SaaStr

NOVEMBER 6, 2023

If you’re selling cloud infrastructure, for the most part, growth may be down a smidge but is still strong, e.g., MongoDB. Growth in public cloud services (AWS, Azure, Google Cloud, Snowflake, etc.) Growth in public cloud services (AWS, Azure, Google Cloud, Snowflake, etc.)

Merchant Services 307

Merchant Services Azure Software AWS 307

SaaStr

NOVEMBER 18, 2021

An amazing exit at the time, but one that happened as Siebel was clearly losing to the Cloud transition that Salesforce came to own. Reaccelerated growth to 29% after a rough 2020 of 4+ flat quarters. Many Cloud leaders took an initial hit from Covid, but C3 had a tough 2020 overall. 5 Interesting Learnings: #1.

AI 57

AI Azure Cloud Enterprise 57

SaaStr

MARCH 31, 2022

Jessica Alexander, Senior Director Cloud Technology & OEM Partnerships, Crowdstrike. So for the audience, cloud giants are turbocharging startup sales, and the predominant reason for this is because they’re fundamentally changing IT budgets at the customers that we’re all selling to. Rico Mallozzi, Sr.

Scale 259

Scale Marketplace as a Service Cloud SaaS Payments 259

SaaStr

MARCH 9, 2022

So DigitalOcean is the quiet Cloud platform that keeps on growing. 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. The Cloud is global, and Digital Ocean has followed it.

Azure 272

Azure SMB AWS Cloud 272

Tom Tunguz

SEPTEMBER 26, 2022

2020 is the decade of data. Look no further than the massive companies pushing the public & the private market forward: Snowflake, Databricks, Amazon, Azure, Google Cloud. Cloud databases generated $39b in spend , about half of all database revenue.

Data 281

Data Azure Machine Learning Artificial Intelligence 281

SaaStr

MAY 6, 2022

Many SaaS and Cloud leaders are down more than 50% from their all-time highs. But Covid did create a lot of artificial demand for Cloud products, especially the lockdown phase. Update on cloud software multiples, charted alongside the 10Y and 5 year pre-covid NTM rev multiple average. So the public markets are in tumult.

SaaS 348

SaaS Azure Cloud AWS 348

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. Subscribe now Share Clouded Judgement Leave a comment

Cloud 167

Cloud Azure AWS Software Review 167

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). Subscribe now Share Clouded Judgement Leave a comment

Cost optimization & reporting 190

Cost optimization & reporting Cloud Software Azure 190

SaaStr

APRIL 27, 2021

Just how fast is SaaS and Cloud growing? Cloud software spending grew a stunning 23% in 2021, from $270 billion to $330 billion. No matter what, the wave of enterprise spending that fueled 100 SaaS and Cloud unicorns is just getting bigger and strong. One thing we know — Fast. But that’s just the start.

GCP(Google Cloud Platform) 227

GCP(Google Cloud Platform) Azure SaaS AWS 227

Clouded Judgement

APRIL 11, 2024

Q4 earnings season for cloud businesses is now behind us. 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

DECEMBER 26, 2022

Tackle.io’s 2021 state of cloud marketplaces report highlighted a similarly dramatic shift. In a 2020 survey, 22% purchased software through a cloud marketplace versus 60% in 2021. The role of AWS, Azure, and Google Cloud Marketplace is becoming increasingly important. “45%

Software Review 245

Software Review Software Azure Cloud 245

Clouded Judgement

MAY 26, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Azure / Confluent / Datadog reported a few weeks back (they all had March quarter ends), and their commentary suggested the worst was behind us. In 2020 and 2021, it was growth at all costs and the mentality was let it rip.

Cloud 144

Cloud Azure Trends Forecasting 144

Clouded Judgement

NOVEMBER 3, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. This growth adjusted premium also comes at a time when the 10Y is nearly double what it was from 2010 to 2020. Maybe with the exception of hyperscalers (particularly Azure). Subscribe now Share Clouded Judgement Leave a comment

Software Review 167

Software Review Cloud Software Azure 167

Clouded Judgement

JUNE 20, 2023

Q1 earnings season for cloud businesses is now behind us. On the Microsoft earnings call they said (related to Azure): “But at some point, workloads just can't be optimized much further. As you can see from the data below most cloud businesses beat the consensus estimates for Q1.

