SaaStr

SEPTEMBER 23, 2022

The unpredictable market has given rise to new trends and a new type of elite company, which Bessemer Venture Partners have dubbed the Centaur. Cloud 100 multiples have fallen in 2022 –– ARR multiples rose nearly fourfold from 9x in 2016 to 34x in 2021 and down to 30x in 2022. 2022 – The Year of the Centaur.

Cloud 303

Cloud Benchmarks Trends Business Model 303

SaaStr

MARCH 10, 2023

And then, the markets began to crater once again, the biggest fall of our SaaS lifetimes, and hit a local low in November 2022. We’re at about 7x ARR on average now, which is below the average for the past decade but still materially up from the lows of November 2022. Where will it go from here? But we’ll see.

SaaS 291

SaaS Trends Enterprise Revenue 291

SaaStr

FEBRUARY 25, 2022

This small SaaStr poll illustrates the trend. One little way we can help — bring your entire team together to 2022 SaaStr Annual in the SF Bay Area Sep 13-15. Take advantage of Annual 2022 as your team-meet-up. In 2022, don’t just get the team together in September. At 2022 SaaStr Annual. It’s time to do better.

Engineering 273

Engineering Trends Sales Marketing 273

Tom Tunguz

DECEMBER 28, 2021

Here are my predictions for 2022: Web3 consumer products go fully mainstream with more than 35% of Americans, about 100m people, engaging with them by 2023. This trend is only increasing. Every year I make a list of predictions and score last year’s predictions. Metamask counts 10m MAU and Phantom is at 1.5m MAU growing quickly.

Scale 275

Scale Blockchain Banking Artificial Intelligence 275

SaaStr

JULY 22, 2022

The last few years have certainly tested marketers, but 2022 serves up a brand new array of challenges. Economic Climate, Customer Behavior, & Market Trends. The Future of Marketing in 2022. Key Takeaways: What’s New in 2022? Salesforce: Going big on in-person and hybrid events. Box: Conversational AI technology.

B2C 283

B2C Scale Marketing Sales Hiring 283

Intercom, Inc.

FEBRUARY 10, 2022

To keep up with these changes, last year we released our first Intercom Customer Support Trends Report. We have just published the second edition of the Intercom Customer Support Trends Report. You can download the full report at intercom.com, but for now, I’ll give you an overview of our customer support trends research.

Customer Support 211

Customer Support Trends Technical Review Headcount 211

SaaStr

JULY 21, 2023

Vendr has its latest SaaS trends report out here and one metric I find very helpful is the State of Discounting. And ties to our general survey a little ways back: The post Vendr: The Average SaaS Discount is About 10%, And Trending Down appeared first on SaaStr. One without a playbook other than discounts.

Trends 246

Trends SaaS Metrics Data 246

SaaStr

JUNE 16, 2025

The Growth Race: Databricks vs. Snowflake Here’s how the two data infrastructure giants stack up: The trend is clear : Databricks is growing 50% faster than Snowflake while delivering superior unit economics. When enterprises commit to data infrastructure, they commit big.

AWS 225

AWS Payment Features Artificial Intelligence 225

Tom Tunguz

JUNE 5, 2022

Over the past week, I’ve analyzed the nearly 500 responses from founders who responded to the 2022 Market Conditions Survey. The survey results review the trends in the public market, in founders’ minds, and the private market. Top 10 Insights from the 2022 Startup Sentiment Survey. The typical founder feels 6.0

Startup 242

Startup Scale Headcount Compensation 242

Intercom, Inc.

JANUARY 18, 2022

Our new report reveals the top five trends transforming support and how to capitalize on them. Last year, as the world grappled with the global pandemic, we released our first Intercom Customer Support Trends Report. Download the Intercom Customer Support Trends Report 2022.

Customer Support 138

Customer Support Trends Headcount Finance 138

SaaStr

OCTOBER 2, 2023

Earlier this year, we shared how the big theme from a Sponsorships perspective leads from SaaStr Europa 2023 were up 153% from 2022. So we just wrapped our first trifecta year of major events between: SaaStr Annual in SF Bay Area, Europa in London, and APAC in Singapore. The result? So who’s coming with?

Trends 273

Trends New CTO CTO Data 273

Intercom, Inc.

JUNE 22, 2021

Below, we take a closer look at the top three trends in the sales tech landscape to consider when choosing the right software for your sales organization. billion by 2022. Create consistent, customer-centric experiences.

Technical Review 233

Technical Review Scale Technology Trends 233

SaaStr

DECEMBER 28, 2023

But overall, overall … well SaaS and Cloud growth hit record lows per the BVP Cloud Index: As you can see, even though 2022 was a tough year in the public markets and for valuations, revenue growth still held up reasonably well. But the trend of slowing growth in 2023 wasn’t just a thing — it was an All Time Low.

