cloud 225

Scytale

FEBRUARY 4, 2025

If youre on a mission to keep your business protected, ensure your cloud-based data is secure, stay on top of compliance requirements, and reduce those sleepless nights, youve come to the right place. Join us as we dive into the top cloud compliance tools for 2025 and see how they can help your business soar with confidence.

compliance 52

compliance Cloud Azure AWS 52

Scytale

APRIL 16, 2025

Scalability – Your startup will (hopefully) grow, so make sure your tool can scale seamlessly with your evolving security, compliance , and business needs. Keep both your current budget and future needs in mind – the right tool should fit your budget and grow with your business without requiring constant reinvestment.

Technical Review 40

Technical Review Startup Software Review GCP(Google Cloud Platform) 40