SaaStr

JANUARY 25, 2023

Enterprises run on ServiceNow. #3. What a visceral comparison to Salesforce, which has seen a dramatic slowdown in enterprise growth. Microsoft also reported strong growth overall and for Azure and Cloud especially. Steady 98%-99% Gross Renewal Rates. No downturn or macro effects here, not yet, at least. to $4m ACV. #4.

Azure 324

Azure Cloud Enterprise Subscription 324

SaaStr

NOVEMBER 18, 2023

Shopify , Datadog, Crowdstrike , Google Cloud-Azure-AWS, Snowflake , etc. In fact, Gartner predicts enterprise software spend will cross $1 Trillion Dollars (!) At the end of the day, 2024 may well be a year of Divergent Headlines. SaaS and Cloud growth overall will remain strong. for the first time in 2024!

Startup 357

Startup Venture Capital Azure AWS 357

SaaStr

NOVEMBER 18, 2021

ai is one of those enterprise software companies ($2m customers on average) you hear about and see their billboards but are never quite sure what they do. ai, that somewhat mysteriously does “Enterprise AI” It IPO’d to now a $5 Billion valuation and is now at $200m+ in ARR, growing at 29%. 5 Interesting Learnings: #1.

AI 59

AI Azure Cloud Enterprise 59

SaaStr

MARCH 9, 2022

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. Even as the Big Guys went more and more enterprise. Wow what a story!!

Azure 277

Azure AWS SMB Cloud 277

Tom Tunguz

JANUARY 23, 2023

We saw moderated consumption growth in Azure and lower-than-expected growth [elsewhere]. Segment Expected Growth Productivity 12% Office Commercial 6% Office On-Premise -25% LinkedIn 5% Dynamics 13% Intelligent Cloud 18% Azure 26% Server -3% Services -3% 2. At some point, the optimizations will end.

Azure 255

Azure Underperforming Technical Team Artificial Intelligence Machine Learning 255

Tom Tunguz

APRIL 25, 2024

Microsoft’s Azure is winning share directly from Amazon. ” Much of the AI spend is at the enterprise, where a 50% reduction in customer support cost or a 75% increase in engineering capacity filters billions to the bottom line. " The rest of Azure is still growing in a nice clip of 24% annually.

Azure 209

Azure AI Search Marketing ChatGPT 209

Tom Tunguz

JUNE 9, 2018

Active Directory (AD) forms nexus of the Microsoft enterprise ecosystem. Microsoft has published Linux and FreeBSD for Azure. To migrate enterprise on-prem code to Azure is a huge competitive advantage. Cross-sell Github enterprise. Enterprises pay millions of dollars for Github enterprise.

Acquisition 201

Acquisition Azure Cloud Enterprise 201

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. SafeBase enables sales and security teams to efficiently collaborate and close enterprise deals faster. Add Single Sign-On (SSO) to your app for free.

GCP(Google Cloud Platform) 246

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 246

SaaStr

NOVEMBER 3, 2022

Secureframe helps companies get enterprise ready by streamlining SOC 2, ISO 27001, GDPR, CCPA, PCI DSS and HIPAA compliance. Secureframe allows companies to get compliant within weeks, rather than months and monitors 100+ services, including AWS, GCP, and Azure.

Payments 264

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions 264

Clouded Judgement

FEBRUARY 7, 2025

They each have some of the largest cloud businesses in the world in AWS, Azure and Google Cloud respectively. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. Overall, there was weakness across the board. Not the best start to cloud software earnings season!

Systems Review 144

Systems Review Cloud AI Artificial Intelligence 144

SaaStr

APRIL 27, 2021

Enterprises are spending an additional $20B on SaaS each year. That’s $20B more budget than last year, just for enterprises alone. The SaaS companies with $1B in ARR have 1% of all total enterprise spend. E.g., if Slack at $1B is 50% enterprise, that probably means 0.5% Go grab your piece. Go make it happen.

GCP(Google Cloud Platform) 237

GCP(Google Cloud Platform) Azure AWS SaaS 237

SaaStr

JULY 19, 2022

Reprise provides a no-code, enterprise-ready platform that gives teams the power to control the narrative of their demos and deliver custom product experiences—without developer involvement. Secureframe helps companies get enterprise ready by streamlining SOC 2, ISO 27001, PCI DSS and HIPAA compliance.

