SaaStr

AUGUST 31, 2021

There’s no question SaaS and Cloud companies scale faster than ever these days. 50%+ growth at $100m+ ARR seems to be the new normal, and a full 25% of the Cloud 100 was growing 100%+ at $100m in ARR! More on that here: The Top SaaS and Cloud companies are now growing 100% at $100m ARR. 2002-2012 were slow.

Construction 270

Construction Cloud Scaling Product Marketing 270

Tom Tunguz

MAY 23, 2021

Over the last ten years, the 75th percentile post-money valuation of a cloud software or infrastructure company has grown 11% annually. While not as hyperbolic an inflation rate as copper or lumber, the price trajectory of early stage cloud startups does result from a similar supply demand/imbalance. 2012: Facebook.

Software Review 363

Software Review Venture Capital Cloud Pricing 363

SaaStr

NOVEMBER 6, 2022

Figma: “We’d Been Talking to Adobe Since 2012” Half of Public SaaS Companies Trade At Under 6x ARR Today. State of the Cloud 2022: The Centaur Report with Bessemer Venture Partners. SaaS Multiples Are Down 75% From a Year Ag. 5 Interesting Learnings from Duolingo at $360,000,000 in ARR .

Sales Recruiting 209

Sales Recruiting Compensation Cloud Retention 209

SaaStr

NOVEMBER 2, 2022

Billion market cap after launching back in 2012. While the average Cloud stock has fallen almost 50% in 2022, Duolingo’s has stayed up, and is down just 10% in the past 6 months. Duolingo has dominated online language learning, rocketing to $360m in ARR and a $3.25 And in today’s market, that’s strong performance.

Scale 283

Scale B2C SMB B2B 283

SaaStr

MAY 21, 2021

Procore didn’t really begin to take off until 2012: Squarespace was founded way back in 2003 in the CEO’s dorm room, and for years revenue was nominal. 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.

Construction 263

Construction SMB Mobile Cloud 263

SaaStr

DECEMBER 24, 2021

We more than doubled the weekly content on SaaStr.com , dramatically expanding the learnings from the founders and execs of hundreds of unicorns and other SaaS and Cloud leaders. . A great year during a crazy year, when Cloud and SaaS exploded even further, with hundreds of unicorns and IPO after IPO. Sign up for FREE here !

Technical Review 213

Technical Review Scale Sales Hiring Cloud 213

SaaStr

NOVEMBER 25, 2022

Power of the Cloud. Atlassian Cloud Platform is a platform that all Atlassian products rely on. Another noteworthy point about the Atlassian Cloud Platform is its extensibility. In 2012, the website was transformed into the Atlassian marketplace, giving plugin developers the opportunity to make money off of their plugins.

Scale 206

Scale Scaling Marketplace as a Service Entrepreneurship 206

SaaStr

DECEMBER 28, 2019

Revenue run rate grew from $4 billion in 2012 to an estimated $14 billion in 2020 (!). We all underestimated the force the Cloud would become. Adobe was essentially stagnant for the better part of the Decade before going all-in on Cloud around 2012. Way underestimated.

Finance 131

Finance Deferred Revenue Subscription Payment Features 131

SaaStr

JULY 14, 2022

What started as a simple WordPress blog in 2012 has now become the world’s largest community of SaaS executives, founders, and entrepreneurs. SaaStr began in 2012 as a simple WordPress blog and a few answers on Quora sharing Jason Lemkin’s learnings of going from $0 to $100m ARR at EchoSign. SaaStr is turning 10! It was a hit!

Scale 260

Scale Sales Recruiting CTO Hire New CTO 260

SaaStr

JULY 29, 2021

SalesLoft’s Sales Engagement Cloud Ecosystem will highlight key brands supporting sales and support teams, while providing a sample of SalesLoft’s partnering power from their over 100 integrations that exist within their App Directory. Founded in 2012 by serial enterprise entrepreneur Jason M.

Scale 235

Scale Cloud Government B2B 235

SaaStock

JANUARY 25, 2019

Founded : 2012. Omie is a management platform in the cloud for small and midsized companies, bringing together ERP, Financial Services, Entrepreneur Education and a vibrant Marketplace for vertical 3rd party solutions, all combined in an easy to use environment. Founded : 2012. Founded : 2012. Founded : 2012.

SaaS Payments 257

SaaS Payments Payment Solutions Payment Methods Payments 257

SaaStr

APRIL 28, 2022

Our second SaaS blog post ever, in 2012 (updated after) was “Want to Understand SaaS? And we religiously track the NRR of all public cloud and SaaS leaders in our 5 Interesting Learning series. It’s epic NRR that has fueled UiPath, Twilio, Snowflake, and so many other Cloud leaders.

