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 the trend of slowing growth in 2023 wasn’t just a thing — it was an All Time Low.

Azure 350

Azure Cloud SaaS Trends 350

Tom Tunguz

FEBRUARY 13, 2023

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. AI companies] have a real use case for the cloud which is somewhat different than what we see from some other companies. Yesterday, Cloudflare announced earnings.

Cloud 243

Cloud Azure Headcount Software Review 243

Tom Tunguz

APRIL 25, 2023

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. Google Cloud Platform (GCP) & Microsoft Azure had strong quarters with about 28% annual revenue growth each. The total customer count for Azure’s OpenAI has grown dramatically.

AI Search 266

AI Search AI Azure GCP(Google Cloud Platform) 266

Clouded Judgement

OCTOBER 27, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. You can see some quotes from Azure / AWS in my Q2 recap , and pasted below. After the cloud giants reported this week, the timing of the presumed re-acceleration is very much in question. Follow along to stay up to date!

Cost optimization & reporting 157

Cost optimization & reporting Cloud Azure AWS 157

Tom Tunguz

JANUARY 23, 2023

The transcript highlights the major trends in software of 2023. Below, I’ve listed those trends with data & excerpts from the earnings call transcript. We saw moderated consumption growth in Azure and lower-than-expected growth [elsewhere]. At some point, the optimizations will end.

Azure 256

Azure Underperforming Technical Team Artificial Intelligence Machine Learning 256

Clouded Judgement

FEBRUARY 2, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Report Q4 ‘23 Two quotes from the Amazon and Microsoft earnings call really stood out to me this week. Sometimes they’re classic cloud migrations. Follow along to stay up to date!

Cost optimization & reporting 167

Cost optimization & reporting Cloud Azure AWS 167

Clouded Judgement

MAY 3, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Report Q1 + Early Look at Software Results Q1 earnings seasons has officially kicked off! We now have results from the three hypersclaers (AWS / Azure / GCP). Follow along to stay up to date!

Cost optimization & reporting 190

Cost optimization & reporting Cloud Software Azure 190

Tom Tunguz

JULY 19, 2021

One of the most exciting trends in data, during this Decade of Data, is the evolution of the open ecosystem. Around the new Cloud Data Lakes an ecosystem is blossoming, bursting with new concepts for the future of data. Amazon S3 GM Kevin Miller and Microsoft VP PM of Azure Storage will share the future of cloud storage.

Data 235

Data Azure Cloud Trends 235

Clouded Judgement

AUGUST 11, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. The weakness they called out was from larger cloud-native businesses. The broadly was a reversal from the trend in Q1. Follow along to stay up to date! On the surface, it wasn’t good.

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

Tom Tunguz

JULY 25, 2023

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. At last, we see a change in slope in the annual growth rates of the cloud services. Both Google & Microsoft announced growth rates in GCP & Azure that held steady from one quarter to the next.

Azure 238

Azure GCP(Google Cloud Platform) AI Cloud 238

Clouded Judgement

JUNE 9, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Consumption Trends We’re now through earning season. Is there any incremental signal on consumption trends reversing? They were also more constructive on cloud optimizations bottoming.

Trends 130

Trends Cloud Azure AWS 130

Clouded Judgement

SEPTEMBER 27, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Foundation Models Are to AI what S3 was to the Public Cloud Many people look at 2006 as the birth of the public cloud - the year Amazon launched AWS. Follow along to stay up to date! However, a couple things happened.

Cloud 176

Cloud GCP(Google Cloud Platform) AWS Azure 176

Clouded Judgement

OCTOBER 20, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 167

Cloud Azure AWS Software Review 167

Clouded Judgement

AUGUST 2, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Back then the median software NTM rev multiple was ~6x.

Cloud 157

Cloud Azure GCP(Google Cloud Platform) AWS 157

Clouded Judgement

APRIL 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. It’s pretty well understood that consumption trends will bottom and reverse prior to seat based purchasing. This week was a roller coaster.

Cloud 130

Cloud Azure AWS AI Search 130

Clouded Judgement

MAY 31, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. And people thought that trend would continue in to Q1. I’m as excited as ever about the long term cloud software markets. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 184

Cloud Software GCP(Google Cloud Platform) AI 184

Clouded Judgement

AUGUST 4, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Update “What we're seeing in the quarter is that those cost optimizations, while still going on, are moderating and many maybe behind us in some of our large customers. Follow along to stay up to date!

