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Down nearly 30% YoY from Q1 last year pic.twitter.com/9MLyLe3XXf — Jamin Ball (@jaminball) June 5, 2025 Bottom Line Up Front : The aggregate cloud software market just delivered its worst quarterly performance in years, with net new ARR additions plummeting nearly 30% year-over-year in Q1 2025. billion in Q1 2024.
Q1 ‘25 earnings season for cloud businesses is now behind us. And no, this wasn’t all because of leap year last year (that would only account for a ~3% delta at most) The Hyperscalers (AWS, Azure, Google Cloud) also declined net new adds year over year, but not by as much. Net new ARR added was down 28% from Q1 last year.
Why 40% Cloud Adoption Marks the End of Easy Growth. The 40% Tipping Point : With 40% of workloads now in the cloud, SaaS has hit market maturity. Market Saturation Happens Faster Than Expected : At just 40% cloud adoption, we’re already seeing mature market dynamics.
Nw’s the very best time to buy tickets before prices go up Jan 31. Grab 20% OFF tickets here : The post Just Announced: SaaStr Annual 2025 Headline Speakers: The CEOs and CXOs of Snowflake, HubSpot, Dropbox, ServiceTitan, Canva, Descript, and 100s More!! We’re back and BIGGER and better than ever!
SaaStr Annual has always been the go-to event for SaaS founders, executives, and investors, but 2025 is shaping up to be the best one yet. It’s 50% about the intersection of AI + B2B, 50% about GTM in 2025+, and … 50% about helping you meet the best of the best! With a New, AI Demo Stage from 100+ Top AI Start-Ups!
Every week I’ll provide updates on the latest trends in cloud software companies. 2025 Rate Cut Expectations The Fed’s “Dot Plot” shows where each member expects rates to be each year. The Dot Plot released on Wednesday showed an expectation of 2 rate cuts in 2025. in 2025 (with the projection being 2.2%
Unparalleled Networking Opportunities SaaStr Annual brings together thousands of SaaS, Cloud and AI executives, founders, VCs, and industry leaders under one roof across our 40+ acre campus, May 13-15 in SF Bay! Many vendors offer special event pricing or extended trials, creating additional value. And the VCs that want to fund them!
So Bloomberg and CB Insights have the latest data out on start-ups getting acquired, and 2025 is off to a record start : Wiz’s record $32 Billion acquisition by Google pushes the dollar value to a record, but you may have also missed there were 11 VC-backed $1B+ exits already in 2025, worth $54.5 Cloud has just gotten going.”
Top 5 SaaStr Learnings: Enterprise AI in 2025 1. The Price War : Google’s Gemini 2.5 Usage-based pricing still dominates with CIOs uncomfortable with outcome-based models. You need rigorous evaluation frameworks, security checklists, benchmark performance data, and clear usage-based pricing models. Flash costs $0.26/million
Every week I’ll provide updates on the latest trends in cloud software companies. We’ll see how these consensus estimates trend over the year, but the initial guides out of the gate do not inspire confidence that 2025 will be a year of out performance. Subscribe now Share Clouded Judgement Leave a comment
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.
Yesterday, both Google and Microsoft announced their earnings for their cloud businesses. ” Third, the paid Copilot business - the assistant across Microsoft products is now roughly a $360m ARR business, assuming every customer pays list price. ” Microsoft’s presence in the developer ecosystem continues to astound.
As we gear up for 2025 SaaStr Annual, May 13-15 in SF Bay , we wanted to take a look back at one of your favorite SaaStr conversations with Parker Conrad at SaaStr. And come meet Rippling and learn its secrets to building compound products when their VP of Product Anique Drumright joins us on-stage at 2025 Annual !
Billion in 2015 Second IPO in 2021, $10 Billion market cap Salesforce acquires them in 2025 for $8 Billion Man, it's a journey pic.twitter.com/Lmi9NPQbj6 — Jason SaaStr.Ai Lemkin (@jasonlk) May 27, 2025 Salesforce just agreed to finally acquire Informatica for $8 Billion after trying for some time. Growth rates normalized.