Cloud 167

Cloud Software Benchmarks Scale 167

IT World

MARCH 8, 2022

But, spoiler alert, most of those improvements were already in the 20H2 release (Windows 10 October 2020 Update) edition. Today, you can already subscribe to the easy-to-use Windows 365 Cloud PC. Or, if you want more control and features, there's Windows 365 Enterprise or Azure Virtual Desktop. Sure, it includes better security.

Azure 141

Azure Cloud Enterprise Sales 141

Neil Patel

SEPTEMBER 28, 2020

Here’s what makes NP Digital one of the best analytic companies in 2020: Founder expertise – Neil Patel is a rockstar in the digital marketing world, having started out in the space in 2001 as a teenager. Known as their “AI Factory”, Artefact also works with cloud service providers like Azure to ensure they have a robust infrastructure.

Technical Review 141

Technical Review Software Review Artificial Intelligence Machine Learning 141

OpenView Labs

JANUARY 24, 2022

So, it’s no wonder that it has been a massive year in the Cloud Marketplace business. We thought it would be great to take a look back at our State of the Cloud Marketplaces Report and share some of the key findings for those who may be planning to launch their Cloud Marketplace business in 2022. .

Marketplace as a Service 98

Marketplace as a Service Cloud Trends Software 98

Sales Hacker

AUGUST 9, 2021

Investment in cybersecurity companies has increased more than thirteenfold since 2011, and despite the COVID-19 pandemic, 2020 was a record year for cybersecurity with over $7.8 Just over halfway into 2021, 2020’s record has already been blown out of the water, with another $11 billion invested thus far. Headquarters: Dallas, Texas.

Cybersecurity 120

Cybersecurity Sales Hiring Scale Cloud 120

Andreessen Horowitz

MAY 7, 2024

As more workloads and data move to the cloud and generative AI takes over the enterprise , cybersecurity is more critical today than ever. And that’s because with every new paradigm shift—from the internet to cloud computing—the sheer magnitude of digital threats has exploded and threat vectors have become increasingly sophisticated.

Investment 118

Investment Cybersecurity Azure Cloud 118

How To Buy Saas

MAY 26, 2025

Notably, the term RAG was coined in a 2020 research paper by Facebook AI (Meta) that described retrieval-augmented generation as a general-purpose fine-tuning recipe for enhancing knowledge-intensive tasks. All retrieval can be done behind your firewall or within your cloud, so data stays secure.

Artificial Intelligence 52

Artificial Intelligence AI Search AI Scale 52

SaaStr

SEPTEMBER 13, 2020

373: Bessemer’s 5th Annual State of the Cloud Report returns for a definitive look at the cloud industry today. To say that 2020 has been unusual, and unprecedented, and momentous would all be understatements. We want to take you through the cloud journey over the last several years. That was February 5th, 2019.

Sales Hiring 226

Sales Hiring Scale Payments Sales Recruiting 226

BetterCloud

NOVEMBER 5, 2020

Can you believe that it’s been two weeks since we wrapped up Altitude 2020? But if you’d rather get them all in one place, here are just four of the biggest product announcements from Altitude 2020. As SaaS adoption and consumption skyrockets, it’s critical for IT departments to have full visibility into their cloud-based environments.

Azure 52

Azure Cloud Interviewing Engineering 52

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. This data revealed a clear picture of where cloud marketplaces are heading in 2021. Here’s what we learned. .

Marketplace as a Service 64

Marketplace as a Service Scale Cloud VP of Engineering 64

CloudGeometry

FEBRUARY 7, 2022

2020 left no doubt: the growth of cloud computing is firmly grounded in the SaaS business model. The Fundamental Goal of SaaS Tenant Isolation Selling the same software to different users relies on using cloud-based resources that can be leveraged across different customers. Optimize cloud economics and drive Business Goals.

Well Architected Framework 130

Well Architected Framework SaaS AWS Construction 130

ProfitWell

MAY 12, 2020

The three major cloud service models are SaaS, PaaS, and IaaS. Cloud service models in 2020. We are not considering those in our comparison of cloud services. With PaaS, developers can create everything from simple apps to complex cloud-based business software. The benefits when choosing each cloud service.

