SaaStr

JANUARY 25, 2023

Ok, this chart is a bit confusing, but if you look at ServiceNow’s currency-adjusted revenue, you can see super-consistent 29%-30% growth in subscription revenue each of the past 5 quarters. #2. It’s 2010 customers have grown their ACV … a stunning 24x over the following 12+ years. Steady 98%-99% Gross Renewal Rates.

Azure 253

Azure Cloud Enterprise Subscription 253

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.

Cloud 161

Cloud Azure AWS Software Review 161

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

Payment Solutions 259

Payment Solutions Payment Methods Software SaaS Payments 259

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). Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

Software Review 161

Software Review Cloud Software Azure 161

SmartKarrot

JANUARY 18, 2022

Found by Girish Mathrubootham and Shan Krishnasam in 2010, Freshworks specializes in providing SaaS customer engagement solutions to businesses of all sizes. The company offers a data analytics platform based on Amazon Web Services (AWS), Google Clouds, and Microsoft Azure. Freshworks. Capillary Technologies.

SaaS Payments 11

SaaS Payments Payment Solutions Payment Methods Payments 11