SaaStr

JUNE 1, 2022

It’s not slowing down Salesforce, Snowflake, or almost any other SaaS or Cloud leader. 2014 $4.1B. Blame “the economy” too much, and you’re doing yourself a disservice. Salesforce Growth: 2023 $31.8B (guidance) 2022 $26.5B 2021 $21.25B 2020 $17.1B Thank you Ohana! pic.twitter.com/CMhrBXgHSF.

Sales Hiring 347

Sales Hiring Acquisition Cloud Enterprise 347

SaaStr

JUNE 9, 2019

Join our Quora group to get all of The Week in Cloud updates throughout the week. “Chewy’s sales rose from $204 million in fiscal year 2014 to $3.5 “FedEx’s surprise move signals that the No. courier will bank on smaller e-commerce customers that lack Amazon’s bargaining power for big volume discounts.”

Cloud 32

Cloud Banking Startup Development 32

SaaStr

JUNE 3, 2021

and as Cloud continues to scale: Many of the best in SaaS are accelerating even at massive scale. Zscaler , a quiet giant in Cloud security, also accelerated to 60% growth at $700m ARR! Cloud is just on fire. 2014 $4.1B. They did it the hard way, with SMBs. — Jason BeKind Lemkin (@jasonlk) May 6, 2021.

Cloud 306

Cloud Scaling SaaS Revenue 306

SaaStr

DECEMBER 8, 2020

And yes, no one could have predicted the run we’ve seen in Cloud in the past few years. IPO in 2014 at $1B. These are the Best of TImes in Cloud and SaaS. . — Jason BeKind Lemkin (@jasonlk) December 7, 2020. Sometimes, it makes sense to sell your company. Or pack it in. Or move on to the next thing.

SaaS 289

SaaS SMB Cloud Revenue 289

SaaStr

JULY 14, 2022

This led to our first meet-ups in 2013 and 2014, the first SaaStr Annual in 2015 , the industry’s leading podcast in 2016, the first SaaS founder coworking space in 2017, and SaaStr Pro , the first learning management system for SaaS founders in 2018. But all this was pretty novel back in 2014. It was a hit! Back together again!

Scale 312

Scale Sales Recruiting CTO Hire New CTO 312

SaaStr

FEBRUARY 2, 2020

One thing is the same: SaaStr Annual is the largest global gathering of SaaS and Cloud founders in the world. But if you want to meet with, interact with, share with, and sell to 5,000+ SaaS and Cloud CEOs (out of 15,000 attendees), SaaStr Annual is the place. And how has that changed over the years? A lot more to do here.

Cloud 281

Cloud Engineering Trends SaaS 281

SaaStr

JANUARY 6, 2021

And when we wrote in 2014 that Box would surely cross $1B in ARR , many at the time didn’t quite get SaaS yet — or the power of recurring revenue. In many ways, they “won” the Cloud enterprise content management segment. Box has been an important part of SaaStr almost since the beginning.

Scale 312

Scale compliance Enterprise Scaling 312

SaaStr

APRIL 29, 2021

Shopify’s first quarter revenue: Q1 2021: $989 million Q1 2020: $470 million Q1 2019: $321 million Q1 2018: $214 million Q1 2017: $127 million Q1 2016: $73 million Q1 2015: $37 million Q1 2014: $19 million Q1 2013: $9 million. Cloud and ecommerce may end soon, but it hasn’t ended yet. 5 Interesting Learnings: #1.

Merchant Services 316

Merchant Services Payment Methods SaaS Payments Payments 316

SaaStr

DECEMBER 14, 2021

When it launched in 2011, Treasure Data’s positioning was a Hadoop-based big data warehouse in the cloud. As Ohta says, “Around 2014 in Q4, we were about to cross a $2.5 Commoditization From AWS & Google Cloud. The Platform: $0 – $5 Million ARR. The Graveyard: $10 Million ARR. Competition in the market rose sharply.

Sales Hiring 312

Sales Hiring Data AWS Leadership 312

SaaStock

FEBRUARY 13, 2019

Founded : 2014. It is a cloud-based platform that offers the services of Asia’s top AI assistant for hotel staff – Gaia. It is a cloud-based platform that offers the services of Asia’s top AI assistant for hotel staff – Gaia. Founded : 2014. Founded : 2014. Founders : Max Armbruster. from a seed round.

SaaS Payments 225

SaaS Payments Payment Solutions Merchant Services Payment Methods 225

SaaStr

JUNE 5, 2020

2004-2010 marked the early days of SaaS where the model was still risky, and cloud providers were competing hard with their on-prem predecessors. . Digital Ocean took $40m in debt from Fortress in 2014 after doing a Series A with Andreesen Horowitz. The SKYY First Trust Cloud Computing ETF has grown to $3.3 Why Let Banks In?