Azure 349

Azure Cloud SaaS Trends 349

SaaStr

JANUARY 30, 2023

growth in 2022 and a total of $783 Billion in enterprise software spend. Software is the one place CIOs still plan to spend a lot more on in 2023 than 2022: This doesn’t mean it’s easy out there. But it does mean at a higher level, the trends are still positive for SaaS and Cloud spend. to $856 Billion in 2023.

Software 326

Software Enterprise Cloud Trends 326

SaaStr

JULY 2, 2024

The most encouraging data was in Q3 and Q4 of 2022. It was a small sign that we might be bottoming out, and software selling might be getting incrementally easier than it was throughout 2022 or 2023. In Q4 of 2022, that number decreased to 23%, less than 1 in 4 reps making their numbers. Some other data points to rep attainment.

Venture Capital 300

Venture Capital Management Scale AI 300

SaaStr

DECEMBER 10, 2021

a day: Ok 2021 isn’t quite over, but the trends are pretty much set. Will 2022 slow down? Has it felt like not just a unicorn-a-day in 2021, but a bit more? No, you weren’t crazy. We minted 46 Unicorns a Month in 2021. That’s 1.5 Crunchbase had some interesting slices on the overall markets, as you can see above.

Cloud 354

Cloud Trends SaaS Marketing 354

SaaStr

MARCH 11, 2022

Put differently, if you look at multiples of revenue for top SaaS and Cloud companies above from 2014-2022, you could come to one of (at least) two conclusions today: Conclusion #1: Q2’20-Q4’22 Cloud Revenue Multiples Were a Covid Anomaly. US ecommerce penetration is back to its pre-covid trend line.

Scale 327

Scale SaaS Cloud Pricing 327

SaaSOptics

MARCH 16, 2022

2022 B2B SaaS Trends [Webinar Recap]. That’s why we sat down with SaaSOptics and Chargify executives Caitlin O’Neil, CFO , and Matt Downs, CRO , to weigh in on the biggest trends of 2022. Trends in Billing and Pricing . Trends in Subscription Management . Trends in Metrics and Analytics .

Trends 98

Trends B2B Scale Payment Features 98

SaaStr

JUNE 6, 2025

Those still optimizing for 2022 playbooks will struggle to even get into consideration sets. Lead with integration capabilities and security compliance, not just business outcomes 5. Companies that adapt to smaller deals, AI-first discovery, and technical buyer requirements will thrive. Download the full report here.

AI Search 136

AI Search AI Technical Review Software Review 136

Intercom, Inc.

MARCH 28, 2022

To answer it, we believe that there are three recurring trends that are shaping the future of business: First, businesses across all industries are facing pressure to become digital businesses. Digital transformation was already an unavoidable trend – but the pandemic has made it truly business critical. Ahead of the trend: Vend.

Scale 228

Scale Engagement Technical Review Business 228

Tom Tunguz

APRIL 28, 2024

The black line shows the linear trend across US venture backed companies with disclosed values of $50m or more. If there are any increases, they tend to be in the bigger acquisitions of $500 million or more - although the sample size there is sufficiently small to conclude the trend is significant. X 2015 20.1% - 2016 43.0%

Acquisition 314

Acquisition Startup Venture Capital Software 314

Intercom, Inc.

APRIL 13, 2022

But there’s a silver lining – this year’s Klaus Customer Service Quality Benchmark Report reveals there are clear positive shifts taking place in the customer support landscape in 2022. Below, we’ll explore the key trends and share tips on where to invest your resources. So start looking for underlying trends and themes.

Trends 118

Trends Scale Customer Support Scaling 118

SaaStr

DECEMBER 9, 2022

— Jason Be Kind Lemkin  (@jasonlk) December 8, 2022. CIOs and SMBs went on a huge “digital transformation” spend wave in 2021 and into early 2022 that was, in many ways, a one-time reaction to how the world changed post-Covid. But the overall trends in Cloud and SaaS still benefit Cloudflare. #10.

Cybersecurity 313

Cybersecurity SaaS Cloud SMB 313

SaaStr

MARCH 27, 2023

In 2022, investor due diligence is back, and you will get challenged on those assumptions more than you ever have. The post The State of SaaS – Global Data Trends from 1000+ Companies with Capchase Co-Founder/CEO Miguel Fernandez and 01 Advisors VP Kristen Clifford (Video) appeared first on SaaStr.

