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Clouded Judgement 10.11.24 - Budget Flush

Clouded Judgement

As a result, software vendors often see an uptick in revenue and bookings during these periods. We all know 2020 and 2021 was the year of excessive software buying fueled by ZIRP. Revenue multiples are a shorthand valuation framework. This concept is nothing new and has been going on for a while. Cloudflare is up 17%.

Cloud 167
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The Latest SaaStr on 20VC: The State of SaaS 2025: IPOs, AI, and the Coming Shakeout

SaaStr

So we were back on 20VC this week in our Latest in Tech deep dive with Harry Stebbings and Rory O’Driscoll of Scale: “The State of SaaS 2025: IPOs, AI, and the Coming Shakeout” The IPO Window Is Cracking Open (Finally) Chime’s $1.67B revenue IPO is the canary in the coal mine. A fund returner is simply not enough.

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GTM 146: The Future of Search, AI, and Digital Presence with Mike Walrath, CEO of Yext

Sales Hacker

They work with startups and scaling businesses to help take HR off your plate, so you can stay focused on building product, growing revenue, and hiring great people – the go-to-market engine. My biggest advice to revenue leaders is use data to figure this stuff out. Mike Walrath: Yeah, specifically revenue leaders.

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

SaaStr

So many startups these days are claiming they have “ARR” from revenue that … doesn’t recur. Doesn’t ARR stand for Annual Recurring Revenue? ARR now really means revenue with 100%+ Net Revenue Retention. 50% revenue from software (recurring), 50% from payments (not-recurring). .

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Gas Gas Revolution

Tom Tunguz

In 2021, Amazon announced they had reduced prices on Amazon Web Services 107 times since launch. This drop in prices has grown AWS into a $90b revenue business in 17 years. In 2021, at the peak, the average quarterly gas fee on Ethereum reached about $37. The cost to save data to a blockchain is called gas. for Arbitrum.

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The Top 10 SaaStr Posts of 2020

SaaStr

3. “Atlassian and AWS Say: Maybe Worry a Little Bit. Atlassian and AWS, two of the greats, may hold a clue: Atlassian and AWS Say: “Maybe Worry a Little Bit” 4. “A Framework For Your First SaaS Sales Comp Plan” A SaaStr Classic, still going strong in 2020. Even If It Isn’t Revenue.”

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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. Exceeding expectations again, and importantly, also raising guidance in revenues for the full year. #3. Not a crazy 2021 multiple. I’m not saying things aren’t very, very different than 2021. If 2021 was the Best of Times for SaaS, right now is still pretty close.