SaaStr

FEBRUARY 25, 2025

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! VIP Networking app for B2B founders and execs attending (no service providers, sorry!)

Sales Recruiting 174

Sales Recruiting Scale CTO Hire Sales Hiring 174

SaaStr

MAY 10, 2025

2025 SaaStr Annual + AI Summit is THIS WEEK, May 13-15 in SF Bay!! Here are 20 Fun Things to Do at SaaStr 2025: 1. SaaStr 2025 has a festival vibe, complete with live music throughout the event. Party Guide here: The Official SaaStr Annual 2025 Party Guide: Official, Semi-Official and Unofficial Parties and Side Events!!

AI 189

AI B2B Startup Interviewing 189

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!! This time, were also hosting a CRO + CEO exclusive Summit, including Poker Night on Wednesday, May 14, 2025 ! May 14 4pm on at SaaStr Annual. — sorry!). Apply to be considered.

AI 258

AI Cloud Consulting Software 258

SaaStr

JUNE 2, 2025

Run your most critical, AI-powered apps on pic.twitter.com/M6tdOd2uQV — sridhar (@RamaswmySridhar) June 2, 2025 Databricks Neon Deal value: ~$1 billion Neon has more than 18,000 customers Founded in 2021, raised $129.6 rose to 30.8%, and experts predict a record number of SaaS mergers and acquisitions (M&A) in 2025.

VP of Engineering 185

VP of Engineering AI Search AI Data 185

SaaStr

APRIL 29, 2025

SaaStr Annual + SaaStr AI Summit 2025! We’re bringing together the true founders, revenue leaders and product visionaries that are actually driving the next wave of AI first software. The revenue-generating event that matters. Not talking heads. Not theorists. The executives making it happen. 250+ speakers. 250+ speakers.

AI Search 153

AI Search AI New CTO Scale 153

SaaStr

FEBRUARY 22, 2021

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.

Cloud 363

Cloud Revenue Product Marketing SaaS 363

Clouded Judgement

MARCH 7, 2025

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. Revenue multiples are a shorthand valuation framework.

Cloud 157

Cloud Forecasting Payment Features Subscription 157

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. Here are some highlights from Amazon’s earnings : “We see considerable momentum on the AI front where we’ve accumulated a multibillion-dollar revenue run rate already.”

Cloud 311

Cloud AWS Azure AI 311

SaaStr

JUNE 16, 2025

Top 5 SaaStr Learnings: Enterprise AI in 2025 1. This represents a fundamental shift from experimental dollars to recurring revenue opportunity. The learnings aren’t a surprise — but they are useful to see just how core AI spend has become in the enterprise. It’s not just part of the innovation budget anymore.

Enterprise 195

Enterprise AI Benchmarks Innovation 195

SaaStr

FEBRUARY 27, 2025

SaaStr is committed to having the most inclusive community in Cloud, SaaS and AI. Be actively employed at a post-revenue B2B / AI / SaaS operating company. We are happy to bring the next generation of Cloud execs to Annual, too! Applications for 2025 are OPEN. We provide priority to less-represented women. Apply here.

Venture Capital 215

Venture Capital Travel Cloud AI 215

SaaStr

FEBRUARY 26, 2025

Nvidia, Google Cloud, Azure, etc. pic.twitter.com/RhXYJqZuMg — Marc Benioff (@Benioff) February 26, 2025 Let’s dig in more 5 Interesting Learnings: #1. pic.twitter.com/RhXYJqZuMg — Marc Benioff (@Benioff) February 26, 2025 Let’s dig in more 5 Interesting Learnings: #1. But how about 2026+? 40 Billion ARR.

Scale 192

Scale Sales Hiring Azure Cloud 192

Tom Tunguz

OCTOBER 23, 2023

Yesterday, both Google and Microsoft announced their earnings for their cloud businesses. ” “Higher-than-expected AI consumption contributed to revenue growth in Azure.” “In Azure, we expect revenue growth to be 26% to 27% in constant currency with an increasing contribution from AI.

