SaaStr

MAY 6, 2022

Many SaaS and Cloud leaders are down more than 50% from their all-time highs. A Covid Hangover in SaaS stocks.’ Amazon AWS, Microsoft Azure and even Google Cloud are on fire, adding insane amounts of revenue this year. The top SaaS and Cloud leaders are even accelerating at $1B in ARR, for goodness sakes!!

SaaS 348

SaaS Azure Cloud AWS 348

SaaStr

MAY 16, 2022

So follow AWS, Azure and Google Cloud. So there’s much angst and even panic with so many SaaS and Cloud public stocks down 50% or more from their peaks. Will things get worse for SaaS products themselves on a day-to-day basis? And is buying of SaaS and Cloud products accelerating, decelerating, and/or flattening out?

Cloud 300

Cloud Azure AWS Engineering 300

SaaStr

OCTOBER 28, 2022

o this was an interesting week in terms of reading the tea leaves on what’s going on in SaaS, Cloud, the economy, and all that. Second, AWS, Azure and Google Cloud all grew nicely, and are still growing like a weed — but the growth rate slowed. So the good news is the bellwethers in SaaS are still growing at strong rates.

AWS 306

AWS Cloud Azure Investment 306

SaaStr

MAY 23, 2022

There are many ways to slice-and-dice public market data, but the headline one Bessemer called out is the most visceral I’ve seen: Public SaaS and Cloud companies lost $1 Trillion in market cap so far in 2022. And the number of public SaaS and Cloud decacorns has fallen from 50 to 17. Strange Days, Indeed.

Cloud 338

Cloud Azure AWS Marketing 338

SaaStr

AUGUST 31, 2024

So is it a downturn in SaaS or Cloud — or not? There are so many mixed signals: Unicorn product is up 2x over last year, but layoffs continue AI spend is fast and furious, with Google Cloud, Microsoft Azure, etc. Overall, SaaS leaders tied to non-tech buyers or tied to AI are still growing at epic rates.

Azure 329

Azure SMB Cloud AI 329

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 256

Azure Underperforming Technical Team Artificial Intelligence Machine Learning 256

SaaStr

FEBRUARY 20, 2021

So we’ve had a lot of fun in our 5 Interesting Learnings profiling the top SaaS and Cloud companies at scale, from Slack to Zoom, from Shopify to Datadog, from Box to DropBox. But are AWS, Azure and Google Cloud just too big for us to learn from? Google Cloud continues its march upmarket, competing with Azure.

Cloud 299

Cloud Azure AWS Scale 299

SaaStr

MAY 16, 2024

SaaS outside of classic “B2B’ is often holding up well. And AI is obviously on fire, pulling up AWS, Google Cloud, Azure, etc. But classic B2B SaaS is definitely in many cases seeing tougher times. So not everyone is seeing tougher times these days. Klaviyo, Toast, etc. just had very strong quarters.

Azure 307

Azure AWS Sales B2B 307

SaaStr

NOVEMBER 4, 2022

So with the latest batch of earnings out, we can get a sense of where the leaders are in SaaS. Again, epic growth but a material slowing from what AWS cited as “economic headwinds” Still — Google Cloud didn’t see a slowing of growth, and Azure’s growth rate barely budged. pic.twitter.com/a6BKk61LQR.

AWS 332

AWS Azure Cloud Scale 332

SaaStr

JULY 31, 2020

Zoom is growing at rates we’ve never seen before in SaaS and Cloud. But when two of the blue chips in Cloud and SaaS say darker clouds may be coming … it’s worth paying close attention. Azure and Google Cloud also saw growth begin to slow. Shopify grew 100% at $3 billion in ARR. It could just be a bump.

AWS 345

AWS Azure Cloud SaaS 345

SaaStr

NOVEMBER 18, 2023

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. SaaS and Cloud growth overall will remain strong. Shopify , Datadog, Crowdstrike , Google Cloud-Azure-AWS, Snowflake , etc. What does Pilot’s latest data say?

