Tom Tunguz

JULY 13, 2015

Earlier this week, we examined the trends in the major categories of startup investment including eCommerce, Software, Social Networking and Education. Each year, starting in mid-2012 through mid-2015, these sectors have grown their investment dollars by more than 145%, according to Mattermark data.

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Tom Tunguz

JANUARY 17, 2021

Here are 2015 , 2017 , This year, I was certain the categories would have been influenced by COVID19. The automation of QA is a secular trend that perhaps accelerated with more software engineers working from home. From time to time, I chart the fastest growing categories of startup investment in the US for seed through Series C.

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Tom Tunguz

AUGUST 19, 2015

In addition to the pitches themselves, the types of companies presenting forbear trends in the startup world more broadly. To get a better sense of those trends, I’ve categorized more than 250 startups in 3 recent classes and plotted the evolution of the classes.

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ReSci

JANUARY 22, 2015

Even before the last post-holiday sale offers hit inboxes in 2014, the eCommerce blogosphere was flooded with predictions for 2015. The post Better, Faster, Stronger: 2015’s New-Old Retention Marketing Trends appeared first on ReSci.

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Clouded Judgement

JULY 21, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. When we look at the quarterly trends (below) the data is even better So no, software companies don’t suck. In March 2015 the Morgan Stanley model predicted Box would generate $400m of FCF in 2025. Follow along to stay up to date!

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Tom Tunguz

JULY 9, 2014

See an updated version of this post: Trends in the Startup Acquisition Market in 2015. In particular, how the number and value of startup acquisitions has changed, and more specifically, whether there are any trends in the sizes of acquisitions.

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SaaStr

JUNE 30, 2023

From 2011 to 2015, the only part of the mobile market that was making money was mobile gaming, but tricking children into buying fish food wasn’t a sustainable business. Build For Something That Will Be True in 5 or 10 Years Determine what changes current trends and developments are going to drive in humans. Blaze was founded in 2011.

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SaaStr

NOVEMBER 4, 2021

My first exposure to the “Rule of 40” was through Brad Feld in 2015. Relative to today’s frothy SaaS fundraising environment, capital was comparatively scarce in 2015 when Brad Feld popularized the “Rule of 40.” Capital efficiency is especially important when capital is scarce.

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Tom Tunguz

MARCH 10, 2019

Angels led 156 rounds last year, a figure that collapsed from 714 in 2015. Institutional seed funds might respond to this trend by writing bigger checks, raising bigger funds, raising opportunity funds or concentrating their portfolios. Today, you can’t make the same argument. What does this mean for startupland?

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Tom Tunguz

FEBRUARY 21, 2021

Appearing suddenly in 2010, it promptly disappeared - confoundingly abruptly and surprisingly unexpectedly - in 2015 - albeit, justly in my view. Aside from highlighting some of the trends in startup domain name preferences, this post has another motivation. killing Hemingway softly).

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Tom Tunguz

MARCH 4, 2015

After writing about the Seed Market in 2015 , I wondered whether I could find some data to support Sam Altman’s observation that acquihires have fallen in frequency over the past year by 66-75%. The chart above shows an estimate of the acquihires in US technology companies over the past four years.

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SaaStr

DECEMBER 21, 2023

By comparison, the median growth rate for these businesses from 2015-2017 was 27%. So how have FCF multiples trended over the last few years? They have been beating it by smaller margins, and that same trend holds when looking at consensus estimates. You see a lot less volatility. You do see a spike, but it’s not as dramatic.

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Tom Tunguz

JUNE 11, 2017

When I analyzed the SaaS fundraising market in 2016 , three trends emerged. A year later, those trends have continued to converge, and SaaS valuations have resurged, reaching their highs of the 2014-2015 boom. The number of SaaS companies raising rounds had stalled, while the total number of dollars plateaued. billion from $4.2

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SaaStr

JUNE 7, 2023

The Long and Winding Road to $10M ARR WorkRamp is an LMS (learning management system) company founded in 2015. After the company hit $1M ARR, they began to see a healthy, upward trend. SaaStr Workshop Wednesdays are LIVE every Wednesday. Sign up for free. Sometimes it can take longer.” The good news is things finally turned around.

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Andreessen Horowitz

OCTOBER 16, 2023

As is the case with Dell Technologies, one of the largest tech companies — which went private 2012-2013 and then also pulled off one of the most epic mergers of all time with Dell + EMC + VMWare 2015-2016 (and which we wrote about here at the time). Is there a method to the madness?

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ReSci

JULY 24, 2015

We're excited to be attending Client Summit 2015 from July 29-31 in Las Vegas in a few days. This year's Summit focuses on the latest technology, trends, data and analytics, which is right up our alley. The post Our Top Picks for Experian Client Summit 2015 appeared first on ReSci.

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SaaStr

DECEMBER 2, 2020

Not a new trend, but something to remember. Slack’s been a part of the SaaStr journey since the very first SaaStr Annual in 2015. So again, even as Slack goes more enterprise under Salesforce … maybe like Zendesk and Shopify, you don’t have to always march even more upmarket. When you see growth outside the U.S.,

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ReSci

SEPTEMBER 28, 2015

Shop.org Digital Summit is one of the best places for digital and multichannel retailers to discover innovative ideas, trends, and insights on best practices in the industry. The post Our Top Picks for Shop.org Digital Summit 2015 appeared first on ReSci.

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Clouded Judgement

NOVEMBER 18, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. I looked at the period of 2015 - 2020 (right up until Covid, so excluding the Covid bubble) and picked out all of the cloud software companies that at one point in time were trading at >10x NTM revenue. Follow along to stay up to date!

