Azure, Enterprise and Software

Clouded Judgement 4.26.24 - Azure Gives Positive Infra Software Preview

Clouded Judgement

APRIL 26, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Azure Report - Cloud Infra Looks Good! For software, all eyes were on Azure - which grew 31% YoY (ahead of expectations closer to 29%). So the overall Azure quarterly revenue figure is already not entirely spot on.

Azure

Azure Cloud Software AI

5 Security Changes Your Company Needs to Make to Land Enterprise Deals from Secureframe

SaaStr

APRIL 28, 2021

That is, until you’ve got a major enterprise deal close to the finish line. At Secureframe , we help companies get enterprise ready by streamlining SOC 2 compliance and get them ready within weeks, rather than months. . Security, besides having a password that isn’t “password123”, is probably not a major priority. .

Enterprise

Enterprise Software Review Azure GCP(Google Cloud Platform)

AI Reaccelerating Cloud Growth

Tom Tunguz

OCTOBER 23, 2023

I’ve been tracking the growth rates of these companies and product lines for the last 18 months to develop a broad gauge of enterprise buying patterns after the downturn. “Because of our overall differentiation, more than 18,000 organizations now use Azure OpenAI service, including new-to-Azure customers.”

AI Search

AI Search AI Cloud Azure

5 Interesting Learnings from Microsoft at $200 Billion in ARR

SaaStr

JULY 27, 2022

So when we started SaaStr waaay back in 2012, I never would have thought of profiling Microsoft and its old fashioned desktop software. But fast forward to today, and Microsoft truly is a Cloud and SaaS company, with Azure and LinkedIn its fastest growing business units! Software is and should be very profitable at scale. #4.

Azure

Azure Cloud B2B Scaling

Pilot: 57% of Venture Startups Will Need to Raise More In 2024

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 (!) Gartner: Software Spend Will Grow 13.8% At the end of the day, 2024 may well be a year of Divergent Headlines. SaaS and Cloud growth overall will remain strong.

Startup

Startup Venture Capital Azure AWS

Cloud Stocks May Be Down. But the Cloud Remains on Fire. That Matters More.

SaaStr

MAY 16, 2022

So follow AWS, Azure and Google Cloud. Let’s look a whole level up to the real canaries-in-the-coalmine: AWS, Azure and Google Cloud. And Gartner is still predicted SaaS purchase rates will accelerate in 2023 : AWS, Azure and Google Cloud say Yes. Enterprise software spending globally was $529B in 2020, per Gartner.

Cloud

Cloud Azure AWS Engineering

Microsoft as a Mirror - What We Can Expect for SaaS in 2023

Tom Tunguz

JANUARY 23, 2023

I’m watching public company earnings to identify early weaknesses in the software market. The transcript highlights the major trends in software of 2023. We saw moderated consumption growth in Azure and lower-than-expected growth [elsewhere]. Massive software vendors are indexes of buyer behavior.

Azure

Azure Underperforming Technical Team Artificial Intelligence Machine Learning

5 Interesting Learnings from C3.ai at $200,000,000 in ARR

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%.

AI

AI Azure Cloud Enterprise

Clouded Judgement 10.11.24 - Budget Flush

Clouded Judgement

OCTOBER 11, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. For software companies, this phenomenon can be a tailwind, as it drives accelerated deal closures and increased sales velocity, sometimes with less price sensitivity from buyers looking to quickly deplete their budgets. Cloudflare is up 17%.

Cloud

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

What to Know About the Software Buying Landscape in 2023: What’s Changed, What’s the Same, and What Your Buyers Want with G2 CMO Amanda Malko (Video)

SaaStr

DECEMBER 26, 2022

Amanda Malko is CMO at G2, a software marketplace and review site that reaches over 60 million buyers annually across 2000 software categories. 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. .

Software Review

Software Review Software Azure Cloud

Clouded Judgement 5.3.24 - Hyperscalers Report Q1 + Early Look at Software Reports

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

Cost optimization & reporting Cloud Software Azure

Clouded Judgement 2.7.25 - "Group + Triage" AI Systems

Clouded Judgement

FEBRUARY 7, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. The unlock here of “group + triage + agent” will be the backbone for the next wave of software. They each have some of the largest cloud businesses in the world in AWS, Azure and Google Cloud respectively.

