SaaStr

SEPTEMBER 20, 2023

Discover Bessemer Venture Partners’s annual State of the Cloud report, going through trends, benchmarks, and metrics that underpin the Cloud economy. The past twelve months have been relatively turbulent for Cloud founders. What does this mean for Cloud companies? What does this mean for Cloud companies?

Cloud 235

Cloud Payments Software Review Payment Solutions 235

SaaStr

SEPTEMBER 30, 2022

Let’s all be clear, 2021 was insane: * SPACs worth billions with no revenue * Multiples magically tripled * Fintechs with 10% GMs worth same as 80% GMs * #5 in market got same premium as #1 * Growth stage seen as free money * Seed VCs bought in $3B-10B rounds vs sell. Discipline was lost in burn rates in 2021 and early 2022.

Venture Capital 252

Venture Capital Innovation Acquisition Cloud 252

SaaStr

NOVEMBER 28, 2023

Overall, the BVP Nasdaq Emerging Cloud Index is up 22.97% this year. I went further and put together a quick list of 25+ SaaS and Cloud leaders to see how their share prices are doing. And importantly, many are still way off their 2021 highs. The big stock price swings in 2023 in many cases are still under their 2021 peak.

Cloud 234

Cloud Scale SaaS Pricing 234

SaaStr

MARCH 19, 2021

The Cloud is expanding and moving forward at a phenomenal rate, so we invited the team at Bessemer Venture Partners back to SaaStr to unveil their latest findings in the 2021 State of the Cloud. Is Cloud growth sustainable for the long term? Is Cloud growth sustainable for the long term? Hello Unicorns .

Cloud 190

Cloud Scale Payment Methods Payment Solutions 190

Clouded Judgement

SEPTEMBER 29, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Pretty crazy to think about - growth adjusted multiples are near pre-covid all time highs (excluding 2020-2021 period) even though rates are as high as they’ve been since 2007 (and double what they were on average from 2010-2020).

Cloud 183

Cloud Government Banking Software Review 183

SaaStr

MAY 28, 2022

Gartner, spending on SaaS: 2020: $120B 2021: $152B 2022: $177B 2023: $208B. They predict public Cloud spending to rise 20% next year to $500 Billion. And that’s the key driver of overall Cloud spend. But overall — things are still growing like crazy in SaaS and Cloud. — Jason BeKind Lemkin #????????????

Cloud 333

Cloud B2C SaaS Enterprise 333

SaaStr

DECEMBER 29, 2021

The Wall Street Journal had a great summary of IPOs in 2021 and before. Much as Unicorn creation more than doubled in 2021, so did IPOs: There’s a lot you can read into this: * First, it’s good IPOs grew as quickly as Unicorns were minted , more or less. So it’s good to see this growth in IPOs in 2021.

Cloud 260

Cloud Engineering Pricing SaaS 260

Clouded Judgement

DECEMBER 30, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. If you want to look back at the final post from 2021 to compare where we are today, the link is here Dispersion When I think about the upcoming year, the word that keeps coming to mind is dispersion. Follow along to stay up to date!

Cloud 130

Cloud Subscription Payment Features Pricing 130

SaaStr

AUGUST 29, 2021

It’s time to Meet Your Mentors for SaaStr Annual 2021! As the world’s largest community of SaaS executives, founders, and entrepreneurs, we are committed to bringing together today’s leading Cloud experts. We have hundreds of investors joining us for SaaStr Annual 2021, not to mention hundreds of post-revenue startups.

Stax 277

Stax Cloud Startup Metrics 277

SaaStr

AUGUST 26, 2021

JOIN THE WORLD’S #1 CLOUD GATHERING!! Here are 3 reasons you won’t want to miss this year’s Annual: #1 – SaaStr Annual is the largest community gathering for Cloud and SaaS professionals in the world! 3 – Where the Cloud Meets, Beneath the Clouds! Need a bit more convincing? Unsubscribe.

Cloud 254

Cloud Pricing SaaS Development 254

SaaStr

MARCH 16, 2021

We’ve used various bits of the BVP Nasdaq Index and metrics since they launched a few years ago to highlight trends in SaaS and Cloud. This week even after a pullback, public SaaS and Cloud companies are up an eve 1000% (!) SaaS and Cloud are up +1000% since 2013. since 2013. But does it even matter?

Cloud 304

Cloud SaaS Trends Metrics 304

Clouded Judgement

FEBRUARY 16, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Yes, I wouldn't say it's all back to where 2021 was, but there are some green shoots, right? Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! ” “So where are we now?

