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.

Startup 357

Startup Venture Capital Azure AWS 357

Clouded Judgement

DECEMBER 20, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Subscribe now The Fed Bomb The markets were enjoying a nice little Santa Claus rally until this Wednesday when the Fed decided to shake things up!

Cloud 144

Cloud Banking Payment Features Subscription 144

SaaStr

JANUARY 15, 2025

So Cloud and SaaS have had a bit of a rollercoaster the past 4 years, from the boom times of 2020-2021, to the tougher times overall of 2023, to the AI boom of 2024+. But one thing has done well through all of it: security. We always need it, and the threats keep coming. And Cloudflare has been one of the biggest beneficiaries.

Scaling 273

Scaling Cloud AI Engineering 273

SaaStr

NOVEMBER 29, 2024

It earned them special attention from others on the hiring panel + company leaders… — Brie Wolfson (@zebriez) November 26, 2024 Everyone great is hiring. And most bigger SaaS and Cloud companies are still hiring, but not at the same pace. it didn’t only get them the job. Not as many folks as 2021, in some cases.

Sales Hiring 284

Sales Hiring Scale Marketing SaaS 284

Clouded Judgement

OCTOBER 11, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. As we head into the end of 2024 I wonder if a similar, but even stronger, budget flush will play out. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Subscribe now Budget Flush Coming?

Cloud 167

Cloud Cost optimization & reporting GCP(Google Cloud Platform) Software Review 167

SaaStr

JANUARY 29, 2025

The first SaaStr Annual CRO + CEO Poker Night was a smash hit in 2024, so we’re bringing it back even bigger and better for 2025!! Stage: Previous attendees of the 2024 CRO + CEO Summit were at an average revenue of $100M Only executives at software / AI companies, please. May 14 4pm on at SaaStr Annual. — sorry!).

AI 258

AI Cloud Consulting Software 258

SaaStr

JANUARY 12, 2024

So a question I get a lot from folks is “How Will 2024 Be?” So for them, will 2024 be any better? As both Henry Schuck, CEO of ZoomInfo, and Aaron Levie, CEO of Box pointed out in recent “What’s New” podcasts with us, 2024 almost has to be better because the cuts of 2023 are behind us.

Sales Hiring 317

Sales Hiring Cloud Startup Pricing 317

Clouded Judgement

FEBRUARY 14, 2025

Every week I’ll provide updates on the latest trends in cloud software companies. I wrote a piece a couple weeks back titled “ Beat and No Raise ” which compared full year results (for 2024) to consensus estimates at the start of the year. The takeaway - the median 2024 full year actual result was only 0.2%

Cloud 144

Cloud Software Payment Features Subscription 144

SaaStr

AUGUST 18, 2024

Many, many folks in SaaS and Cloud are still growing like a weed. And because SaaS and Cloud overall is still growing a stunning +20% a year, that means tons of jobs are still being created. I love this summary from Adam Schoenfeld at Keyplay enriching the Cloud 100 list: Net net, hiring is way up in the Cloud 100.

Cloud 324

Cloud Scale Startup SaaS 324

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.

Cloud 311

Cloud AWS Azure AI 311

SaaStr

MAY 19, 2025

This isn’t just marginally faster than cloud adoption – it’s an entirely different magnitude. ” This generational shift will accelerate transformation far beyond what we saw with cloud adoption. ” Many financial institutions didn’t deploy initial cloud use cases until the mid-2010s.

AI 209

AI Technology ChatGPT Cloud 209

SaaStr

OCTOBER 7, 2024

So who were the most visited sponsors at 2024 SaaStr Annual? Let’s take a look: Paddle Mercury Roam Booking Front Bill Carta Google Cloud IBM Prismatic Adyen Runway G2 Now, it’s not all a popularity contest. The average Super Gold sponsor received 470 qualified leads in 2024, up from 249 in 2023.

Cloud 292

Cloud 292

SaaStr

AUGUST 14, 2024

By the time we get to SaaStr Annual 2024, Sep 10-12 in SF Bay , we’ll be overloaded with side events, official, semi-official and unofficial parties, and so much more! The post The Official Guide to SaaStr Annual 2024 Official, Semi-Official and Unofficial Parties and Side Events!! Tuesday, September 10 Taco Tuesday on-site!!

Finance 329

Finance Cloud AI SaaS 329

SaaStr

AUGUST 9, 2024

This 2024 SaaStr Annual Sep 10-12 in SF Bay is ending up with our highest concentration of Product leaders ever. It will be an epic line-up for us all to learn how to build the best of the best products in SaaS and Cloud! The post 50+ of The Best Chief Product Officers, VPs of Product and More at 2024 SaaStr Annual!!

AI 300

AI Cloud Pricing SaaS 300

SaaStr

DECEMBER 11, 2023

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. Track that metric religiously in 2024. Whatever you do, don’t Hide in NRR in 2024. 2024 Has to Be The Year of Growing It. Incent it.

Cloud 322

Cloud Pricing Customer Success Metrics 322

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?

Cloud 284

Cloud Sales Hiring Scale Business 284

SaaStr

JULY 17, 2024

What does it take to get funded in 2024? The Index of Top SaaS and Cloud Companies The Bessemer Venture Partners Index of top SaaS and Cloud companies is shown in blue on this graph, which is a basket of the best. Cloud stocks were on a tear. In Cloud and SaaS, it’s down 44%. What’s driving VCs today?

Venture Capital 305

Venture Capital AI Cloud Scale 305

Clouded Judgement

JUNE 19, 2024

Q1 earnings season for cloud businesses is now behind us. These charts clearly show the ZIRP pull forward, the ensuing cloud cost optimizations, and then the recovery. GCP data is a bit more noisy as they don’t disclose GCP itself, but rather Google Cloud which includes GSuite. Let’s get into some high level data.

