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SaaS Rule of 40 Drivers Using KeyBanc’s 2021 SaaS Survey

SaaStr

” Fortunately, the always excellent KeyBanc Capital Markets (KBCM) 2021 SaaS Survey – which covers over 350 private SaaS companies across various stages and categories – provides a very rich data set to work from. You can’t pay your Azure bill or office lease in “Rule of 40” points.

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We End the Year at All-Time Lows for SaaS Growth. A Buying Signal — Or The End of an Era?

SaaStr

And broader Cloud players had great years too, from MongoDB to Cloudflare to Azure, if not quite as crazy as at the peak of 2021. But the trend of slowing growth in 2023 wasn’t just a thing — it was an All Time Low. Still, the trend line does make you worry a smidge. We’ve always bounced off the lows.

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What to Know About the Software Buying Landscape in 2023: What’s Changed, What’s the Same, and What Your Buyers Want with G2 CMO Amanda Malko (Video)

SaaStr

In this session, she shares insights and trends from research conducted this year that can help software buyers and sellers make smarter decisions about software and the market. . Another exciting trend is that more products are being bought than ever before. Next year is forecasted to be even more bullish. The need for ease .

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Clouded Judgement 10.11.24 - Budget Flush

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. We all know 2020 and 2021 was the year of excessive software buying fueled by ZIRP. Follow along to stay up to date! Subscribe now Budget Flush Coming? First - what is a budget flush? So why was it stronger than normal last year? Datadog is up 14%.

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A Flare Across the Clouds : Cloudflare's Earnings Report

Tom Tunguz

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 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.

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The State of Cloud Marketplaces: A Look into the Data, Trends, and Findings for Software Sellers

OpenView Labs

It’s clear that buyers are racing to the Cloud Marketplace, like those offered by AWS, Azure, GCP, and IBM / Red Hat, and sellers are eager to tap into the Cloud budget to help their buyers get started fast or scale contracts fueled by cloud budget growth. Use the Cloud Marketplaces to accelerate both enterprise and usage-based products .

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Clouded Judgement 8.2.24 - Uncertainty Everywhere

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Cloud Giants Report Q2 We also got the Q2 quarters from AWS / Azure / GCP this week! Follow along to stay up to date! Subscribe now Uncertainty Everywhere The 10Y has been falling recently, and dipped below 4% for the first time since early Feb.

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