Clouded Judgement

MAY 31, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Software Sentiment Software sentiment is incredibly low at the moment - and rightfully so. Nearly 70% of software companies who reported Q1 with an April quarter end guided Q2 below consensus!

Cloud 177

Cloud Software GCP(Google Cloud Platform) AI 177

Tom Tunguz

JULY 4, 2023

In the past two months, high-flying software companies have seen 40-112% increases in valuation. I wondered if the public markets have begun to change the way they value these businesses. In August of last year, public markets switched from valuing SaaS companies primarily on growth to primarily on profitability.

Software 189

Software Marketing AI Metrics 189

Tom Tunguz

FEBRUARY 2, 2023

I’m watching public company earnings to identify early weaknesses in the software market. The collection of these three earnings calls presages continued reduction in growth rates, likely through the end of the year, as most businesses favor profits over growth - a trend echoing across Startupland.

GCP(Google Cloud Platform) 269

GCP(Google Cloud Platform) Cloud AWS Sales Hiring 269

FastSpring

OCTOBER 25, 2023

Q4 sales numbers usually outperform the rest of the year thanks to year-end holidays and their associated shopping cycles — but how much does that trend carry over into software and SaaS sales? We’ve analyzed aggregate sales data to give you insights into just how important Q4 can be for your software, SaaS, or other digital goods business.

SaaS Payments 158

SaaS Payments Payment Solutions Software Review Merchant Services 158

Clouded Judgement

JULY 21, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Are Software Companies Bad Businesses? There was some talk last week on the All-In podcast about software companies. Specifically Chamath said this: “From an OpEx perspective these businesses just suck.

Cloud 130

Cloud Software Sales Hiring Scale 130

SaaStr

SEPTEMBER 20, 2023

The Macro Impact On Public Cloud Software Over The Past Year Cloud stocks dropped in 2022 in a severe market pullback event that Bessemer Venture Partners call The SaaSacre. While 2022 was a gloomy year, the skies are parting in 2023. In 2021, the average multiple was 34x, decreasing to 30x in 2022, and 26x in 2023.

Cloud 243

Cloud Payments Software Review Payment Solutions 243

SaaStr

MAY 1, 2023

UiPath has had an incredible history, taking 10 years to get to that first $1m in ARR … and then turning into one of the fastest growing software companies to $1 Billion in ARR ever ! Today, Dines’ vision is to make software robots , powered by computer vision and AI, as common as PCs in the workplace. seed round 2015: $1m rev.

Company Culture 250

Company Culture AI Innovation Enterprise 250

FastSpring

NOVEMBER 8, 2023

Situated in Parque das Nações, Feira Internacional de Lisboa and Altice arena are the homes for Web Summit 2023 in Lisbon. Head over to the registration page to grab your ticket to get access to incredible speakers, unparalleled networking opportunities and proprietary software that will maximize your experience even more!

Merchant Services 158

Merchant Services Payment Methods Payment Solutions Payment Services 158

FastSpring

NOVEMBER 9, 2023

Head over to the registration page to grab your ticket to get access to incredible speakers, unparalleled networking opportunities and proprietary software that will maximize your experience even more! The post Join FastSpring at SaaS North 2023! Where to Get Tickets Still need tickets? appeared first on FastSpring.

Merchant Services 158

Merchant Services SaaS Payments Payment Methods Payment Services 158

SaaStr

APRIL 13, 2023

SaaStr events couldn’t happen without our partners, and we wanted to give a special shout-out to some of our newest sponsors for SaaStr Annual 2023. DemandScience is a leader in global buyer intelligence, accelerating demand generation for the world’s largest software, technology and B2B companies.

Scale 198

Scale Compensation B2B Innovation 198

Clouded Judgement

MAY 10, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Q1 Software Earnings Are… Not Good We’re about halfway through Q1 earnings season, and it’s not been pretty. Follow along to stay up to date! The buyer urgency that we saw in December did not carry over into Q1.

Cloud 161

Cloud Software GCP(Google Cloud Platform) Azure 161

Tom Tunguz

MAY 3, 2023

What other business suffered a loss of 80% of revenue & went from burning $2b per quarter to producing more than a hundred million in profit? The P&L differs from a classic software company. Investment in web3 companies will fall by at least 60% year-over-year in 2023. So does the corporate structure. Earnings, $m 144.4

Software 224

Software Trends Revenue Investment 224

SaaStr

NOVEMBER 3, 2022

SaaStr events couldn’t happen without our partners, and we wanted to give a special shout-out to some of our newest sponsors for SaaStr Annual 2023. ChartMogul is an analytics platform to help you run your subscription business. Join these incredible companies to experience all the value of SaaStr! appeared first on SaaStr.

