SaaStr

FEBRUARY 10, 2022

We wanted to give a special shout-out to some of our newest sponsors for SaaStr Annual 2022. Aiven provides managed open source data technologies on all major clouds. Meanwhile, we do what we do best; manage cloud data infrastructure. Join these incredible companies to experience all the value of SaaStr! Grab tickets here.

Cloud 195

Cloud GCP(Google Cloud Platform) Payments SaaS Payments 195

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 236

Cloud Payments Software Review Payment Solutions 236

SaaStr

MAY 16, 2022

But at end of the day, in Cloud, the question is if CIO and related spend will slow down. So follow AWS, Azure and Google Cloud. jasonlk) May 16, 2022. So there’s much angst and even panic with so many SaaS and Cloud public stocks down 50% or more from their peaks. They are the Cloud. jasonlk) April 13, 2022.

Cloud 239

Cloud Azure AWS Engineering 239

SaaStr

MAY 28, 2022

Gartner, spending on SaaS: 2020: $120B 2021: $152B 2022: $177B 2023: $208B. jasonlk) May 26, 2022. 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.

Cloud 334

Cloud B2C SaaS Enterprise 334

SaaStr

MAY 23, 2022

There are many ways to slice-and-dice public market data, but the headline one Bessemer called out is the most visceral I’ve seen: Public SaaS and Cloud companies lost $1 Trillion in market cap so far in 2022. And the number of public SaaS and Cloud decacorns has fallen from 50 to 17. Strange Days, Indeed.

Cloud 295

Cloud Azure AWS Marketing 295

Intercom, Inc.

AUGUST 9, 2022

We’re delighted to share that Intercom has been named to the Forbes Cloud 100 2022 , landing at #35 on the definitive ranking of the top 100 private cloud companies in the world. We’re honored to see so many Intercom customers featured in the Cloud 100, as well. It’s a very competitive field.

Cloud 211

Cloud Leadership Innovation Communication 211

Clouded Judgement

OCTOBER 27, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. After the cloud giants reported this week, the timing of the presumed re-acceleration is very much in question. At the same time - Google Cloud also massively decelerated from 28% last quarter to 22% this quarter. which feels unlikely.

Cost optimization & reporting 152

Cost optimization & reporting Cloud Azure AWS 152

SaaStr

OCTOBER 26, 2021

They’ve now updated that and predict an even further, and stunning, acceleration in enterprise software spend in 2022 — now up to 11.5% In January, they predicted $557B in spend for 2022. The Best of Times in SaaS and Cloud, indeed. Now 10 months later, with more data, they’ve revised that upwards to $669B.

Forecasting 305

Forecasting Enterprise Software Cloud 305

SaaStr

OCTOBER 28, 2022

— Jason Be Kind Lemkin (@jasonlk) October 28, 2022. o this was an interesting week in terms of reading the tea leaves on what’s going on in SaaS, Cloud, the economy, and all that. The Cloud infra side grew nicely, but growth did slow. Google Cloud actually accelerated growth at a $27B run-rate.

AWS 233

AWS Cloud Azure Investment 233

Clouded Judgement

MAY 19, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. The chart below shows Q1 ‘23 net new ARR added vs the quarterly average across the 4 quarters in 2022. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Meanwhile, the Nasdaq is up >20%.

Cloud 161

Cloud Subscription Payment Features Retention 161

SaaStr

MAY 9, 2022

We’re still just gearing up for SaaStr Europa 2022 in Barcelona on June 7-8 , but for folks looking to get in front of 10,000 SaaS founders and Cloud execs in September … just FYI our sponsorships are now 75% Sold Out: Super Golds are entirely sold out. Diamonds are entirely sold out. Decacorn is entirely sold out.

