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State of the Cloud 2022: The Centaur Report With Bessemer Venture Partners (Pod 593 + Video)

SaaStr

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 236
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State of the Cloud 2023 with Bessemer Venture Partners (Video + Podcast)

SaaStr

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 246
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5 Interesting Learnings from Atlassian at $3+ Billion in ARR

SaaStr

Cloud revenue growing 55% — and Atlassian reaffirms 50% Cloud growth for 2023 and 2024 also! 2000,000 Cloud Customers with an NRR of 130%, and 140% from “Large” Customers. This is the secret sauce to Atlassian’s business model. 5 Interesting Learnings. #1. No slow down from Atlassian. #2.

Scale 226
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The Fall of the Metric Monolith with Battery Ventures Principal Brandon Gleklen (Video)

SaaStr

The Evolution of Language For SaaS Business. In 2022, founders and investors must be ready to pivot strategy at any moment. This flexible mindset creates just the right conditions for embracing evolving business models and new metrics. A general understanding of the SaaS business model grew as the SaaS sector matured.

Metrics 215
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Kellblog Predictions for 2022

Kellblog

” Towards that end, revenue multiple is a better bubble indicator than share price, so let’s take a look at the latest from Jamin Ball at Clouded Judgement. Kellblog Predictions for 2022. Well, here we go with our predictions for 2022. Change to cloud-native. Are multiples down? It’s exciting to watch.

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5 Interesting Learnings from MongoDB at $1.5 Billion in ARR

SaaStr

So some SaaS and Cloud leaders have seen big impacts from the post-Covid hangover, but others have just kept accelerating. That’s about as good as it gets in SaaS and Cloud! 2022 Saw a Slowdown in Usage Growth, But 2023 Saw a Potential Bounce Back. Are we near or past the lows in SaaS and Cloud buying patterns?

Scale 182
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Doubling Down: Nina Achadijian, Partner at Index Ventures

SaaStr

Main investing areas include: AI, cloud, collaboration, consumer/marketplaces, cyber security, gaming, and fintech. Many founders hit the brakes on growth to pivot towards profitability when in reality, the right combination is aiming for durable growth with a profitable business model. Our current set of funds totals $3.4B. #3.