Startup 357

Startup Venture Capital Azure AWS 357

Tom Tunguz

MARCH 28, 2020

How about the big platform SaaS companies: Salesforce, Workday, ServiceNow, and Microsoft? ZDNet reported demand for Azure is up 775%. Everyone but Microsoft is flat. The difference in query volumes might be due to a similar phenomenon to Slack because of Microsoft’s Teams product.

Trends 354

Trends Azure Software Review Content Marketing 354

SaaStr

APRIL 27, 2021

Just how fast is SaaS and Cloud growing? After polling CIOs, Gartner found that total SaaS spend will grow from $100B in 2020 to $140B in 2022: A few interesting implications and learnings: The growth in SaaS buying should give you a +20% a year boost on top of your other sales and marketing efforts. Go grab your piece.

GCP(Google Cloud Platform) 241

GCP(Google Cloud Platform) Azure AWS SaaS 241

SaaStr

APRIL 8, 2020

In 2015, Microsoft wanted to help accelerate its SaaS / Cloud strategy and made a bunch of bets. Once Office 365, Azure, etc. But an experiment. They didn’t all have to work out. And in the end, have too many products is a distraction. You have to eventually close one down if it’s not a winner.

Azure 322

Azure Cloud Acquisition Strategy 322

SaaStr

JANUARY 25, 2023

That’s pretty efficient for SaaS. #5. But many in SaaS are seeing tougher times in Europe than North America. Microsoft also reported strong growth overall and for Azure and Cloud especially. As you can see, ACV has grown ~20% over the past 2 years, from $3.4m to $4m ACV. #4. Some softness in EMEA. But ServiceNow?

Azure 326

Azure Cloud Enterprise Payment Features 326

Clouded Judgement

JUNE 19, 2024

My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up). net retention and CAC payback).

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

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. Another great challenge to the idea growth has to always slow in Cloud and SaaS.

Azure 278

Azure AWS SMB Cloud 278

SaaStr

JULY 31, 2024

Just about everything in Cloud, SaaS and AI is firing on all cylinders at Microsoft: Azure and Cloud up +30% (!) 60,000 AI-on-Azure Customers, and Accelerating — Up a Stunning 60% Year-over-Year We all sort of knew this, but helpful to see the numbers here. #3. And at $260 Billion in ARR, what’s the #1 learning?

Azure 233

Azure Cloud AI B2B 233

SaaStr

NOVEMBER 3, 2022

So we’ve talked about it often here at SaaStr, but things are just so … odd right now in SaaS. And while AWS’s growth is down a bit, it’s still at epic levels, Azure isn’t even really down, and Google Cloud is growing faster than ever.

AWS 351

AWS Venture Capital Azure Cloud 351

Tom Tunguz

SEPTEMBER 26, 2022

Look no further than the massive companies pushing the public & the private market forward: Snowflake, Databricks, Amazon, Azure, Google Cloud. It’s quite possible that data products have created more market cap than any other subsegment of SaaS in the last five years.

Data 281

Data Azure Artificial Intelligence Machine Learning 281

Tom Tunguz

MAY 31, 2022

Large SaaS and IaaS vendors are precisely that: indexes of software buyers. Amazon Web Services and Azure, the business units inside Amazon and Microsoft serve and sell to small, medium, and large companies in every major geography. Microsoft Azure. That should bode well for SaaS startups. Fortunately, it exists.

Azure 240

Azure Software Startup Cloud 240

Clouded Judgement

FEBRUARY 7, 2025

They each have some of the largest cloud businesses in the world in AWS, Azure and Google Cloud respectively. The promise of SaaS is that growth in the early years leads to profits in the mature years. It shows the number of months it takes for a SaaS business to payback their fully burdened CAC on a gross profit basis.

Systems Review 144

Systems Review Cloud AI Artificial Intelligence 144

SaaStr

FEBRUARY 10, 2022

Currently, we offer Apache Kafka, Apache Cassandra, PostgreSQL, MySQL, OpenSearch, Redis, InfluxDB, Grafana, and M3 in more than 90 regions around the world on AWS, GCP, Microsoft Azure, DigitalOcean, and UpCloud cloud platforms. We’ll see 10,000 of the best SaaS founders, execs and VCs Sep 13-15 at 2022 SaaStrAnnual.com !

