Tag: SaaS
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Link: Zuora IPO and how subscriptions changed how we do business
“Curation services, with 55% of total subscriptions, are by far the most popular, suggesting a strong desire for personalized services. Replenishment accounts for 32% of subscriptions and access subscriptions for 13%.” Original source: Zuora IPO and how subscriptions changed how we do business
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Link: Dropbox S-1 Analysis – The King of Freemium
“Founded in 2007, Dropbox epitomizes the freemium go-to-market. Dropbox has grown from 0 to 500 million users over that time period. 2% of those users convert to paid and pay an average of $9.33 per month. 90% of revenue originates through self serve channels – an astounding figure for company that generated more than $1B…
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Link: Dropbox IPO and financials
“Dropbox made $1.106 billion in revenue in the year ending in December, and lost $111.7 million on a net basis. That was growth of 31% in revenue terms, and an improvement on the bottom line of roughly half the year-earlier losses.” Original source: Dropbox IPO and financials
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Link: The State of the Cloud Industry in 2018
“We believe good companies grow from $1 million to $10 million in annual recurring revenue (ARR) in four years, but the best companies can do it in just two years.” Original source: The State of the Cloud Industry in 2018
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Link: Heptio readies its customers and community for Kubernetes critical mass
Includes some packaging/pricing: “HKS is offered in four tiers including Starter, with one supported configuration, unlimited tickets and up to 25 nodes; Professional, intended for organizations that are growing their deployments, with up to three supported configurations, unlimited tickets and up to 250 nodes; Enterprise, for large, mission-critical environments that covers up to five supported…
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Link: Oracle expands its autonomous technology across its cloud platform
“In a nutshell, Oracle Autonomous Cloud Platform will aim to automate patching, tuning and even data integration across its portfolio. Oracle’s return on investment pitch is that its autonomous platform frees up technology talent for higher-value tasks.” Original source: Oracle expands its autonomous technology across its cloud platform
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Link: Cisco says virtually all data center workloads will be based in the cloud by 2021
Vendor report, but fun numbers: “One of the main drivers fueling this race to the cloud is the explosion of software-as-a-service workloads, Cisco said. By 2021, 75 percent of the total cloud workloads and compute instances in the world will be SaaS-based, up from 71 percent in 2016.” Original source: Cisco says virtually all data…
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Link: New Relic CEO Lew Cirne – “Digital is the new front door” for business
“For its third quarter non-GAAP operating income was $2.7 million compared to an operating loss of $4.9 million for the same period last year. Revenue was $91.8 million for the third quarter, up 35% year-over-year.” Original source: New Relic CEO Lew Cirne – “Digital is the new front door” for business
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Link: Strong financial results from Microsoft as it aims for breadth of services
“strong results such as these show how the company can succeed by continuing to migrate its business users to cloud services. It remains deeply embedded in business computing” Original source: Strong financial results from Microsoft as it aims for breadth of services
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Link: Microsoft results show a distributed computing future
“The company reported 98% Azure revenue growth this quarter and commercial cloud revenue growth of 56% year-on-year to $5.3bn. The shift to Office 365 recurring revenue is also beginning to pay off, with the company reporting a 41% increase in Office 365 commercial revenue from installed base growth.” Original source: Microsoft results show a distributed…
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Link: Oracle to market: We’re Cloud 2.0
“Oracle’s positioning is that its later start to the cloud has provided the chance to learn all the lessons of the first-generation providers.” Good, deep (for word count) overview of Oracle’s cloud stuff. Original source: Oracle to market: We’re Cloud 2.0
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Link: WSO2: Our 2017 Results and 2018 Plan
2% profit margin is much better than no- or negative-percent. “In 2017, we will exit our Annualized Recurring Revenue (ARR) between $24.5 — $25.5M, a growth of 52%, up from 46% growth the previous year. Our gross margin for the recurring business is 88%, and will increase in coming years. In 2017, we will turn our first…
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Link: Dropbox files for IPO — and their numbers are looking solid
“doing over $1B in annualized sales and are cash flow positive.” Original source: Dropbox files for IPO – and their numbers are looking solid
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Link: With Loggly, SolarWinds scoops up another log service
“With the acquisition of Loggly, SolarWinds obtains an asset that was slow in getting started but has hit a patch of growth recently. As of September, we believe the company was on track to finish 2017 with roughly $10m in billings, up from mid-single digits in 2016. Founded in 2009 with a mission of offering…
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Link: Thoughts….
“Vendor lock-in is not the hardest thing to overcome, Architectural lock-in is harder to overcome. If you built your new app components today optimizing for constraints of a VM, you will have a harder time moving to future than migrating an app from AWS to GCP. For example, using Kubernetes for new workloads creates an…
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Link: WP Engine Attracts $250 Million Silver Lake Investment
“WP Engine also announced it reached more than $100 million in annual recurring revenue with over 75,000 customers globally, up 30 percent year-over-year.” Link to original
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Link: Gartner: Cloud Email Adoption Still in Early Stages
“The cloud email market is still in the early stages of adoption, Gartner said, with 13 percent of identified publicly listed companies globally using one of the two main cloud email vendors, Microsoft Office 365 or Google Apps for Work, respectively. With the majority of companies opting for smaller vendors, the cloud email opportunity is…
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Link: Wanted: 1,400 sales jockeys to flog Oracle Cloud
Ramping up cloud: “Oracle talks a great cloud game – it says it has in the last six months added nearly 1,500 new software as a service (SaaS) customers and more than 2,100 platform as a service (PaaS) customers.” Source: Wanted: 1,400 sales jockeys to flog Oracle Cloud
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Link: Cloud Foundry poised to shine in 2016, Chris Talbot
“Based on the articles I wrote and the people I spoke with in 2015, I’d say 2016 is going to be a good one for Cloud Foundry, as well as for PaaS in general. Compared to SaaS and IaaS, PaaS is still quite small, but it’s growing.” Source: Cloud Foundry poised to shine in 2016,…
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Link: Middleware-as-a-service turns enterprise integration on its head – Reseller News
“Global analyst firm Ovum forecasts the global spend on middleware software is expected to grow at a compound annual growth rate (CAGR) of 8.8 percent between 2014 and 2019, amounting to $US22.8 billion by end of 2019.” Source: Middleware-as-a-service turns enterprise integration on its head – Reseller News
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