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. Revenue multiples are a shorthand valuation framework. Overall Stats: Overall Median: 5.5x

Cloud 141

Cloud Azure Trends Retention 141

Clouded Judgement

JUNE 20, 2023

On the Microsoft earnings call they said (related to Azure): “But at some point, workloads just can't be optimized much further. Beating consensus revenue estimates is the first aspect of a successful quarter. The formula to calculate this is: (Q1 ’23 revenue) / (Q1 ’22 revenue) - 1.

Cloud 161

Cloud Software Benchmarks Scale 161

Chart Mogul

DECEMBER 20, 2022

If you thought 2021 was a busy year for product development at ChartMogul, we shifted into hyperdrive for 2022. Product analytics, customer data or user feedback from your CRM, as well as revenue analytics, all play an essential role in understanding and growing your business. See future changes to your recurring revenue with CMRR.

Systems Review 52

Systems Review Payment Solutions Payments Azure 52

Tom Tunguz

APRIL 25, 2024

If it wasn’t clear before, AI is the single biggest revenue driver in cloud. Microsoft’s Azure is winning share directly from Amazon. “The number of $100 million-plus Azure deals increased over 80% year-over-year, while the number of $10 million-plus deals more than doubled. of revenue in a year.

Azure 199

Azure AI Search Marketing AI 199

SaaStr

NOVEMBER 18, 2021

But they came back in 2021 strong. Only 12% service revenue, despite being so enterprise. Partners are key — Baker Hughes (a customer and partner) makes up a massive 30% of revenue, and claim Microsoft Azure has contributed $200m in total bookings. Never quit! #5. And a few bonus notes: #6.

AI 43

AI Azure Cloud Enterprise 43

All that Saas

SEPTEMBER 5, 2021

Showell Review (2021) – Sales Enablement Software. You can even connect the APP with Microsoft Azure AD or other identity provider services. This integration helps diversify the company’s business model, and increase the revenue. Microsoft Azure – Cloud App Management. Professional. 18 per user/mo. $40

Software Review 52

Software Review Systems Review Pricing Sales Enablement 52

All that Saas

JULY 8, 2021

That is why you need to step up your email marketing game in 2021. What are the Best Email Marketing Services in 2021? The software integrates well with over 65 tools like Microsoft Azure, Google Compute Engine, Google App Engine, and many others to deliver a seamless user experience. Twilio SendGrid. Key Features.

Software Review 52

Software Review Software Marketing Scale 52

Chart Mogul

DECEMBER 22, 2021

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. Overall, in 2021, we logged and resolved 10,007 tickets with an average first response time of 20 minutes.

Software Review 52

Software Review Systems Review Payment Features PayPal 52

SaaStr

AUGUST 12, 2022

If you didn’t catch it the other day … and you can read about it on SaaStr …Microsoft and Google Cloud both had extremely strong quarters, Microsoft Azure grew 40% last quarter , and a record number of nine-figure and billion-dollar deals. Have revenue, but early, so like 50K ARR after two months of charging for a product.

Scale 194

Scale SaaS Payments Scaling SaaS 194

OPEXEngine

FEBRUARY 15, 2022

Paired with gross margin (GM), cost of goods (COGs) tells investors in a single glance about the profitability of revenues, SaaS business model purity, and company efficiency. It includes the 2020 fiscal year COGs and gross margin data of Bessemer Cloud Index companies, with annual revenues ranging from $250M-$500M.

Benchmarks 52

Benchmarks Artificial Intelligence Systems Review Cloud 52

Sales Hacker

AUGUST 9, 2021

Just over halfway into 2021, 2020’s record has already been blown out of the water, with another $11 billion invested thus far. Just over halfway into 2021, nine additional cybersecurity companies joined this exclusive list with over $50 million in Series A or B funding rounds. Tip: Here’s the list of funding rounds for 2021 thus far.

Cybersecurity 101

Cybersecurity Sales Hiring Scale compliance 101

OpenView Labs

DECEMBER 15, 2020

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. Here’s what we learned. .

Marketplace as a Service 52

Marketplace as a Service Cloud Scale B2B 52

SaaStr

SEPTEMBER 13, 2020

If you look at the IAS vendors, they passed $130 billion revenue milestone this year. Azure has been gaining on them rapidly and is growing a double that rate. What that does is not only did it accelerate the top line revenue for Shopify, but it dramatically opened up their total addressable market on a revenue basis. .

Sales Hiring 156

Sales Hiring Scale Payments Cloud 156

SaaStr

AUGUST 26, 2022

Look at Snowflake and GitLab and ZoomInfo, growing almost 60% at a billion in revenue. For a long time, until this boom, until the 2019-2021 boom, crossover funds would be very careful. UiPath took 10 years to get to 1 million in revenue. UiPath took 10 years to get to 1 million in revenue. There’s no excuse.

Sales Hiring 204

Sales Hiring Scale Sales Recruiting Scaling 204

SaaStr

AUGUST 22, 2020

365: The Office of the Future, How Everything’s Changed and What 2021 Will be Like with Justin Bedecarre, CEO @ HelloOffice and Jen Nguyen, Founding Partner @ TEAMWERC. We have Slack saying, “Hey, we’re not going to consider going back into the office until 2021.” You’re just now seeing that play out.

Sales Recruiting 147

Sales Recruiting Cloud CTO Hire Scale 147

SmartKarrot

JANUARY 18, 2022

A report from Bain & Company predicted that “Indian SaaS companies will reach $30 billion in revenue by the year 2025”. The company offers a data analytics platform based on Amazon Web Services (AWS), Google Clouds, and Microsoft Azure. You might also like: What Are the Top SaaS Companies in 2021? – Capillary Technologies.

SaaS Payments 11

SaaS Payments Payment Solutions Payment Methods Payments 11

OpenView Labs

JANUARY 24, 2022

At Tackle, we have seen our sellers experience huge revenue growth, the product catalog is expanding rapidly for buyers, and budgets are growing at unprecedented rates. From our 2021 State of Cloud Marketplaces Report , here are three recommendations for software sellers in 2022. .

Marketplace as a Service 77

Marketplace as a Service Cloud Trends Software 77