Azure and Software - SaaS Brief

The Bar Has Gone Up: The New Era of HyperFunctional SaaS with Jason Lemkin

SaaStr

OCTOBER 16, 2024

Google Cloud , Azure, and GitLab, all tied directly or indirectly to AI, are seeing massive acceleration. But Google Cloud, Azure, and GitLab are all benefiting and on fire. You have to maybe either sell to different customers, or have to build more software or be more AI. You have to build better software for less money.

Sales Hiring

Sales Hiring Scale AI SaaS

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

A Look Back at Q1 '24 Public Cloud Software Earnings

Clouded Judgement

JUNE 19, 2024

Q1 was a very weak quarter of software earnings. 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

Cloud GCP(Google Cloud Platform) Software Azure

Webinars

How to Achieve High-Accuracy Results When Using LLMs

MORE WEBINARS

Gartner: Software Spend Will Grow 13.8% in 2024, to Over $1 Trillion For The First Time

SaaStr

NOVEMBER 6, 2023

If you’re selling software to SMB merchants and outside of tech like Shopify and Toast and Monday , things are pretty, pretty good, if in some ways still harder than before. If you’re selling sales and marketing software, like Zoominfo, it can seem a lot tougher than 12-18 months ago. With some big caveats.

Merchant Services

Merchant Services Azure Software AWS

The decade software ate the world

Intercom, Inc.

DECEMBER 31, 2019

Putting narrative order on the past decade, a 10-year-period that has somehow remained stubbornly nameless, is quite the challenge, but it’s impossible to make sense of the 2010s without understanding the role of software. The post The decade software ate the world appeared first on Inside Intercom.

Payment Solutions

Payment Solutions Payment Methods Software SaaS Payments

The Macroeconomic Signal to Watch for Software & Infrastructure Startups

Tom Tunguz

MAY 31, 2022

A broad software buyer index would be the best metric to understand how buyer preferences are changing across the market. Large SaaS and IaaS vendors are precisely that: indexes of software buyers. Microsoft Azure. Microsoft Azure. As we navigate this bear market, I’m keeping my eye on broader market data points.

Azure

Azure Software Startup Cloud

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

AI Reaccelerating Cloud Growth

Tom Tunguz

OCTOBER 23, 2023

“Because of our overall differentiation, more than 18,000 organizations now use Azure OpenAI service, including new-to-Azure customers.” ” “Higher-than-expected AI consumption contributed to revenue growth in Azure.”

AI Search

AI Search AI Cloud Azure

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's Billion Dollar AI Business

Tom Tunguz

APRIL 25, 2023

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. Google Cloud Platform (GCP) & Microsoft Azure had strong quarters with about 28% annual revenue growth each. The total customer count for Azure’s OpenAI has grown dramatically.

AI Search

AI Search AI Azure GCP(Google Cloud Platform)

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

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 Machine Learning Artificial Intelligence

What do Google Search Query Trends Reveal about the Changes in How We Work?

Tom Tunguz

MARCH 28, 2020

First, I started with the two behemoths of working from home software: Slack and Zoom. ZDNet reported demand for Azure is up 775%. I couldn’t find real-time data about bandwidth, but Google’s Trends product does show near up to date Google queries, which is a good proxy.

Trends

Trends Azure Software Review Content Marketing

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 AWS

A Look Back at Q4 '23 Public Cloud Software Earnings

Clouded Judgement

APRIL 11, 2024

Is Software Rebounding? 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. I’m calculating FCF by taking the Operating Cash Flow and subtracting CapEx and Capitalized Software Costs.

Cloud

Cloud Software Azure AWS

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. 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.

AI

AI Azure Cloud Enterprise

The Health of Cloud Spending in Mid-2022

Tom Tunguz

JULY 26, 2022

I’m watching public company earnings to identify early weaknesses in the software market. Microsoft Azure. Microsoft Azure grew 40% y/y, tying the fastest quarterly growth rate in the past 5 quarters. Here are some hypotheses: Google may have greater customer concentration in GCP than Azure. Google Cloud Platform.

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) Cloud Azure AWS

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 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

Signs We've Touched the Bottom

Tom Tunguz

JULY 25, 2023

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. Both Google & Microsoft announced growth rates in GCP & Azure that held steady from one quarter to the next. Yesterday, Microsoft & Google announced earnings. The desire for AI is broad.

Azure

Azure GCP(Google Cloud Platform) AI Cloud

Predicting Cloud Growth Rates for 2023

Tom Tunguz

FEBRUARY 2, 2023

I’m watching public company earnings to identify early weaknesses in the software market. A year ago, AWS, GCP, & Azure averaged 44% annual growth. Yesterday, Google & Amazon announced earnings which completes the picture. Growth will continue to slow this year. Today, that figure has dropped to 27%.

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) Cloud AWS Sales Hiring

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

SaaStr

APRIL 28, 2021

Some well-known providers of SSO include Google Cloud Identity for companies using GSuite, Azure Active Directory for companies using Office 365, and Okta if you’re a larger company with more complex needs. . For password management, 1Password and LastPass are popular options. 3 – Get a Mobile Device Management (MDM) Solution.

Enterprise

Enterprise Software Review Azure GCP(Google Cloud Platform)

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

Grey Skies in Cloud Earnings

Tom Tunguz

OCTOBER 27, 2022

I’m watching public company earnings to identify early weaknesses in the software market. Microsoft Azure. Meanwhile, Azure has declined in a more steady cadence. The data suggests a broader slowdown in software spending as these companies are indices of software buyers’ behavior. Google Cloud Platform.