Cloud 233

Cloud SaaS 233

Tom Tunguz

JULY 28, 2022

AWS’s growth rate is the slowest of the three largest public infrastructure clouds. Results from these clouds suggest the market isn’t as soft as the 30% estimate - at least not yet. With about 39% market share, AWS reigns supreme as the largest provider. GCP reported 37% growth & Microsoft 40%. Q/Q Growth Rate Change.

GCP(Google Cloud Platform) 288

GCP(Google Cloud Platform) AWS Startup Azure 288

Tom Tunguz

DECEMBER 3, 2022

These are the top 10 posts by engagement for 2022 at tomtunguz.com. The State of Web3 in 2022 through Data. More than half of analytics workloads reside in the cloud in ten years. Reflecting on them, I see they clustered on web3 & the fundraising market, both of which experienced a tumultuous year.

Scale 195

Scale Cloud Acquisition Startup 195

SaaStr

APRIL 13, 2022

Hey SaaStr Fans, With just a few more weeks until SaaStr Europa 2022 – we’re excited to launch the entire SaaStr Europa 2022 Agenda !! From Asana to Zoominfo: this year’s Europa lineup is bringing the best Cloud speakers from around the globe together for two days of incredible learning and insights.

Sales Recruiting 202

Sales Recruiting Cloud Sales Hiring Scale 202

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 240

Cloud Azure Headcount Software Review 240

SaaStr

JULY 21, 2022

We’re less than 60 days away from SaaStr Annual 2022! Scaling Revenue in 2022: What’s the Same and What’s Different? The post Top 5 SaaStr Annual 2022 Sessions (So Far!) Sep 13-15 in the SF Bay Area!! Fully vaxxed. Outdoor festival-style. 10,000 SaaS founders, VCs and execs! 4,000+ meetings and braindates!

Venture Capital 241

Venture Capital Enterprise Cloud Pricing 241

Clouded Judgement

DECEMBER 30, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. And that’s a wrap for 2022! 2022 Top Performers Below is a table that shows the top 10 share price performers of 2022. Congrats to Box for being the only positive returning cloud software stock of the year!

Cloud 130

Cloud Subscription Payment Features Pricing 130

Tom Tunguz

JULY 26, 2022

Google Cloud Platform. That suggests the cloud market is quite strong. Microsoft Azure. Amazon Web Services. Good news & bad news. Microsoft Azure grew 40% y/y, tying the fastest quarterly growth rate in the past 5 quarters.

GCP(Google Cloud Platform) 208

GCP(Google Cloud Platform) Cloud Azure AWS 208

SaaStr

APRIL 4, 2022

Need leads in 2022? Want to meet with 2,500 SaaS and cloud execs … at the Beach? This is the last-ish chance to sponsor 2022 SaaStr Europa in Barcelona, June 7-8. A few things to know: We’re back to an open-air and much outside format, like 2021 and 2022 Annual. Now is the time!

Cloud 235

Cloud SaaS 235

SaaStr

JANUARY 25, 2021

Gartner has increased its estimates for global enterprise and IT spend for 2021 and 2022, with Enterprise Software and SaaS the biggest beneficiary, projected to grow a stunning 10.2% The Cloud isn’t only bigger than ever. The post Gartner: SaaS Will Be Even Bigger Than We Thought in 2022+ appeared first on SaaStr.

SaaS 311

SaaS Enterprise Cloud Trends 311

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

Clouded Judgement

JUNE 2, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. If we look at the net new ARR added in Q1 vs the quarterly average net new ARR added across the 4 quarters in 2022 (graphed below), you’ll see only 7 companies added more in Q1 ‘23 than their quarerly average across 2022.

Cloud 130

Cloud Trends SMB Subscription 130

SaaStr

OCTOBER 19, 2021

After our highest-rated SaaStr Annual 2021 ever, we’re back for 2022 in the SF Bay Area again at San Mateo event center. The Whole Cloud World Back Together Again. The Whole Cloud World Back Together Again. The post SaaStr Annual 2022 is BACK!! 10,000 Founders, VCs + Execs. 200+ Top Sponsors.

