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. So much going on in economy right now, from inflation to interest rates.

Cloud 299

Cloud Azure AWS Engineering 299

SaaStr

MARCH 31, 2022

This episode is an excerpt from a session at SaaStr Scale. Azure’s marketplace has over 4 million monthly visitors. And a lot of this depends on your go to market, but we are selling jointly with the AWS and the Azure, et cetera sellers too. Jabari Norton, VP WW Partner and Alliances, Sumo Logic. Rico Mallozzi, Sr.

Scale 262

Scale Marketplace as a Service Cloud SaaS Payments 262

SaaStr

NOVEMBER 18, 2023

They typically give them just enough to see if it will work, and the startup grows and scales to the next stage. Shopify , Datadog, Crowdstrike , Google Cloud-Azure-AWS, Snowflake , etc. VC finance is designed to fund 18-24 months of runway. That’s how it works. VCs don’t give startups 10 years of capital.

Startup 357

Startup Venture Capital Azure AWS 357

SaaStr

OCTOBER 2, 2024

Billion in ARR GitLab is growing 30% at $730m ARR Microsoft Azure, Google Cloud are on fire, fueled by AI But others are seeing more headwinds due to downturns in the “B2B2B” segment of tech. New Customer Count Still Up +12% to 50,700 So Mongo’s challenge isn’t that it isn’t bringing in new customers at scale.

Azure 281

Azure Technical Review Scale AI 281

SaaStr

JANUARY 27, 2024

Typically support consumes about perhaps 5%-7% of your revenue at scale (excluding customer success) in most SaaS models. Another 5%-7% go to core infrastructure costs (AWS, Azure, Snowflake, etc). Dear SaaStr: What is The Average Ratio of Support Staff to Customer Count in SaaS?

Azure 278

Azure AWS SaaS Customer Success 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% (!) That’s breathtaking at Microsoft’s scale. 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.

Azure 233

Azure Cloud AI B2B 233

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. Shopify, Canva, Monday and tons of other SaaS leaders less focused on tech and startups had big years.

Azure 350

Azure Cloud SaaS Trends 350

SaaStr

DECEMBER 27, 2023

Many have used Digital Ocean at the cheaper, simpler version of AWS-Azure-Digital Ocean to get going fast and quickly. But at scale, even the slightly less long version of the tail is where the money is. And if so, maybe that’s Digital Ocean. If you haven’t heard of Digital Ocean, ask your developer. Or at least.

Scale 297

Scale AWS Azure Cloud 297

SaaStr

NOVEMBER 4, 2022

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. Azure (Microsoft): In the $50's billion run rate (estimate) growing 42% YoY (last Q grew 46%).

AWS 332

AWS Azure Cloud Scale 332

SaaStr

MAY 2, 2023

A few of us are seeing no macro impacts, but probably the biggest tell are Cloud platform giants — AWS, Azure and Google Cloud. So there’s no doubt things are a bit harder for everyone in SaaS and Cloud right now. All are still growing at very strong rates. But they are still growing. SaaS spend is still growing.

Azure 276

Azure AWS Cloud SaaS 276

SaaStr

JULY 31, 2020

Azure and Google Cloud also saw growth begin to slow. It’s hard to make any firm predictions at all right now. But when two of the blue chips in Cloud and SaaS say darker clouds may be coming … it’s worth paying close attention. Even Shopify isn’t providing guidance going forward. It could just be a bump.

AWS 345

AWS Azure Cloud SaaS 345

Clouded Judgement

JUNE 19, 2024

It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up). It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up).

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

Tom Tunguz

FEBRUARY 1, 2024

Calendar Quarter Azure OpenAI Orgs, k CoPilot Users, m Power Platform Orgs, k 1/1/24 53 1.3 “Cosmos DB is the go-to database to build AI-powered apps at any scale… Cosmos DB data transactions increased 42% year-over-year.” Many companies are moving in this direction. 230 10/1/23 18 1 126 7/1/23 11 63 4/1/23 2.5

AI 208

AI Azure Artificial Intelligence Generative AI 208

SaaStr

OCTOBER 13, 2022

ChurnZero lets your CS team manage and expand accounts at scale with proactive, personalized engagement that helps every customer succeed. Our best-in-class app tools, automation, dashboards and reporting help you drive strategic customer conversations, boost productivity and scale effectively.

GCP(Google Cloud Platform) 260

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 260

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

NOVEMBER 6, 2023

Growth in public cloud services (AWS, Azure, Google Cloud, Snowflake, etc.) In fact, In fact, Gartner sees overall global software spend growing faster in 2024 than 2023, a very health +13.8% — and crossing $1 Trillion in total spend for the first time! But it’s not that simple.

Merchant Services 312

Merchant Services Azure Software AWS 312

SaaStr

AUGUST 12, 2022

Jason recently opened up an AMA on Twitter Spaces to answer questions about scaling and VC funding. While Azure and Google Cloud grew at record rates, Shopify for example, its SaaS business only grew 10% last quarter. Microsoft Azure’s at incredible scale and it still grew 40% last quarter. So thanks, everybody.

Scale 245

Scale SaaS Payments Scaling SaaS 245

SaaStr

MAY 6, 2022

Amazon AWS, Microsoft Azure and even Google Cloud are on fire, adding insane amounts of revenue this year. And generating real cash flow at scale. #2. Customers are buying more than ever. The top SaaS and Cloud leaders are even accelerating at $1B in ARR, for goodness sakes!! It’s not all tough news, folks.

SaaS 348

SaaS Azure Cloud AWS 348

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. So DigitalOcean is the quiet Cloud platform that keeps on growing.

