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“Talk to You in 2025”: When There Isn’t Budget

SaaStr

Every business is mostly running OK already with its tech stack, and it’s unlikely your little app, alone, is going to change the revenue/profits course of any customer. The post “Talk to You in 2025”: When There Isn’t Budget appeared first on SaaStr. No one needs another piece of business software.

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SaaStr + 20VC: Why 2024 Will Be Better, But Only So Much, For SaaS. And A Few Worries.

SaaStr

Databricks probably should not, and wait until 2025. Why is Jason Worried for The First Time About SaaS: We are trading at 6x revenues in the public markets. Growing 40-50% cashflow neutral. Will Databricks and Stripe Go Public: Stripe will, it is time for them and 2024 will likely be the year. This is the 3rd year of crummy multiples.

SMB 291
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AI Reaccelerating Cloud Growth

Tom Tunguz

” “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. At the time of acquisition, Github had about 25m users & projected to reach 100m in 2025.

AI Search 309
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Clouded Judgement 1.12.24 - Hard Truths

Clouded Judgement

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. 2025 is probably the year of max pain in the venture ecosystem. Bucketed by Growth.

Cloud 284
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The 5 CRM Trends To Watch in 2021

The Daily Egg

In fact, with CRM revenues expected to reach over $80 billion by 2025, it’s crucial to keep up to date. There’s always something happening in the growing CRM space. From enhanced mobility to improved integration, your company needs to stay ahead of the game. Our guide will detail the key CRM trends to watch out […].

Trends 274
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Clouded Judgement 10.6.23 - Fed Projections

Clouded Judgement

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. The Y axis represents the number of participants who fall into each band.

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Google Says Cloud Will Triple Again in Next 5 Years

SaaStr

Google Cloud itself is predicting the Cloud will triple by 2026 or so , and reach $760B in spend in 2025, up from $290B in 2020 (note, I’m extrapolating a year or so from this chart and prediction, which itself is from IDC data): While Google is focused in particular on Cloud infrastructure, it really doesn’t matter.

Cloud 319