SaaStr

MAY 16, 2022

So follow AWS, Azure and Google Cloud. jasonlk) May 16, 2022. Let’s look a whole level up to the real canaries-in-the-coalmine: AWS, Azure and Google Cloud. And AWS grew 37% at a $74B run-rate , down a bit from 39% the prior quarter but still adding an insane amount of new revenue. jasonlk) April 13, 2022.

Cloud 290

Cloud Azure AWS Engineering 290

SaaStr

AUGUST 9, 2024

And as you can see above, valuations started to grow into 2019 … exploded in 2020 and 2021 and into 2022 , which sort of made sense, as overall growth rates exploded … but then valuations for the best of the best have stayed persistently high. So you can discount some of this as outliers, even the outliers of the outliers. Billion in ARR.

Venture Capital 294

Venture Capital AWS Cloud Scaling 294

Tom Tunguz

FEBRUARY 26, 2025

AWS, Twilio, Heroku, etc. Often, a straight UBP pricing model doesn’t scale into the enterprise. The platform fee establishes a stable relationship and the usage pricing enables the customer to scale up or down as a function of their traffic which might vary throughout the year. How about a 50 person SaaS company?

SaaS Payments 283

SaaS Payments Pricing Strategy Scale 283

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 323

Venture Capital AWS Cloud Scale 323

SaaStr

MAY 6, 2022

— Byron Deeter (@bdeeter) May 5, 2022. — Jamin Ball (@jaminball) May 5, 2022. Amazon AWS, Microsoft Azure and even Google Cloud are on fire, adding insane amounts of revenue this year. And generating real cash flow at scale. #2. jasonlk) May 6, 2022. #3. pic.twitter.com/JNnzizB82v. And then ….

SaaS 348

SaaS Azure Cloud AWS 348

SaaStr

DECEMBER 27, 2023

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. But at scale, even the slightly less long version of the tail is where the money is. It’s gotten crazy good.

Scale 288

Scale AWS Azure Cloud 288

SaaStr

JUNE 28, 2023

Still, always helpful to see how any leader does free to paid at scale. 2022 Growth Was Down from 2021, But Almost the Same as 2020. . #4. 2022 Growth Was Down from 2021, But Almost the Same as 2020. Growth was 35% in both 2022 and 2020. 53% of Revenue is Outside U.S. Still, 2023 has started more slowly. #5.

Scale 256

Scale AWS Scaling Revenue 256

SaaStr

NOVEMBER 15, 2023

Being Multi-Platform / Multi-Product Key at Scale A story we’ve seen many times. 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. The majority of their customers use 5 or more modules. #3.

Cybersecurity 290

Cybersecurity AWS Benchmarks Cloud 290

SaaStr

OCTOBER 13, 2022

We’ll see 2,500+ of the best SaaS founders, execs, and VCs June 6-7 at 2022 SaaStr Europa ! ChurnZero lets your CS team manage and expand accounts at scale with proactive, personalized engagement that helps every customer succeed. Grab tickets here. . Join these incredible companies to experience all the value of SaaStr!

GCP(Google Cloud Platform) 255

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 255

SaaStr

MAY 21, 2022

jasonlk) May 20, 2022. 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 #???????????? The markets for SaaS and Cloud stocks are down 50%+ in just a few months, and it hasn’t spared even the leaders.

AWS 285

AWS SaaS Cloud Scale 285

Clouded Judgement

OCTOBER 27, 2023

Subscribe now Cloud Giants Report Q3 ‘23 Not a great signal for software this week from the Cloud Giants (AWS, Azure and Google Cloud)…After Q2 (3 months ago), the tone from the Cloud Giants around optimizations was largely: optimizations have started to ease, and net new workloads have picked up. Staggering scale already.

Cost optimization & reporting 157

Cost optimization & reporting Cloud Azure AWS 157

SaaStr

APRIL 30, 2022

In the run up to SaaStr Europa 2022 in Barcelona on June 7-8 , we’re taking a look at some of the top all-time SaaStr Europa sessions. Join us at SaaStr Europa 2022. Customer success teams are basically about building at scale this self-serve engine. Which is basically scaled marketing and things like that. Transcript.

SaaS Payments 246

SaaS Payments Metrics Payment Methods Scale 246

OpenView Labs

JANUARY 24, 2022

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. . From our 2021 State of Cloud Marketplaces Report , here are three recommendations for software sellers in 2022. .

Marketplace as a Service 98

Marketplace as a Service Cloud Trends Software 98

SaaStr

JUNE 26, 2024

The message in 2022 was to keep going. You can see the growth on the platform side with Azure, Google, and AWS and how much it’s accelerating in AI. Or Scale AI securing $1B. You couldn’t raise at 27x ARR anymore because that era ended. Just build. To some extent, it’s not clear. Maybe endless price increases,” Jason says.

CTO Hire 143

CTO Hire AI Venture Capital Sales Hiring 143

Clouded Judgement

SEPTEMBER 19, 2023

If you want features in your lakehouse (on top of open source Iceberg) for ingestion, CDC, streaming (file loading, Kafka connect, etc), schema evolution, compaction, optimization, time travel, snapshots, auto-scaling, maintenance (no more writing spark jobs to delete snapshots!), A natural question is “why do we have two tiers?

Data 130

Data Government GCP(Google Cloud Platform) Scale 130

Sales Hacker

FEBRUARY 2, 2024

One thing we’ve learned in helping our founders and operators scale their businesses is that cash is one of their most precious resources. This is especially critical for startups and younger companies, who don’t have the resources of a large scaled marketing team. Sponsor shoutout: Flex. Cashflow is the lifeblood of a business.

