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Clouded Judgement 8.16.24 - The Great Services-To-Software Rotation

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Today, IT budgets are roughly broken down into: ~50% headcount / personnel, ~25% software, ~15% hardware, and ~10% outsourcing / consultants. As software grows as a percentage, I think we see headcount / outsourcing shrinking.

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Easy Cross Border Transactions With FastSpring as Your MoR

FastSpring

Luckily, FastSpring isn’t just a payment service provider — we’re a merchant of record, which means you can outsource the entire cross border transaction process to us , and we’ll handle all the complexities that come with it. And typical payment service providers won’t help you with most of those concerns.

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5 Interesting Learnings from UiPath at $600,000,000 in ARR

SaaStr

UiPath is one of the most amazing not-really-an-overnight success stories in Cloud, SaaS and software. It was founded way back in 2005 as an outsourcing company, then developed Windows software to automate scripts and more, and turned this into a powerhouse for automating complex functions integrating Cloud and on-prem.

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The Feedback Loops in Data that Will Change SaaS Architecture

Tom Tunguz

I thought it would be cloud-prem and customers driving SaaS products to use a single database. Here’s a schematic (click to enlarge) that describes how data flows with a cloud datawarehouse (CDW) fed SaaS app. A data scientist might develop a churn prediction algorithm. This may be the next shift.

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5 Interesting Learnings From MongoDB at $700,000,000 ARR

SaaStr

running across multiple clouds. The size and power of the Cloud is just awesome these days. More often than not, developers buy first, and then other business stakeholders are brought in as the footprint and deal size expands. #2. World-class, but a bit lower than some other developer-focused leader. Mongo shows very.

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CRM For IT Industry: Software Developers, Cloud Engineers, and More

Nimble - Sales

The industry is as exciting to be part of as it is ridden with all sorts of challenges, big and small, including lack of skilled talent, cybersecurity issues, lack of agility, outsourcing […]. The post CRM For IT Industry: Software Developers, Cloud Engineers, and More appeared first on Nimble Blog.

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GitLab S-1 Analysis: How 7 Key Metrics Stack Up

Tom Tunguz

In other words, customers pay for their own hardware, rather than using GitLab’s cloud, which reduces the costs of goods sold and boosts gross margin relative to other cloud products. The significant delta in the figures suggest customers pre-pay their contracts often. The sales efficiency of 0.67

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