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). Rise of mobile.

Payment Solutions 259

Payment Solutions Payment Methods Software SaaS Payments 259

OPEXEngine

OCTOBER 25, 2019

Huge capital inflows to tech combined with extraordinarily low interest rates contribute to relatively easy growth capital access across the funding continuum from debt to equity investment. Microsoft revenues represent 18% of the total market, followed by SalesForce at 11.5% and Adobe is in third place with 6.7%

Trends 40

Trends Marketing SaaS Azure 40

SaaStr

AUGUST 12, 2022

If you didn’t catch it the other day … and you can read about it on SaaStr …Microsoft and Google Cloud both had extremely strong quarters, Microsoft Azure grew 40% last quarter , and a record number of nine-figure and billion-dollar deals. They’ve cut the amount they want to invest.

Scale 199

Scale SaaS Payments Scaling SaaS 199

SaaStr

SEPTEMBER 13, 2020

If you go back to before 2014, what you see is the power of the cloud. Azure has been gaining on them rapidly and is growing a double that rate. One of the early co-investments with my prior firm in Bessemer was in Shopify. Invest, do whatever you can when they go because it’s a tell when they start looking good.

Sales Hiring 158

Sales Hiring Scale Payments Cloud 158

SaaStr

AUGUST 26, 2022

Jason Lemkin: The highest stage of venture is crossover, crossover funds, TCV is one of an early one, but even mutual funds that invest in unicorns. A few can, Andreessen and maybe Sequoia, but 99% of the VCs you meet, legally, they can only invest in startups, whether they’re late stage or early stage. It could come back.

Sales Hiring 210

Sales Hiring Scale Sales Recruiting Scaling 210

SmartKarrot

JANUARY 18, 2022

India has seen exponential growth in SaaS investments in the last decade. Instead of marketing, Zoho invests in R&D and customer service. The company offers a data analytics platform based on Amazon Web Services (AWS), Google Clouds, and Microsoft Azure. Zoho is committed to offering outstanding customer service.

SaaS Payments 11

SaaS Payments Payment Solutions Payment Methods Payments 11