Cloud 161

Cloud AWS Metrics Subscription 161

SaaStr

DECEMBER 23, 2021

With four digital events plus SaaStr Annual, we have 100+ videos just from 2021 for you! State of the Cloud 2021 with Bessemer Venture Partners. The post Top 10 SaaStr Videos of 2021: Gorgias, Shopify, PagerDuty, and More! Here are the Top 10. appeared first on SaaStr.

Cloud 268

Cloud Scaling Customer Success Enterprise 268

SaaStr

SEPTEMBER 20, 2021

We’re just 7 days away from the Biggest Cloud Event of 2021! The post 7 Days to SaaStr Annual 2021!! It’s the 7th Annual SaaStr Annual!! And after 2 years of being digital-only, we’re back IRL in San Mateo / SF Bay Area! 5,000+ founders, VCs and SaaStr execs — together again! 200+ Speakers.

Cloud 204

Cloud SaaS 204

SaaStr

APRIL 21, 2021

We’re gearing up now for the 2021 edition of SaaStr Enterprise May 26-27!! 2021 will be just as awesome! CEO Salesforce Service Cloud. The post Join CEOs & CTOs of Qualtrics, Thoughtspot, Salesforce Service Cloud, Elastic, Auth0, Zendesk at FREE SaaStr Enterprise 2021! CEO Elastic. CEO Elastic.

Cloud 131

Cloud Enterprise CTO Scaling 131

SaaStr

AUGUST 2, 2021

2021 Annual. We’re less than 60 days out to 2021 SaaStrAnnual.com ! We’ll bring together the top Cloud executives, VCs and more together Sep 27-29 in Silicon Valley. And we want all of the best in Cloud and SaaS to be at Annual. The post 2 Ways to Come to 2021 SaaStr Annual — For Free!

Cloud 222

Cloud Scaling Revenue SaaS 222

Clouded Judgement

JANUARY 19, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. ” If we look historically at the period from 2015-2020 (ignoring 2021 IPOs) the rough medians were ~$200m ARR (minimum was $100m ARR), 50% YoY growth, and >120% net retention. Subscribe now Share Clouded Judgement Leave a comment

Cloud 177

Cloud Scale Compensation Metrics 177

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. AI companies] have a real use case for the cloud which is somewhat different than what we see from some other companies.

Cloud 243

Cloud Azure Headcount Software Review 243

SaaStr

AUGUST 22, 2021

Recently Bessemer Venture Partners did another great deep give on Cloud metrics at the Cloud 100. They’ll update their classic “State of the Cloud” on Sep 27-29 at SaaStr Annual 2021 in the SF Bay Area so come join us there for the latest! But only the best SaaS and Cloud get these multiples.

Cloud 307

Cloud Scale SaaS Acquisition 307

SaaStr

SEPTEMBER 23, 2022

In this informative SaaStr Annual session, Bessemer Partners Sameer Dholakia, Mary D’Onofrio, and Elliott Robinson present the State of Cloud report, a look at the latest in SaaS trends, predictions, and cloud economics. Cloud Stocks Impacted by Macro Environment. Reminder: Cloud Fundamentals Are Still Strong.

Cloud 226

Cloud Trends Benchmarks Business Model 226

Clouded Judgement

APRIL 5, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Subscribe now Hype Rounds vs Fundamental Rounds The show Silicon Valley is one of my favorites - just so many nuggets of humor in that show.

Cloud 161

Cloud Scale Pricing Revenue 161

SaaStr

SEPTEMBER 21, 2021

A Cloud Gutu. The post Who’s Coming to 2021 SaaStr Annual NEXT WEEK!! In addition to our 200 speakers and mentors, who else is coming? A partial list. CEOs, founders and senior execs from the following will be there!! 9Yards Capital. Acadian Software. Activant Capital. Active Capital. Active Prospect. Axioms Technology Inc.

AWS 236

AWS Innovation Cloud Technology 236

Clouded Judgement

MAY 26, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. In 2020 and 2021, it was growth at all costs and the mentality was let it rip. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! This means we got commentary for the first time on May trends.

Cloud 141

Cloud Azure Trends Retention 141

Clouded Judgement

SEPTEMBER 30, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. So the first dot on the red line implies that in Q3 ‘20 budget growth expectation for the full year 2021 was ~1.5%. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 130

Cloud Subscription Payment Features Trends 130

Clouded Judgement

APRIL 6, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. That’s a big difference, especially when you layer in the growth in headcount from 2021 to 2022. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 130

Cloud Headcount Subscription Payment Features 130

SaaStr

MARCH 21, 2021

. “3 Reasons You Need Support Ops to Scale and How to Really Build It with Stripe and Assembled” Assembled brought this session together for SaaStr Build 2021 with the Head of Support Ops at Stripe. “The State of the Cloud: 2021 with Bessemer Venture Partners” Missed the 5th annual edition of State of the Cloud?