Systems Review

Systems Review Cloud AI Artificial Intelligence

Thanks to Demandwell, DuploCloud, Prismatic, SafeBase, and WorkOS for Sponsoring SaaStr Annual 2023!

SaaStr

OCTOBER 6, 2022

We help B2B SaaS marketers turn organic search into a source of repeatable revenue through software and coaching. DuploCloud offers an end-to-end DevOps software platform for dev teams that don’t have dedicated DevOps engineers and augments those that do. Prismatic is the integration platform for B2B software companies.

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) Azure AWS Enterprise readiness

Seven Strategic Rationales for the Microsoft/Github Acquisition

Tom Tunguz

JUNE 9, 2018

It’s a massive acquisition at a massive price relative to other software acquisitions. Active Directory (AD) forms nexus of the Microsoft enterprise ecosystem. Microsoft has published Linux and FreeBSD for Azure. Microsoft now owns the largest repository of open source software, and the most popular version control system.

Acquisition

Acquisition Azure Cloud Enterprise

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

SaaStr

NOVEMBER 3, 2022

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. Maast offers payments, banking, lending and more as features in software provider’s platforms – with one relationship, contract and integration.

Payments

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions

Gartner: SaaS Spending Will Grow Another 40% in Next 2 Years Alone

SaaStr

APRIL 27, 2021

Cloud software spending grew a stunning 23% in 2021, from $270 billion to $330 billion. 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. Go grab your piece.

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) Azure AWS SaaS

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

SaaStr

OCTOBER 13, 2022

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. Our Customer Success software is uniquely designed to integrate with CRM systems and tightly into an application or service.

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) Azure AWS Enterprise readiness

Clouded Judgement 5.31.24 - Software Sentiment Crumbles

Clouded Judgement

MAY 31, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Software Sentiment Software sentiment is incredibly low at the moment - and rightfully so. Nearly 70% of software companies who reported Q1 with an April quarter end guided Q2 below consensus!

Cloud

Cloud Software GCP(Google Cloud Platform) AI

Clouded Judgement 5.10.24 - Software Weakness Across the Board

Clouded Judgement

MAY 10, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Q1 Software Earnings Are… Not Good We’re about halfway through Q1 earnings season, and it’s not been pretty. Follow along to stay up to date! Even a DCF is riddled with long term assumptions.

Cloud

Cloud Software GCP(Google Cloud Platform) Azure

A Flare Across the Clouds : Cloudflare's Earnings Report

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. The enterprise segment outgrew the company’s average growth rate by 8 percentage points. Yesterday, Cloudflare announced earnings.

Cloud

Cloud Azure Headcount Software Review

The 4 Questions Startups Should Ask Themselves about Building with Generative AI

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). Startups have negative time to launch in many markets with Adobe, Microsoft, & Salesforce launching Gen AI enabled software in weeks.

Generative AI

Generative AI AI GCP(Google Cloud Platform) Startup

Snowflake, CrowdStike and SumoLogic: “How to Leverage the Cloud Giants to Scale to 100 Million ARR and Beyond”

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

Scale Marketplace as a Service Cloud SaaS Payments

Snow Angels Come Early to Data : Snowflake's Strength Spells Success for Startups

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)

GCP(Google Cloud Platform) Azure Data Startup

Best Data Analysis Software

Neil Patel

JANUARY 25, 2021

Everyone has questions when it comes to choosing data analysis software. Luckily, data analysis software can seriously simplify data analysis—provided you choose the right one. How to Choose the Best Data Analysis Software for You. Data analysis software isn’t a cheap investment, so use caution when making a selection.

Data Analysis

Data Analysis Software Data Scale

16 Changes to the Way Enterprises Are Building and Buying Generative AI

Andreessen Horowitz

MARCH 21, 2024

In 2024, we believe the revenue opportunity will be multiples larger in the enterprise. Some naysayers doubted that genAI could scale into the enterprise at all. As always, building and selling any product for the enterprise requires a deep understanding of customers’ budgets, concerns, and roadmaps. Isn’t this all hype?

Generative AI

Generative AI Enterprise AI Artificial Intelligence

Clouded Judgement 10.27.23 - Cloud Giants Report Q3 '23

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. I believe one of the bigger reasons software has held up despite the run up in the 10Y to 5% is the expectation for re-acceleration (ie numbers / forecasts going up).

