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The Argument High Cloud Multiples Are Behind Us. Even if Epic Growth is Still To Come.

SaaStr

So far back, to 2005 and beyond, it’s arguable too far back to matter today. The case that Cloud and SaaS multiples, and 100x ARR rounds in venture, just got ahead of themselves. The post The Argument High Cloud Multiples Are Behind Us. Back to the early days in SaaS public companies. Yet we see trends.

Cloud 218
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5 Interesting Learnings from UiPath at $600,000,000 in ARR

SaaStr

UiPath is one of the most amazing not-really-an-overnight success stories in Cloud, SaaS and software. It was founded way back in 2005 as an outsourcing company, then developed Windows software to automate scripts and more, and turned this into a powerhouse for automating complex functions integrating Cloud and on-prem.

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IBM puts Power Systems in SAP’s cloud

IT World

SAP is now hosting IBM’s latest Power Systems servers in its own data centers, as part of its HANA Enterprise Cloud managed offering. That could interest a lot of CIOs: SAP has offered its software on the Power platform since 2005, and ported HANA to the Power architecture in 2015. Comparison shopping?

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Three Mega IPOs That Took A Long, Long Time To Get Big: Squarespace, Procore and UiPath

SaaStr

It was founded in 2005 and took 10 years to get to $1m in ARR!! UiPath is hyper-enterprise ($1m+ customers) and really on-prem software for the Cloud. It took 3 years just to get to $1M in ARR and 7+ years to get to the first $10M ARR. But today, it’s at an incredible $700,000,000+ in ARR !! More on that here.

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Etsy goes cloud native to better scale to seasonal demands

IT World

Popular online marketplace Etsy recently completed a two-year migration from 2,000 on-premises servers to Google Cloud. Etsy was founded in 2005, well into the internet era but long before the explosion of public cloud services. To read this article in full, please click here

Cloud 75
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The Secrets Behind Creating Scalable Products with Box’s CEO, Aaron Levie

SaaStr

Aaron Levie, CEO and Co-founder of Box, discusses the approaches he used for scaling his company in terms of hybrid work, adjusting to a dynamic economy during the pandemic, and the importance of the Cloud and digital technology for every business. Box has always lived in the Cloud, anti-on-prem. About the podcast.

Scale 222
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SaaStr CEO Jason Lemkin and Amias Gerety Partner at QED on Fintech Beat (Podcast 685)

SaaStr

Lemkin’s been a SaaS entrepreneur since 2005, and SaaS didn’t come into fashion until 2019. Almost all Cloud and SaaS leaders have become profitable. How SaaS Is Fairing in the Macro Economy It’s crazy how much more efficient the leaders in SaaS and Cloud have gotten in one year. But that wasn’t always the case.