Cloud

Cloud GCP(Google Cloud Platform) Azure AWS

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

Lopsided AI Revenues

Tom Tunguz

MARCH 1, 2025

In second place, Microsoft’s AI business, including Azure, is at a $3.25b Q4 revenue. Clearly, IBM’s role as the third largest generator of AI revenue is a combination of consulting and software revenue. IBM reported $2b, which was a big surprise to me. Just how large is the GPU business relative to others?

AI

AI Revenue Azure Consulting

10 Predictions for Data at the Impact Summit

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. Many of the instigators of this decade’s most salient wave in software will also be on the virtual stage: Ali Ghodsi : founder & CEO of Databricks. 2020 is the decade of data.

Data

Data Azure Machine Learning Artificial Intelligence

Data Meshes, Apache Iceberg & Project Nessie - Novel Ideas in the Data World

Tom Tunguz

JULY 19, 2021

Data meshes recast data teams inside companies; instead of a single team producing data for a company, decentralized teams publish and consume data from other teams, paralleling the move to microservices from monoliths in infrastructure software.

Data

Data Azure Cloud Trends

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

The Critical Question Facing Web3 Infrastructure Startups

Tom Tunguz

APRIL 28, 2022

Perhaps this dynamic drives consolidation in the market, paralleling the web2 infrastructure hypermarts of AWS, GCP, and Azure. Third, software engineers decentralize only a subset of the app. Developers pay for low-latency storage with the same protocol token as they would pay for compute.

Payment Solutions

Payment Solutions GCP(Google Cloud Platform) Startup Payment Features

How Your Sales Team Can Use PLG to Acquire and Expand New Customers Faster with Uday Chakravarth, Former Head of PLG at Atlassian

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. Let’s start with a sales-led motion, which is traditionally how B2B software has been sold. Atlassian, Microsoft Azure, and Zoom are good examples of that.

Scale

Scale AI Search Azure Sales

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! Revenue multiples are a shorthand valuation framework.

Cloud

Cloud Software GCP(Google Cloud Platform) Azure

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

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. 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. Elegant on-ramp for a developer to become a paying Azure customer.

Acquisition

Acquisition Azure Cloud Enterprise

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

Standard Issue AI

Tom Tunguz

FEBRUARY 1, 2024

Calendar Quarter Azure OpenAI Orgs, k CoPilot Users, m Power Platform Orgs, k 1/1/24 53 1.3 “In Azure, we expect Q3 revenue growth in constant currency to remain stable to our stronger-than-expected Q2 results.” Azure is projecting constant growth next quarter : another 30% to the $20b+ product line in annual growth.

AI

AI Azure Artificial Intelligence Generative AI

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. In my 148 public SaaS companies (including most of the categories of this list but not AWS, Azure, GCP) the aggregate revenue is $185B. Just how fast is SaaS and Cloud growing? One thing we know — Fast. But that’s just the start.

GCP(Google Cloud Platform)

GCP(Google Cloud Platform) Azure AWS SaaS

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

SaaS Multiples Are At a 3+ Year Low. Where It Goes From Here.

SaaStr

MAY 6, 2022

Update on cloud software multiples, charted alongside the 10Y and 5 year pre-covid NTM rev multiple average. Amazon AWS, Microsoft Azure and even Google Cloud are on fire, adding insane amounts of revenue this year. pic.twitter.com/JNnzizB82v. — Byron Deeter (@bdeeter) May 5, 2022. But what matters most for founders?

SaaS

SaaS Azure Cloud AWS

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

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

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

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 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! Revenue multiples are a shorthand valuation framework.

Cost optimization & reporting

Cost optimization & reporting Cloud Azure AWS

The Bar Has Gone Up: The New Era of HyperFunctional SaaS with Jason Lemkin

Clouded Judgement 4.26.24 - Azure Gives Positive Infra Software Preview

Webinars

Trending Sources

A Look Back at Q1 '24 Public Cloud Software Earnings

Webinars

Gartner: Software Spend Will Grow 13.8% in 2024, to Over $1 Trillion For The First Time

The decade software ate the world

The Macroeconomic Signal to Watch for Software & Infrastructure Startups

5 Interesting Learnings from Microsoft at $200 Billion in ARR

AI Reaccelerating Cloud Growth

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

Microsoft's Billion Dollar AI Business

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

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

What do Google Search Query Trends Reveal about the Changes in How We Work?

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

A Look Back at Q4 '23 Public Cloud Software Earnings

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

The Health of Cloud Spending in Mid-2022

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 2.7.25 - "Group + Triage" AI Systems

Signs We've Touched the Bottom

Predicting Cloud Growth Rates for 2023

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

Clouded Judgement 10.11.24 - Budget Flush

Grey Skies in Cloud Earnings

Clouded Judgement 5.31.24 - Software Sentiment Crumbles

Lopsided AI Revenues

10 Predictions for Data at the Impact Summit

Data Meshes, Apache Iceberg & Project Nessie - Novel Ideas in the Data World

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

The Critical Question Facing Web3 Infrastructure Startups

How Your Sales Team Can Use PLG to Acquire and Expand New Customers Faster with Uday Chakravarth, Former Head of PLG at Atlassian

Clouded Judgement 5.10.24 - Software Weakness Across the Board

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

Seven Strategic Rationales for the Microsoft/Github Acquisition

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

Standard Issue AI

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

Best Data Analysis Software

SaaS Multiples Are At a 3+ Year Low. Where It Goes From Here.

Clouded Judgement 10.27.23 - Cloud Giants Report Q3 '23

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

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

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

Clouded Judgement 2.2.24 - Cloud Giants Report Q4 '23

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