SaaS Payments 246

SaaS Payments Technical Review Software Review Venture Capital 246

Tom Tunguz

AUGUST 28, 2024

Token / Index YTD Performance, % BTC 37 SOL 36 QQQ 19 DOGE 11 ETH 9 Series A valuations have increased through 2022 and since have seen a much higher variance, with both meaningfully higher & lower prices than the trend line. Year-to-date, the correlation of the public & private web3 markets has been weak, around 0.2,

Marketing 286

Marketing Finance AI Trends 286

Tom Tunguz

JUNE 23, 2024

which will further underscore the trend. 1 PwC estimates cost based on historical data from 2019-2022 In addition, this data doesn’t account for the many large companies who have yet to IPO but very likely will : Databricks, Stripe, Canva, Rippling, OpenAI, etc.,

Revenue 308

Revenue Finance Trends Startup 308

Clouded Judgement

MARCH 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Consumption Chart Last week I talked a bit about consumption trends. It sounds like most are guiding as if there’s no improvement to consumption trends coming throughout the full year. Follow along to stay up to date!

Cloud 244

Cloud Trends Payment Features Subscription 244

Tom Tunguz

MAY 9, 2022

Let’s look at that basket of 2017 stocks and compare their multiples in 2017 and 2022. Examining multiples by sector, Security and Data commanded the juiciest premiums in 2019 and 2020, a trend paralleled in the private markets. In 2017, the average company traded at 5.4x forward compared to 7.93x as of this morning.

Trends 310

Trends Software Marketing Data 310

Tom Tunguz

JANUARY 12, 2022

Both declines seem to have been catalyzed by the Fed’s intention to hike the Fed Funds rate three to four times in 2022. Plotting the pairwise correlations by year uncovers a few trends not apparent in the five year analysis. Solana and Etherum followed Snowflake and Elastic downwards. So much for the Santa Claus rally.

Software 334

Software Marketing Trends Startup 334

SaaStr

NOVEMBER 2, 2022

This stands next to the fact that there is a trend of outflow of quality talent in the city, and there are challenges to living there. . The post CRO Confidential: How to Fundraise in Late 2022 with SaaStr CEO and Founder, Jason Lemkin and Sam Blond, Partner at Founders Fund (Pod 604 + Video) appeared first on SaaStr.

Sales Recruiting 243

Sales Recruiting Scale Sales Hiring B2B 243

SaaStr

AUGUST 27, 2022

— Jason 2022 SaaStr Annual Sep 13-15 Lemkin (@jasonlk) August 26, 2022. We expect these trends to continue in the near term, and we’ve reflected this in our guidance.” – per CNBC. Salesforce: “We’re finally seeing slowdown now in our commerce, media, telecom, and SMB segments”.

SMB 292

SMB Scale Cloud Trends 292

Tom Tunguz

SEPTEMBER 16, 2023

In Q2 2022, Snowflake generated roughly the same amount of revenue. Soon, we’ll be equipped to compare longitudinal trends & one day relative efficiency. Snowflake was growing at 85% y/y compared to 51% for Databricks. Notably, the macroeconomic environments couldn’t have differed more.

Business 316

Business Cloud Finance Innovation 316

SaaStr

APRIL 26, 2023

Subscribers only grew 3% in 2022. Having said that, many SMB players were hit hard in 2022. Squarespace isn’t hitting big GAAP profitability numbers yet, but it’s generating significant cash and trending past a sustained 20% EBITDA. A reminder to go global! #4. A tough metric. New customers only grew 3%.

Scale 291

Scale SMB Churn Pricing 291

ChurnZero

NOVEMBER 11, 2022

These are just some of the findings in this year’s Customer Success Leadership Study, ChurnZero’s third annual report on the top trends and opportunities in Customer Success, presented in partnership with ESG and sponsored by Higher Logic Vanilla and involve.ai. Download your full copy of the 2022 Customer Success Leadership Study here.

Leadership 98

Leadership Trends Customer Success Investment 98

Tom Tunguz

APRIL 2, 2025

Assuming this trend is broadly true across US companies, we should expect at least uncertainty if not slowing growth or contraction in about one-third or one-half of their businesses. Investments into new areas may be challenged, slowing sales cycles, resulting in pipeline shocks , a phenomenon we witnessed in 2022.

AI 179

AI Forecasting Startup Trends 179

Sales Hacker

OCTOBER 7, 2022

Scott Barton, Varicent’s VP of Industry Solutions & 20-year sales compensation industry pro, attended WorldatWork’s 2022 Sales Compensation Conference. The post 2022 Sales Compensation Trends: Notes from the WorldatWork Conference appeared first on Sales Hacker.

Compensation 99

Compensation Trends Sales Artificial Intelligence 99

Tom Tunguz

FEBRUARY 26, 2025

Looking at current AI pricing trends in SaaS, there’s significant variance. During economic contractions, sales cycles tend to lengthen, particularly for usage-based pricing models. Pay for performance : Some AI companies are exploring charging for outcomes. The ratio of AI price to base price ranges from 0.32

SaaS Payments 283

SaaS Payments Pricing Strategy Scale 283