SaaStr

AUGUST 9, 2024

So there’s a curious thing anyone close in venture capital fundraising and rounds today: Valuations for Hot VC Deals remain far higher than pre-March 2020 … even though growth for the overall public SaaS and Cloud companies has slowed to … all time lows. Most likely no matter how well you are doing — that’s likely not quite you.

Venture Capital 298

Venture Capital AWS Cloud Scaling 298

SaaStr

MAY 16, 2022

So follow AWS, Azure and Google Cloud. So there’s much angst and even panic with so many SaaS and Cloud public stocks down 50% or more from their peaks. Will things get worse for SaaS products themselves on a day-to-day basis? And is buying of SaaS and Cloud products accelerating, decelerating, and/or flattening out?

Cloud 293

Cloud Azure AWS Engineering 293

SaaStr

DECEMBER 9, 2020

. — Ben Chestnut (@benchestnut) November 12, 2020. These days, it can really feel like the Old Bag of Sales Tricks is starting to just not work anymore: With maybe 500x the SaaS vendors of 10 years ago, there’s so much noise. One thing has not changed in SaaS in the last 10 years: Everyone spends 1-10 hours a day in email.

Sales Hiring 356

Sales Hiring Outbound Sales Team AWS Engineering 356

SaaStr

SEPTEMBER 29, 2024

New York is great, SoCal and Miami are great places to live and OK for tech, and certainly there are segments of SaaS and B2B where SF isn’t as compelling. Vertical SaaS and parts of eCommerce may well be so focused on other geos, for example, it’s not worth it to be in SF Bay. Many VCs that for whatever reason left, have returned.

AWS 293

AWS B2B AI Startup 293

SaaStr

FEBRUARY 20, 2021

So we’ve had a lot of fun in our 5 Interesting Learnings profiling the top SaaS and Cloud companies at scale, from Slack to Zoom, from Shopify to Datadog, from Box to DropBox. But are AWS, Azure and Google Cloud just too big for us to learn from? NPS up +13 points in 2020. But 60m a day is still a lot.

Cloud 293

Cloud Azure AWS Scale 293

SaaStr

AUGUST 4, 2022

So are we in a downturn in SaaS? And inflation is awful. But where is SaaS are we really today? Alteryx, a leading public SaaS ETL company, announced it was growing 33% at $730m in ARR! It’s just, the forces that are propelling SaaS to grow like never before haven’t changed. Certainly, segments are.

Venture Capital 326

Venture Capital AWS Cloud Scale 326

SaaStr

APRIL 27, 2021

Just how fast is SaaS and Cloud growing? After polling CIOs, Gartner found that total SaaS spend will grow from $100B in 2020 to $140B in 2022: A few interesting implications and learnings: The growth in SaaS buying should give you a +20% a year boost on top of your other sales and marketing efforts. Go grab your piece.

GCP(Google Cloud Platform) 230

GCP(Google Cloud Platform) Azure SaaS AWS 230

Clouded Judgement

JUNE 19, 2024

My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., It’s worth pointing out that Azure is a bit above the long term trendline, while AWS is still below (but accelerating up). net retention and CAC payback).

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

SaaStr

MARCH 9, 2022

Focusing on smaller developers, in some ways it’s been a bit overshadowed by AWS, Azure, and Google Cloud. From so-so NRR (101% in 2020) to Top-Tier for SMBs (116%) in 2 years. DigitialOcean doesn’t want to take AWS, Azure and Google on in the enterprise and doesn’t really try.

Azure 272

Azure SMB AWS Cloud 272

SaaStr

JUNE 28, 2023

So there was a quiet SaaS IPO you may have missed in the craziness of 2021 — SEMRush, a tool your marketing department quite likely uses to keep track of the performance of your SEO and marketing site. And again a challenge to everyone in SaaS to go global. #4. 2022 Growth Was Down from 2021, But Almost the Same as 2020.

Scale 258

Scale AWS Scaling Revenue 258

SaaStr

DECEMBER 14, 2023

In the latest installment of SaaStr’s What’s New series – where we sit down with the leaders in SaaS and Cloud for the inside scoop on what’s top of mind and what’s new, SaaStr CEO and Jason Lemkin chats with the CMO of Google Cloud, Alison Wagonfeld. They also compete with Microsoft in a big way.

Cloud 309

Cloud Scale AWS AI 309

Clouded Judgement

OCTOBER 11, 2024

We all know 2020 and 2021 was the year of excessive software buying fueled by ZIRP. The hyperscalers (AWS, Azure, GCP) are always some of the first companies to report earnings during earnings season (coming up in 2 weeks), and there’s always a read through for consumption names (meaning people believe there’s a correlation).

