Clouded Judgement

MARCH 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Growth Deceleration of Consumption Companies So far, 2023 guides have not been pretty for consumption software companies. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 244

Cloud Trends Payment Features Subscription 244

SaaStr

DECEMBER 11, 2023

So there’s a perhaps obvious conversation everyone should be having, but isn’t: “Look, in 2023 we basically hid inside our existing customer base. The most extreme example of the public Cloud and SaaS companies is Fastly. We saw Cloud and SaaS leaders sending unsolicited 3 year binding contacts to month-to-month customers.

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Cloud Pricing Customer Success Metrics 280

Clouded Judgement

DECEMBER 29, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now 2023 Top Performers In 2023, there were 14 cloud software companies that were up 100%+ this year (in the index I track of ~80 total)! Below you can see the top performers from 2023. Follow along to stay up to date!

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Cloud Software Review Payment Features Subscription 189

Clouded Judgement

MARCH 1, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Funds have gotten quite large and haven’t deployed much in 2022 / 2023. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date!

Cloud 311

Cloud AI Investment Metrics 311

SaaStr

OCTOBER 24, 2023

And yet, overall Cloud spend continues to grow to record levels. In fact, Gartner predicts 2024 spending will grow far faster than 2023, which still grew substantially. Their Cloud business is on fire. SAP expects to close the year out with their Cloud and SaaS businesses at a $15 Billion run-rate. And ooooold SAP?

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Cloud Scale Sales Hiring Business 214

Clouded Judgement

FEBRUARY 10, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. ” Were 2023 Software Estimates Already De-Risked To Start The Year? The graph below shows how companies have guided for 2023 relative to consensus at the start of the year. They guided 2023 1% above consensus. Hard Landing?

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Cloud Software Review Technical Review Systems Review 268

SaaStr

APRIL 27, 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. The global SaaS market is massive – Gartner estimates it to be $151B+ by 2023. Join these incredible companies to experience all the value of SaaStr!

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Cloud Scale Startup Sales Hiring 193

SaaStr

JUNE 12, 2023

We’re SUPER excited to announced that Expensify has returned as a second-time SaaStr Annual sponsor for 2023 Annual on September 6-8, this time as a Unicorn Sponsor! We’ll see you, Expensify, and 12,000+ of the Best in SaaS and Cloud at 2023 SaaStr Annual in the SF Bay Area, Sep 6-8!! It’s free to get going!

Payment Solutions 246

Payment Solutions Payment Features Travel Cloud 246

Clouded Judgement

JANUARY 12, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. There are certainly some deals that happened in 2023 that haven’t announced yet (there’s always a lag), so I’d expect the 2023 bar to be slightly higher once everything has announced. Follow along to stay up to date!

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Cloud Venture Capital Acquisition Metrics 284

Tom Tunguz

DECEMBER 17, 2022

Here are my predictions for 2023. The hangover from web3’s raucous 2022 extends into 2023. We exit 2023 with inflation below 2.5% Flat & down rounds surge to 30% of all mid-stage rounds completed in 2023, up from less than 5% in the first half of 2022. In short, 2023 will be the first year of a new-normal era.

Software Review 249

Software Review Technical Review Machine Learning Artificial Intelligence 249

SaaStr

JULY 18, 2022

Gartner: businesses will spend $100,000,000,000 more on software in 2023 than 2022. Yes, $100B more in 2023. in 2023, up from 9.6% That means $100 Billion more software spend in 2023 than 2022. Cloud spending is still expected to grow even faster in 2022 than 2021 , from 18.4% in 2022, to over $900 Billion.

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Venture Capital Software Cloud Forecasting 316

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. 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. In 2023, it will be $750B. Not bad for #3!

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Cloud Azure AWS Engineering 230

Clouded Judgement

JANUARY 5, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. In the basket I track and discuss in Clouded Judgement (~80 companies), no one is up on the year. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! So a drop, but not a meaningful one.

Cloud 152

Cloud Trends Payment Features Subscription 152

SaaStr

AUGUST 4, 2023

So one of our recent themes on SaaStr is that while things are still tougher for almost everyone that the go-go days of 2021, in at least some ways, they seem to have bounced off the bottom and are at least getting easier than before: Top Cloud and SaaS stocks are up 31% this year. Top Cloud and SaaS stocks are trading at 15x ARR or more.