Customer Success 192

Customer Success Metrics Scale Retention 192

Tom Tunguz

AUGUST 8, 2019

The world has moved on from MapReduce jobs and is reverting to other data sources that speak SQL natively or are cloud-native. Social Media - Facebook went public in 2012. Big Data - largely powered by Hadoop adoption, Big Data’s heyday is yesterday. Two years later, founders no longer started companies in social media.

Artificial Intelligence 279

Artificial Intelligence Startup Blockchain Social Media 279

SaaStr

DECEMBER 30, 2022

So, they’re not diluting their efforts by going towards the “hyperscaler enterprise customers” or “niche developer clouds.” Expanding from IaaS (infrastructure as a service) products only in 2012, their business is now spread over 10 unique products, including PaaS (platform as a service) and serverless options. .

Scale 183

Scale Scaling Revenue Enterprise 183

SaaStr

AUGUST 29, 2022

10.000 SaaS CEOs, Founders, Revenue Leaders, and VCs will join us for 3 days of tactical content, networking, and epic evening events when the Cloud comes to San Mateo. Don’t Sell SaaS Like It’s 2012 with Reprise and Glasswing Ventures : Your SaaS-savvy customer will not fit into your rigid, outdated sales process.

Scale 225

Scale Sales Hiring Marketplace as a Service B2B 225

SaaStr

JANUARY 15, 2021

From $35m in revenue in 2012 to $800m in 2021, leveraging 120% NRR. This is pretty consistent with other Cloud leaders at scale. #5. There are a lot of mini-lessons here on the ability to invest when you don’t have to worry about being public, etc., Just think about that for a minute. About $250,000 revenue per employee.

Enterprise 233

Enterprise Scaling Investment Revenue 233

SaaStr

MARCH 10, 2021

But they hit their stride in 2012 as mobile took off, enable construction project management software to finally really work in the field. Plain vanilla per-seat pricing is becoming less and less the dominant model in public SaaS and Cloud companies. #2. Not just in the office. 43k ACV across 10,000+ Customers.

Construction 217

Construction Scale Pricing Mobile 217

SaaStr

MAY 29, 2019

He then stepped in as SVP of Service Cloud for Salesforce and went on to become CEO of Host Analytics from 2012-2018. Dave Kellogg has a lengthy history in tech from his start in product marketing at Ingres Corp in 1985 to his ensuing leadership positions at Versant and Business Objects.

Payment Methods 210

Payment Methods Payment Solutions Payment Services Banking 210

Tom Tunguz

SEPTEMBER 6, 2021

Imagine you have a dollar to invest and you can choose between two options: a public cloud service or a layer 1 blockchain. There are approximately 1/3 fewer shares of Apple in circulation today than in 2012 because the company has used their cash to buy them back and retire them. How do you decide which is more attractive?

Government 215

Government Compensation Blockchain Banking 215

SaaStock

MARCH 8, 2019

With more than 15 years of solid experience, today she is the Chief Operations Officer at the Ping An Health Cloud, known as the most advanced AI healthcare technology. In 2012, she moved to Hong Kong and later on served as its Vice President there. Kathleen Ting. Lisa Zhang. Since 2008, she has been on the SAP team.

VP of Engineering 264

VP of Engineering CTO Coach Venture Capital SaaS 264

SaaStr

OCTOBER 7, 2022

For example, Zoom, a cloud-based video conferencing platform, grew tremendously and emerged as one of the most prominent corporate success stories. Founded in 2012, Figma was valued at $10 billion in its last funding round in 2021. The recent downward movement. Startups and the need for an engaged board.

Venture Capital 191

Venture Capital Marketing Startup Construction 191

Tom Tunguz

NOVEMBER 10, 2018

2012 witnessed 3 acquisitions. The shift to the cloud has happened at a greater scale than most legacy software businesses estimated. Congratulations to the Qualtrics team! Let’s put the 2018 acquisition environment into context. It’s the best M&A market in the last seven years for $1B+ sales with six.

Scale 114

Scale Acquisition Cloud Software 114

SaaStr

MAY 15, 2019

From 2008-2012 Nick was CEO of LiveOffice which was acquired by Symantec for $115MM). About Mikkel… According to Mikkel “the cloud’s biggest days are yet to come”, his stories of a time when “the cloud” wasn’t exactly the reality it is today inspired SaaStr attendees to heavily bookmark his session ahead of the event.

Sales Recruiting 165

Sales Recruiting Software Review Technical Review PayPal 165

SaaStr

JANUARY 11, 2020

Quora has grown 100x since we started answering SaaS questions there back in 2012-2013, and on a relative basis, other content is being promoted more. that’s OK, our presence there is still pretty strong, and we added a ton of subscribers to our Cloud Daily! native video really works on Twitter and LinkedIn. news feed on Quora.

