SaaStr

JANUARY 23, 2023

With the BVP Cloud Index down 40%+ from a year ago , and many of the top Cloud leaders trading for as low as 5x ARR, it’s just hard to justify a later stage $300m-$400m valuation round these days, let alone a true unicorn round. Even If It’s Awful for Series A-E Rounds. Not even close. appeared first on SaaStr.

AWS 322

AWS Venture Capital Finance Cloud 322

Tom Tunguz

JULY 26, 2022

Google Cloud Platform. That suggests the cloud market is quite strong. AWS is the largest infrastructure provider by revenue, so its trajectory will shed more light on the patterns of software buyers. Microsoft Azure. Amazon Web Services. Good news & bad news. I bet it’s some combination of the three.

GCP(Google Cloud Platform) 192

GCP(Google Cloud Platform) Cloud Azure AWS 192

Clouded Judgement

JANUARY 6, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Cloud Downgrades This week UBS came out with a couple research reports citing concerns in AWS / Azure growth. If we rewind back the clock to the start of 2022 the big debate was rates. This brings me back to AWS / Azure downgrades.

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

Clouded Judgement

OCTOBER 28, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. Overall, it wasn’t pretty… AWS grew 28% when expectations were 30-31%. Follow along to stay up to date!

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

SaaStr

DECEMBER 27, 2023

So is it possible to be too efficient in SaaS and Cloud? Many have used Digital Ocean at the cheaper, simpler version of AWS-Azure-Digital Ocean to get going fast and quickly. ARPU was up +28% from 2022 over 2021, and another 6% the past 12 months on top of that. And if so, maybe that’s Digital Ocean.

Scale 248

Scale AWS Azure Cloud 248

SaaStr

NOVEMBER 3, 2022

My summary of Venture Markets in Nov 2022: Series B and later even worse than looks in data: 85%+ of investing here has simply ceased. — Jason Be Kind Lemkin (@jasonlk) November 2, 2022. Cloud stocks are down 50%, and multiples are down 75%, from their peaks. Seed and Early Series A: Deals take longer but off about 40%.

AWS 329

AWS Venture Capital Azure Cloud 329

SaaStr

NOVEMBER 15, 2023

jasonlk) November 13, 2023 Not every area of SaaS and Cloud is seeing big “macro” impacts. Consistently Strong NRR — And Higher Than 2022 Crowdstrike has targeted a 120% NRR benchmark and it’s interesting to see how it’s fluctuated blow over the past 5+ years. 5 Interesting Learnings: #1.

Cybersecurity 274

Cybersecurity AWS Benchmarks Cloud 274

Clouded Judgement

AUGUST 11, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. The weakness they called out was from larger cloud-native businesses. From a new logo bookings perspective, we had our largest Q2 and second largest quarter ever, only behind the seasonally larger Q4 2022.”

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

SaaStr

AUGUST 4, 2022

— Jason 2022 SaaStr Annual Sep 13-15 Lemkin (@jasonlk) August 3, 2022. And inflation is awful. Take a look at our deep dive with CEO Henry Shuck from 2022 SaaStr Europa here: #2. — Jason 2022 SaaStr Annual Sep 13-15 Lemkin (@jasonlk) August 3, 2022. But sure, call it a downturn [link].

Venture Capital 304

Venture Capital AWS Cloud Scale 304

SaaStr

MAY 6, 2022

Many SaaS and Cloud leaders are down more than 50% from their all-time highs. But Covid did create a lot of artificial demand for Cloud products, especially the lockdown phase. — Byron Deeter (@bdeeter) May 5, 2022. Update on cloud software multiples, charted alongside the 10Y and 5 year pre-covid NTM rev multiple average.

SaaS 343

SaaS Azure Cloud AWS 343

SaaStr

MAY 21, 2022

jasonlk) May 20, 2022. The markets for SaaS and Cloud stocks are down 50%+ in just a few months, and it hasn’t spared even the leaders. But they kept on going, and gong, and growing. years later, in a market down 50% …. They’re worth $2.7 Billion #golong pic.twitter.com/nA8jSXgehx. — Jason BeKind Lemkin #????????????

AWS 237

AWS SaaS Cloud Scale 237

SaaStr

DECEMBER 26, 2022

G2 track data supports expected spending increase in 2022 with average quarterly SaaS spending up 15% YoY.”. Last year, over half the companies surveyed reported intent to increase software spending in 2022. Tackle.io’s 2021 state of cloud marketplaces report highlighted a similarly dramatic shift.

Software Review 215

Software Review Software Azure Cloud 215

SaaStr

OCTOBER 13, 2022

We’ll see 2,500+ of the best SaaS founders, execs, and VCs June 6-7 at 2022 SaaStr Europa ! Our mission is to build powerful and secure cloud software for subscription businesses of all sizes, with a strong emphasis on good design and ease of use. Grab tickets here. .

GCP(Google Cloud Platform) 210

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 210

SaaStr

APRIL 27, 2021

Just how fast is SaaS and Cloud growing? Cloud software spending grew a stunning 23% in 2021, from $270 billion to $330 billion. No matter what, the wave of enterprise spending that fueled 100 SaaS and Cloud unicorns is just getting bigger and strong. One thing we know — Fast. But that’s just the start.

GCP(Google Cloud Platform) 168

GCP(Google Cloud Platform) Azure AWS SaaS 168

Chart Mogul

NOVEMBER 30, 2023

Ahead of big releases planned at the time ( destinations in 2022 and CRM in 2023) we needed a holistic view of our product usage, enriched with subscription and enrichment data from the various platforms we use. Nowadays, these are packaged and deployed in docker images, and executed via AWS lambda or EKS pods each day.