Metrics 118

Metrics Revenue Scale Marketing 118

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. The aim was to ease data access across the company and allow data engineering functions to scale.

Engineering 52

Engineering K8S orchestration (Kubernetes) Data AWS 52

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.

DevOps as a Service 52

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

Scytale

FEBRUARY 18, 2024

Enhanced Accuracy According to Verizon’s 2022 Data Breaches report, human error contributes to 82% of data breaches. Drata is a top-ranking compliance automation platform, helping companies get started on their security compliance, scale GRC, and enhance their security and compliance program. What is Drata?

compliance 52

compliance Scale Systems Review Technical Review 52

Frontegg

MARCH 22, 2023

The user experience with passwords is never good and can be downright awful. There is also a large scale push by major tech companies and mobile app vendors to educate consumers on the benefits of paswordless (another shout out to FIDO here), which is often a precursor to enterprise demand.

Technical Review 52

Technical Review Software Review Systems Review Merchant Services 52

SaaStr

JUNE 1, 2025

The Infrastructure Math Is Unprecedented The Capital Intensity Is Off The Charts: Big Six tech CapEx: $212B annually (63% YoY growth) Microsoft AI business: $13B run-rate (175% YoY growth) NVIDIA data center revenue: $39B quarterly (78% YoY growth) Amazon AWS CapEx as % of revenue: 49% (vs. 80% cheaper than predecessor, costs 0.2% The Next 2.6B

AI Search 243

AI Search AI CTO Hire ChatGPT 243

SaaStr

JANUARY 23, 2023

This might not be as smart as it looks, as risk of scaling goes up. This isn’t to say it’s quite as good of times for Seed as it was during the crazy times of late 2020 to very early 2022. Even If It’s Awful for Series A-E Rounds. Fourth, many growth and mid-stage VCs are fleeing to seed. Not even close.

AWS 338

AWS Venture Capital Finance Cloud 338

SaaStr

MAY 23, 2025

So we were back on 20VC this week in our Latest in Tech deep dive with Harry Stebbings and Rory O’Driscoll of Scale: “The State of SaaS 2025: IPOs, AI, and the Coming Shakeout” The IPO Window Is Cracking Open (Finally) Chime’s $1.67B revenue IPO is the canary in the coal mine. A fund returner is simply not enough.

Underperforming Technical Team 156

Underperforming Technical Team AI SaaS ChatGPT 156

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 246

Sales Hiring Scale Sales Recruiting Scaling 246

Sales Hacker

MAY 13, 2025

They work with startups and scaling businesses to help take HR off your plate, so you can stay focused on building product, growing revenue, and hiring great people – the go-to-market engine. I would say after 2022 was a really tough year for revenue leaders. Navigating payroll, benefits, and compliance shouldnt slow you down.

AI Search 71

AI Search AI ChatGPT Software Review 71

Chart Mogul

JULY 18, 2023

To handle the increasing load, ChartMogul engineers decided to horizontally scale the platform database by adding more shards. AWS Database Migration Service (DMS) was the next option; it’s the standard tool for live database migrations in AWS as it supports batch and incremental loading.

AWS Database Migration 52

AWS Database Migration Data AWS Software Review 52

FastSpring

FEBRUARY 23, 2023

Since Michael founded the firm in 2004, it has grown to over 30 offices worldwide, and they’ve worked with Intel, AWS, and Salesforce, among many other well-known brands. Pricing Strategies to Combat Stagflation 2022 Emerging SaaS Customer Markets How FastSpring Can Help FastSpring helps SaaS and software companies sell around the world.

Payment Solutions 147

Payment Solutions SaaS Payments Strategy Software 147

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." Modern systems On the flip side, modern security solutions are flexible, they can scale up, and they’re quick to adapt to new threats.

Payments 52

Payments Data Payment Services Payment Solutions 52

SaaStr

AUGUST 22, 2020

Justin Bedecarre: And then another client of ours is an international company that has decided that they truly want to scale up in San Francisco. We don’t know when we’re going to be able to get safely back at scale. Is AWS in the lead? And they’re going to reduce their commute by 45 minutes.

Sales Recruiting 190

Sales Recruiting Cloud CTO Hire Sales Hiring 190

How To Buy Saas

JUNE 3, 2025

The Rise of GPT Competitors Since ChatGPTs 2022 debut, many GPT competitors have emerged. Enterprise access and pricing: Claude is proprietary and offered via Anthropics API, as well as on cloud partners (AWS Bedrock, Google Vertex AI). license gives you total control self-host, fine-tune, and scale freely.

Artificial Intelligence 59

Artificial Intelligence Software Review Development Team Review Technical Review 59

SaaStr

DECEMBER 24, 2022

So this was a Truly Terrible, Very Bad, Just Plain Awful year for SaaS IPOs — and IPOs in general. A related post here : The post 2022: A Cr*p Year for SaaS IPOs. The IPO window is closed. Shut, mostly. In fact, IPOs had their biggest slump since 2008: IPO listing volume is down a stunning 93%(!) since 2021.

Venture Capital 340

Venture Capital AWS SaaS Acquisition 340

How To Buy Saas

FEBRUARY 27, 2025

OpenAI plans to roll it out to the regular ChatGPT Plus ($20/month) users after scaling up their servers, given the high demand and the models large size. might know about a 2022 scientific discovery or have more examples to draw from when you ask for a niche historical anecdote. Initially, access to GPT-4.5 For context, GPT-4.5

ChatGPT 40

ChatGPT AI Search Software Review AI 40