Cloud 59

Cloud Azure SaaS Underperforming Technical Team 59

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

SEPTEMBER 10, 2020

Gartner is estimating that the cloud services industry as a whole will outpace the growth of overall IT services by a factor of three, with SaaS making up $143.7 28% of IT spending will shift to the cloud by 2022. Gartner is also predicting that nearly a third of IT spending will shift to the cloud by that same year.

SaaS Payments 66

SaaS Payments Trends Merchant Services Payments 66

Andreessen Horowitz

SEPTEMBER 25, 2023

That partnership has been going for 4 years now and started as a, “Hey, we are a hyperscale cloud. We want AI software running on Azure, so we’re doing everything that we can to make that an easy thing for people to do. If you think about AI, by far and away the most important partner we have is OpenAI.

AI 98

AI Azure New CTO Software Development 98

OPEXEngine

FEBRUARY 15, 2022

Cloud Operations and Platform Support. It includes the 2020 fiscal year COGs and gross margin data of Bessemer Cloud Index companies, with annual revenues ranging from $250M-$500M. The bottom line is that Cloud business models vary, so benchmarks for Cloud COGs or gross margin can vary. Professional Services.

Benchmarks 52

Benchmarks Artificial Intelligence Systems Review Cloud 52

BetterCloud

JANUARY 8, 2021

This statistic will likely change in the coming months as new data rolls in, but Statista reports that there were a whopping 540 data breaches in 2020. Examples of cloud provider role-based access control. Most cloud providers enable granular access control. With Azure RBAC, access to resources is controlled by role assignments.

Azure 52

Azure Technical Review AWS Systems Review 52

How To Buy Saas

SEPTEMBER 5, 2024

41% of respondents cited a lack of digital capabilities as the reason they were likely to switch insurance carriers in 2020. Industry Cloud Consulting A team of industry cloud professionals can have considerable experience with insurance cloud-native systems and competence in top hyperscalers like AWS and Azure.

Blockchain 52

Blockchain Technical Review Underperforming Technical Team Systems Review 52

BetterCloud

FEBRUARY 9, 2021

It’s important to gain visibility into the choices users are making in apps, such as sharing confidential documents with external consultants or making public cloud databases freely accessible on the internet. IAM products such as Azure Active Directory can enable: Single sign-on (SSO). Difficulty achieving visibility. What is a CASB?

SaaS 64

SaaS Technical Review Cloud Systems Review 64

Chart Mogul

JANUARY 28, 2022

Since our inception in 2014 and up to mid-2021, our entire infrastructure has run on DigitalOcean droplets (self-managed cloud virtual machines). We needed a cloud provider to get us off the ground quickly, reliably, and cost-effectively. Lack of modern cloud features and managed services. Life with DigitalOcean.

K8S orchestration (Kubernetes) 52

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

Chart Mogul

DECEMBER 22, 2021

Cloud destinations (coming soon) — we are in process of adding the ability to export your MRR movements data from ChartMogul onto the cloud. We will support exports to Amazon S3, Microsoft Azure Blob, and Google cloud storage. This year, we also migrated ChartMogul to AWS cloud.

Software Review 52

Software Review Systems Review Payment Features PayPal 52

Sales Hacker

MARCH 25, 2025

Previously, he was the Global VP of Product for SAP, CRM and Sales Cloud. Before that, he was the CEO and Co-Founder of DataHug, which was acquired by Calidus Cloud in 2016. Previously to that, it was the global VP of product for SAP, focused on the CRM and sales cloud. They didn’t have to build their own cloud.

AI Search 66

AI Search AI Scale Software 66

SaaStr

OCTOBER 16, 2024

So yes, while it’s true that challenges are real for those in the right-hand column above – overall cloud spend is still up 20%. Google Cloud , Azure, and GitLab, all tied directly or indirectly to AI, are seeing massive acceleration. But Google Cloud, Azure, and GitLab are all benefiting and on fire.

Sales Hiring 317

Sales Hiring Scale AI SaaS 317

SaaStr

MARCH 31, 2019

RingCentral is coming up on $1b in ARR (on track for 2020), still growing 34%. This is pretty darn impressive, and probably more importantly, shows the continued jaw-dropping growth of Cloud. SaaStr Annual 2020 Tickets Go Up $500 at Midnight! Buy Microsoft Stock Because of Its Big Cloud Deals, Says JPMorgan. MESSAGE BIRD.

Cloud 146

Cloud Azure Scale Software Engineering 146