Cost optimization & reporting

Cost optimization & reporting Cloud Azure AWS

GTM 140: How Microsoft Scaled from $600M to $5B: The Enterprise Playbook with Hayden Stafford

Sales Hacker

APRIL 1, 2025

Like there’s so many angles that I think we could take this conversation, but, We’ve been able to have a few conversations and, and one of the things that really stuck out to me in our conversations was your experience expanding from like an SMB mid-market motion to the enterprise. and that [00:06:00] also equated to a shift from.

Scale

Scale VP of Engineering Outsourcing Services Enterprise

Clouded Judgement 2.2.24 - Cloud Giants Report Q4 '23

Clouded Judgement

FEBRUARY 2, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. ” 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. Follow along to stay up to date! Even a DCF is riddled with long term assumptions.

Cost optimization & reporting

Cost optimization & reporting Cloud Azure AWS

Clouded Judgement 11.3.23 - No Sign of Re-Acceleration in Software

Clouded Judgement

NOVEMBER 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Some of these drops rival one of the worst ever software earnings reaction of Tableau in 2016! On Thursday the software index (WCLD) was up ~3%! So what’s holding up software stocks valuations?? Follow along to stay up to date!

Software Review

Software Review Cloud Software Azure

Clouded Judgement 10.20.23 - Hyperscaler Q3 Preview

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. Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue.

Cloud

Cloud Azure AWS Software Review

Clouded Judgement 1.6.23

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. We know software is impacted from macro - but how bad will it get? This brings me back to AWS / Azure downgrades.

Cloud

Cloud Azure AWS Underperforming Technical Team

15 Best Product Management Software Tools for PMs in 2023

User Pilot

JULY 18, 2023

It takes a fair bit of effort and time to keep up with the constant innovation in the product management software space. Fear not though, as our product management software guide will give you insights into some of the best-in-class applications that will boost your team performance and help you build successful products!

Software Review

Software Review Software Management Azure

Clouded Judgement 8.2.24 - Uncertainty Everywhere

Clouded Judgement

AUGUST 2, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Back then the median software NTM rev multiple was ~6x. Then there’s software specific data points. Then there’s the broader software universe. Follow along to stay up to date! Today it’s ~5x.

Cloud

Cloud Azure GCP(Google Cloud Platform) AWS

Clouded Judgement 10.28.22

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. Follow along to stay up to date! Top 5 Median: 15.8x

Cloud

Cloud Azure AWS Cost optimization & reporting

Clouded Judgement 4.28.23

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. Azure reported on Tuesday and gave us that glimmer of hope. Azure came in at 31% (constant currency). They then guided to 26-27% Azure growth in Q2.

Cloud

Cloud Azure AWS AI Search

Clouded Judgement 1.27.23

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

Cloud Azure Pricing Subscription

Clouded Judgement 3.22.24 - ERR vs ARR and the Conundrum of AI Revenue Streams Today

Clouded Judgement

MARCH 22, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Enterprise software businesses strive for 90-95% gross retention (generally the percent of revenue that sticks with you vs churns altogether), with net expansion in the 120%+ range (the aggregate change in expansion - contraction - churned revenue).

AI

AI Cloud Revenue Technical Advisors

Clouded Judgement 6.9.23 - Recap of Consumption Trends in Q1 '23

Clouded Judgement

JUNE 9, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Let’s take a look back at the 6 main consumption players in software and how they preformed. They guided to 26-27% growth in Azure in Q2 (with 1% coming from AI). Follow along to stay up to date! Will we see re-acceleration soon?

Trends

Trends Cloud Azure AWS

Clouded Judgement 8.4.23 - Cloud Giants Q2 Update

Clouded Judgement

AUGUST 4, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 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. Follow along to stay up to date! And now we're seeing more progression into new workloads, new business.

Cloud

Cloud Azure AWS Cost optimization & reporting

Clouded Judgement 9.27.24 - The Foundation of Foundation Models

Clouded Judgement

SEPTEMBER 27, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. 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). Follow along to stay up to date!

Cloud

Cloud GCP(Google Cloud Platform) AWS Azure

Clouded Judgement 4.21.23

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). Let’s double click on Azure. Follow along to stay up to date! Q1 Earnings Season We’re on the eve of Q1 earning season.

Cloud

Cloud Azure AWS GCP(Google Cloud Platform)

Clouded Judgement 11.10.23 - OpenAI Updates + Datadog Gives the All-Clear?

