Clouded Judgement

MAY 3, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Cloud Giants Report Q1 + Early Look at Software Results Q1 earnings seasons has officially kicked off! We now have results from the three hypersclaers (AWS / Azure / GCP). Follow along to stay up to date!

Cost optimization & reporting 190

Cost optimization & reporting Cloud Software Azure 190

SaaStr

DECEMBER 26, 2022

Amanda Malko is CMO at G2, a software marketplace and review site that reaches over 60 million buyers annually across 2000 software categories. In this session, she shares insights and trends from research conducted this year that can help software buyers and sellers make smarter decisions about software and the market. .

Software Review 245

Software Review Software Azure Cloud 245

Intercom, Inc.

MAY 25, 2022

At Intercom, we aim to run less software. We work exclusively with AWS as our cloud services provider and currently provide data hosting offerings in three different global regions – US, EU, and Australia – each architected across multiple availability zones for high availability. Our tooling allows for high availability.

Scaling 252

Scaling AWS Software Review Technical Review 252

SaaStr

MAY 6, 2022

Update on cloud software multiples, charted alongside the 10Y and 5 year pre-covid NTM rev multiple average. Amazon AWS, Microsoft Azure and even Google Cloud are on fire, adding insane amounts of revenue this year. pic.twitter.com/JNnzizB82v. — Byron Deeter (@bdeeter) May 5, 2022. But what matters most for founders?

SaaS 348

SaaS Azure Cloud AWS 348

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. Up until 2020, the wave of passion for events and content was so strong that all he could do was ride the wave with no strategy.

Sales Hiring 302

Sales Hiring Sales Recruiting Marketing Scale 302

Clouded Judgement

APRIL 11, 2024

Is Software Rebounding? 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. If you look at the historical data you’ll see there’s a very clear trendline through the end of 2020.

Cloud 184

Cloud Software Azure AWS 184

SaaStr

APRIL 27, 2021

Cloud software spending grew a stunning 23% in 2021, from $270 billion to $330 billion. In my 148 public SaaS companies (including most of the categories of this list but not AWS, Azure, GCP) the aggregate revenue is $185B. Even now, at hundreds of billions in annual spend. Gartner’s latest report illustrates just that.

GCP(Google Cloud Platform) 230

GCP(Google Cloud Platform) Azure SaaS AWS 230

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

Clouded Judgement

OCTOBER 20, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. 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. Follow along to stay up to date! Even a DCF is riddled with long term assumptions.

Cloud 167

Cloud Azure AWS Software Review 167

SaaStr

JANUARY 2, 2024

Next, they moved to credits, which are very popular, with AWS and Google Cloud being great examples of companies that are always giving credits out to startups. You can’t keep giving software away for free, so you have to get creative with other features and services. The only challenge with a free term is there’s nowhere else to go.

Startup 262

Startup Scale Underperforming Technical Team AWS 262

Intercom, Inc.

FEBRUARY 13, 2020

Here we are in 2020 with much better data collection than we’ve ever had. And if you think about AWS, if you think about the rise of cloud data warehousing, that is a big technology change and a big game changer for a lot of companies. We also recently wrote about the marketing tech trends we’re eyeballing in 2020: .

Scale 181

Scale Marketing AWS Artificial Intelligence 181

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 since Mark shared that quote in 2012, he was very impressioned the software industry is really booming.

Software Review 247

Software Review Scale Technical Review SaaS 247

OpenView Labs

JANUARY 24, 2022

Every year Tackle surveys sellers and buyers at software companies across the spectrum—from less than $10M to over $1 billion in ARR, across multiple industries, and in roles like alliances/partnerships, sales, operations, product/development, finance, marketing, IT, and more.

Marketplace as a Service 98

Marketplace as a Service Cloud Trends Software 98

Chart Mogul

JANUARY 28, 2022

A few months ago, we retired our last pieces of infrastructure on DigitalOcean, marking our migration to AWS as complete. Our journey was not your regular AWS migration as it involved moving our infrastructure from classic VMs to containers orchestrated by Kubernetes. Ultimately, we decided to go with AWS. Why move and why now?