Cloud 276

Cloud GCP(Google Cloud Platform) Payments SaaS Payments 276

Nimble - Sales

MAY 22, 2019

Nimble has migrated its market-leading SaaS CRM from Amazon Web Services (AWS) to Microsoft Azure. The migration enables Nimble to tap into Microsoft’s world-class Azure platform and partner ecosystem to scale.

Azure 98

Azure Scale AWS Management 98

SaaStr

OCTOBER 13, 2022

We’ll see 2,500+ of the best SaaS founders, execs, and VCs June 6-7 at 2022 SaaStr Europa ! ChurnZero is the Customer Success platform and partner for growing SaaS and subscription businesses. From discovery to purchasing, management and cancellation, Cledara is the All-in-One SaaS management platform that companies love.

GCP(Google Cloud Platform) 261

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 261

SaaStr

DECEMBER 27, 2023

So is it possible to be too efficient in SaaS and Cloud? Many have used Digital Ocean at the cheaper, simpler version of AWS-Azure-Digital Ocean to get going fast and quickly. And if so, maybe that’s Digital Ocean. If you haven’t heard of Digital Ocean, ask your developer. It’s gotten crazy good.

Scale 298

Scale AWS Azure Cloud 298

Clouded Judgement

OCTOBER 11, 2024

The hyperscalers (AWS, Azure, GCP) are always some of the first companies to report earnings during earnings season (coming up in 2 weeks), and there’s always a read through for consumption names (meaning people believe there’s a correlation). Cloudflare is up 17%. Datadog is up 14%. Mongo is up 16%. Snowflake is up 14%.

Cloud 167

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

SaaStr

OCTOBER 6, 2022

We help B2B SaaS marketers turn organic search into a source of repeatable revenue through software and coaching. 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.

GCP(Google Cloud Platform) 246

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 246

SaaStr

MAY 30, 2024

With a PLG-heavy background, first working at Microsoft Azure and again with Atlassian, the PLG pioneers, he gives insights into leveraging PLG for the growth of your organization. Atlassian, Microsoft Azure, and Zoom are good examples of that. How PLG Evolved First, let’s start with PLG and its evolution.

Scale 306

Scale AI Search Azure Sales 306

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). Usage & distribution, like in classical SaaS, are likely the most sustainable & repeatable. Layer : application, platform, or infrastructure?

Generative AI 228

Generative AI AI GCP(Google Cloud Platform) Startup 228

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

Tom Tunguz

NOVEMBER 28, 2023

” A surprising impact of the cost-cutting may be increased margins for SaaS providers on infrastructure as their own cost reductions manifest as margin improvements. “Yes, we actually saw quite a bit of energy coming from the Azure platform this quarter. Consumption of unstructured data was up 17x year-over-year.”

GCP(Google Cloud Platform) 187

GCP(Google Cloud Platform) Azure Data Startup 187

SaaStr

APRIL 3, 2021

DigitalOcean is growing more slowly than its mega competitors Azure, AWS, etc. Especially in a growing market, like most SaaS categories, you can both grow and fall behind at the same time. . $4B BigCommerce is growing more slowly than its $140B bigger rival, Shopify. That’s a big, big gap. More here. #2.

Azure 247

Azure Headcount AWS Education 247

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.

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). Quarterly Reports Summary Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multiples SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months.

Cost optimization & reporting 190

Cost optimization & reporting Cloud Software Azure 190

SaaStr

MARCH 31, 2022

Azure’s marketplace has over 4 million monthly visitors. million subscriptions transacted and Google’s marketplace has seen 3X growth in SaaS sales. And there’s just a lot of opportunity for SaaS providers or ISVs in general to take advantage. AWS’s marketplace has seen 1.5

Scale 263

Scale Marketplace as a Service Cloud SaaS Payments 263

SaaStr

DECEMBER 26, 2022

Despite economic headwinds, SaaS spending continues to grow, with most companies having self-reported increasing or maintaining SaaS spending. G2 track, their proprietary SaaS spend management platform. This includes data from companies on how they utilize SaaS and their spending.

Software Review 245

Software Review Software Azure Cloud 245