SaaStr
DECEMBER 28, 2023
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.
SaaStr
NOVEMBER 4, 2021
” 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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SaaStr
DECEMBER 26, 2022
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 .
Clouded Judgement
JULY 28, 2023
Every week I’ll provide updates on the latest trends in cloud software companies. 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.
Tom Tunguz
FEBRUARY 13, 2023
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.
OpenView Labs
JANUARY 24, 2022
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 .
Clouded Judgement
MAY 26, 2023
Every week I’ll provide updates on the latest trends in cloud software companies. Early Look at May Consumption Trends This week kicked of Q1 earnings reports for companies with April quarter ends. This means we got commentary for the first time on May trends. Follow along to stay up to date! What did we learn?
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