Scale 150

Scale B2C Travel Cloud 150

How To Buy Saas

APRIL 10, 2024

Features Cloud-based application accessible from any device and from anywhere. Free media storage up to 2 GB over Sendwo cloud. Supports official WhatsApp Business API Integration Pros and Cons Positive Offers flexibility and accessibility with its cloud-based feature. Allow Bulk Messaging. Convenient storage for media files.

Payment Services 40

Payment Services SaaS Payments Payment Methods Payments 40

SaaStr

DECEMBER 1, 2023

Jason has written about the cheat codes for hiring VPs of Sales since 2012 and realized it was worth a deeper dive. This isn’t new, but it has accelerated because the number of SaaS and Cloud leaders has accelerated. The last 18 months have seen the biggest changes in the VP of Sales in his SaaS career. So, here’s a challenge.

Sales Hiring 145

Sales Hiring Sales Recruiting Sales Interviewing 145

SaaStr

JUNE 6, 2021

Says Lemkin, “It seems more often that the best cloud companies find a way to keep selling more to the same customers.”. Their largest customers have grown 5x since 2012. After the monumental effort of closing a large contract, you may automatically subscribe to the mentality that the size of the deal has hit its maximum.

Enterprise 146

Enterprise Pricing Retention Revenue 146

Sixteen Ventures

JULY 17, 2020

Read on to learn the answer… As a consultant to SaaS and Cloud providers that are looking to grow, I get asked what an acceptable SaaS churn rate is all the time. On the flip side, a high churn rate is the reason you ended 2012 with a whole bunch of new customers… but had about the same amount of revenue.

Churn 133

Churn SaaS B2C Pricing 133

Casey Accidental

DECEMBER 5, 2023

It was when Facebook launched mobile ads four years later in 2012 that apps exploded into multi-billion dollar companies. This is similar to the internet. People started getting online around 1994. Google didn’t come out until 1998. Sure, there were search engines before that (Lycos, Yahoo!)

AI Search 65

AI Search AI ChatGPT Scale 65

SaaStr

AUGUST 23, 2022

It was a fun post looking at the actual GAAP and ARR of many leaders way back in 2012, from HubSpot to Marketo and more. From the CEOs of Slack and Zoom and MongoDB and Notion and Asana, to the top revenue and engineering leaders in Cloud. Since then, we now have 100+ SaaS and Cloud public leaders to learn from.

Cloud 55

Cloud Scaling Engineering SaaS 55

Tom Tunguz

MARCH 12, 2016

In 2012, global technology companies combined in value to $6.7T, an annual growth rate of about 12.5%. The chart above shows the share of market cap commanded by companies which went public in three different decades: the Nineties, the Dotcom era (2000-2010), and the Cloud era (2010-2020). Cloud 1976 910 1.8 Nineties 673 4.4

Marketing 100

Marketing Cloud Technology Innovation 100

SaaStr

MAY 22, 2019

He then moved on to co-found Socialcam in 2012, participated in Y Combinator and eventually sold to Autodesk for $60M. The company pivoted to cloud-based software in 2013 and counts Chubb, the City of Chicago and Burr Forman among its customers. Michael Seibel was co-founder and CEO of Justin.tv Karen Peacock Intercom COO.

Scale 160

Scale Leadership Consulting Metrics 160

IT World

JANUARY 20, 2020

But CIOs have options beyond updating to a more recent iteration of Windows server, including staying put or migrating to the cloud. Some users had been delaying upgrades because of technology changes introduced in Windows Server 2012 that broke application compatibility. To read this article in full, please click here

Cloud 56

Cloud Technology 56

SaaStr

JUNE 3, 2020

And G2 Gives, we partner with philanthropies, we partner with some of our customers like AWS and Google Cloud, who can then make donations for every review, to thank their customers. And now, he’s an investor, but in 2012, he coined this very famous quote that, “Software is eating the world.”

Software Review 172

Software Review Scale Technical Review SaaS 172

Sixteen Ventures

JULY 3, 2012

I can picture a TecTile chip in a smart phone dock that automatically switches an Android phone from personal profile to work profile (using VMware Horizon Mobile), and then launches the VMware View app for quick access to your cloud-based VMware View desktop.

Mobile 40

Mobile Cloud 40

OpenView Labs

JULY 21, 2021

The Advantage by Patrick Lencioni (Published 2012). Behind The Cloud by Marc Benioff (Published 2009). From the cover to the title, Behind the Cloud is set up to be a perfect runway read. It’s a forcing function that brings impact and clarity to the list. Finally, yes, this is a listicle—but my list is different.

Business 101

Business Artificial Intelligence Blockchain Software Engineering 101

Tom Tunguz

JANUARY 29, 2014

Amazon’s Redshift, an elastic data-warehousing solution launched in late 2012 is the most salient example. The rise of Redshift creates opportunities for startups to create valuable products atop the cloud-based data-warehouse. But there’s a tremendous amount of innovation occurring in SQL databases.

Technology 100

Technology Data Scale Data Analysis 100