Clouded Judgement

NOVEMBER 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Datadog Gives Software the All Clear? This week software stocks shot up on Tuesday, largely a result of Datadog’s quarterly earnings. This doesn’t mean the rest of the software universe will follow suite. So what happened?

Cloud

Cloud Artificial Intelligence GCP(Google Cloud Platform) AI

Clouded Judgement 7.28.23 - Optimization Cycles and Economy Update

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. This week we had two of the hypserscalers report (Microsoft / Azure and Google / GCP), and everyone was eager to see their results.

Cloud

Cloud Azure AWS GCP(Google Cloud Platform)

12 Best Software for Customer Feedback to Gather Actionable Insights

User Pilot

JULY 17, 2023

Searching for the best software for customer feedback to truly understand your customer sentiment ? Software for customer feedback has become essential for SaaS businesses that have customers in their hearts. UserVoice stands out as software for customer feedback with its collaboration and segmentation features. Userpilot Plans.

Software Review

Software Review Software AI Search DevOps as a Service

Clouded Judgement 4.26.24 - Azure Gives Positive Infra Software Preview

5 Security Changes Your Company Needs to Make to Land Enterprise Deals from Secureframe

Trending Sources

AI Reaccelerating Cloud Growth

5 Interesting Learnings from Microsoft at $200 Billion in ARR

Pilot: 57% of Venture Startups Will Need to Raise More In 2024

Cloud Stocks May Be Down. But the Cloud Remains on Fire. That Matters More.

Microsoft as a Mirror - What We Can Expect for SaaS in 2023

5 Interesting Learnings from C3.ai at $200,000,000 in ARR

Clouded Judgement 10.11.24 - Budget Flush

What to Know About the Software Buying Landscape in 2023: What’s Changed, What’s the Same, and What Your Buyers Want with G2 CMO Amanda Malko (Video)

Clouded Judgement 5.3.24 - Hyperscalers Report Q1 + Early Look at Software Reports

Clouded Judgement 2.7.25 - "Group + Triage" AI Systems

Thanks to Demandwell, DuploCloud, Prismatic, SafeBase, and WorkOS for Sponsoring SaaStr Annual 2023!

Seven Strategic Rationales for the Microsoft/Github Acquisition

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

Gartner: SaaS Spending Will Grow Another 40% in Next 2 Years Alone

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

Clouded Judgement 5.31.24 - Software Sentiment Crumbles

Clouded Judgement 5.10.24 - Software Weakness Across the Board

A Flare Across the Clouds : Cloudflare's Earnings Report

The 4 Questions Startups Should Ask Themselves about Building with Generative AI

Snowflake, CrowdStike and SumoLogic: “How to Leverage the Cloud Giants to Scale to 100 Million ARR and Beyond”

Snow Angels Come Early to Data : Snowflake's Strength Spells Success for Startups

Best Data Analysis Software

16 Changes to the Way Enterprises Are Building and Buying Generative AI

Clouded Judgement 10.27.23 - Cloud Giants Report Q3 '23

GTM 140: How Microsoft Scaled from $600M to $5B: The Enterprise Playbook with Hayden Stafford

Clouded Judgement 2.2.24 - Cloud Giants Report Q4 '23

Clouded Judgement 11.3.23 - No Sign of Re-Acceleration in Software

Clouded Judgement 10.20.23 - Hyperscaler Q3 Preview

Clouded Judgement 1.6.23

15 Best Product Management Software Tools for PMs in 2023

Clouded Judgement 8.2.24 - Uncertainty Everywhere

Clouded Judgement 10.28.22

Clouded Judgement 4.28.23

Clouded Judgement 1.27.23

Clouded Judgement 3.22.24 - ERR vs ARR and the Conundrum of AI Revenue Streams Today

Clouded Judgement 6.9.23 - Recap of Consumption Trends in Q1 '23

Clouded Judgement 8.4.23 - Cloud Giants Q2 Update

Clouded Judgement 9.27.24 - The Foundation of Foundation Models

Clouded Judgement 4.21.23

Clouded Judgement 11.10.23 - OpenAI Updates + Datadog Gives the All-Clear?

Clouded Judgement 7.28.23 - Optimization Cycles and Economy Update

12 Best Software for Customer Feedback to Gather Actionable Insights

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