Cloud 167

Cloud Cost optimization & reporting GCP(Google Cloud Platform) Software Review 167

SaaStr

MAY 31, 2024

1: How Sales and Marketing Have Shifted Since 2020 Expectations and the types of people working in SaaS have shifted over the past few years, and much more in sales, marketing, and customer success. Folks are either burnt out or came in during the boom, and they don’t know what the real world of SaaS looked like before.

Sales Hiring 302

Sales Hiring Sales Recruiting Marketing Scale 302

SaaStr

MARCH 31, 2022

What you’ll see in that cloud spend box is actually Gartner’s 2020 estimate for infrastructure as a service spending for companies, which was $50 billion. And IDG just recently released the 2020 Cloud Computing Survey that showed over one third of IT budgets are spent on cloud computing technologies.

Scale 259

Scale Marketplace as a Service Cloud SaaS Payments 259

SaaStr

JUNE 3, 2020

It’s 2020 and SaaS buyers are more skeptical and suspicious, more disbelieving, more unconvinced than they were in 2019. The SaaS Trust Crisis is making it harder to market and sell software and services than ever before. And what I’d like to talk to you about today is the SaaS Trust crisis we’re seeing.

Software Review 247

Software Review Scale Technical Review SaaS 247

SaaStr

SEPTEMBER 21, 2019

We’ve added 200+ SaaS unicorns and 30+ IPOs. The Cloud has grown 700% since the first Annual, if we use AWS as a proxy. For 2020 Annual, we’ll have: 20,000 attendees (our goal. We should easily have 3,000+ at 2020 Europa. So we are gearing up now for the 6th (!) So much has changed.

Scale 202

Scale AWS Cloud Education 202

SaaStr

DECEMBER 26, 2022

Despite economic headwinds, SaaS spending continues to grow, with most companies having self-reported increasing or maintaining SaaS spending. G2 track, their proprietary SaaS spend management platform. This includes data from companies on how they utilize SaaS and their spending.

Software Review 245

Software Review Software Azure Cloud 245

Clouded Judgement

MAY 3, 2024

We now have results from the three hypersclaers (AWS / Azure / GCP). The most notable change in tone was Andy Jassy talking about AWS. This is lower than Q1 2020 (right at the onset of Covid) when everyone seemed to guide lower given the unknowns of Covid. ” Full quote below: “We're seeing a few trends right now. .”

Cost optimization & reporting 190

Cost optimization & reporting Cloud Software AWS 190

Clouded Judgement

OCTOBER 20, 2023

For context on a 10Y at 5% - from 2010 to 2020 the 10Y averaged roughly ~2.5%. Said another way, the 10Y today is double what it averaged from 2010 to 2020. Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud.

Cloud 167

Cloud Azure AWS Software Review 167

CloudGeometry

FEBRUARY 7, 2022

2020 left no doubt: the growth of cloud computing is firmly grounded in the SaaS business model. Investors like Bessemer have bet and made billions on the SaaS trajectory. Done right, multi-tenancy through tenant isolation delivers benefits to both you as a SaaS vendor and to your customers.

Well Architected Framework 130

Well Architected Framework SaaS AWS Construction 130

Clouded Judgement

APRIL 11, 2024

My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., It looks at the YoY dollar change in quarterly revenue from the hyperscalers (just looking at Azure / AWS because the data goes back further) going back a few years. Is Software Rebounding?

Cloud 184

Cloud Software Azure AWS 184

CloudGeometry

MARCH 3, 2022

When developing a SaaS product plan, it’s important to recognize two foundational principles. First, SaaS is a business strategy, not a technology strategy. Second, there is no one-size-fits-all SaaS architecture (the second principle is a corollary of the first). So why put it on our shortlist? More on that below.

Well Architected Framework 130

Well Architected Framework VPCs (Virtual Private Cloud) SaaS Cloud 130

Intercom, Inc.

FEBRUARY 13, 2020

As the SaaS industry enters a new decade, marketing technology continues to command a huge chunk of companies’ expenditures – more than a quarter of the total budget, according to Gartner. Here we are in 2020 with much better data collection than we’ve ever had. The shift to a new tech stack.

Scale 181

Scale Marketing AWS Artificial Intelligence 181

CloudGeometry

SEPTEMBER 7, 2021

Many of the habits we’ve learned in collaboration and wrangling a distributed workforce make a difference, particularly in the new work-from-home reality of Spring 2020. In the face of this sudden acceleration of SaaS-ification, DevOps need to do more to accelerate the transition. What SaaS demands of software is feature agility.

DevOps as a Service 130

DevOps as a Service Software Development AWS Cloud 130

OPEXEngine

OCTOBER 25, 2019

As the close of 2019 approaches, with extreme stock market volatility and mixed economic signals, SaaS Finance execs building plans for 2020 and 2-5 years beyond don’t have an easy time. The 2020 projection is now 3.4%, compared with 3.6% in 2019 and are only projecting 3% growth worldwide in 2020, with 2% growth in the US.

