Clouded Judgement

OCTOBER 11, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. We all know 2020 and 2021 was the year of excessive software buying fueled by ZIRP. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Subscribe now Budget Flush Coming? First - what is a budget flush?

Cloud 170

Cloud Cost optimization & reporting GCP(Google Cloud Platform) Software Review 170

SaaStr

APRIL 4, 2020

What have the 320,000+ readers of Cloud Daily on Quora been reading this week?

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Cloud Software 228

SaaStr

DECEMBER 2, 2024

A few things I know: SaaStr is still incredibly important to 1000s and 1000s of Cloud execs 99% of scaling content is biased, or low quality, or vendor-centric I do think our events, podcast, YouTube, blog, X and LI are better in terms of quality than 99% of what is out there I do think SaaStr Annual is better than anything else out there IRL, even (..)

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B2B Cloud AI Scaling 300

Tom Tunguz

APRIL 30, 2024

Aside from the overall growth of these clouds increasing, the massive investment in CapEx data centers, power plants, and GPUs is stunning. ” And those margins are increasing for the clouds, which should catalyze more companies, especially the largest spenders, to think about managing their own infrastructure.

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Cloud AWS Azure AI 311

SaaStr

MAY 28, 2022

Gartner, spending on SaaS: 2020: $120B 2021: $152B 2022: $177B 2023: $208B. They predict public Cloud spending to rise 20% next year to $500 Billion. And that’s the key driver of overall Cloud spend. But overall — things are still growing like crazy in SaaS and Cloud. — Jason BeKind Lemkin #????????????

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Cloud B2C SaaS Enterprise 358

SaaStr

NOVEMBER 2, 2020

Ok, it’s November now and it’s time to start getting excited for the second annual SaaStrScale.com 2020. The core sessions are FREE and we have a very inexpensive workshop pass if you want to be mentored in small sessions by literally dozens of the top revenue and customer professionals in SaaS and Cloud. MD Google Cloud.

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Scaling Cloud Revenue SaaS 306

SaaStr

FEBRUARY 5, 2020

Each year, we work to improve our commitment to putting on one of the most inclusive events in Cloud and SaaS. Please take a look and/or download here: Equality, Inclusion and Balance Guide to SaaStr Annual 2020 from Jason M. We know it isn’t perfect, and we have a lot more to do, so please provide us all the feedback you can.

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Cloud SaaS 302

SaaStr

MAY 16, 2022

But at end of the day, in Cloud, the question is if CIO and related spend will slow down. 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. They are the Cloud. The post Cloud Stocks May Be Down.

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Cloud Azure AWS Engineering 286

SaaStr

DECEMBER 25, 2020

Well 2020 was certainly an interesting year for SaaStr. Things start off looking bleak, with SaaStr Annual 2020 the first big tech event to be postponed due to Covid. The Cloud picked itself up, and accelerated 6+ years into the future. Learn about where they see the Cloud going in 2021 and beyond. #4:

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Technical Review Cloud Enterprise Engineering 294

SaaStr

APRIL 1, 2025

No one has a true crystal ball when it comes to Cloud spend in the coming years, but the leaders have a lot of data. It’s the #1 Private Equity firm for B2B and SaaS companies and it surveyed 501 Cloud and SaaS buyers. of GDP in 2020 to 4.0% Thoma Bravo is one of them. AI driving software from 2.0% in 2030 would be huge.

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AI Software Cloud B2B 187

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.

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Cloud Scale AWS AI 303

SaaStr

MARCH 19, 2021

The Cloud is expanding and moving forward at a phenomenal rate, so we invited the team at Bessemer Venture Partners back to SaaStr to unveil their latest findings in the 2021 State of the Cloud. Is Cloud growth sustainable for the long term? Is Cloud growth sustainable for the long term? Hello Unicorns . trillion.

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Cloud Scale Payment Methods Payment Solutions 268

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? Google Cloud sees it hitting $760B+ in 2025. NPS up +13 points in 2020.

