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5 Interesting Learnings from Canva at Almost $2 Billion in ARR

SaaStr

From $1B Valuation in 2018 to $20B+ Today. But remember it hit a $1B valuation just in 2018. Growing Almost 50% as Approaches $2B in ARR The exact growth rate is based on an The Information report from a few weeks ago, and it seems about right looking at their published metrics. That’s awfully impressive.

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

SaaStr

Amazon AWS, Microsoft Azure and even Google Cloud are on fire, adding insane amounts of revenue this year. The Bear Case: Multiples are still elevated compared to the pre-2018 period. So they can fall another 20%-30% just to revert back to that mean: SaaS was already on a tear starting in 2018.

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5 Predictions for 2020

Tom Tunguz

Software M&A in 2019 reached about $170B up from $136B in 2018, up 25%. PE played less of role than 2018, when they spent 50% of the dollars, and strategics stepped up to fill the void, and then some. Data engineering became an important movement in 2019, continuing the evolution from 2018 and beyond. wrong and 3.5

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When did cloud computing start to become popular?

SaaStr

Around 2013 or so, the Cloud started to grow far faster than any of us had thought it would: Amazon Web Services revenue 2018 | Statista. That $200b+ of additional Cloud and SaaS spend fueled 50+ Cloud unicorns and massive growth in AWS, Azure, etc. The markets took a while to catch up. There were dips in 2016 and otherwise.

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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

The role of AWS, Azure, and Google Cloud Marketplace is becoming increasingly important. “45% From the first quarter of 2018 to the last several years, there has been a nearly 8X increase in software helping companies drive existing customer outcomes. Go-to-market Partners released a report using G2 data.

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5 Interesting Learnings from Xero. As It Crosses $650m in ARR.

SaaStr

Expanding into new markets is never cheap, and while Xero is very efficient overall, it’s cost to acquire a customer went up from $376 in 2018 to $397 in 2019. Gross margins have grown to best-of-breed at 83%, after a migration to AWS and more automation in customer support. They also raised effective prices, however.

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How we ensure the highest standards of data privacy and compliance within Intercom

Intercom, Inc.

Intercom services and data are hosted in Amazon Web Services (AWS) facilities in the USA (us-east-1), Dublin, Ireland (eu-west-1), and Sydney, Australia. . All of our infrastructure and data are spread across three AWS availability zones and will continue to operate should any one of those fail. Data expiry and deletion.