SaaStr
NOVEMBER 18, 2023
And realistically, most won’t have the metrics to pull off another round. Folks that raised in the Go-Go Times of 2021 in many cases have been able to stretch their cash through 2023. Shopify , Datadog, Crowdstrike , Google Cloud-Azure-AWS, Snowflake , etc. And 38% have 12 or less months of runway left.
SaaStr
NOVEMBER 4, 2021
The SaaS “Rule of 40” has gained popularity due to its simplicity, requiring only two common financial metrics to be added together. As our 2021 KBCM analysis showed, capital-efficient SaaS platforms stand out most in the “Rule of 40” framework. Ultimately, the “Rule of 40” is ONLY a metric.
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Clouded Judgement
JULY 28, 2023
AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. This week we had two of the hypserscalers report (Microsoft / Azure and Google / GCP), and everyone was eager to see their results. What happened in 2021 is that phase 2 (expansion of usage) was turbo charged.
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. Turning to our customer metrics in the fourth quarter. Yesterday, Cloudflare announced earnings. From a geographic perspective, the U.S.
Clouded Judgement
MAY 26, 2023
Azure / Confluent / Datadog reported a few weeks back (they all had March quarter ends), and their commentary suggested the worst was behind us. In 2020 and 2021, it was growth at all costs and the mentality was let it rip. This means we got commentary for the first time on May trends. Even a DCF is riddled with long term assumptions.
Clouded Judgement
JUNE 20, 2023
Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., This metric is more self-explanatory, so I won’t go into detail.
Chart Mogul
DECEMBER 20, 2022
If you thought 2021 was a busy year for product development at ChartMogul, we shifted into hyperdrive for 2022. With our new destinations, you can send your clean and tidy revenue data to be combined with other data points in: Amazon S3, Google Cloud, Microsoft Azure , Snowflake, Amazon Redshift, or Google BigQuery. Try it out. .
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