GCP(Google Cloud Platform) 264

GCP(Google Cloud Platform) Artificial Intelligence Enterprise readiness Azure 264

Clouded Judgement

OCTOBER 11, 2024

Coming out of that, every company from the largest enterprise to the smallest startup started thinking very critically about cost optimizations. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. So why was it stronger than normal last year? Where was wasted spend with low ROI.

Cloud 167

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

SaaStr

OCTOBER 13, 2022

Secureframe helps companies get enterprise ready by streamlining SOC 2, ISO 27001, GDPR, CCPA, PCI DSS and HIPAA compliance. Secureframe allows companies to get compliant within weeks, rather than months and monitors 100+ services, including AWS, GCP, and Azure.

GCP(Google Cloud Platform) 260

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 260

SaaStr

APRIL 26, 2024

At SaaStr AI Day , Mike Tamir, Head of AI at Shopify, and Rudina Seseri, founder and Managing Partner at Glasswing Ventures, level-set about where we are in the cycle for Enterprises adopting AI and the critical work being done at Shopify to leverage AI and solve real problems. The future of Enterprise is “Ambient AI.”

AI Search 293

AI Search AI Artificial Intelligence Scale 293

SaaStr

MARCH 31, 2022

Azure’s marketplace has over 4 million monthly visitors. Rico Mallozzi: So marketplaces are fundamentally changing, go to market motions for a lot of enterprise technology companies. As Rico mentioned earlier, we’ve seen a big transition as well within our enterprise customer base. AWS’s marketplace has seen 1.5

Scale 262

Scale Marketplace as a Service Cloud SaaS Payments 262

SaaStr

NOVEMBER 4, 2021

You can’t pay your Azure bill or office lease in “Rule of 40” points. Enterprise % – Qualifier: 50%. Enterprise % – Below: 46%. In my experience, any competent board would view a CEO or CFO that passes on 46% ROI projects as far too conservative. Rule of 40 Drivers: Customer Segments + Categories.

SaaS 321

SaaS Technical Review Benchmarks Azure 321

Tom Tunguz

FEBRUARY 13, 2023

The enterprise segment outgrew the company’s average growth rate by 8 percentage points. For fiscal 2022, large customers represented 61% of total revenue compared to 54% of total revenue in 2021 and 46% in 2020… Overall NDR fell, but enterprise spending remains steady. Yesterday, Cloudflare announced earnings.

Cloud 240

Cloud Azure Headcount Software Review 240

Tom Tunguz

APRIL 6, 2023

In the cloud, AWS, Azure, & GCP have created about as much market cap as all the top 100 B2B & B2C publics built on cloud (Netflix, ServiceNow, AirBnb, etc). Enterprise readiness will be an essential : ensuring buyers are safe from legal & compliance risks. Layer : application, platform, or infrastructure?

Generative AI 224

Generative AI AI GCP(Google Cloud Platform) Startup 224

Tom Tunguz

NOVEMBER 28, 2023

Snowflake announced earnings yesterday, echoing the strength within software companies more broadly & underscoring the shift in enterprise buyer behavior to normal after three quarters of extensive cost cuts. “Yes, we actually saw quite a bit of energy coming from the Azure platform this quarter.

GCP(Google Cloud Platform) 183

GCP(Google Cloud Platform) Azure Data Startup 183

Andreessen Horowitz

APRIL 5, 2024

They addressed the top concern for CISOs: the impact of generative AI on enterprise security. What is the biggest security threat that enterprises face today? Generative AI represents a massive shift in how enterprises approach security, introducing several new considerations.

Generative AI 101

Generative AI AI Enterprise Technical Review 101

SaaStr

DECEMBER 26, 2022

The role of AWS, Azure, and Google Cloud Marketplace is becoming increasingly important. “45% This need for ease is even more true for enterprises. The cliche that enterprises have more money than time certainly plays out here. . “88% Tackle.io’s 2021 state of cloud marketplaces report highlighted a similarly dramatic shift.

