Remove 2021 Remove AWS Remove Retention
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Is it Really ARR? In 2021+, Yes. As Long As NRR is > 100%

SaaStr

ARR now really means revenue with 100%+ Net Revenue Retention. First, Snowflake rolls its large customers into fixed comittments (as does AWS and many others), and bills them in advance. In 2021+, Yes. Doesn’t ARR stand for Annual Recurring Revenue? Well of course it does. 220m in ARR, $13B market cap. Call it ARR.

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Who’s Accelerating in SaaS? DataDog. HubSpot. Zendesk. Everyone.

SaaStr

. – $234M rev (+67% YoY) vs $212M consensus (10% beat) – $247M next Q guidance vs $225M consensus (10% raise) – Last Q YoY growth was 51% – >130% net retention – 7 months GM adj. — Jamin Ball (@jaminball) August 5, 2021. AWS accelerated to 37% YoY growth , up from 32% last quarter.

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Alteryx, ZoomInfo Have Blow Out Quarters. Datadog grows 74% at $2B in ARR. Ping Identify Acquired for $2.8 Billion. Don’t Call it a Downturn.

SaaStr

And inflation is awful. Not a crazy 2021 multiple. Datadog quarter: – $406M rev (+74% YoY) vs $378M consensus (7% beat) – $412M next Q guidance vs $409M consensus (1% raise) – >130% net retention – 9 months GM adj. I’m not saying things aren’t very, very different than 2021.

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Clouded Judgement 10.11.24 - Budget Flush

Clouded Judgement

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).

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The Most Common SaaS Sales Potholes and How to Avoid Them with Mark Roberge (Podcast #498 and Video)

SaaStr

It’s 2021, but surprisingly, a significant number of SaaS companies still use outdated sales compensation plans. It can be tough to know the answer to that question, but the indicators should be focused more on the retention side over the acquisition side. . Email * The latest SaaStr updates straight to your inbox.

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6 Questions Founders Should Ask Themselves to Drive Value from Generative AI with Base10 Partners

SaaStr

The number of patents filed in 2021 in Artificial Intelligence was 30x the number published six years earlier. In the application layer for startups, many face challenges that boil down to retention. If you’re a startup building in this space, retention is a challenge, and you’ll need to be more strategic.

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5 Major Product Marketing Trends to Watch In 2021

OpenView Labs

The report’s authors already laid out how to get back to hyper-growth , and their article inspired me to share my predictions for 2021’s most important product marketing trends: 1. Here’s why: PLG is an end user-focused growth model that relies on the product itself as the primary driver of customer acquisition, retention, and expansion.