Tag: SaaS
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Developer Experience: What not to do – In summary: don’t be enterprise software. Less crass: be easy/instant to install and run, and have good docs that explain how to do [I’d say 2 to 3 example apps/uses]. Even better: be a SaaS, at least have that as an option. All of this advice is pretty…
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The Ultimate Guide to building Developer Tool Websites – PLG for developers. Get them home pages set-up for the funnel!
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6 views on open source business models
On that random person in Nebraska Open source is important for the entire industry, sell side (especially in the cloud era) and buy side. Things would go very bad if it did not exist as method of software production and innovation. (Source: see the QED from that one xkcd.) Open source is a bad business…
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Do software companies actually have good margins? – ’In other words, software development costs are COGS. Not literally; not according to the accountants. But in practice, if you can only sell SaaS software—and retain customers—by promising a steady stream of new releases, how are the expenses associated with developing those releases functionally any different than…
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‘This shit’s so expensive’: a note on generative models and software margins – “The fundamental problem with generative models is that they are 10x too expensive to work with the industry’s default business models and structure. Either these companies who are going all-in on ‘AI“‘need to fundamentally change everything about how they work – laying…
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What the New Relic Sale Means for SaaS – Time to go start Wily 3.0!
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Why they’re smearing Lina Khan – Outcomes based regulation: “There is no measure so small that the corporate world won’t have a conniption over it. Take click to cancel, the FTC’s perfectly reasonable proposal that if you sign up for a recurring payment subscription with a single click, you should be able to cancel it…
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Do You Shop Online? So Do Your B2B Buyers! – “75% of B2B buyers prefer a rep-free experience, and 68% made a recent significant purchase using digital commerce”
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On-Premises Cloud Is a Failure. Google Has the Fix – Or you could run Cloud Foundry and call it a day.
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The secret of selling your product to enterprises – Sales is hard and expensive because of all the time and activities it takes, only the multi-quarter timeline, etc.
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Datadog’s $65M/year customer mystery solved – “Above $2-5M/year annual spend is where bringing a vendor in-house tends to come up. And this is because it is around this number where the cost of hiring a whole team to do what a vendor is doing can theoretically make sense.”
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Docker makes comeback with over $50M in ARR two years into restructuring –
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What’s with the subscription revenue obsession?; what’s your synergies?; een huishouden van Jan Steen
This is a long edition. What can I say? The deal here is to empty out my “notebook” at least once a week no matter how short or long. I was in Warsaw for a day this week: Prague and Brussels next, and then not too much until VMware Explore EU in November. I hope.…
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🗂 Link: Datadog IPO | S-1 Breakdown
Datadog is a rare company — every financial and business metric is best-in-class. Source: Datadog IPO | S-1 Breakdown
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Link: Amazon CTO Werner Vogels on transparency, developers, multi-cloud
The other thing that we’re working with most of our enterprise customers is, what is an exit strategy? What do I need to do, if one moment I decide that I would like to move over to another provider? That for any large enterprise is just good due diligence. If you start using a [SaaS…
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Link: New Cloud Unicorn: PagerDuty Scores $1.3 Billion Valuation In $90 Million Round
“The company says it passed $100 million in annual recurring revenue in recent months” Original source: New Cloud Unicorn: PagerDuty Scores $1.3 Billion Valuation In $90 Million Round
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Link: Lessons from Elad Gil and High Growth Handbook
It’d be useful at some point to compare the “how to be a startup” advice to “how to modernize and suite of enterprise applications.” For example, an enterprise often knows its product/market fit (e.g., selling kidnapping insurance to executives). However, it may not know the best product/technology approach (it needs a mobile app that tracks…
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Link: Micro Focus belches as it struggles to digest HPE Software • The Register
“Operational difficulties fed into the financial results for Micro Focus’s half-year ended 30 April 2018 with sales down 8 per cent year-on-year to $1.974bn. Nearly all of the revenue lines were down with the exception of subscription and SaaS. Licence sales dropped 18.4 per cent to $396.4m, maintenance was down 3.5 per cent to $1.109bn,…
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Link: Oracle Gets Cloudy: What’s Behind Their Change in Financial Reporting?
“Oracle did announce during the earnings call that cloud revenue was $1.7B for the quarter, but failed to break that out between SaaS and the combined IaaS and PaaS, as was previously reported. Also, with BYOL, it is impossible to know if customers are using those licenses in the cloud or on-prem, thereby obfuscating their…
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Link: Can IT finally deliver innovation without busting its own budget? Docker’s CEO says yes.
“What we’re seeing at companies like MetLife or Northern Trust is they’re taking their app and infrastructure management cost, and cutting it in half. Let’s say that you can cut 15 million dollars out of your app and infrastructure management cost, which by the way, some of our customers are at. That’s 50 million dollars…
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