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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.

Cloud 282
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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.

AI Search 291
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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. I pulled some data from Pitchbook that you can see below (screen was for US based companies that they categorize as “software”). 2025 is probably the year of max pain in the venture ecosystem.

Cloud 284
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Clouded Judgement 7.21.23 - Are Software Companies Bad Businesses?

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. Subscribe now Are Software Companies Bad Businesses? There was some talk last week on the All-In podcast about software companies. The gold standard for all public software companies is GAAP net income in the fullness of time.

Cloud 130
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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!

Cloud 152
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The State of Cloud Marketplaces: A Look into the Data, Trends, and Findings for Software Sellers

OpenView Labs

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. .

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5 Interesting Learnings from Palantir at $2B in ARR

SaaStr

They’ve now cruised to $2B in ARR, but the world for Cloud and SaaS stocks has changed a lot. Yes, Palantir is Solidly a Software Company. With many quarters of 80%+ gross margins, that’s software. #5. Predicting consistent 30% growth through 2025. Fast forward to today, and so much has changed.