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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. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Follow along to stay up to date!

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Clouded Judgement 7.19.24 - Big Tech Rotation

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. But the hyperscalers also saw their cloud computing segments accelerate on the backs of selling large GPU cloud instances. While the Nasdaq was up 71% from the start of 2023, the IWM index (Russell 2000) was up only 27%. equity market.

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Key Revenue Metrics for SaaS companies

The Angel VC

If you’re selling monthly subscriptions, MRR is simply the price paid each month for the subscription. If your customers are paying you for more than one month upfront, you simply divide the amount you received by the number of months in the subscription period. Say you’ve acquired two new customers.

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Top Global SaaS Trends You Should Know with Google Cloud and Zenoss (Video + Transcript)

SaaStr

Join us for a fireside chat between Google Cloud and Zenoss, a leader in software-defined IT operations, as we discuss the most common and emerging challenges facing SaaS companies today for both technical and non-technical backgrounds. Eyal Manor – VP, Engineering @ Google Cloud. Want to see more content like this session?

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A Look Back: Everything Breaks When You Go Into Hypergrowth Mode, with UiPath’s CMO (Europa Video + Transcript)

SaaStr

Today, every single global 2000 company has somebody thinking about RPA and next year every division within a global 2000 company will think about RPA. Bobby: Well, at the end of the year, almost 2000 people. We’re in a category that a year ago nobody really heard of called RPA or Robotic Process Automation. Bobby: Yeah.

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How to Host a Website

Neil Patel

From cloud hosting to dedicated hosting to shared hosting—the choice is difficult but not when you know what you want. For instance, Bluehost offers free domains to its users who sign up for its subscription plans. . There are four main options: Shared hosting VPS hosting Dedicated hosting Cloud hosting. Cloud Hosting.

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How to Define the Go-To Market Strategy for Your B2B SaaS Company

Aaron Beashel

It’s free to send less than 2000 emails per month, with paid pricing plans going up from there. For a SaaS business, this is often via paid subscriptions to the software but could also come from things like payments revenue (Like Square for instance), partnership deals, etc. Factors to consider. Target Market.

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