SaaStr
MAY 16, 2024
And AI is obviously on fire, pulling up AWS, Google Cloud, Azure, etc. Is 2024 any easier? The post 58% of You Say Sales Cycles Are Even Longer in 2024 appeared first on SaaStr. Klaviyo, Toast, etc. just had very strong quarters. More B2B2C there. Security remains on fire overall as well. Billion in ARR, said No.
Tom Tunguz
APRIL 30, 2024
Aside from the overall growth of these clouds increasing, the massive investment in CapEx data centers, power plants, and GPUs is stunning. Larger quantities of our latest generation Trainium2 is coming in the second half of 2024 and early 2025.” 8 percentage points increased margins in a quarter is titanic.
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SaaStr
NOVEMBER 18, 2023
Something that’s both not surprising but also pretty impactful: 57% of venture-backed startups will have to go “back to market” in 2024 to raise more capital. At a practical level though, the headlines in 2024 may actually look much worse than 2023 for startup failures. for the first time in 2024! Carpe Diem.
SaaStr
NOVEMBER 6, 2023
If you’re selling cloud infrastructure, for the most part, growth may be down a smidge but is still strong, e.g., MongoDB. In fact, In fact, Gartner sees overall global software spend growing faster in 2024 than 2023, a very health +13.8% — and crossing $1 Trillion in total spend for the first time!
Clouded Judgement
OCTOBER 27, 2023
Every week I’ll provide updates on the latest trends in cloud software companies. You can see some quotes from Azure / AWS in my Q2 recap , and pasted below. After the cloud giants reported this week, the timing of the presumed re-acceleration is very much in question. On Tuesday, Azure and Google spooked the market.
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. And Another 18% in 2024. But they are still growing.
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. So there is plenty of reason for at least modest optimism for 2024.: And Gartner still predicts overall Cloud spend will grow to record rates in 2024. Albeit Only a Little Bit.
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