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Cloud Startup SaaS Marketing 196

SaaStr

JULY 20, 2023

We’re less than 60 days out to 2023 SaaStrAnnual.com ! We’ll bring together 12,000 of the top Cloud executives, VCs and more together Sep 6-8 in Silicon Valley!! And we want all of the best in Cloud and SaaS to be at Annual. The post 2 Great Ways to Come to 2023 SaaStr Annual — For Free!

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Cloud Revenue SaaS 191

SaaStr

NOVEMBER 28, 2023

Overall, the BVP Nasdaq Emerging Cloud Index is up 22.97% this year. I went further and put together a quick list of 25+ SaaS and Cloud leaders to see how their share prices are doing. The big stock price swings in 2023 in many cases are still under their 2021 peak. But not everyone. Not by far. Not all.

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Cloud Scale SaaS Pricing 226

SaaStr

NOVEMBER 8, 2022

With folks finishing up their marketing budgets for 2023 — why should SaaStr be part of it? SaaStr Annual 2023 in September will be huge! 2023 is already tracking to be 30% + bigger or more! SaaStr Europa 2023 comes to London to June! Reach over 100,000 Cloud professionals on our podcast. Talk to us!

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Cloud Innovation Pricing B2B 218

SaaStr

JULY 14, 2023

2023 SaaStr Annual is coming up on Sep 6-8 in the SF Bay Area , once again on our 40+ acre compass at the San Mateo County Fairgrounds. We’ll have 12,000+ of the best in SaaS and Cloud all coming together to share, scale, and learn. July 31 is The Last Chance to Sponsor 2023 SaaStr Annual! We’re almost there!!

Scale 188

Scale Cloud Branding Scaling 188

SaaStr

AUGUST 31, 2023

We have 250+ Braindates already for SaaStrAnnual.com 2023 next week!! Amazing smaller, deep dive sessions with top leaders in SaaS and Cloud. The Most Popular 2023 Annual Braindates So Far: #1. See you at Annual 2023!! The post 250+ Braindates Already for SaaStr Annual 2023!! That now you can have IRL!

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Venture Capital Acquisition AI Innovation 200

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.

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Cost optimization & reporting Cloud Azure AWS 152

SaaStr

JULY 27, 2023

So know your numbers, get your lucky pen ready, and come join the ranks of Founders & CEOs who will be signing term sheets during or shortly after the Annual in Q3 2023! Get 20% OFF your tickets to SaaStr Annual 2023! → The post Over 600 VCs Already Coming to 2023 SaaStr Annual! appeared first on SaaStr.

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Venture Capital Banking Cloud Investment 181

SaaStr

AUGUST 9, 2023

Ok we’ll keep this page and list updated all the way through 2023 SaaStr Annual on Sep 6-8 in SF Bay Area!! Greenhouse has a great co-hosted after-party event with HiBob around WorkTech on September 6 at 7 pm PT here: [link] Mission Cloud and AWS are hosting a happy hour at the Paul Martin’s just near the campus.

AWS 196

AWS Cloud SaaS Sales 196

SaaStr

NOVEMBER 5, 2022

Gartner has its latest report out , talking to hundreds of CIOs, and it breaks down projected SaaS spending in the enterprise in 2023: The summary: Gartner predicts SaaS spend in the enterprise will rise to $195 Billion in 2023, up 17% from $167 Billion in 2022. SaaS overall represents about a third of total Cloud spend.

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Enterprise SaaS Cloud 252

SaaStr

MAY 2, 2023

So there’s no doubt things are a bit harder for everyone in SaaS and Cloud right now. A few of us are seeing no macro impacts, but probably the biggest tell are Cloud platform giants — AWS, Azure and Google Cloud. The Cloud is still growing. All are still growing at very strong rates.

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Azure AWS Cloud SaaS 191

SaaStr

MAY 19, 2023

So 2023 is a unique time in venture fundraising. It’s a time when SaaS and Cloud spend are also at record highs , and many Cloud leaders are still growing at strong rates … yet many startups have stopped growing at all. Let me just share 10 Simple Suggestions on How to Make Fundraising a Smidge More Successful in 2023: #1.