Trends 40

Trends Marketing SaaS Azure 40

ProfitWell

DECEMBER 19, 2019

Security is a primary concern in today’s SaaS market. To alleviate the distrust of nebulous subscription payments, SaaS companies need a strong focus on keeping customer data secure and communicating that security to their users. What is SaaS security? 3 layers of SaaS security. Let’s dive in! Infrastructure.

SaaS Payments 74

SaaS Payments Payment Services Technical Review Payment Methods 74

SaaStr

JUNE 1, 2021

I’m going to skip by my life story, and how I grew up as a small child in India, and how the dusty streets influenced my take on unit economics, and SaaS subscription models. Let’s assume the probability of success for a SaaS company is roughly one percent, and that formula is true, given some definition of success, right?

Part-Time VPE 290

Part-Time VPE Technical Cofounder CTO Hire New CTO 290

ProfitWell

SEPTEMBER 10, 2020

The SaaS industry is growing fast, but if you want to be one of the companies contributing to that trend, you'll need to know the secrets of successful SaaS businesses. In this post, we'll lay out a SaaS growth blueprint. In this post, we'll lay out a SaaS growth blueprint. SaaS growth is looking strong.

SaaS Payments 66

SaaS Payments Trends Merchant Services Payments 66

OPEXEngine

OCTOBER 17, 2019

SaaS gross margins have been getting attention lately as investors dig into SaaS cost structures and revenue growth rates going into 2020. SaaS cost of revenue is comprised primarily of hosting and network costs, plus any professional services, implementation, training and other services.

Scale 40

Scale SaaS AWS Revenue 40

OpenView Labs

FEBRUARY 2, 2021

With last year in the rearview mirror, we can look at OpenView’s 2020 Expansion SaaS Benchmarks Report to tell us how exactly COVID-19 impacted SaaS companies. What’s more is that despite falling nearly 50% from an all-time high in March, SaaS company valuations have rallied. That’s not in dispute.”

Product Marketing 91

Product Marketing Trends Scale Marketing 91

IT World

JUNE 7, 2020

The 2020 IDG Cloud Computing Survey (InfoWorld). 3 big SaaS challenges for IT (Computerworld). A 10-point plan to vet SaaS provider security (CSO). How to make the most of AWS Lambda (InfoWorld). Tech Spotlight: Cloud Computing. Reskilling IT for the cloud (CIO).

Cloud 69

Cloud AWS Enterprise Pricing 69

OpenView Labs

DECEMBER 15, 2020

In February 2020, the public cloud market surpassed a $1 trillion market cap, with a 45% growth rate, as reported in Bessemer Venture Partners’ 2020 State of Cloud report. If you want to learn more about cloud marketplace macro trends, read the full State of Cloud Marketplaces 2020. .

Marketplace as a Service 64

Marketplace as a Service Scale Cloud VP of Engineering 64

Frontegg

OCTOBER 14, 2020

Presenting: the first pre-built suite of universal SaaS capabilities, enabling SaaS teams to focus on core features, shorten time-to-market and drive user adoption. Frontegg liberates dev teams from the burden of building SaaS capabilities that have become de-facto standards in the landscape of modern SaaS products.

DevOps as a Service 52

DevOps as a Service K8S orchestration (Kubernetes) Innovation New CTO 52

ProfitWell

MAY 12, 2020

The three major cloud service models are SaaS, PaaS, and IaaS. Cloud service models in 2020. What is SaaS? Software as a service (SaaS) is when a provider hosts an application and makes it available to subscribers over the internet. SaaS vs PaaS vs IaaS: the key differences. What is IaaS? Let's take a closer look.

Cloud 59

Cloud Azure SaaS Underperforming Technical Team 59

Chart Mogul

OCTOBER 18, 2019

Oddly, after 3 days packed with new connections, great talks, and a lot of wisdom, I feel like a similar trend is happening in SaaS too. The Golden Age of SaaS: From attention to value. When we’re talking about SaaS becoming more mature, it doesn’t mean the industry is past its prime. advertising).

Scale 71

Scale SaaS Automotive Entertainment 71

SaaStr

OCTOBER 31, 2019

Join us at SaaStr Annual 2020. Retail was mentioned twice, that’s it, and AWS was mentioned 78 times, so it’s probably not surprising that they’re doing this. In these SaaS businesses, your people are most likely your greatest asset. Want to see more content like this? FULL TRANSCRIPT BELOW.

Cloud 110

Cloud Scale AWS Artificial Intelligence 110

ChurnZero

AUGUST 11, 2020

Did you know that 60% of SaaS companies reported a negative impact on customer retention and upsell deals due to the pandemic? The second quarter of 2020 was chaotic. This article shares three successful approaches B2B SaaS companies took to retain customers in the first wave. This is shocking.

Retention 97

Retention Strategy Underperforming Technical Team Software Review 97