SaaStr

APRIL 8, 2020

For a Really Big Tech Company, any acquisition of less than about $1b is somewhere between an experiment and a bet. In 2015, Microsoft wanted to help accelerate its SaaS / Cloud strategy and made a bunch of bets. Once Office 365, Azure, etc. Buying Wunderlist for $150m sure sounds like a lot to me and you. But an experiment.

Azure 274

Azure Cloud Acquisition Strategy 274

SaaStr

NOVEMBER 4, 2021

2 drivers stood out as notable: Customer Acquisition Cost (CAC) and Churn. In terms of Customer Acquisition Costs, “Rule of 40” Qualifiers spent 31% less to acquire a new customer. My first exposure to the “Rule of 40” was through Brad Feld in 2015. All within the same financial measurement period.

SaaS 255

SaaS Technical Review Benchmarks Azure 255

Clouded Judgement

NOVEMBER 3, 2023

Maybe with the exception of hyperscalers (particularly Azure). Namely, two large customers caused a huge issue (New Relic account growing very slowly post their acquisition, and a gaming company going back on prem - which I’m guessing means going to self managed Kafka?). All the headwinds that have persisted continue to persist.

Software Review 161

Software Review Cloud Software Azure 161

Navint

AUGUST 26, 2019

In 2015, Apttus and Steelbrick were the two major Configure, Price, Quote (CPQ) vendors built on the Force.com platform. The acquisition sent shockwaves through the Salesforce ecosystem and vendor community. Prior to the acquisition, Apttus had been positioning for an IPO. Tale of Two CPQ Providers: A Brief History.

Azure 40

Azure Outsourced Development Scale Finance 40

OpenView Labs

DECEMBER 15, 2020

In 2015 they predicted that number would reach $500 million in 2020, yet the actual growth of cloud companies consistently outpaced even the most optimistic projections with that market cap now hovering around $616 billion for the top five public cloud companies. .

Marketplace as a Service 52

Marketplace as a Service Cloud Scale B2B 52

SmartKarrot

JANUARY 18, 2022

Found in 2015 by Vijay Yalamanchili, Keka, Keka is an HR and payroll management software designed for modern organizations. Talview offers various services including talent acquisition, online assessments, asynchronous and live video interviews, talent management, remote proctoring, behavioral insights, recruitment marketing, and more.

SaaS Payments 11

SaaS Payments Payment Solutions Payment Methods Payments 11