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New CTO CTO Banking Cloud 231

SaaStr

JULY 28, 2023

Goldman Sachs is now predicting the first re-acceleration in ACVs in years: And: Top Cloud and SaaS stocks are up 31% this year. Top Cloud and SaaS stocks are trading at 15x ARR or more. Growth has slowed for almost all Cloud and SaaS leaders this year, but that also makes maintaining and even beating that growth next year much easier.

SaaS 191

SaaS Cloud Startup Marketing 191

Tom Tunguz

FEBRUARY 13, 2023

I’m watching public company earnings to identify early trends in the software market to inform startups’ plans for 2023. The surge in pipeline is notable given the uncertainty in the market but the close rates are low & sales cycles slow : another confirmatory data point for startups to plan cautiously in 2023.

Cloud 209

Cloud Azure Headcount Software Review 209

SaaStr

MAY 28, 2022

Gartner, spending on SaaS: 2020: $120B 2021: $152B 2022: $177B 2023: $208B. 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. — Jason BeKind Lemkin #????????????

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Cloud B2C SaaS Enterprise 328

Clouded Judgement

JANUARY 26, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. There have been many companies who’ve seen their quarterly net new ARR decrease each quarter through 2023. And when you drill deeper into the Gartner forecast between 2023 and 2027, $3 trillion will be spent on AI.

Cloud 161

Cloud Marketplace as a Service AI Payment Features 161

Clouded Judgement

MARCH 24, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. The end result was the expected result prior to the banking crisis - a 25bps hike 2023 Full Year Guides We’re nearly through Q4 ‘22 earnings season. The chart below shows 2023 guides vs 2023 consensus estimates to star the year.

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Cloud Banking Payment Features Subscription 130

SaaStr

OCTOBER 20, 2022

One thing that is clear is that public SaaS and Cloud stock prices are way down. They aren’t perfect, but given how many CIOs they interview — over 2,200 for this survey — they’re one of my favorite sources for what’s happening in 2023. to $880 Billion in 2023 appeared first on SaaStr.

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Forecasting Artificial Intelligence Software Business 224

Clouded Judgement

JANUARY 27, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Azure (Microsoft) Quarter The week the first of the cloud giants reported - Azure. Early Look at 2023 Guides Given the Azure weakness reported on Tuesday, all software tumbled Wednesday morning with most names down 5-10%.

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Cloud Azure Pricing Payment Features 141

Clouded Judgement

FEBRUARY 24, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. This week Walmart and Home Depot reported earnings (I know, not the usual cloud software suspects!). As I noted above, so far companies are telling us 2023 estimates are ok. Subscribe now Share Clouded Judgement Leave a comment

Cloud 130

Cloud Payment Features Subscription Revenue 130

Clouded Judgement

JANUARY 13, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. That was more broadly a period of ZIRP, and it’s interesting that today the 10Y isn’t hugely different from where it was in the period of 2010 - 2020 Morgan Stanley CIO Survey Everyone is eagerly awaiting 2023 forecasts to be “de-risked.”

Cloud 130

Cloud Forecasting Payment Features Subscription 130

Tom Tunguz

JANUARY 23, 2023

The transcript highlights the major trends in software of 2023. Segment Expected Growth Productivity 12% Office Commercial 6% Office On-Premise -25% LinkedIn 5% Dynamics 13% Intelligent Cloud 18% Azure 26% Server -3% Services -3% 2. Below, I’ve listed those trends with data & excerpts from the earnings call transcript.

Azure 225

Azure Underperforming Technical Team Machine Learning Artificial Intelligence 225

Clouded Judgement

MAY 12, 2023

Earnings Update So far about half of the cloud software universe has reported Q1 earnings (43 companies in the universe I track). On a related note - when we look at companies who gave full year 2023 guidance this quarter vs last quarter, on average those companies are not changing their guidance at all (median change in guide is 0%).

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Cloud Government Entrepreneurship Payment Features 130

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! Notion Capital is a Venture Capital investing firm focused on European SaaS and Cloud, with more than 100 investments to date. Grab tickets here. appeared first on SaaStr.

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Cybersecurity Venture Capital compliance Government 217