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Cloud Azure AWS Scale 284

SaaStr

FEBRUARY 2, 2020

I thought it might be helpful and fun to share some of the demographic data of who’s coming to the 2020 SaaStrAnnual.com on March 10-11-12 in the SF Bay Area. One thing is the same: SaaStr Annual is the largest global gathering of SaaS and Cloud founders in the world. But who comes? And how has that changed over the years?

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Cloud Engineering Trends SaaS 263

Clouded Judgement

JUNE 19, 2024

Q1 earnings season for cloud businesses is now behind us. These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery. GCP data is a bit more noisy as they don’t disclose GCP itself, but rather Google Cloud which includes GSuite.

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Cloud GCP(Google Cloud Platform) Software Azure 320

SaaStr

JANUARY 25, 2020

It’s still early — the 2020 SaaStrAnnual.com isn’t until March 10-11-12 in the SF Bay Area — but we can already start seeing some of the hottest VC sessions at Annual. The Next Iteration of “Software is Eating the World” 2020 with Atrium and Andreessen Horowitz. There will be almost 1,000 (!)

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Trends Venture Capital Scale PayPal 235

SaaStr

JULY 4, 2019

After the 1000+ attendee, 1-day S aaStrScale.com in SF on Aug 29, we’ll be gearing up full-time for the 2020 SaaStr Annual. 2019 was our best Annual yet, and we loved the changes to the format (venue, mentorship, stages, AMAs), so 2020 will be a series of big and small additions, and refinements. The Cantina.

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Scale Cloud Scaling Content Marketing 245

SaaStr

SEPTEMBER 20, 2023

Discover Bessemer Venture Partners’s annual State of the Cloud report, going through trends, benchmarks, and metrics that underpin the Cloud economy. The past twelve months have been relatively turbulent for Cloud founders. What does this mean for Cloud companies? What does this mean for Cloud companies?

Cloud 299

Cloud Payments Software Review Payment Solutions 299

Clouded Judgement

SEPTEMBER 13, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. In the past (2015 - 2020), companies would typically beat a quarter by 3-4% and raise guidance for the next quarter by about 2%. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 254

Cloud Forecasting Metrics Subscription 254

SaaStr

FEBRUARY 19, 2020

We’re just 20 days away from 2020 SaaStrAnnual.com and there are so many new things in store! See you at 2020 Annual! The post How To Meet With 200+ Top CIOs, CDOs, CTOs and More at 2020 SaaStr Annual appeared first on SaaStr. And learn more here.

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AWS Enterprise Cloud 257

SaaStr

OCTOBER 28, 2020

He said the biggest change in venture capital wasn’t investing over Zoom, or Cloud multiples, or even the pace of investing today. No, the biggest change in Venture Capital in 2020-2021 is what he called “The Postmates Effect” That Postmates was arguably #3 to Doordash and UberEats, and still was worth billions.

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Venture Capital Cloud Investment Software 261

SaaStr

MAY 16, 2020

— Amit Karp (@amitkarp) May 15, 2020. Let’s look where we are today, after an incredible run for many SaaS and Cloud leaders since the temporary (for now) drop after Covid-19 hit. That’s accelerated more Cloud leaders than it has harmed. Should SaaS and Cloud deserve these all-time high multiples?

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SaaS Cloud Investment Marketing 364

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. AI companies] have a real use case for the cloud which is somewhat different than what we see from some other companies.

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Cloud Azure Headcount Software Review 243

SaaStr

SEPTEMBER 23, 2019

We’re adding a bunch of exciting things to 2020 SaaStr Annual, including our first-ever SaaStr CXO Summit. leading buyers of enterprise Cloud products) and 200+ of the top SaaS and Cloud CEOs at $20m-$2000m ARR. Join the SaaStr CXO Summit at 2020 Annual, with 200+ Top CXOs and More appeared first on SaaStr.

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Cloud Enterprise SaaS 213

SaaStr

FEBRUARY 26, 2022

No, this SaaS Crash is so tough on VCs and public market investors because the market was just so, so high for Cloud stocks from mid-2020 to late 2021: You can see above in the BVP Nasdaq Cloud Index that while these are still Great Times in SaaS, they aren’t the crazy days that peaked around Thanksgiving 2021. I really do.