Venture Capital 299

Venture Capital Technical Review SaaS Scale 299

SaaStr

JULY 12, 2024

Grafana Labs Origin Story Grafana Labs started as an open-source project back in 2014 with three co-founders, including Raj. Cloud was a big unlock for monetization. Stage three was going all-in into the Cloud. Today, metrics is their biggest product, with the most revenue coming from Grafana Cloud, their SaaS offering.

Scale 297

Scale Scaling Sales Hiring Sales Recruiting 297

SaaStr

MAY 29, 2019

Claire Hughes Johnson began her career as a special assistant for operations to the MA Attorney General before going on to Google from 2004-2014 where she held a series of roles from VP of Global Online Sales to VP of Google X, Self-driving cars. After her time at Google, Claire went on to her current role as COO of Stripe.

Payment Methods 252

Payment Methods Payment Solutions Payment Services Banking 252

The Angel VC

AUGUST 26, 2015

Yesterday I argued that SaaS founders and investors shouldn’t worry about short-term movements of SaaS stocks and said that there are a lot of reasons to be bullish about the Cloud. Just six years later, the results were completely upside-down: In 2014, 87% of all buyers with a deployment preference preferred Cloud solutions.

SaaS 173

SaaS Artificial Intelligence Machine Learning Construction 173

Tom Tunguz

DECEMBER 12, 2018

Hugo : I moved to a static site generator in 2014. Render : Render is a new cloud provider. Static site generators create webpages that load immediately. There are no database calls. Just fast load times. Initially, I used Jekyll, but now I’m Hugo, which runs faster because it’s written in go instead of ruby.

Cloud 171

Cloud Customer Support Metrics Engagement 171

IT World

MARCH 28, 2023

When Satya Nadella took over as CEO from Ballmer in 2014, Microsoft began a slow, steady ascent, betting on the cloud rather than relying on Windows. Rather, Microsoft gained ground by leveraging already existing technologies including the cloud, Office and Windows.

Cloud 137

Cloud Leadership Innovation Technology 137

SaaStr

SEPTEMBER 13, 2020

373: Bessemer’s 5th Annual State of the Cloud Report returns for a definitive look at the cloud industry today. We want to take you through the cloud journey over the last several years. Now, the cloud index fell along with it. If you go back to before 2014, what you see is the power of the cloud.

Sales Hiring 235

Sales Hiring Scale Payments Cloud 235

SaaStr

OCTOBER 31, 2019

Bessemer Venture Partners’ Alex Ferrara takes a look at trends and predictions for the cloud industry in 2019. One of the most popular sessions from SaaStr Annual, this presentation will provides an in-depth look at the cloud computing industry across Europe and globally. Want to see more content like this? A few more.

Cloud 113

Cloud Scale AWS Artificial Intelligence 113

SaaStr

JUNE 27, 2019

The first is a migration to the cloud. We went public in December of 2014, so a little more than four years ago. Of course, people are our most valuable asset and back in 2014, this was the global presence of New Relic. But virtually, all of our salespeople in 2014 were located in San Francisco.

Scale 240

Scale Enterprise Scaling Sales Hiring 240

Tom Tunguz

APRIL 27, 2015

Thirteen years later, the company generated more than $600M in annual revenue in 2014 and sold to SAP for $8.3B The chart above plots Concur’s revenues through its three eras, starting in 1995 through 2014. Each era (CD, License, Cloud) is shaded. Concur completed the full transition to cloud by 2005.

SaaS 114

SaaS Travel Cloud Business Model 114

SaaStock

JANUARY 25, 2019

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 : 2014. Founded : 2012. Based in: Rio de Janeiro, Brazil. Funding to Date : $6.6M

SaaS Payments 257

SaaS Payments Payment Solutions Payment Methods Payments 257

SaaStr

MAY 15, 2019

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. Zendesk went public under ticker $ZEN on the NYSE in 2014.

Sales Recruiting 173

Sales Recruiting Software Review Technical Review PayPal 173

Intercom, Inc.

MAY 28, 2020

Resilient companies are built in the cloud. While older legacy companies have struggled to adapt to working at home, agile modernists like Aircall have taken advantage of total integration with the cloud to seamlessly make the switch. Today, more than 60% of the tools on the marketplace have been built by third parties.

Marketplace as a Service 186

Marketplace as a Service Cloud Government Retention 186

SaaStr

NOVEMBER 26, 2019

We created and served up apps via the cloud on a subscription basis. This is when I got hooked on tech, and SaaS, and cloud, and making things faster and better. I had breakfast with Dug Song, our CEO and founder back in 2014, and something he said to me hit me in the gut. Now, we did really cool stuff at this startup.

Scale 295

Scale Sales Hiring Underperforming Technical Team Sales 295

Tom Tunguz

FEBRUARY 9, 2015

In fact, it’s twice as costly to operate a startup in 2014 as it was in 2009. In parallel, startups and incumbents vying for talent in the increasingly competitive job market have bid up the median wage of a San Francisco technology worker 15% each year, from about $90k to well over to $180k in 2014. and from $7.9M respectively.