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

OCTOBER 28, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. 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. Subscribe now Share Clouded Judgement Leave a comment

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

JANUARY 6, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Cloud Downgrades This week UBS came out with a couple research reports citing concerns in AWS / Azure growth. This brings me back to AWS / Azure downgrades. Subscribe now Share Clouded Judgement Leave a comment

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

Clouded Judgement

JANUARY 27, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Azure (Microsoft) Quarter The week the first of the cloud giants reported - Azure. Early Look at 2023 Guides Given the Azure weakness reported on Tuesday, all software tumbled Wednesday morning with most names down 5-10%.

Cloud 144

Cloud Azure Pricing Subscription 144

Clouded Judgement

MAY 10, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a comment View draft history Settings Follow along to stay up to date! So far - you’re either tied to AI tailwinds, or it’s rough out there.

Cloud 167

Cloud Software GCP(Google Cloud Platform) Azure 167

Clouded Judgement

NOVEMBER 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now OpenAI Updates OpenAI had their big developer day this week, and I wanted to call out two key announcements (and trends): increasing context windows and decreasing costs. Subscribe now Share Clouded Judgement Leave a comment

Cloud 190

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI 190

Clouded Judgement

APRIL 21, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Next week we get all 3 hyperscalers reporting (AWS from Amazon, Azure from Microsoft, and GCP from Google). If we look at the trends in their most recent quarters YoY growth rates (below) you’ll see the deceleration has been meaningful.

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

SaaStr

DECEMBER 26, 2022

In this session, she shares insights and trends from research conducted this year that can help software buyers and sellers make smarter decisions about software and the market. . Another exciting trend is that more products are being bought than ever before. Next year is forecasted to be even more bullish. The need for ease .

Software Review 245

Software Review Software Azure Cloud 245

Clouded Judgement

APRIL 11, 2024

Q4 earnings season for cloud businesses is now behind us. 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. This is the data point shown for Q4 ‘23. As you can see, the median beat this quarter was 2.0%.

Cloud 184

Cloud Software Azure AWS 184

Clouded Judgement

MAY 26, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Early Look at May Consumption Trends This week kicked of Q1 earnings reports for companies with April quarter ends. This means we got commentary for the first time on May trends. Subscribe now Share Clouded Judgement Leave a comment

Cloud 144

Cloud Azure Trends Forecasting 144

Tom Tunguz

NOVEMBER 28, 2023

Consumption continued to grow in the month of October…Consumption trends have improved.” Improved terms from the cloud service providers have contributed to margin expansion.” “Yes, we actually saw quite a bit of energy coming from the Azure platform this quarter.

GCP(Google Cloud Platform) 187

GCP(Google Cloud Platform) Azure Data Startup 187

Clouded Judgement

JULY 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. Cycle of Cloud Optimizations Q2 earning season has officially kicked off! Follow along to stay up to date!

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

FEBRUARY 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 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. Subscribe now Share Clouded Judgement Leave a comment

Cloud 130

Cloud Azure AWS Generative AI 130

Clouded Judgement

FEBRUARY 17, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. As you can tell, there’s a BIG drop-off projected in 2023 Like Azure, they called for a big slowdown of consumption trends in the month of December. Subscribe now Share Clouded Judgement Leave a comment

Cloud 130

Cloud Azure Subscription Payment Features 130

Clouded Judgement

MARCH 22, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. This is why the consumption players (Snowflake, Mongo, Confluent, Azure, AWS, etc) so more variability in the macro slowdown. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

AI 190

AI Cloud Revenue Technical Advisors 190

Clouded Judgement

NOVEMBER 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Maybe with the exception of hyperscalers (particularly Azure). Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Already we’ve seen huge earnings move. And the median guide is 0.4%

Software Review 167

Software Review Cloud Software Azure 167

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

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 235

Sales Hiring Scale Payments Cloud 235

Andreessen Horowitz

MARCH 21, 2024

We see this as a harbinger of significantly higher future spend on genAI if the trend continues. Models: enterprises are trending toward a multi-model, open source world 5. Cloud is still highly influential in model purchasing decisions. A multi-model future. Use cases: more migrating to production 14.

Generative AI 145

Generative AI Enterprise AI Artificial Intelligence 145

Neil Patel

JANUARY 25, 2021

It can identify market trends, uncover insights, determine outliers, and monitor crucial business metrics. Power BI can integrate with Azure Machine Learning—plus, its ML and AI features are driven by Azure functions built into the Azure Cloud. Microsoft Power BI offers two pricing plans: Power BI Pro : $9.99

Data Analysis 128

Data Analysis Software Data Scale 128

ProfitWell

SEPTEMBER 10, 2020

The SaaS industry is growing fast, but if you want to be one of the companies contributing to that trend, you'll need to know the secrets of successful SaaS businesses. Gartner is estimating that the cloud services industry as a whole will outpace the growth of overall IT services by a factor of three, with SaaS making up $143.7

SaaS Payments 66

SaaS Payments Trends Merchant Services Payments 66