Engineering 52

Engineering K8S orchestration (Kubernetes) Data AWS 52

Buffer Resources

AUGUST 16, 2023

In 2022, our ASP was $20, and our Operating Costs hit $19,757,852. This means our software is hosted on the cloud and used over an internet connection via a web browser or mobile app. Our hosting costs include service providers like AWS, Cloudflare, MongoDb, Twitter, etc.

Merchant Services 73

Merchant Services Payment Services Payment Features Payments 73

Chart Mogul

JUNE 23, 2022

After a brilliant run up to 2022, SaaS valuations got hammered in the public markets lately. After a brilliant run up to 2022, SaaS valuations got hammered in the public markets lately. — Josh Kopelman (@joshk) May 18, 2022. — Travis.web1 (@coloradotravis) May 22, 2022. Source: [link]. Just sayin.

SaaS 52

SaaS DevOps as a Service Marketplace as a Service Forecasting 52

ProfitWell

SEPTEMBER 10, 2020

billion by 2022. Gartner is estimating that the cloud services industry as a whole will outpace the growth of overall IT services by a factor of three, with SaaS making up $143.7 28% of IT spending will shift to the cloud by 2022. Here are some of the biggest trends in the industry right now: Cloud-based Services.

SaaS Payments 66

SaaS Payments Trends Merchant Services Payments 66

Intercom, Inc.

JANUARY 12, 2022

. “[Our research] opened up new markets for this product without them having to go through the other kinds of experimentation they were originally planning” After doing a bunch of analysis and digging into it, they realized the videos were too slow in certain countries because of where their data centers or AWS environments were located.

Data 151

Data Airlines AWS Underperforming Technical Team 151

Frontegg

OCTOBER 14, 2020

The company is set out to accelerate innovation in the global SaaS market, projected to reach over $116 billion in 2020 ¹, with over 80 percent of companies planning to offer SaaS by 2022 ². Before AWS, engineering teams had to scale their own infrastructure. Frontegg is backed by Pitango, i3 Equity, and Global Founders Capital.

DevOps as a Service 52

DevOps as a Service K8S orchestration (Kubernetes) Innovation New CTO 52

SaaStr

JULY 19, 2022

We wanted to give a special shout-out to some of our newest sponsors for SaaStr Annual 2022. Drift® , the Conversation Cloud company, helps businesses connect with people at the right time, in the right place with the right conversation. Join these incredible companies to experience all the value of SaaStr!

GCP(Google Cloud Platform) 237

GCP(Google Cloud Platform) Artificial Intelligence Enterprise readiness Azure 237

Panintelligence

FEBRUARY 7, 2024

And losses from Authorized Push Payment (APP) fraud totalled nearly £500 million in 2022. You must constantly be innovating, and companies will be spending more and more on this for an awful long time." This figure, having risen by 15% over three years, shows how cybercrime is really putting the squeeze on businesses financially.

Payments 52

Payments Data Payment Services Payment Solutions 52

BetterCloud

NOVEMBER 28, 2018

Cloud and SaaS sprawl. The rise of the cloud and SaaS has given companies access to an unprecedented volume of IT resources never before possible. Enterprise companies use over 1,000 cloud applications on average and that number is growing. Right now, SaaS is creating dozens of challenges (and opportunities) for IT.

Cybersecurity 40

Cybersecurity SaaS Systems Review Cloud 40

Clouded Judgement

SEPTEMBER 19, 2023

Before diving into more specifics about what Tabular does, I’d like to start with a brief overview of how cloud-native data architectures have evolved over the last decade. Typical data lake storage solutions include AWS S3, Azure Data Lake Storage (ADLS), Google Cloud Storage (GCS) or Hadoop Distributed File System (HDFS).

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

SaaStr

AUGUST 22, 2020

We’re using digital workflows and storing data in the cloud, but the rest of the world, this was an overnight just shift in how people worked and how they communicated. At the exact same time, that company hadn’t moved basic applications to the cloud. So, whether it’s cloud storage or cloud video or messaging.

Sales Recruiting 152

Sales Recruiting Cloud CTO Hire Scale 152

Chart Mogul

DECEMBER 22, 2021

Cloud destinations (coming soon) — we are in process of adding the ability to export your MRR movements data from ChartMogul onto the cloud. We will support exports to Amazon S3, Microsoft Azure Blob, and Google cloud storage. This year, we also migrated ChartMogul to AWS cloud.

Software Review 52

Software Review Systems Review Payment Features PayPal 52

Sales Hacker

SEPTEMBER 14, 2021

Aircall is a cloud-based voice platform that integrates seamlessly with popular productivity and help desk tools from call monitoring to integrations with your CRM and real-time analytics. We’re a Cloud 100 company growing super fast and doing it really year over year by building a great product. Is it engineering?

Sales Recruiting 79

Sales Recruiting Sales Hiring Marketing Underperforming Technical Team 79

SaaStr

AUGUST 26, 2022

As SaaStr Europa 2022 drew to a close, attendees took one more opportunity to ask Jason questions about topics like how to navigate the current market, the future of work, playing in a crowded space, and hiring your first VP of Sales. I’m going to get the numbers wrong, I think Amazon has 10,000 open positions out in AWS.

Sales Hiring 223

Sales Hiring Scale Sales Recruiting Scaling 223

OpenView Labs

JANUARY 24, 2022

So, it’s no wonder that it has been a massive year in the Cloud Marketplace business. We thought it would be great to take a look back at our State of the Cloud Marketplaces Report and share some of the key findings for those who may be planning to launch their Cloud Marketplace business in 2022. .

Marketplace as a Service 77

Marketplace as a Service Cloud Trends Software 77