Startup 100

Startup Scaling Cloud Technology 100

Tom Tunguz

JANUARY 2, 2016

Cloud computing, which encompasses the infrastructure products used by developers to build services, has remained flat at 4% over the past five years despite some recent declines in 2013 and 2014. Amongst investors, Digital Media is witnessing a renaissance growing from 2% share to 4% share in three years.

Startup 114

Startup Marketplace as a Service Social Media Advertising 114

Incredo

JUNE 25, 2019

But Slack’s free-to-paid conversion rate in 2014 reached 30%. 3 Dropbox is a cloud storage provider and helps store and share your files. BidSketch, a proposal software saw an 800% increase in paid conversions once they got rid of their free plan (only 1% of their users were choosing a paid plan, that is just 1 out of 100).

SaaS 236

SaaS Pricing Software Review Acquisition 236

Tom Tunguz

APRIL 2, 2014

One of the cloud’s great promise has been cost-reduction and for a while, we’ve chanted a mantra that startups require less capital than before to get started and ultimately succeed. The chart above shows the amount of capital raised in millions of 2014 dollars by each publicly traded SaaS company before going public.

Finance 100

Finance Trends SaaS Cloud 100

Tom Tunguz

APRIL 3, 2014

To answer that question, I’ve taken the same basket of public SaaS companies and computed a revenue-on-invested-capital (ROIC) across the four 4-year IPO cohorts from 1998-2014. The revenue-on-invested-capital is the revenue at IPO divided by the venture dollars raised pre-IPO, inflation adjusted and measured in 2014 dollars.

Startup 100

Startup Trends Investment Cloud 100

Tom Tunguz

DECEMBER 4, 2014

Our internal analysis shows that only 2% of IT budgets are spent on cloud today. 2014 will be the third largest year in VC fundraising since 2000. Looking at 9 of the IPOs in 2014 , investors in nearly every stage of every company will generate a positive return. What would cause a change in the environment?

Marketing 100

Marketing Finance Startup Pricing 100

Point Nine Land

MAY 11, 2023

In this post, I’d like to focus on one question only: Is AI a platform shift as disruptive as the move from on-premise to the Cloud? As the world moved to the Cloud in the 2000s and 2010s, a large percentage of the value was created by new SaaS startups, not by on-premise incumbents who managed to move to the Cloud.

Generative AI 128

Generative AI AI B2B Software 128

Tom Tunguz

FEBRUARY 24, 2016

Companies in the set who raised in 2014 recorded $50k in MRR at the time of the A. 2014 and 2015 were two of the largest VC investment years in the last 20. Third, M&A will pick up as there’s nearly $400B of cash on the balance sheets of big corporates and less than 2% of current IT market cap is cloud.

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Benchmarks SaaS Pricing Investment 100

SaaStock

MARCH 1, 2019

It’s also running the Capital Innovation Accelerator Fund targeted at cloud computing, Internet of Things (IoT), mobile and e-commerce startups. It invests in high-growth businesses developing solutions in mobile, telecommunications, IT, cloud, and internet. Founded: 2014. Founded: 1959. Size of fund: N/A. Founded: 2012.

SaaS Payments 190

SaaS Payments Venture Capital Payment Services Telecommunications 190

Frontegg

SEPTEMBER 30, 2021

In 2014, the OpenID Foundation developed a new version named OpenID Connect (OIDC). The specification, which has the support of various cloud providers, including Microsoft and Google, is believed to provide a way for organizations to replace their on-premise access management (IAM) and identity systems with cloud offerings.

Mobile 144

Mobile PayPal Identity management Cloud 144

The SaaS Garage

FEBRUARY 6, 2020

Founded 2014 in Munich, Germany, Loyalty Prime has quickly developed itself into a leading loyalty program tech provider, serving blue-chip companies around the globe from a wide range of industries. In addition to Prime Cloud’s rich feature-set, clients also benefit from Loyalty Prime’s extensive customer loyalty consulting expertise.

Generative AI 90

Generative AI Artificial Intelligence CTO Coach Venture Capital 90

Buffer Resources

AUGUST 16, 2023

We shared a post about where your money went when buying a $10 Buffer plan back in 2014 — but it was well time for an update. Since 2014 our team has grown from 34 to 78 team members. Our Average Sale Price (ASP) in 2014 was $13, while our total Operating Costs were $3,575,897.

Merchant Services 98

Merchant Services Payment Services Payment Features Payments 98

How To Buy Saas

FEBRUARY 25, 2025

Salesforce: A Pioneer in Cloud CRM Salesforce, founded in 1999 by Marc Benioff, was a trailblazer in bringing CRM to the cloud. Through numerous acquisitions (ExactTarget, Tableau, Slack, and more), Salesforce built an expansive ecosystem of cloud services. Basic email integration available in Sales Cloud.

Scale 52

Scale Underperforming Technical Team Technical Review Software Review 52