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Clouded Judgement 7.12.24 - The Red Queen Effect

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. The Third Industrial revolution lasted from 1960 - early 2000’s. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! ” It’s just too early draw any long term conclusions.

Cloud 291
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Redpoint: SaaS Companies Are Now Worth Less Than Their Historical Norms

SaaStr

I like it because it models out two scenarios — one if the current downturn is like 2008, another if it’s like 2000. Even with just draw-dropping growth from SaaS and Cloud leaders. Redpoint looks at What If this downturn is like 2008, or even 2000. Personally, I see no similarities to 2000, but others do.

SaaS 278
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GitLab S-1 Analysis: How 7 Key Metrics Stack Up

Tom Tunguz

More than 2000 employees work all over the world and have collaborated to build a massive software business. 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 sales efficiency of 0.67

Metrics 315
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Networking and Roundtables With 200+ CIOs, CXOs, CTOs and More is LIVE for SaaStr:Enterprise!

SaaStr

5,200+ Cloud CEOs, CTOs, CXOs, VCs and execs focused on the Enterprise. 200+ Invite-only CTOs and CIOs from Global 2000 and Fortune 500 and Tech leaders. Are you excited for SaaStr Enterprise on July 29? You should be! 100+ Roundtables.

Cloud 289
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5 Interesting Learnings from Veeva at $2 Billion in ARR

SaaStr

It’s incredible how many Cloud leaders today at $1B+ ARR are not just growing quickly, but accelerating. Veeva has 2 core products — it’s CRM-like Commercial Cloud for pharma, biotech, and more, and its Vault product for similar industries. Commercial Cloud growth reaccelerated, and Vault growth normalized: #4.

Scale 294
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Should Google acquire Salesforce?

SaaStr

A key question for the Cloud infrastructure leaders (Amazon, MSFT, and Google) is how deep do they want to go on the application layer. So to keep the engine going, the leaders have to be asking themselves if they can leverage the SaaS / application layer to win overall in Cloud. Who is #1 in the SaaS layer of Cloud? Salesforce.

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5 Interesting Learnings from Coupa at $700,000,000 in ARR

SaaStr

Cloud is huge. Today, about 12% do (240 of 2000 customers). It’s interesting to see Coupa present its TAM this way in terms of both customer count and market size. Even at $700m in ARR, they’ve just scratched the surface. This is why all the SaaS leaders seem to have almost unlimited room for growth: 4.

Payments 317