Cloud 318

Cloud GCP(Google Cloud Platform) Software Azure 318

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!

Merchant Services 307

Merchant Services Azure Software AWS 307

SaaStr

AUGUST 12, 2024

2024 SaaStr Annual is Sep 10-12 in SF Bay ! Bessemer will be back doing State of the Cloud live , this time with a particular focus on AI, SaaS and Cloud. Bessemer will be back doing State of the Cloud live , this time with a particular focus on AI, SaaS and Cloud. We’re getting there! That will be awesome!!

Cloud 290

Cloud AI Scale Customer Success 290

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.

Azure 301

Azure AWS Sales B2B 301

SaaStr

FEBRUARY 24, 2024

So 2023 was a strange year, with many of the biggest, public Cloud and SaaS leaders on a tear, from Microsoft to Cloudflare to Palantir, but so many startups and especially those in traditional B2B struggling to grow. Some are benefitting from AI, Cloud growth, and more. It Looks Like It The post In Sales Any Easier So Far in 2024?

Sales 292

Sales Cloud AI B2B 292

SaaStr

APRIL 25, 2024

We’re gearing up for 2024 SaaStrEuropa.com in London on June 4-5, which will be awesome. 3,500+ of the best in SaaS and Cloud together in London! SaaStrAnnual.com 2024 on Sep 10-12 in SF Bay!! The post Join the CEOs of Bill, Procore, Klaviyo, Apollo, Attentive, Kong and More at 2024 SaaStr Annual!! See You There!

Cloud 292

Cloud Pricing Enterprise Technology 292

SaaStr

DECEMBER 14, 2023

In the latest installment of SaaStr’s What’s New series – where we sit down with the leaders in SaaS and Cloud for the inside scoop on what’s top of mind and what’s new, SaaStr CEO and Jason Lemkin chats with the CMO of Google Cloud, Alison Wagonfeld. They also compete with Microsoft in a big way.

Cloud 309

Cloud Scale AWS AI 309

SaaStr

AUGUST 26, 2024

We’re so close now to the 2024 SaaStr Annual!! With so much change in SaaS, Cloud, and AI the past few years, it’s albeit become much harder to predict so many things — including how events will go. And one our top requests for 2024 was to add additional ways to network at this year’s Annual.

Benchmarks 293

Benchmarks Finance Business Model Forecasting 293

SaaStr

JUNE 2, 2025

” Snowflake is “tackling a massive $350 billion market opportunity and a real need for our customers to bring Postgres to the Snowflake AI Data Cloud.” The Agentic AI Infrastructure Race According to Gartner, by 2028, 33% of enterprise software applications will include agentic AI, up from less than 1% in 2024.

VP of Engineering 157

VP of Engineering AI Search AI Data 157

Clouded Judgement

MARCH 1, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Share Clouded Judgement Leave a comment Follow along to stay up to date! Subscribe now Shades of 2021 in Venture Markets Private markets are really starting to heat up, and I’m starting to see shades of 2021.

Cloud 317

Cloud AI Investment Metrics 317

SaaStr

OCTOBER 6, 2023

So how are the top SaaS and Cloud companies doing in 2023? Bessemer’s latest Cloud 100 answers the question. Their top 100 SaaS and Cloud companies — the “Cloud 100” — are almost all at $100m+ ARR, and growing on average 55% year-over-year. Here’s to an uptick in 2024!!

Cloud 286

Cloud Forecasting Retention SaaS 286

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.

Azure 271

Azure AWS Cloud SaaS 271

SaaStr

FEBRUARY 16, 2024

Well, the best in SaaS and venture and Cloud are not just still growing at epic rates, but they’re acquiring so much funding … they can still run the 2021 playbook. With no more funding coming, and growth way down. So can you pay less these days? Is hiring any easier? Not really. Or at least, not that much. Not for most of us.

Startup 316

Startup Social Media AI Cloud 316

Clouded Judgement

MARCH 8, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now 2024 Guides - Are they Conservative? So far we’ve got a number of full year 2024 guides. They did call out a couple one time benefits they saw in 2023 they don’t expect to see in 2024. below consensus).

Cloud 167

Cloud Payment Features Subscription Revenue 167

SaaStr

FEBRUARY 27, 2025

SaaStr is committed to having the most inclusive community in Cloud, SaaS and AI. We are proud that the 2018-2024 SaaStr Annuals have featured over 50% women and multicultural speakers at each event. We are happy to bring the next generation of Cloud execs to Annual, too! And understand we do make some mistakes.

Venture Capital 220

Venture Capital Travel Cloud AI 220

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.

Cloud 246

Cloud Startup SaaS Marketing 246

Clouded Judgement

DECEMBER 1, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Couple takeaways for me: 2024 is shaping up to be the “prototype to production” year for AI. On the former - we’ll see a lot of these experiments translate to production facing apps in 2024. Follow along to stay up to date!

AWS 299

AWS Cloud AI Search Cost optimization & reporting 299

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 306

Cloud Payments Software Review Payment Solutions 306

SaaStr

OCTOBER 4, 2023

Founder and CEO of SaaStr Jason Lemkin deep dives into the current state of SaaS and the Cloud. Okta is a market leader in identity and app management, and they’re a derivative of everything happening in Cloud and SaaS spend. It’s a timing question, and if Klaviyo does well, the back half of 2024 should be full of good companies.

Sales Hiring 284

Sales Hiring SaaS Headcount Compensation 284

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 245

SaaS Cloud Startup Marketing 245