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Canva and Databricks: The Two Big Potential SaaS / Cloud IPOs of 2024

SaaStr

And yes, I know we can argue Databricks is neither really Cloud nor really SaaS. I’d argue that doesn’t much matter — its comparables are the Cloud and SaaS leaders). Now, maybe they both wait for 2025. More on Databricks numbers here: 5 Interesting Learnings from Databricks at $1.5 We’ll see.

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AI Reaccelerating Cloud Growth

Tom Tunguz

Yesterday, both Google and Microsoft announced their earnings for their cloud businesses. At the time of acquisition, Github had about 25m users & projected to reach 100m in 2025. In the chart, it’s immediately evident that Mongo has seen dramatic increase in growth rate last quarter.

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Clouded Judgement 1.12.24 - Hard Truths

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Reinventing Founder Friendliness - Back to the Future This week I joined Ed Sim (Founder and Managing Partner at Boldstart Ventures) on Harry Stebbings podcast to chat about the state of venture backed companies heading into 2024 and 2025.

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Clouded Judgement 10.6.23 - Fed Projections

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. As you can see, Fed officials are saying the fed funds rate will be ~5% in 2024, and ~4% in 2025. The below charts show the distribution of projections for GDP growth in 2023, 2024, 2025. Follow along to stay up to date! Two takeaways.

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Google Says Cloud Will Triple Again in Next 5 Years

SaaStr

We did a deep dive on Google Cloud’s incredible numbers the other day here but there was one point in particular it’s worth doing a deep dive on. The point is that as crazy as SaaS and Cloud seems today, Google itself says we’re on our way to $1T+ in Cloud revenue by 2026/2027, and that things will triple by then.

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5 Interesting Learnings from Google Cloud at $13 Billion in ARR

SaaStr

So we’ve had a lot of fun in our 5 Interesting Learnings profiling the top SaaS and Cloud companies at scale, from Slack to Zoom, from Shopify to Datadog, from Box to DropBox. But are AWS, Azure and Google Cloud just too big for us to learn from? Google Cloud sees it hitting $760B+ in 2025. million customers.

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Is the Covid Boost in Cloud and SaaS Already Over?

SaaStr

E-commerce is now where we expected it to be in 2025 or so. It might be where we expected to be in 2022, or 2025, but we may have gotten there — and see more “traditional” growth going forward. The post Is the Covid Boost in Cloud and SaaS Already Over? And videoconference? Well Zoom, Zoom, Zoom.

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