Payments 221

Payments Payment Services GCP(Google Cloud Platform) Payment Solutions 221

Tom Tunguz

JANUARY 23, 2023

I’m watching public company earnings to identify early weaknesses in the software market. The transcript highlights the major trends in software of 2023. Spending Won’t Ramp Again Until Optimization Stops in about a Year Customers are optimizing their cloud spend in 2023.

Azure 234

Azure Underperforming Technical Team Machine Learning Artificial Intelligence 234

SaaStr

FEBRUARY 7, 2023

with Aashish Krishna Kumar, Head of GTM at Togai Sales Enablement 2.0 – Elevate Rep Performance with Divanshu Goyal, Sales at GTM Buddy Common scaling pains for SaaS businesses and how to overcome them. The post Braindates Are Open for SaaStr APAC 2023! Happy Brain-dating! See you at SaaStr APAC. appeared first on SaaStr.

VP of Engineering 238

VP of Engineering Technical Cofounder Outsourcing Services CTO Coach 238

SaaStr

FEBRUARY 16, 2023

In June 2023, we’re heading back to London for SaaStr Europa and we wanted to give a special shout-out to some of the companies that will be there with us! 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.

Cybersecurity 231

Cybersecurity Venture Capital compliance Government 231

SaaStr

MARCH 30, 2023

In June 2023, we’re heading back to London for SaaStr Europa and we wanted to give a special shout-out to some of the companies that will be there with us! The platform also has an extensive database that covers over 16,000 different SaaS tools and supports the services side of the business. Grab tickets here.

Outsourced Development 203

Outsourced Development Acquisition B2B Pricing 203

SaaStr

DECEMBER 1, 2022

SaaStr events couldn’t happen without our partners, and we wanted to give a special shout-out to some of our newest sponsors for SaaStr Annual 2023. The world runs on software, which is why companies of all sizes—from startups to Fortune 500s—use Tropic to buy software, manage contracts, and guarantee savings.

Merchant Services 234

Merchant Services Payment Solutions SaaS Payments Payments 234

SaaStr

JULY 14, 2023

Q: How Do You Think The Founder Playbook Has Changed For Bootstrapped Founders In 2023? “The In 2023, those people just want to work for a good CEO in a good company that pays well and get rid of the overfunded unicorn stress. Q: When Should You Reduce Non-Recurring Professional Services From A Software Company?

Sales Hiring 231

Sales Hiring Scale Customer Success SaaS 231

SaaStr

JANUARY 19, 2023

In June 2023, we’re heading back to London for SaaStr Europa and we wanted to give a special shout-out to some of the companies that will be there with us! At Gainsight , our mission is to be living proof you can win in business while being human first. Greenhouse is the hiring software company. Grab tickets here.

Sales Hiring 210

Sales Hiring Scale Cloud Churn 210

Totango

JANUARY 3, 2024

Now, as we step into a new year, we’re witnessing an evolution of customer success, and there’s a new and improved Totango to help enterprise business leaders deliver business results and drive customer outcomes. By consistently reinventing ourselves, we ensure we’re always ready to meet your business needs.

Software Review 112

Software Review Scale Customer Success Innovation 112

SaaStr

JUNE 22, 2023

SaaStr events couldn’t happen without our partners, and we wanted to give a special shout-out to some of our newest sponsors for SaaStr Annual 2023. Rattle gives revenue leaders control over their business with intelligent real-time alerts that unlock actionable insights, drive collaboration and alignment, and improve forecast accuracy.

Scale 188

Scale Banking compliance Forecasting 188

Totango

OCTOBER 18, 2023

G2, the software industry’s largest and most trusted marketplace, unveiled its 2023 fall report, and Totango earned a staggering 49 badges, including 31 category leader badges. That’s why many CEOs and executive boards are turning to customer success teams to be the drivers for business growth. It’s that time! customer health).

Business 102

Business Software Review Technical Review Enterprise 102

SaaStr

FEBRUARY 9, 2023

In February 2023, we’re heading to Singapore for our first APAC event and we wanted to give a special shout-out to some of the companies that will be there with us! We’ll see 1,000+ of the best SaaS founders, execs, and VCs February 22-23 at SaaStr APAC 2023 ! Stripe is a financial infrastructure platform for businesses.

