Tom Tunguz

FEBRUARY 13, 2023

For fiscal 2022, large customers represented 61% of total revenue compared to 54% of total revenue in 2021 and 46% in 2020… Overall NDR fell, but enterprise spending remains steady. Yesterday, Cloudflare announced earnings. I’m adding Cloudflare to the list of tracked companies for this series.

Cloud 243

Cloud Azure Headcount Software Review 243

Chart Mogul

DECEMBER 22, 2021

We will support exports to Amazon S3, Microsoft Azure Blob, and Google cloud storage. This year, we added 17 new members to our team, growing our headcount from 43 at the start of the year to 60 now (up 39% YoY). You can find the ones from past years here – 2020 , 2019 , 2018 , 2017 , and 2016.

Software Review 52

Software Review Systems Review Payment Features PayPal 52

SaaStr

OCTOBER 16, 2024

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. We’ve been taught unicorn math to grow headcount faster than revenue, and maybe if you’re venture-backed, you can do it. Is there a bubble? Does it matter?

Sales Hiring 317

Sales Hiring Scale SaaS AI 317