SaaStr
JANUARY 25, 2023
It’s 2010 customers have grown their ACV … a stunning 24x over the following 12+ years. Microsoft also reported strong growth overall and for Azure and Cloud especially. Others are seeing this as well, although some, like MongoDB, aren’t. But many in SaaS are seeing tougher times in Europe than North America.
Clouded Judgement
OCTOBER 20, 2023
For context on a 10Y at 5% - from 2010 to 2020 the 10Y averaged roughly ~2.5%. Said another way, the 10Y today is double what it averaged from 2010 to 2020. Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud.
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SaaStr
MAY 6, 2022
Amazon AWS, Microsoft Azure and even Google Cloud are on fire, adding insane amounts of revenue this year. The point is that SaaS multiples are still higher than where they were from 2010-2017. Customers are buying more than ever. The top SaaS and Cloud leaders are even accelerating at $1B in ARR, for goodness sakes!!
Intercom, Inc.
DECEMBER 31, 2019
The most triumphant transfer of control from an original generation leader to a new CEO was surely that of Microsoft, which pivoted from chasing after Apple’s success in the consumer space under Steve Ballmer (don’t mention Nokia ) to successfully focusing on the cloud under Satya Nadella (please do mention Azure). There are about 3.2
Clouded Judgement
NOVEMBER 3, 2023
This growth adjusted premium also comes at a time when the 10Y is nearly double what it was from 2010 to 2020. Maybe with the exception of hyperscalers (particularly Azure). So what’s holding up software stocks valuations?? It’s actually the complete opposite - there will be more deceleration in Q4 (according to guides).
Frontegg
SEPTEMBER 2, 2021
OAuth is essentially an authorization framework that was released as an open-standard all the way back in 2010, with companies like Google and Twitter adopting it almost instantly. This obviously is a less user-friendly option, unlike passwordless authentication for SaaS applications, another upcoming trend. What is OAuth? What is SAML?
Frontegg
SEPTEMBER 2, 2021
OAuth is essentially an authorization framework that was released as an open-standard all the way back in 2010, with companies like Google and Twitter adopting it almost instantly. This obviously is a less user-friendly option, unlike passwordless authentication for SaaS applications, another upcoming trend. What is OAuth? What is SAML?
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