IT World

MAY 24, 2022

I want to talk to you today about clouds. But I'm not here to talk about hyper-scale, public clouds such as Amazon Web Services (AWS), Azure, or Google Cloud. They're great, but for many, they're overkill.

Cloud 90

Cloud SMB Azure AWS 90

Clouded Judgement

JUNE 9, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Usage on Snowflake is driven by queries run on Snowflake Azure: Neutral Tone With Strength in AI Overall I’d characterize Azure’s quarter as a net positive. They were also more constructive on cloud optimizations bottoming.

Trends 130

Trends Cloud Azure AWS 130

Clouded Judgement

MARCH 22, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. For SaaS businesses that target smaller SMB customer segments, gross retention is typically in the mid to low 80’s with net expansion in the ~105% range. Subscribe now Share Clouded Judgement Leave a comment

AI 190

AI Cloud Revenue Technical Advisors 190

Clouded Judgement

JUNE 20, 2023

Q1 earnings season for cloud businesses is now behind us. On the Microsoft earnings call they said (related to Azure): “But at some point, workloads just can't be optimized much further. As you can see from the data below most cloud businesses beat the consensus estimates for Q1.

Cloud 167

Cloud Software Benchmarks Scale 167

SaaStr

SEPTEMBER 13, 2020

373: Bessemer’s 5th Annual State of the Cloud Report returns for a definitive look at the cloud industry today. We want to take you through the cloud journey over the last several years. Now, the cloud index fell along with it. If you go back to before 2014, what you see is the power of the cloud.

Sales Hiring 232

Sales Hiring Scale Payments Cloud 232

SaaStr

JUNE 26, 2024

MongoDB was down 23%, a great Cloud stock consistently growing in the 30s. You can see the growth on the platform side with Azure, Google, and AWS and how much it’s accelerating in AI. They’re very SMB and just closed their first $750k TCV deal. Monday is on its way to a billion in revenue, growing at 34%.

CTO Hire 144

CTO Hire AI Venture Capital Sales Hiring 144

Sales Hacker

APRIL 1, 2025

The exact playbook to move from SMB to enterpriseincluding partner enablement, segmentation, and incentive design. 85% of your customers being SMB and mid-market to at the end of that six years, it was 75%, uh, enterprise. Why retention isn’t just a CS metricand how to build a sales team that cares about it.

Scale 64

Scale VP of Engineering Outsourcing Services Enterprise 64

SaaStr

OCTOBER 16, 2024

So yes, while it’s true that challenges are real for those in the right-hand column above – overall cloud spend is still up 20%. 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.

Sales Hiring 317

Sales Hiring Scale AI SaaS 317

SaaStr

AUGUST 12, 2022

If you didn’t catch it the other day … and you can read about it on SaaStr …Microsoft and Google Cloud both had extremely strong quarters, Microsoft Azure grew 40% last quarter , and a record number of nine-figure and billion-dollar deals. Microsoft Azure’s at incredible scale and it still grew 40% last quarter.

Scale 245

Scale SaaS Payments Scaling SaaS 245

SaaStr

AUGUST 26, 2022

I think Azure’s like 7,000, Google. Salesforce was a very rudimentary SMB app for a brief period of time, but it was. If you’re already teasing into it, if your deal size is going up a bit, if your customers are getting a little bit bigger, I think so much of the money is going into bigger enterprises today in cloud.

Sales Hiring 246

Sales Hiring Scale Sales Recruiting Scaling 246

Sales Hacker

MARCH 25, 2025

Previously, he was the Global VP of Product for SAP, CRM and Sales Cloud. Before that, he was the CEO and Co-Founder of DataHug, which was acquired by Calidus Cloud in 2016. Previously to that, it was the global VP of product for SAP, focused on the CRM and sales cloud. They didn’t have to build their own cloud.

AI Search 69

AI Search AI Scale Software 69