Payment Methods 196

Payment Methods Payments Payment Solutions Education 196

User Pilot

JULY 18, 2023

It takes a fair bit of effort and time to keep up with the constant innovation in the product management software space. Fear not though, as our product management software guide will give you insights into some of the best-in-class applications that will boost your team performance and help you build successful products!

Software Review 98

Software Review Software Management Azure 98

SaaStr

NOVEMBER 24, 2022

SaaStr events couldn’t happen without our partners, and we wanted to give a special shout-out to some of our newest sponsors for SaaStr Annual 2023. Today, Cledara brings visibility and control to all your software subscriptions, helping you reduce software costs by 30% and save +20h a month on finance admin.

Merchant Services 191

Merchant Services Cybersecurity compliance Finance 191

SaaStr

OCTOBER 13, 2022

In June 2023, we’re heading back to London for SaaStr Europa and we wanted to give a special shout-out to some of the companies that will be there with us! ChartMogul is an analytics platform to help you run your subscription business. At SaaStr, our partners are an integral part of our events. Grab tickets here. .

GCP(Google Cloud Platform) 189

GCP(Google Cloud Platform) Azure AWS Enterprise readiness 189

SaaStr

JUNE 17, 2023

In this post, we’ll share the learnings from SaaStr CEO and Founder Jason Lemkin’s frontline analysis of the current state of the market in 2023, and distill down into why we’re now in the era of efficient growth in SaaS. Innovation is often born out of necessity – this couldn’t be truer than in 2023.

Venture Capital 212

Venture Capital Scale Technical Review Software Review 212

Stax

MAY 30, 2024

Field service management software is a system that helps a company monitor and coordinate their employees’ activities off the company’s premises. The software allows managers to view and modify work schedules, orders, inventory, invoices, customer account records, and other records in the database.

Payment Solutions 88

Payment Solutions Payment Services Merchant Services SaaS Payments 88

Tom Tunguz

APRIL 25, 2023

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. Just last week, Epic Systems shared that it was using Azure OpenAI Service to integrate this next generation of AI with its industry-leading EHR software. 1 percentage point of growth on a $28.5b

AI Search 191

AI Search AI Azure GCP(Google Cloud Platform) 191

SaaStr

MARCH 23, 2023

SaaStr events couldn’t happen without our partners, and we wanted to give a special shout-out to some of our newest sponsors for SaaStr Annual 2023. Chargebee is a recurring billing and subscription management tool that helps SaaS and SaaS-like businesses streamline Revenue Operations. appeared first on SaaStr.

Payment Features 196

Payment Features SaaS Payments Payments Payment Methods 196

Dubb

DECEMBER 14, 2023

Video email software is an asset for sales and marketing professionals alike. Whether you are the CMO of a Fortune 500 company or a solopreneur that is just getting your business off the ground, you can be confident in the power of video email software.

Software 52

Software Marketing Sales Business 52

Clouded Judgement

SEPTEMBER 15, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Software Setup Currently, interest rates seem to be the primary driver of software valuations. Follow along to stay up to date! So until we get that data, we’ll see short term moves more tied to rates.

Software Review 130

Software Review Cloud Software AWS 130

FastSpring

NOVEMBER 3, 2023

The 13th annual Austin Startup Week will take place November 6-10, 2023 with a week of engaging sessions, workshops, special events, and amazing speakers. Join the sessions in this track to uncover new markets, seize opportunities, and discover clever ways to grow your business. The post Join FastSpring at Austin Startup Week 2023!

Merchant Services 88

Merchant Services Startup Payment Methods Payment Services 88

FastSpring

OCTOBER 4, 2023

DevLearn 2023 features sessions and demos that inspire, early “Morning Buzz” meetups, and so much more. FastSpring makes it easy for digital goods and software companies to sell around the world by handling business needs such as VAT and sales taxes, fraud detection, and global compliance. appeared first on FastSpring.

Merchant Services 88

Merchant Services Payment Methods Payment Services Payments 88

Dubb

NOVEMBER 13, 2023

Video messaging software can be a true game-changer for your business. Whether you are a first-time entrepreneur getting your business off the ground or are a sales manager who is looking to reach your sales goals, you can rely on video messaging software to accomplish your goals.

Software 52

Software Sales Business Management 52

Clouded Judgement

JUNE 20, 2023

Q1 earnings season for cloud businesses is now behind us. My hope is that this analysis can provide startup entrepreneurs with a framework for how to manage their businesses around SaaS metrics (e.g., The question on everyone’s mind - when will we see software re-accelerate? net retention and CAC payback).

Cloud 161

Cloud Software Benchmarks Scale 161