So Snowflake looked immortal in 2021, looked a little more mortal in 2024 … and is now, like many of the best in Cloud and B2B, reacclerating in 2025! And come meet and hear from CEO Sridhar Ramaswamy LIVE at 2025 SaaStr Annual, May 13-15 in SF Bay!! No, it’s 2025. 580 of them pay $1m or more. #2.
2025 is a different world. The venture market in 2025 is more bifurcated than ever. At the Series B stage, Q1 2025 saw more total capital raised than previous quarters, despite fewer deals closing. The real bottleneck is Series A Raising a priced seed round is no longer the milestone it once was. for digital companies.
By BluLogix Team Why MGI Research Ranked BluLogix a Top Agile Billing Platform in 2025 In May 2025, BluLogix was recognized by MGI Research in its Agile Billing Top 50 Buyer’s Guide —a definitive analysis of the top billing platforms for businesses navigating modern monetization.
Joselyn Goldfein , Managing Director at Zeta Venture Partners, which invests in AI and data infrastructure-focused startups from inception through seed stage And see everyone at 2025 SaaStr Annual, May 13-15 in SF Bay!! They use AI for price discoverability and optimization, with a setup that drives annual retention.
By Inga Broerman How Usage-Based Pricing is Transforming Subscription Billing The subscription economy is undergoing a transformation, driven by the rising popularity of usage-based pricing. Schedule a Demo Today The Shift to Usage-Based Pricing Its an inevitable now. The chickens are coming home to roost for good in 2025.
In the fast-paced hiring landscape of 2025, an Applicant Tracking System (ATS) has become an essential tool for companies of all sizes and sectors. From cloud-based SaaS solutions to on-premise enterprise software , businesses worldwide are leveraging ATS technology to build efficient, fair, and scalable hiring pipelines.
By BluLogix Team Why Cloud Adoption Demands Better Internal Billing Public sector IT is moving to the cloudand fast. From statewide digital transformation initiatives to university research platforms running on AWS and Azure, cloud services have become essential infrastructure. Schedule a Demo Today Cloud Is Usage-Based.
Every week I’ll provide updates on the latest trends in cloud software companies. The WIRP function is used to show the implied probabilities of interest rate moves at future central bank meetings based on the pricing of interest rate futures. Subscribe now Share Clouded Judgement Leave a comment Two takeaways.
HG Insights has been writing market reports for years as the pioneer of tech adoption and market insights and is trusted by GTM leaders at the likes of Snowflake Five9 and Google Cloud to improve GTM efficiency. The number of shares to be offered and the price range for the proposed offering have not yet been determined.
In this comprehensive Skynova review , we break down its features, pricing, pros, cons, and how it stacks up against popular Skynova alternatives like QuickBooks, FreshBooks, and Wave. Skynova is an easy-to-use online invoicing tool with budget-friendly pricing, but its feature set is full of compromises.
Every week I’ll provide updates on the latest trends in cloud software companies. For core inflation, which excludes volatile food and energy prices, the committee lowered its estimate to 2.6%, reflecting a 0.2 It reflects a delicate balancing act between supporting economic growth and maintaining price stability.
By BluLogix Team Subscription Billing vs. Usage-Based Billing: Which Model Wins in 2025? Introduction Introduction Subscription billing has been the backbone of SaaS, telecom, and cloud services for years, but consumption billing is quickly gaining traction. Simple pricing for customers. Which Model is Right for Your Business?
Generative AI has exploded by 2025. To sort through the noise, we’ve evaluated the best AI tools of 2025 in each category, focusing on features, user feedback, and pricing. For each tool, we give a brief intro, key features, pros & cons, customer quotes, our verdict, and pricing. Let’s dive in. Colossyan’s 4.7/5
In this in-depth comparison, well explore Salesforce vs. HubSpot across features, ease of use, pricing, use cases, and more so you can determine which CRM is the right fit for your organization. Salesforce: A Pioneer in Cloud CRM Salesforce, founded in 1999 by Marc Benioff, was a trailblazer in bringing CRM to the cloud.
