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A Flare Across the Clouds : Cloudflare's Earnings Report

Tom Tunguz

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. Yesterday, Cloudflare announced earnings. I’m adding Cloudflare to the list of tracked companies for this series.

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ChartMogul 2021: Year in Review

Chart Mogul

What’s new in ChartMogul in 2021? We will support exports to Amazon S3, Microsoft Azure Blob, and Google cloud storage. Overall, in 2021, we logged and resolved 10,007 tickets with an average first response time of 20 minutes. To add to that, our uptime for 2021 (for both the App and the API) was an impressive 99.95%.

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The Bar Has Gone Up: The New Era of HyperFunctional SaaS with Jason Lemkin

SaaStr

To set the stage, if you talk to any VC out there today, they will tell you that half of their investments which were growing at epic rates in 2021 are barely growing today. Google Cloud , Azure, and GitLab, all tied directly or indirectly to AI, are seeing massive acceleration. But you have to grow revenue faster than headcount.