This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
Subscribe now Cloud Giants Report Q1 + Early Look at Software Results Q1 earnings seasons has officially kicked off! First, companies have largely completed the lion's share of their costoptimization and turned their attention to newer initiatives. We’ve already had ~20% of software companies report Q1.
This behavior can create a surge in purchasing activity, as organizations look to make strategic investments without losing their allocated funds. When companies reported Q4 ‘23 quarters, sentiment started to emerge that software was “bouncing back.” Costoptimizations were everywhere.
Subscribe now Cloud Giants Report Q4 ‘23 Two quotes from the Amazon and Microsoft earnings call really stood out to me this week. Similar to what we shared last quarter, we continue to see the diminishing impact of costoptimizations. Every week I’ll provide updates on the latest trends in cloud software companies.
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.
.” And Adam Selipsky at Amazon said “many customers have completed their costoptimization, and we’re hopeful for increased growth. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Securities and Exchange Commission.
The 62 companies that I’ll discuss here (which is not an exhaustive list, but is still comprehensive) all reported quarterly earnings sometime between April 24th – June 10th. These charts clearly show the ZIRP pull forward, the ensuing cloud costoptimizations, and then the recovery.
The Accounting Team Responsibilities: Financial recording and reporting Compliance, Audits Accounts Payable/Accounts Receivable Tax, Treasury Your accounting team makes sure every financial transaction is recorded correctly and categorized. CostOptimization Identify and implement strategies to improve margins.
As a result of our reactive strategy, we are gifted with a backlog of costoptimization opportunities. We evaluate each and every opportunity in our backlog against this framework, using known blockers and constraints as effort inputs, and prioritizing projects based on projected return per investment. Invest in the process.
Last month, IT Brews webinar focused on an all too common issue – rising software costs colliding with sprawling tech stacks. The future of SaaS management With continued stressors like security and costoptimization, the future of SaaS management relies on integrating both user and spend management.
Subscribe now Cloud Giants Update “What we're seeing in the quarter is that those costoptimizations, while still going on, are moderating and many maybe behind us in some of our large customers. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).
Understanding the True Cost of Customer Success: Every customer interaction has a cost. Time tracking reveals the real investment required to support various segments and individual accounts. This data allows you to identify high-cost segments and analyze whether the revenue generated justifies the investment.
Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. It’s always great that the hyper scalers report first, I’ll keep an eye on all of the upcoming reports to see what trends emerge. Quarterly Reports Summary Earning season is upon us!
Feature value: a function of time investment of users and customers The set of problems that your SaaS solves won’t survive long in the digital age if all it does is cut prices. This has consequences both for the cost of onboarding a customer, as well as the cost of maintaining the customer during the discovery period.
” Content: They want simplification, not more point solutions Companies want to optimizecosts. Content: AI is rewriting every rule about what’s possible with data Those two forces in tension will make for an exciting 2025 Slide 2 Clearing: My name is Tomasz Tunguz, founder and general partner at Theory.
Team building is the most important investment a company can make , according to Forbes. You can use it as a platform to send messages to team members, but there’s plenty of other useful features too, like: time tracking payroll processing reporting sharing news task management labor costoptimization.
A customer might continue to use a product out of sheer need or habit but won’t want to invest any further if service, support, and the purchase journey aren’t seamless. It reduces your cost-to-serve. Did you know that the more a company invests in CX, the more cost-optimized that particular account becomes?
Lets dive into how to navigate the complexities of SaaS vendor management, focusing on costoptimization and risk mitigation to benefit both your IT systems and your financial health. Vendor management tools Consider investing in software that offers centralized vendor information, automation capabilities, analytics and reporting.
We organize all of the trending information in your field so you don't have to. Join 80,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
Let's personalize your content