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Venture Capital Cloud Startup SaaS 364

SaaStr

DECEMBER 10, 2021

You can see that 2021 was just an epic bump from 2020, and it was a step function. Not these aren’t all SaaS unicorns or even Cloud unicorns. Maybe 35%-40% could be called SaaS and Cloud, based on this analysis. There’s no reason to think so, even with the recent mini-crash in Cloud stocks.

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Cloud Trends SaaS Marketing 353

SaaStr

DECEMBER 21, 2019

2020 Annual. We’re less than 90 days out to 2020 SaaStrAnnual.com ! We’ll bring together 15,000+ total Cloud executives, including 3,000+ CEOs and 1,000+ VCs together March 10-11-12 in Silicon Valley. And we want all of the best in Cloud and SaaS to be at Annual. But many others cannot. Apply here.

Scale 189

Scale Cloud Engineering Scaling 189

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. But the Cloud 100 was always outliers. Databricks is Growing 60%+ at $2.4

Venture Capital 291

Venture Capital AWS Cloud Scaling 291

SaaStr

JULY 31, 2020

Yet, the Cloud is on fire during Work-and-Do-Everything-Possible-from-Home. Zoom is growing at rates we’ve never seen before in SaaS and Cloud. And Morgan Stanley has predicted Cloud penetration will be pulled forward 5+ years or more. And yet … the Cloud and the overall economy can’t be disconnected forever.

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AWS Azure Cloud SaaS 343

SaaStr

DECEMBER 3, 2020

jasonlk joins @Jason to talk: 2020's cloud software boom How @zoom_us & @ericsyuan conquered competitors The public CEO acquisition mindset. : [link] : [link] pic.twitter.com/JT7MPreIpT. — This Week in Startups (@TWiStartups) December 2, 2020. The Godfather of SaaS is BACK on today's Rising Stars of SaaS!

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Cloud Acquisition Startup SaaS 197

SaaStr

OCTOBER 7, 2019

We’ll be back at the San Jose Convention Center, March 10-12th, 2020. Hear how the company grew from its small beginnings to the cloud behemoth it is today. The post Four Powerful Leaders Speaking at SaaStr Annual 2020 appeared first on SaaStr. In case you haven’t snagged your ticket yet, CLICK HERE and get one now!

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Part-Time VPE CTO Leadership Cloud 185

SaaStr

MAY 20, 2020

Old Me, 2020 : It does feel that way. In 2020, that same business will be doing $300m ARR. Then: – Assume overall Cloud spend doubles in 5 years (maybe more) – Assume your Market Share grows 5x in 5 ys – Assume you figure out how to 3x your ACV. Old Me, 2020 : There will be other options. — Jason

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Sales Recruiting Cloud Retention Revenue 324

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 256

Scale Marketplace as a Service Cloud SaaS Payments 256

Tom Tunguz

DECEMBER 12, 2021

Cloud companies' fast growth multiplied by an appreciation in multiples has pushed valuations higher since 2014. Till 2020, the growth rates of the private market valuations and the public valuation multiples paralleled each other at the highest level. Correction Year. These corrections reduced valuations by between 30% and 60%.

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SaaS Cloud Enterprise Software 361

SaaStr

DECEMBER 8, 2021

So if you haven’t noticed, public SaaS stocks have taken a big tumble recently as the market has gotten nervous about expensive SaaS and Cloud stocks. Cloud companies that saw slowing growth saw the biggest drop, but even leaders with top-tier growth and no deceleration in growth have still taken a hit. Is it Cloud saturation?

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Trends Merchant Services SaaS Cloud 300

SaaStr

SEPTEMBER 21, 2020

Our next big Digitial Event will launch next week, SaaStr Scale 2020 on Dec 8-9. But if you want to partner with us and sponsor Scale, and connect with 20,000+ Cloud founders, CEOs, and execs … get ahead of the line. We’re limited to about 10 core sponsors in the current format.

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Scale Scaling Cloud 345

Clouded Judgement

DECEMBER 29, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now 2023 Top Performers In 2023, there were 14 cloud software companies that were up 100%+ this year (in the index I track of ~80 total)! Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

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Cloud Software Review Subscription Payment Features 198