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A Look Back at Q1 '24 Public Cloud Software Earnings

Clouded Judgement

It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up). It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up).

Cloud 318
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5 Interesting Learnings from Digital Ocean at $700,000,000 in ARR

SaaStr

Many have used Digital Ocean at the cheaper, simpler version of AWS-Azure-Digital Ocean to get going fast and quickly. Digital Ocean is only growing 16% now at $700m ARR, and churn is up and NRR down. Churn Stable. Churn did grow from 12% to 15%, but NRR fell far faster, from 118% to 96% in just one year. Or at least.

Scale 297
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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. Atlassian, Microsoft Azure, and Zoom are good examples of that. How PLG Evolved First, let’s start with PLG and its evolution.

Scale 305
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Thanks to ChartMogul, ChurnZero, Cledara, Secureframe, and Verdane for Sponsoring SaaStr Europa 2023!

SaaStr

You get a complete overview of your global subscriber base; MRR, ARPU, ASP, churn and LTV are presented in a beautiful and easy to use dashboard. You need an efficient way to keep your customers successful, reduce churn, drive adoption, and increase net revenue retention.

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

SaaStr

You get a complete overview of your global subscriber base; MRR, ARPU, ASP, churn and LTV are presented in a beautiful and easy to use dashboard. Secureframe allows companies to get compliant within weeks, rather than months and monitors 100+ services, including AWS, GCP, and Azure.

Payments 264
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SaaS Rule of 40 Drivers Using KeyBanc’s 2021 SaaS Survey

SaaStr

2 drivers stood out as notable: Customer Acquisition Cost (CAC) and Churn. In terms of Churn, “Rule of 40″ Qualifiers” had 29% lower Gross Dollar Churn. The impact of this CAC and Churn outperformance shows up in 83% better capital efficiency for “Rule of 40” Qualifiers.

SaaS 321
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A Look Back at Q4 '23 Public Cloud Software Earnings

Clouded Judgement

The first few months of this year felt like a lot of churning in the market. 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. net retention and CAC payback). Is Software Rebounding? Who are the real AI winners.

Cloud 184