Cloud 229

Cloud 229

SaaStr

NOVEMBER 13, 2021

So just how many SaaS, Cloud, B2B/B2D pre-IPO unicorns are there really? So how many of them are like us — SaaS, Cloud software, or fintech that is SaaS-y? So prediction: at the end of 2022, we’ll have 1000 private SaaS/Cloud Unicorns and 50 private Decacorns. I count about 337 Unicorns and 15 Decacorns ; and.

Cloud 245

Cloud Healthcare B2C SaaS 245

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. Subscribe now Share Clouded Judgement Leave a comment

Cloud 130

Cloud Azure AWS Underperforming Technical Team 130

SaaStr

APRIL 28, 2022

We wanted to give a special shout-out to some of our newest sponsors for SaaStr Europa 2022. Our mission at Vanta is to be a layer of trust on top of cloud services, to secure the internet, increase trust in software companies, and keep consumer data safe. Join these incredible companies to experience all the value of SaaStr!

compliance 208

compliance Forecasting Finance AI 208

SaaStr

APRIL 22, 2022

More importantly, many Cloud leaders are down 50% from their all-time highs. The post Are You Fundable in 2022? But it didn’t fully hit startups and even many public companies until February. It hit hard, with Nasdaq falling another 15%, and private valuations perhaps 20%. The change is still being figured out. The 1-and-30 Rule.

Venture Capital 259

Venture Capital Cloud Investment Startup 259

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

Clouded Judgement

OCTOBER 28, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. All of these broadly falling into the bucket of customers looking to spend less, with a similar marginal cost structure for the cloud providers (hence the lower operating margin from AWS). Subscribe now Share Clouded Judgement Leave a comment

Cloud 130

Cloud Azure AWS Cost optimization & reporting 130

Clouded Judgement

SEPTEMBER 29, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. I do think the economy will start slowing next year, and just like they did in late 2021 / 2022, the Fed can very quickly change their course of action. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 183

Cloud Government Banking Software Review 183

SaaStr

JANUARY 20, 2022

We wanted to give a special shout-out to some of our newest sponsors for SaaStr Annual 2022. 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. Join these incredible companies to experience all the value of SaaStr!

DevOps as a Service 202

DevOps as a Service AI Search Cloud compliance 202

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

FEBRUARY 3, 2022

We wanted to give a special shout-out to some of our newest sponsors for SaaStr Annual 2022. The post Thanks to Skyflow, Expensify, Avoma, and Snyk for Sponsoring SaaStr Annual 2022! At the 8th ever SaaStr Annual, ~200 of the best and hottest companies on earth will go BIG as partners/sponsors. appeared first on SaaStr.

Payments 214

Payments Payment Services AI Search Payment Solutions 214

Clouded Judgement

JANUARY 20, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Had we not gone through 2020-2022 there would still be excess to remove. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! ” Digital Transformations were running rampant.

Cloud 130

Cloud Interviewing Subscription Payment Features 130

Clouded Judgement

NOVEMBER 18, 2022

Every week I’ll provide updates on the latest trends in cloud software companies. 10:42 PM ∙ Nov 16, 2022 I decided to run the numbers. Overall, out of my set of 96 cloud software companies, there were 49 that at one point traded >10x NTM from 2015 - 2020. Subscribe now Share Clouded Judgement Leave a comment

Cloud 130

Cloud Pricing Investment Revenue 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 291

Azure Cloud SaaS Trends 291

SaaStr

AUGUST 11, 2022

We wanted to give a special shout-out to some of our newest sponsors for SaaStr Annual 2022. BambooHR ‘s cloud-based system is an intuitive, affordable way for growing companies to manage essential employee information in a personalized Human Resources Information System (HRIS). appeared first on SaaStr.

Payment Solutions 179

Payment Solutions Payment Services Payments compliance 179