Cloud 255

Cloud Scale Customer Success Scaling 255

SaaStr

SEPTEMBER 14, 2020

In case u missed @SaaStrAnnual State of the Cloud w @bdeeter @TheValuesVC. ??Future Cloud proliferating globally ??B2B This will usher in unlimited potential for new innovation and growth in SaaS and Cloud. # 2 Cloud is Eating Software. Now, across all industries, 94% of companies today use at least one cloud solution.

Technical Review 291

Technical Review Cloud Software Review Technology 291

SaaStr

MAY 3, 2021

2021 SaaStr Annual is a GO in the SF Bay Area Sep 27-29!! We’ll have 350+ VCs and tons of leading Cloud speakers and mentors. 2021 SaaStr Annual is a GO in the SF Bay Area Sep 27-29!! We’re Back!! We’re back! This year’s SaaStr Annual will be different than before, but even better! 100% vaccinated. 100% awesome. Together again.

Cloud 285

Cloud Business 285

SaaStr

APRIL 24, 2021

But like “Cloud” and “SaaS”, its definitely has evolved. In 2021+, Yes. So many startups these days are claiming they have “ARR” from revenue that … doesn’t recur. Doesn’t ARR stand for Annual Recurring Revenue? Well of course it does. Call it ARR. Close enough, in any event.

Merchant Services 357

Merchant Services SaaS Payments Payment Solutions Payment Services 357

SaaStr

MAY 17, 2021

SaaStr Enterprise is a flagship SaaStr digital event on May 26 + 27 where the top executives and leaders driving innovation in the Cloud share their playbooks on scaling your business to market and sell to the enterprise. 500 CXOs exploring emerging trends and cloud innovation. 1000 CEOs ($20m+ ARR) CEOs and investors. APPLY HERE.

Enterprise 193

Enterprise CTO Innovation Cloud 193

SaaStr

APRIL 17, 2024

So it’s been a long IPO drought since HashiCorp was the last IPO of the Boom Times in December 2021. They’re still transitioning from onprem / appliciance model to cloud, which makes some of the metrics a touch confusing. Still, it’s losing far less than in the Go Go Times of 2021. 68% of Revenue in U.S.,

Scale 219

Scale Pricing Scaling Cloud 219

SaaStr

MARCH 1, 2021

CEO Monday CEO Twilio CEO Notion CEO Loom CEO Webflow CPO Auth0 CMO Snowflake CEO Harness VPP Atlassian VPP Asana CPO Pendo CEO Skilljar CMO DuoSecurity CMO SwagUp CTO RevenueCat CEO Centercode BVP State of Cloud. — Jason BeKind Lemkin (@jasonlk) February 24, 2021. The post Networking is OPEN for SaaStr Build 2021 Mar 9-10!

CTO 171

CTO Cloud SaaS 171

SaaStr

FEBRUARY 23, 2024

So in the era of 2021, the time of 1,000 unicorns, it seemed like everyone and anyone someday, just might be a decacorn someday. Sometimes, growth slowed a bit from the crazy pace of 2021. So, a subset of SaaS and Cloud leaders have gone on a public market run lately. But SaaS and Cloud keep growing. Not everyone.

SaaS 197

SaaS Cloud Scale Engineering 197

Clouded Judgement

MARCH 17, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! What Happened at SVB? I want to start by saying I’m no banking expert.

Cloud 130

Cloud Banking Investment Startup 130

Clouded Judgement

JULY 28, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Cycle of Cloud Optimizations Q2 earning season has officially kicked off! Google Cloud doesn’t report constant currency, and their growth stayed steady at 28% last quarter and this quarter. Follow along to stay up to date!

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

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. And Gartner still predicts overall Cloud spend will grow to record rates in 2024. But at some point, perhaps, Cloud spend will be so saturated, it just has to slow.

Azure 290

Azure Cloud SaaS Trends 290

Clouded Judgement

NOVEMBER 4, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. The prevailing narrative today is “higher for longer” and that’s what moved the market down on Thursday Macro Impacts on Software Performance So far we’ve had ~30 cloud software companies report Q3. This was expected.

Cloud 130

Cloud Pricing Revenue Subscription 130