K8S orchestration (Kubernetes) 52

K8S orchestration (Kubernetes) AWS EKS (Elastic Kubernetes Service) GCP(Google Cloud Platform) 52

CloudGeometry

SEPTEMBER 7, 2021

Those of us who do software for a living are quite fortunate. 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. Our job as software professionals is to make it worth it to them. Feature agility is sexy.

DevOps as a Service 130

DevOps as a Service Software Development AWS Cloud 130

CloudGeometry

FEBRUARY 7, 2022

2020 left no doubt: the growth of cloud computing is firmly grounded in the SaaS business model. Behind the curtain, selling essentially the same software to different users and companies, again and again, relies on a distinct product architecture: secure multi-tenancy.

Well Architected Framework 130

Well Architected Framework SaaS AWS Construction 130

CloudGeometry

MARCH 3, 2022

Establishing a unit metric that’s visible to all the stakeholders in your organization drives alignment across the many choices to be made in building the software that delivers on customer value (rather than secondary internal KPIs). There’s a simple reason: money comes from the customers.

Well Architected Framework 130

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

SaaStr

JUNE 1, 2021

There are rules in starting an enterprise software company. In this top-rated session Dharmesh Shah, cofounder and CTO of HubSpot, shares how he and his co-founders broke all of the “rules” and ended up creating an entirely new category of marketing software. I’ve built commercial software products before.

Part-Time VPE 290

Part-Time VPE Technical Cofounder CTO Hire New CTO 290

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

OpenView Labs

FEBRUARY 2, 2021

almost exactly a year ago, nobody knew how exactly it’d affect the software industry. 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. When COVID-19 hit the U.S. This is where storytelling comes in.

Product Marketing 91

Product Marketing Trends Scale Marketing 91

SaaStr

OCTOBER 15, 2019

At Mapistry, moving upmarket is exactly what CEO, Allie Janoch, set out to do two years ago and in this talk, she and Lauren Alexander, Mapistry’s VP of Marketing and Demand Generation, will share the playbook they have developed for generating warm leads in a market of buyers unused to purchasing software. Join us at SaaStr Annual 2020.

Underperforming Technical Team 217

Underperforming Technical Team Sales Hiring SMB Enterprise 217

SaaStr

SEPTEMBER 13, 2020

To say that 2020 has been unusual, and unprecedented, and momentous would all be understatements. Coincidentally, SaaStr Annual was slated to be February 5th, 2020 this year, where we were going to reveal that the cloud had passed the one trillion market cap mark, which was exactly one year after the SaaStr Annual 2019.

Sales Hiring 228

Sales Hiring Scale Payments Sales Recruiting 228

SaaStr

OCTOBER 31, 2019

Join us at SaaStr Annual 2020. Before I joined the venture capital industry many years ago, I was a software developer, and I worked for a startup around the 2000 time period. The cloud software industry has changed. Want to see more content like this? Alex Ferrara | Partner @ Bessemer Venture Partners. FULL TRANSCRIPT BELOW.

Cloud 110

Cloud Scale AWS Artificial Intelligence 110

Buffer Resources

AUGUST 16, 2023

This means our software is hosted on the cloud and used over an internet connection via a web browser or mobile app. Our hosting costs include service providers like AWS, Cloudflare, MongoDb, Twitter, etc. Tools + Operations We use a variety of software tools to support our team and customers. Stripe payments make up 98.5

Merchant Services 98

Merchant Services Payment Services Payment Features Payments 98

ChurnZero

AUGUST 11, 2020

The second quarter of 2020 was chaotic. You and I both know how awful it feels to have someone disregard what we say and focus on their end goal instead. Will, head of customer success at a website personalization software company, had his team roleplay as a key training tool for CSMs during the initial wave of the pandemic.

Retention 97

Retention Strategy Underperforming Technical Team Software Review 97

ProfitWell

DECEMBER 19, 2019

SaaS security refers to the data privacy and safety of user data in subscription-based software. Infrastructure is the software used in the lower part of your technology stack. From AWS and cloud storage providers to hosting companies and internal servers, building a secure SaaS product starts at this base layer. Let’s dive in!

