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Clouded Judgement 4.26.24 - Azure Gives Positive Infra Software Preview

Clouded Judgement

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%). Azure doesn’t disclose exact Azure quarterly revenue (they disclose growth rate in absolute terms and in constant currency), but there are good estimations.

Azure 184
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Pilot: 57% of Venture Startups Will Need to Raise More In 2024

SaaStr

SaaS products and services like Pilot track the finances of 1,000s of SaaS and other startup so they’re an interesting source of hard data. VC finance is designed to fund 18-24 months of runway. Shopify , Datadog, Crowdstrike , Google Cloud-Azure-AWS, Snowflake , etc. What does Pilot’s latest data say?

Startup 357
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From $1M to $3B ARR: Databricks CRO Ron Gabrisko on Scaling a Revenue Rocket Ship

SaaStr

With Databricks now one of the largest pre-IPO technology companies, with $10 billion of expected non-dilutive financing and a valuation of $62 billion, Ron’s insights are gold for any revenue leader looking to scale. Because thats how their customerswho were used to AWS, Azure, and GCP pricingexpected to buy.

Scale 176
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Thanks to Unit, Everstage, Aiven, Zip, and Mission Cloud for Sponsoring SaaStr Annual 2022!

SaaStr

Everstage is a no-code commissions automation platform that removes recurring busywork for your Ops and Finance teams and provides a transparent and gamified incentives experience to your customer-facing teams. Unit helps tech companies build financial features into their products: accounts, cards, payments, lending & more.

Cloud 270
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The Critical Question Facing Web3 Infrastructure Startups

Tom Tunguz

Can you imagine a site reliability engineer managing 15 to 20 tokens, coordinating with finance teams to ensure proper treasury management, while ensuring high uptime? Perhaps this dynamic drives consolidation in the market, paralleling the web2 infrastructure hypermarts of AWS, GCP, and Azure.

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Clouded Judgement 10.11.24 - Budget Flush

Clouded Judgement

So at the end of the year, no one wants to implicitly tell their higher ups / finance org that they “need less because they spent less.” ” So instead, this “loose it or loose it” mentality kicks in. If you use all of your budget, you’ll get the same amount (or more) next year. Cloudflare is up 17%.

Cloud 167
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Thanks to Bee, ChartMogul, Maast, SecureFrame, and StratusGreen for Sponsoring SaaStr Annual 2023!

SaaStr

Embedded finance has everything to do with the flow of money. Secureframe allows companies to get compliant within weeks, rather than months and monitors 100+ services, including AWS, GCP, and Azure. Secureframe helps companies get enterprise ready by streamlining SOC 2, ISO 27001, GDPR, CCPA, PCI DSS and HIPAA compliance.

Payments 261