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) 203

GCP(Google Cloud Platform) Azure AWS SaaS 203

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

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 244

Software Review Software Azure Cloud 244

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 256

Scale Marketplace as a Service Cloud SaaS Payments 256

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

Clouded Judgement

MAY 3, 2024

We now have results from the three hypersclaers (AWS / Azure / GCP). This is lower than Q1 2020 (right at the onset of Covid) when everyone seemed to guide lower given the unknowns of Covid. The promise of SaaS is that growth in the early years leads to profits in the mature years.

Cost optimization & reporting 190

Cost optimization & reporting Cloud Software Azure 190

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

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. Let’s take a closer look.

Well Architected Framework 130

Well Architected Framework SaaS AWS Construction 130

How To Buy Saas

MAY 26, 2025

This innovative technique has surged in popularity among SaaS companies and AI developers because it tackles key limitations of standalone LLMs. In this article, well demystify RAG in simple terms and explore how it works, what problems it solves , and the benefits for SaaS founders and product teams. and real SaaS examples using RAG.

Artificial Intelligence 52

Artificial Intelligence AI Search AI Scale 52

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

Clouded Judgement

NOVEMBER 3, 2023

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). The promise of SaaS is that growth in the early years leads to profits in the mature years. So what’s holding up software stocks valuations??

Software Review 167

Software Review Cloud Software Azure 167

Clouded Judgement

MAY 26, 2023

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. The promise of SaaS is that growth in the early years leads to profits in the mature years.

Cloud 144

Cloud Azure Trends Forecasting 144

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

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

Clouded Judgement

JUNE 20, 2023

My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., On the Microsoft earnings call they said (related to Azure): “But at some point, workloads just can't be optimized much further. net retention and CAC payback).

Cloud 167

Cloud Software Benchmarks Scale 167

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

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

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

BetterCloud

OCTOBER 21, 2020

You can still register for Altitude 2020 to view this keynote and the rest of the week’s previous sessions. Today, Brennan announced that BetterCloud is integrating with apps across a full SaaS stack, focusing specifically on the following categories of apps: Identity. These updates focused on improving the product in three key ways.

Azure 52

Azure SaaS Interviewing Engineering 52

BetterCloud

FEBRUARY 9, 2021

As companies adopt more SaaS solutions to solve business challenges, the explosion of software-as-a-service (SaaS) brings new benefits—but also new problems. SaaS sprawl makes visibility more difficult, giving rise to new threats like unsanctioned apps, data loss, and insider threats. SaaS is a double-edged sword.

SaaS 64

SaaS Technical Review Cloud Systems Review 64

OPEXEngine

FEBRUARY 15, 2022

Paired with gross margin (GM), cost of goods (COGs) tells investors in a single glance about the profitability of revenues, SaaS business model purity, and company efficiency. As we and others have written before, there are a few main categories of expense that typically are included in SaaS COGs: Hosting and hosting infrastructure.

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. but with SaaS apps, you no longer have that perimeter. When managing SaaS apps, you need visibility into users, as well as data, app configurations, and permissions.

Azure 52

Azure Technical Review AWS Scale 52

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 204

Sales Hiring Scale Payments Sales Recruiting 204

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

SaaStr

OCTOBER 16, 2024

The era of hyper-functional SaaS is here, and it’s reshaping the landscape of SaaS companies. PST, SaaStr CEO and Founder Jason Lemkin lays out how SaaS companies are now faced with the challenge of delivering more comprehensive, automated, and efficient solutions than ever before. AI in SaaS is automation in many cases.

Sales Hiring 317

Sales Hiring Scale AI SaaS 317

Chart Mogul

DECEMBER 22, 2021

Our mission is to build the world’s most powerful subscription analytics platform for the SaaS community. We will support exports to Amazon S3, Microsoft Azure Blob, and Google cloud storage. This year, we also launched mogul.io , a slack-based community exclusively for SaaS Founders and CEOs with ARR between $0.5M

Software Review 52

Software Review Systems Review Payment Features PayPal 52

Sales Hacker

MARCH 25, 2025

Ray breaks down why the rise of AI agents is a tectonic shift, how businesses are already seeing ROI, and what it means for SaaS, team structure, and go-to-market strategies. Why traditional SaaS pricing models (like per-seat) dont work in the agent era. 25:15 Why legacy SaaS pricing models dont work for agentsand what comes next.

AI Search 66

AI Search AI Scale Software 66

SaaStr

AUGUST 12, 2022

If you didn’t catch it the other day … and you can read about it on SaaStr …Microsoft and Google Cloud both had extremely strong quarters, Microsoft Azure grew 40% last quarter , and a record number of nine-figure and billion-dollar deals. Colin here, CEO of a startup, B2B SaaS, and raising a seed round right now.

Scale 243

Scale SaaS Payments Scaling SaaS 243

SmartKarrot

JANUARY 18, 2022

SaaS (Software as a service) has become a buzzword in recent years. A SaaS company is a service provider that hosts applications and makes them available to customers over the internet. The SaaS company is responsible for maintaining databases and servers and making sure that users can access the applications from almost all devices.

SaaS Payments 11

SaaS Payments Payment Solutions Payment Methods Payments 11

SaaStr

MARCH 17, 2023

The average mid-size company has 111 SaaS applications. There’s so much competition in SaaS that it can feel confusing to figure out where to start and compare solutions. This is the biggest trend in SaaS. SaaS changed that. Key Takeaways SaaS is still growing quickly, but the market is incredibly competitive.

Marketplace as a Service 245

Marketplace as a Service Software Review Technical Review Azure 245

SaaStr

MARCH 31, 2019

RingCentral is coming up on $1b in ARR (on track for 2020), still growing 34%. Getting to $50 million: How to avoid the SaaS Valley of Death. Just four percent of SaaS companies reach $1 million in revenue, and only.04 SaaStr Annual 2020 Tickets Go Up $500 at Midnight! The SaaS products are growing at 200% a year. ".

Cloud 146

Cloud Azure Scale Software Engineering 146

SaaStr

AUGUST 22, 2020

And then there was this great workplace experience of 2020, which we’re still living now. So now we’re in this, like you call it, the great workplace experiment of 2020, where we’re forced to be a hundred percent remote. We are one of the larger SaaS providers that leverages public cloud. Aaron Levie: Exactly.

Sales Recruiting 176

Sales Recruiting Cloud CTO Hire Sales Hiring 176