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5 Interesting Learnings from Digital Ocean at $700,000,000 in ARR

SaaStr

Many have used Digital Ocean at the cheaper, simpler version of AWS-Azure-Digital Ocean to get going fast and quickly. But it’s raining cash, and earnings per share is growing 22% — faster than revenue. ARPU was up +28% from 2022 over 2021, and another 6% the past 12 months on top of that. Or at least.

Scale 220
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Clouded Judgement 7.28.23 - Optimization Cycles and Economy Update

Clouded Judgement

AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. ” Then at AWS Summit they called out “Your data is your differentiator when it comes to Generative AI.” AWS reports next week. ” Data is more important than ever!

Cloud 130
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SaaS Multiples Are At a 3+ Year Low. Where It Goes From Here.

SaaStr

Ultimately — revenue multiples. Revenue multiples are how much VCs, investors, and ultimately, an IPO and public markets will value each dollar of revenue. Revenue multiples don’t affect customers, or even revenue itself. That revenue multiples should rise from where they were in 2019.

SaaS 328
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Gartner: SaaS Spending Will Grow Another 40% in Next 2 Years Alone

SaaStr

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. — Gabriel Colominas (@GabrielCoBi) April 27, 2021. One thing we know — Fast.

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ChartMogul 2021: Year in Review

Chart Mogul

What’s new in ChartMogul in 2021? You can now directly add revenue charts within Pitch without leaving the platform. We will support exports to Amazon S3, Microsoft Azure Blob, and Google cloud storage. This year, we also migrated ChartMogul to AWS cloud. It has kind of evolved into a tradition. . So let’s dive in.

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25% of B2B SaaS Sales Are Headed to Cloud Marketplaces

OpenView Labs

Cloud marketplaces like AWS Marketplace, Azure Marketplace and Google Cloud Platform Marketplace are digital storefronts where companies can list their offerings for software buyers to find, purchase and provision software. . This data revealed a clear picture of where cloud marketplaces are heading in 2021. The reality?

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SaaStr Podcasts for the Week with Byron Deeter, Elliott Robinson, Henry Schuck, and Jason Lemkin

SaaStr

If you look at the IAS vendors, they passed $130 billion revenue milestone this year. We’ve all seen AWS and what they’ve done with their platform. Azure has been gaining on them rapidly and is growing a double that rate. I hired a great sales leader, revenue ops, and now he’s our chief revenue officer.