Azure 277

Azure AWS SMB Cloud 277

SaaStr

JANUARY 25, 2023

Microsoft also reported strong growth overall and for Azure and Cloud especially. What a visceral comparison to Salesforce, which has seen a dramatic slowdown in enterprise growth. But ServiceNow? None really. Not for now, at least. The impacts of today’s shifts in the economy are … well, they’re uneven. Some are hurting.

Azure 326

Azure Cloud Enterprise Payment Features 326

Intercom, Inc.

DECEMBER 31, 2019

The most triumphant transfer of control from an original generation leader to a new CEO was surely that of Microsoft, which pivoted from chasing after Apple’s success in the consumer space under Steve Ballmer (don’t mention Nokia ) to successfully focusing on the cloud under Satya Nadella (please do mention Azure). The scale is extraordinary.

Payment Solutions 259

Payment Solutions Payment Methods Software SaaS Payments 259

SaaStr

NOVEMBER 18, 2021

Partners are key — Baker Hughes (a customer and partner) makes up a massive 30% of revenue, and claim Microsoft Azure has contributed $200m in total bookings. I would have expected high, but service providers and partners presumably do a lot of the heavy lifting in deployment. And a few bonus notes: #6.

AI 59

AI Azure Cloud Enterprise 59

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 305

Scale AI Search Azure Sales 305

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). It’s likely startups start at plug-ins & then move down with scale that affords more usage & more capital to invest.

Generative AI 222

Generative AI AI GCP(Google Cloud Platform) Startup 222

SaaStr

APRIL 26, 2024

What should founders know about the modern AI stack that Enterprises can scale on? Historically, Cloud platforms like AWS and Azure help with the sporadic needs of renting a GPU for a few hours for training vs. long-term use, which would cost thousands of dollars. They’ll need GPUs. What do you do instead?

AI Search 293

AI Search AI Artificial Intelligence Scale 293

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

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. The hyperscalers benefit from massive scale, distribution, trust and depth of customer relationships in ways no other software companies do.

Cost optimization & reporting 167

Cost optimization & reporting Cloud Azure AWS 167

SaaStr

AUGUST 26, 2022

I just thought that if there was anybody left at the end of day two that had anything they wanted to talk about, scaling SaaS, fundraising, hiring, anything, and I could be helpful, we could do a little extra Q&A. I think Azure’s like 7,000, Google. Jason Lemkin: I’ve got no agenda, no slides. It works out.

Sales Hiring 246

Sales Hiring Scale Sales Recruiting Scaling 246

SaaStr

MARCH 31, 2019

We'll be taking over the entire San Jose convention center and surrounding areas just for attendees, delivering even more tactical content and advice on scaling than ever before, and more importantly, help you connect with 15,000 of your fellow SaaS Founders, Investors and Leaders in 2020! SaaStr Annual 2020 Tickets Go Up $500 at Midnight!

Cloud 150

Cloud Azure Scale Software Engineering 150

SaaStr

NOVEMBER 4, 2021

You can’t pay your Azure bill or office lease in “Rule of 40” points. In my experience, any competent board would view a CEO or CFO that passes on 46% ROI projects as far too conservative. And that cautious SaaS platform would fall behind their more aggressive competitors.

SaaS 321

SaaS Technical Review Benchmarks Azure 321

Clouded Judgement

APRIL 11, 2024

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. If we break this down and look at Azure and AWS independently (graphs below), you’ll see how the AWS “swings” were a lot more volatile.

Cloud 184

Cloud Software Azure AWS 184

OpenView Labs

FEBRUARY 9, 2021

While we aren’t going 100% usage-based overnight, if you look at some of the mega-trends in software—things like automation, AI, and APIs—the value of a product normally doesn’t scale with more folks logging in. And that’s exactly why we created a playbook to help companies scale to $100+ million ARR with this model.

Scale 98

Scale Pricing Scaling AWS 98

Clouded Judgement

AUGUST 2, 2024

Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! ” Then Microsoft said this: “To meet the growing demand signal for our AI and Cloud products, we will scale our infrastructure investments with FY '25 capital expenditures expected to be higher than FY '24.

Cloud 157

Cloud Azure GCP(Google Cloud Platform) AWS 157

Neil Patel

JANUARY 25, 2021

Whether it’s real-time analytics data streaming or offering insights at scale, this tool can do it all. Power BI can integrate with Azure Machine Learning—plus, its ML and AI features are driven by Azure functions built into the Azure Cloud. Its image analytics feature can also be useful to make better business decisions.

Data Analysis 128

Data Analysis Software Data Scale 128

Andreessen Horowitz

APRIL 5, 2024

These scenarios leverage GenAI’s ability to evaluate inputs at scale, especially in environments with ample high-quality and standardized data available on which to train. Despite these challenges, there are specific security use cases where generative AI can be beneficial, such as post-incident investigation and code review.

Generative AI 101

Generative AI AI Enterprise Technical Review 101

Andreessen Horowitz

MARCH 21, 2024

Some naysayers doubted that genAI could scale into the enterprise at all. On a much smaller scale, we’ve also started to see some leaders deploying their genAI budget against headcount savings, particularly in customer service. Simply having an API to a model provider isn’t enough to build and deploy generative AI solutions at scale.

Generative AI 145

Generative AI Enterprise AI Artificial Intelligence 145

Frontegg

JUNE 17, 2021

As explained in the first part of this series, we clearly saw why Software-as-a-Service (SaaS) is the way to go when it comes to establishing self-serving applications that can be scaled up and developed fast(er). Scale up (or down) fast Better Latency – Access points all around the world for better performance.

ECS (Elastic Container Service) 97

ECS (Elastic Container Service) multi-cloud Kubernetes K8S orchestration (Kubernetes) EKS (Elastic Kubernetes Service) 97