Software Review 245

Software Review Software Azure Cloud 245

Clouded Judgement

OCTOBER 27, 2023

Subscribe now Cloud Giants Report Q3 ‘23 Not a great signal for software this week from the Cloud Giants (AWS, Azure and Google Cloud)…After Q2 (3 months ago), the tone from the Cloud Giants around optimizations was largely: optimizations have started to ease, and net new workloads have picked up. Staggering scale already.

Cost optimization & reporting 157

Cost optimization & reporting Cloud Azure AWS 157

IT World

JUNE 6, 2019

Microsoft and Oracle are partnering in the cloud, allowing their customers to run enterprise workloads across Microsoft Azure and Oracle Cloud. Users can run one part of a workload within Azure and another part in Oracle Cloud. To read this article in full, please click here

Azure 12

Azure Cloud AI Enterprise 12

Clouded Judgement

FEBRUARY 2, 2024

” Microsoft on Azure : “And I think last quarter, we said one, we are going to continue to have these cycles where people will build new workloads. Azure (excluding Azure AI) continued to decelerate, and while AWS did come in ahead of expectations, it wasn’t a blow out. Overall Stats: Overall Median: 6.0x

Cost optimization & reporting 167

Cost optimization & reporting Cloud Azure AWS 167

Clouded Judgement

MAY 3, 2024

We now have results from the three hypersclaers (AWS / Azure / GCP). Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue. Subscribe now Cloud Giants Report Q1 + Early Look at Software Results Q1 earnings seasons has officially kicked off! Overall Stats: Overall Median: 5.8x

Cost optimization & reporting 190

Cost optimization & reporting Cloud Software AWS 190

SaaStr

AUGUST 27, 2019

But enterprise buying went on a tear. That $200b+ of additional Cloud and SaaS spend fueled 50+ Cloud unicorns and massive growth in AWS, Azure, etc. There were dips in 2016 and otherwise. It’s still accelerating.

Cloud 157

Cloud Azure AWS Enterprise 157

IT World

AUGUST 19, 2019

With its acquisition of Java support services company jClarity, Microsoft is making a play to optimize Java workloads on its Azure cloud platform. Discover the Jakarta EE enterprise Java roadmap. Microsoft calls jClarity the leading contributor to the AdoptOpenJDK project, which provides free, open source OpenJDK binaries.

Azure 14

Azure Acquisition Cloud Enterprise 14

Andreessen Horowitz

SEPTEMBER 25, 2023

Ali Ghodsi, CEO and cofounder of Databricks, and Ben Horowitz, cofounder of a16z, explain the data wars happening inside and outside enterprises and how they could impact the evolution of LLMs. [00:38] 00:38] Why is it so hard for enterprise to adopt AI? [03:08] But we haven’t seen anybody with any traction in enterprise.

Enterprise 110

Enterprise AI Artificial Intelligence Generative AI 110

Clouded Judgement

OCTOBER 20, 2023

Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. However, it’s important to keep in mind that while hype and expectations are quite high around AI, true enterprise buying cycles typically lag. Even a DCF is riddled with long term assumptions.

Cloud 167

Cloud Azure AWS Software Review 167

IT World

MARCH 10, 2023

Developers can now integrate ChatGPT directly, using a token-based pricing system, into a host of different enterprise and end-user applications.

ChatGPT 92

ChatGPT Azure Enterprise Pricing 92

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.

Azure 12

Azure Cloud Enterprise Management 12

Clouded Judgement

JANUARY 6, 2023

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. This was the worst tone that we’ve heard in years from large AWS/Azure partners, a group that usually expresses different shades of optimism about AWS/Azure growth.”

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

IT World

MARCH 8, 2022

Or, if you want more control and features, there's Windows 365 Enterprise or Azure Virtual Desktop. Microsoft has been moving users to this Desktop-as-a-Service (DaaS) model for years now. Today, you can already subscribe to the easy-to-use Windows 365 Cloud PC. But these are all more business than consumer plays.

Azure 141

Azure Cloud Enterprise Sales 141

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). Overall Stats: Overall Median: 5.2x

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

APRIL 28, 2023

AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. Azure reported on Tuesday and gave us that glimmer of hope. Azure : Coming into the quarter, a growth rate that would have satisfied the market would have been ~29%. Azure came in at 31% (constant currency). Follow along to stay up to date!

Cloud 130

Cloud Azure AWS AI Search 130

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