AI Search 312

AI Search AI Cloud Azure 312

SaaStr

FEBRUARY 20, 2021

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.

Cloud 285

Cloud Azure AWS Scale 285

SaaStr

APRIL 6, 2025

Billion in Revenue This Year. But Wont Be Profitable Until $125 Billion in Revenue, Per Bloomberg #5. The Secrets Inside Google Clouds Growth with Sarah Kennedy, Vice President Google Cloud Marketing #3. The Secrets Inside Google Clouds Growth with Sarah Kennedy, Vice President Google Cloud Marketing #3.

Scale 173

Scale Software Review Marketing Cloud 173

How To Buy Saas

JUNE 18, 2025

This surging investment spans AI chips, cloud platforms, and smart software. Our analysis below explores the top 7 countries pushing full-stack AI in 2025, the user perspective on AI’s origins, and how end-users actually feel about these cutting-edge tools. In 2025, U.S. Governments and companies now invest billions: the U.S.

AI 69

AI Scale Technical Review Software Review 69

SaaStr

APRIL 13, 2025

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 !

Startup 157

Startup Sales Hiring Underperforming Technical Team Cloud 157

SaaStr

FEBRUARY 16, 2025

As we gear up for 2025 SaaStr Annual, May 13-15 in SF Bay , we wanted to do a deep dive on some of the best sessions from past Annuals. Example: When building their cloud platform, they deliberately limited some of their own products’ capabilities to ensure partners had room to add value.

Sales Recruiting 199

Sales Recruiting Marketplace as a Service Underperforming Technical Team Scale 199

SaaStr

MARCH 5, 2025

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. Overall, FY25 revenue was $3.5

AI 165

AI Innovation Cloud Pricing 165

SaaStr

MAY 27, 2025

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.

Acquisition 138

Acquisition Government AI Enterprise readiness 138

Blulogix

JUNE 16, 2025

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. What Are the MGI 360 Ratings?

Payment Features 52

Payment Features Underperforming Technical Team AI Search Outsourced Development 52

SaaStr

APRIL 11, 2025

SaaStr Annual 2025 is just around the corner, May 13-15 in SF Bay, and weve already locked in 80 incredible AI startups to pitch on the Mayfield AI Demo Stage. Exposure to the SaaStr Community : SaaStr Annual is the largest gathering of SaaS and Cloud leaders in the world. The countdown is on! Why Pitch at the AI Demo Stage?

Startup 167

Startup AI Innovation Cloud 167

SaaStr

MAY 11, 2022

They’ve now cruised to $2B in ARR, but the world for Cloud and SaaS stocks has changed a lot. And while its core Defense Business has slowed down substantially for now, its Commercial Business, while just 15% of revenues today, is accelerating. But I would have expected revenue to grow even more, when combined with 124% NRR. #4.

Government 312

Government Scaling Cloud Revenue 312

Sales Hacker

NOVEMBER 29, 2024

Hello and welcome to The GTM Newsletter by GTMnow – read by 50,000+ revenue professionals weekly to stay up-to-date and scale their companies and careers. For the six-month period ending July 31, it pulled in $348 million in revenue, up 26% from the same period in 2023. Read the free and ungated report.

Investment 109

Investment Technical Review Development Team Review Scale 109

Clouded Judgement

OCTOBER 6, 2023

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. Revenue multiples are a shorthand valuation framework.

Cloud 157

Cloud Banking Payment Features Subscription 157

Blulogix

MAY 20, 2025

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.

Cloud 59

Cloud Azure AWS Government 59

Clouded Judgement

SEPTEMBER 20, 2024

Every week I’ll provide updates on the latest trends in cloud software companies. The projections from individual officials suggested a total of one percentage point in cuts by the end of 2025 and a half-point in 2026. Revenue multiples are a shorthand valuation framework. Follow along to stay up to date!