SaaS Payments 74

SaaS Payments Payment Services Technical Review Payment Methods 74

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. Under cloud-first mandates, most companies will look at all the layers of their software stack to determine if they have the right tools to operate in the cloud era.

Marketplace as a Service 64

Marketplace as a Service Scale Cloud VP of Engineering 64

ProfitWell

MAY 12, 2020

These stand for software as a service, platform as a service, and infrastructure as a service. Cloud service models in 2020. Let's take a quick look at what it means to use software, platform, or infrastructure as service. With PaaS, developers can create everything from simple apps to complex cloud-based business software.

Cloud 59

Cloud Azure SaaS Underperforming Technical Team 59

Frontegg

OCTOBER 14, 2020

Tel Aviv, October 14, 2020 – Frontegg , creators of the first platform for fast-tracking SaaS development and innovation, today announced a $5M Seed round led by Pitango , with backing from i3 Equity and Global Founders Capital. Before AWS, engineering teams had to scale their own infrastructure.

DevOps as a Service 52

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

OpenView Labs

DECEMBER 13, 2019

Go ahead, take a look at some of our favorite content and podcasts as we reflect on 2019 and look ahead to 2020. How to Build A Software Company in the End User Era. Over 500 software companies participated, from pre-revenue to $150M+ ARR publicly traded SaaS companies. What is Product Led Growth? What is product led growth?

Sales Hiring 64

Sales Hiring Benchmarks AWS Scale 64

ProfitWell

SEPTEMBER 10, 2020

Running your own server to handle your customer's valuable data requires a huge investment to match the same level of security and reliability that comes baked into services like Amazon AWS and Microsoft Azure cloud. The maker of CRM software and the verbLIVE webinar platform, Verb Technology, raised nearly $14 million in an IPO last year.

SaaS Payments 66

SaaS Payments Trends Merchant Services Payments 66

OpenView Labs

MARCH 16, 2021

Customer engagement software Twilio offers deeper discounts when a customer commits to usage for an extended period. AWS takes this a step further by allowing a customer to commit in advance, but still pay for their usage as it happens. Snowflake notably overhauled its compensation plans before the 2020 IPO.

Pricing 69

Pricing Payments SaaS Payments Payment Solutions 69

SaaStr

SEPTEMBER 12, 2019

Join us at SaaStr Europa 2020. I’m obsessed right now with three different new startups that I could never invest in because they’re not enterprise software. We’ve all been through the six months software setups situations, right? Want to see more content like this? Ashley Smith | Venture Partner @ OpenView.

Investment 110

Investment Underperforming Technical Team Sales Hiring Software Review 110

Baremetrics

JUNE 22, 2020

Couple that with a ~21% open rate for software emails as of 2020, and it’s clear than sign-ups are anything but a sure thing. Your goal here is to highlight basic features and suggested steps to get a taste of what your software is capable of. But hey, it’s not all gloom and doom. Tips for taking the next step with {app name}.

Onboarding 96

Onboarding Engagement AWS Software Review 96

Chart Mogul

DECEMBER 22, 2021

This year, we also migrated ChartMogul to AWS cloud. In addition, we sponsored many of SlideBean’s YouTube videos including the one on SaaS metrics: the ULTIMATE guide to Software as a Service KPIs. You can find the ones from past years here – 2020 , 2019 , 2018 , 2017 , and 2016. Our most popular content this year.

Software Review 52

Software Review Systems Review Payment Features PayPal 52

Tom Tunguz

DECEMBER 18, 2019

Here are my 5 predictions for 2020. The direct listing becomes the standard way for startups to go public in 2020. Software M&A in 2019 reached about $170B up from $136B in 2018, up 25%. Public software multiples remain at elevated levels. The idea has been proven by Slack and Spotify, and many others will follow.

Blockchain 183

Blockchain AWS Machine Learning Artificial Intelligence 183

SaaStr

MARCH 17, 2023

Buying software has changed significantly over the past 27 years. His first software-buying journey at age 24 involved researching in magazines, calling companies, and receiving demo CDs in the mail. What did software buying look like in the ‘90s? Software was physically shipped to you after purchase.

Marketplace as a Service 246

Marketplace as a Service Software Review Technical Review Azure 246