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Clouded Judgement

JANUARY 19, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. ” If we look historically at the period from 2015-2020 (ignoring 2021 IPOs) the rough medians were ~$200m ARR (minimum was $100m ARR), 50% YoY growth, and >120% net retention. Follow along to stay up to date!

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SaaStr

FEBRUARY 2, 2020

I didn’t even think there were this many SaaS CEOs when we started doing meet-ups in 2014 and the first Annual in 2015! SaaStr Annual certainly trends to the top of the org chart. CEOs represent 35% of the attendees, which is actually kind of stunning. Or just drag them to come. 52% of Attendees Are From the C-Suite.

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IT World

OCTOBER 17, 2022

Gartnes found that the issue of sustainability traverses all of the strategic technology trends for 2023. The findings are part of a report on the 10 top strategic tech trends organizations need to explore in 2023. Environmental sustainability was in 14th place in 2019 and 20th in 2015.

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Tom Tunguz

JANUARY 17, 2019

In 2015, I wrote about the trade-off facing vertical SaaS companies. I expect this trend to continue across all major agency segments. Vertical SaaS companies focus their efforts on a particular group of customers. Procore targets construction with their software and Veeva targets pharmaceuticals with their CRM.

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Clouded Judgement

DECEMBER 30, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. The below chart shows the difference in the top quartile multiple vs bottom quartile multiple going back to 2015 (ie how much bigger the top quartile multiple is than bottom quartile). Follow along to stay up to date! I think this continues in 2023.

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SaaStr

JANUARY 12, 2024

Back in 2015, when didn’t have the data or NRR or GRR of 115 public SaaS companies. SaaStr CEO Jason Lemkin also wrote how Customer Success has now morphed into part of the sales team and that the 2024 trends in CS include everyone wanting to eliminate humans from support to replace that headcount with AI and bots.

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Buffer Resources

DECEMBER 20, 2023

But not every trend was a welcome one. This year Forekast , in partnership with Something Great Marketing , explored the events that shook social media to its core, captivated our feeds, and reminded us that you never know what trend is just around the corner. More on those trends later.  So many memes. 

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Tom Tunguz

JULY 15, 2017

I was curious about the drivers of these trends, so I ran my own analysis. If we plot San Francisco startup fundraising activity through the first six months of the year, rounds A through D, beginning in 2010, we see the surge during the 2014-2015 heyday and then a reversion to an elevated mean in 2016 and 2017.

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Clouded Judgement

SEPTEMBER 1, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. The chart below shows the median NTM FCF margins of the software index going back to 2015. The data is a little noisy / messy (I haven’t gone back to clean up the data), but the trend is all that matters. ” Let’s dig in.

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User Pilot

MARCH 12, 2024

Read on to also find tools that can help you collect data, identify trends, and engage users to set your product growth on the right path. UEBA is a newer, more comprehensive rendition of UBA introduced by Gartner in their 2015 marketing guide. Identifying patterns. Churn reduction.

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Tom Tunguz

JANUARY 2, 2016

Using Crunchbase data, I analyzed share of dollars commanded by each of these 16 categories over the last five years to understand the trends in both the seed and series A fundraising markets. Big Data, a term popularized in 2012 that has reached its apogee in 2015 according to Google trends increased from 2.5%

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Tom Tunguz

JUNE 20, 2016

In 2014, that figure fell to 1186 and in 2015, we count 481. However, Pitchbook analysis corroborates this trend. Seed round volumes in 2016 have halved compared to 2015, but increased in median size by 40%. If it is a long term trend, it means less competition for new founders.

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Tom Tunguz

JUNE 26, 2018

First, there are fewer seed investors participating in the market than in 2015, about 40% fewer. The largest accelerators in the US buck the trend, however. This is a deeper dive into the data. Second, many of the most active seed investors and institutional seed funds are investing in fewer companies.

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Chart Mogul

NOVEMBER 3, 2023

The public SaaS market more than doubled in five years, from 2015 to 2020. In many ways, 2022 (Q2-ish) marked the end of … The public SaaS market more than doubled in five years, from 2015 to 2020. Sarah It’s easy to get caught up in marketing and sales trends hype cycles. There’re so many trends.

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User Pilot

DECEMBER 21, 2023

. #3: AI Today Podcast: Artificial intelligence insights, experts, and opinion The AI Today Podcast, hosted by Cognilytica’s Kathleen Walch and Ron Schmelzer, provides insights into the latest trends in artificial intelligence. This resource is designed for those who want to stay updated on AI trends and discussions.

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Neil Patel

NOVEMBER 9, 2020

From Facebook to Microsoft, there is a massive trend to seek out tiny teams of five or less, buy them, and use the technology and talent to gain a competitive edge. Hike Labs was founded in 2014, and by 2015, Pinterest had swooped in and acquired the San Francisco-based mobile publishing startup. Micro Startup Acquisition Trends.

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Tom Tunguz

JULY 15, 2015

In Q2 2015, VC investment totaled $16.7B, about a 66% of the $28B deployed in Q2 2000 according to a new report. And the trends shows no sign of stopping. Amazingly, each of the last four quarters of venture investment from Q3 2014 to Q2 2015, are in the top 10 all-time for venture capital investment. figure of Q2 2015.

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Tom Tunguz

JULY 12, 2016

But the trend does show some signs of slowing. From 2011 two 2015 we’ve seen more than 1.4M From 2011 two 2015 we’ve seen more than 1.4M New leasing activity in 2016 is on track to be about 69% of 2015. The chart above shows net absorption of real estate. per year, with recent years exceeding 2M sq.

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