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Clouded Judgement 7.14.23 - Metrics Required to IPO (IPO Window Opening?)

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Bill.com went public in December 2019, and the next software IPO was ZoomInfo in June 2020 In late 2018 / early 2019 we had about a 6 month window of no software IPOs (this was around the China trade war fears). consensus) and 0.2%

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The Week In Cloud: March 24, 2019

SaaStr

Goodness : We forget about the OS in the Cloud, but we all need to still deal with things like Windows 7 IRL: One perspective on the Top 25 VCs in SaaS now: Pretty Funny. Alibaba is their AWS (or becoming it): The Cloud is better. Zoom is Growing at A Rate, And With Metrics, As We’ve Rarely Seen Before.

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GitLab S-1 Analysis: How 7 Key Metrics Stack Up

Tom Tunguz

In other words, customers pay for their own hardware, rather than using GitLab’s cloud, which reduces the costs of goods sold and boosts gross margin relative to other cloud products. The breadth of the solution is hard to convey, unless you visit the features page ; when printed it’s more than 100 pages long. Revenue, $M.

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Clouded Judgement 1.13.23

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. The average yearly growth in IT budgets from 2010 - 2019 was 4.1%, so the projections for 2023 are below the historical yearly average. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! YoY (-0.1%

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SaaStr’s Most Respected Leaders Awards 2019: The Top Five

SaaStr

Meet SaaStr’s Most Respected Leaders of 2019. Our most popular CEO, COO’s and Presidents that spoke at SaaStr Annual 2019. About Claire Hughes Johnson… Sitting at number two on the list, Claire was the most steadily popular across all our metrics. Curious how we came up with this list? Claire Hughes Johnson Stripe COO.

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State of the Cloud 2019 from Bessemer Venture Partners (Video + Transcript)

SaaStr

Join Bessemer Venture Partners’ Byron Deeter and Kristina Shen as they take a look at trends and predictions for the cloud industry in 2019. This marks the company’s fifth annual in-depth look at the cloud computing industry. And guess were how many of them were private cloud unicorns? Just ten years ago.

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The Most Popular Posts on SaaStr in 2019

SaaStr

I thought I’d highlight then what the most popular pieces in 2019 were. (I’ll I’m going to not include the ones that were written before 2019. But for your SEO and content marketing folks out there, note the most read pieces weren’t even published in 2019. Ok the top new videos of 2019 are below.

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