By BluLogix Team Why Consumption-Based Pricing Drives Higher Customer Retention Introduction One of the biggest challenges in subscription-based businesses is churn. Consumption-based pricing solves this by ensuring customers pay only for what they use, improving satisfaction and retention.
In this post, we’ll take you through 10 mobile app development trends and the mobile app development changes shaping 2025. Mobile app development trends In 2025, app developers are moving quicker, using smarter tools, and finding easier ways to create better experiences for users across all kinds of mobile devices.
We see it all the time: Product wants to price dynamically, by usage tier or consumption thresholds. We see it all the time: Product wants to price dynamically, by usage tier or consumption thresholds. They may even have the beginnings of a tiered pricing model. Sales wants to quote that model—but their CPQ isn’t usage-aware.
From cloud-based applications to emerging technologies, SaaS platforms give you instant access to whatever you need for your game development project. For starters, some SaaS tools can be difficult to work with due to their pre-existing usage-based pricing models. In fact, you can rent SaaS tools and get started any day.
They may even have the beginnings of a tiered pricing model. Schedule a Demo Today Usage-based billing isn’t just a pricing toggle. They may even have the beginnings of a tiered pricing model. Costs come in, Read More » May 21, 2025 The post Most companies think they’re ready for usage-based billing.
Every week I’ll provide updates on the latest trends in cloud software companies. Let’s look at Salesforce - they may be in maturity mode in their core CRM business, but they also have marketing, commerce and data cloud products that are not in maturity mode. Follow along to stay up to date! ” Quite the claim!
Throughout 2024 and 2025, companies realize they cannot wait to get to an up round, so they’re going out and reckoning with a down round. Intuitively, the reason is that public markets are priced every day, so adjustments can happen over a week or a month and see multiples fall off. In 2009, that spiked to 35%.
In fact, research from the 2025 State of Sales & Marketing Alignment report by Mutiny found that teams with misalignment are 2x more likely to miss revenue targets, while fully aligned teams are 2.3x Shared decision-making on pricing, packaging, and promotions. Friction gives way to flow. more likely to exceed them.
By Inga Broerman Scaling with Usage-Based Models: A Practical Guide to Metering The rise of usage-based pricing is revolutionizing the subscription economy. Customers increasingly demand pricing models that reflect their actual consumption, offering greater flexibility and perceived value.
So, it’s no wonder that it has been a massive year in the Cloud Marketplace business. We thought it would be great to take a look back at our State of the Cloud Marketplaces Report and share some of the key findings for those who may be planning to launch their Cloud Marketplace business in 2022. .
Compare pricing models and evaluate long-term costs. When researching SaaS options, don’t just focus on features and pricing. A well-thought-out SaaS budget should allow you to make the most of cloud-based solutions while being financially smart and adaptable.
GASB standards require that interdepartmental or interagency transactions be supported by: Accurate cost allocation Documented pricing logic Audit trails Ledger-ready entries Informal internal billing processesespecially those reliant on manual reporting or static spreadsheetsoften fall short of these standards.
Integrations +1 725-254-2694 Start Free Trial Login Log in Sign up REQUEST A DEMO --> Sales Management Top Tools for Monitoring API Performance Chase Horn June 11, 2025 Explore the top API monitoring tools that enhance performance, reduce downtime, and support scalable operations for businesses of all sizes. “Middleware.io
Whether youre looking for easy-to-use Hotjar alternatives with advanced product analytics and a better pricing structure, we are here to help! Also, pricing is based on the number of daily sessions, and the costs can add up quickly as your user base grows. In fact, it has been struggling to keep up with others for a while.
SaaStr founder and CEO Jason Lemkin shares his take on the current SaaS landscape midway through 2024 and what might be coming next in 2025 at the opener to this year’s SaaStr Europa. MongoDB was down 23%, a great Cloud stock consistently growing in the 30s. Maybe endless price increases,” Jason says. Just build.
— Koenfucius 🔍 (@koenfucius) April 14, 2025 4. Buffer Best social media monitoring tool for creators and small business owners Price : $6/month/channel. Verlynk Best social media monitoring tool for filtering your conversations Image Source Price : Free plan available for three social media channels.
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