Cloud 157

Cloud Forecasting Investment Revenue 157

Blulogix

MARCH 13, 2025

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. Which model offers the best long-term revenue sustainability? Simple pricing for customers.

Subscription 59

Subscription Payment Features B2B Forecasting 59

Sales Hacker

MAY 9, 2025

Now in 2025, AI promises have simply become baseline expectations. Better: Our AI automatically categorizes, prioritizes, and drafts replies so reps can focus on revenue. The optics were that if AI wasnt integral to your roadmap and marketing, you were losing relevance. Its expected, not a value add.

AI Search 82

AI Search AI Scale SaaS 82

SaaStr

JUNE 5, 2020

It’s hard to imagine a world where analysis didn’t understand recurring, subscription based revenue for technology products. 2004-2010 marked the early days of SaaS where the model was still risky, and cloud providers were competing hard with their on-prem predecessors. . The SKYY First Trust Cloud Computing ETF has grown to $3.3

Venture Capital 281

Venture Capital Technical Review SaaS Scale 281

How To Buy Saas

FEBRUARY 25, 2025

A powerful CRM helps organize customer data, streamline sales pipelines, and automate marketing ultimately boosting revenue. In fact, 92% of businesses say CRM software is crucial to achieving their revenue goals. Marketing Capabilities Requires add-ons (Pardot/Marketing Cloud) for advanced marketing automation or email campaigns.

Scale 52

Scale Underperforming Technical Team Technical Review Marketplace as a Service 52

How To Buy Saas

MARCH 18, 2025

From cloud-based applications to emerging technologies, SaaS platforms give you instant access to whatever you need for your game development project. For instance, most SaaS tools harness the power of the cloud, making it easy for developers to access it from anywhere. In fact, you can rent SaaS tools and get started any day.

Payment Solutions 52

Payment Solutions Payments SaaS Payments Artificial Intelligence 52

Blulogix

JUNE 10, 2025

Finance wants to recognize revenue accurately—but the data pipeline is broken. What’s supposed to be a seamless quote-to-cash process ends up full of manual workarounds, customer confusion, and revenue leakage. Schedule a demo with a BluLogix billing expert today and take the first step towards revolutionizing your revenue management.

Finance 59

Finance Scale Sales Payment Features 59

SaaStr

JULY 2, 2024

You can see the NTM revenue multiples since 2019, and we’re now leveling out. For the most part, it has leveled out in the 8-10x forward revenue multiple range and is largely consistent with where things traded from 2008 to 2018. These businesses are growing much faster, with a median projected revenue growth of 400-500%.

Venture Capital 300

Venture Capital Management Scale AI 300

Sales Hacker

NOVEMBER 15, 2024

Hello and welcome to The GTM Newsletter by GTMnow – read by 50,000+ revenue professionals weekly to stay up-to-date and scale their companies and careers. We’ve shared this or received it from many GTM leaders as an excellent gauge on where to start or further AI adoption for your sales team. Read the free and ungated report.

Scale 110

Scale Outsourcing Services Sales Recruiting Technical Review 110

Blulogix

JUNE 9, 2025

Usage data is messy and inconsistent CPQ can’t simulate dynamic pricing Finance can’t recognize usage-based revenue accurately Invoices lack transparency—and customer trust suffers Ready to see how BluIQ can transform your billing process and help you achieve integrated, automated, and accurate complex monetization?

Payment Features 59

Payment Features Scale compliance Finance 59

Clouded Judgement

JULY 21, 2023

Every week I’ll provide updates on the latest trends in cloud software companies. Said another way, the revenue they bring in is less than the salary they’re paid. In March 2015 the Morgan Stanley model predicted Box would generate $400m of FCF in 2025. Follow along to stay up to date! ” Quite the claim!

Cloud 130

Cloud Software Sales Hiring Scale 130

Sales Hacker

MAY 30, 2025

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 Start with a shared revenue mindset Alignment begins with language. The best CMO-CRO pairs co-own one vocabulary: revenue.

Scale 103

Scale AI Search Technical Review Systems Review 103