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A Look Back at Q4 '23 Public Cloud Software Earnings

Clouded Judgement

net retention and CAC payback). It looks at the YoY dollar change in quarterly revenue from the hyperscalers (just looking at Azure / AWS because the data goes back further) going back a few years. Through these interactions, I’ve built up mental benchmarks for metrics on which I place extra emphasis. Is Software Rebounding?

Cloud 177
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The Top 10 Events in SaaS. According to ChatGPT.

SaaStr

AWS re:Invent : AWS re:Invent is Amazon Web Services’ (AWS) annual conference, focused on cloud computing and SaaS-related services. The event brings together developers, architects, and IT professionals to explore the latest AWS developments.

ChatGPT 215
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Clouded Judgement 6.9.23 - Recap of Consumption Trends in Q1 '23

Clouded Judgement

Expansion revenue is still declining (we see this in falling net retention rates), but gross retention remains strong. Very healthy new business (new customer) acquisition. New customer growth seems to be picking up. The Good Mongo: Very Positive - Is The Bottom Behind Them?

Trends 130
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Clouded Judgement 3.22.24 - ERR vs ARR and the Conundrum of AI Revenue Streams Today

Clouded Judgement

Enterprise software businesses strive for 90-95% gross retention (generally the percent of revenue that sticks with you vs churns altogether), with net expansion in the 120%+ range (the aggregate change in expansion - contraction - churned revenue). Namely, retention!! For “fake” ARR, retention can vary wildly.

AI 183
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Four Sales Compensation Tactics for Consumption-Based GTM with MongoDB’s SVP of Sales

SaaStr

What’s evolved over the years and is driven by hyper-scalers like Google Azure, AWS, Twilio, and Stripe is the consumption-based model. Driving Market Acquisition When designing a compensation plan, you have to decide what behaviors you want to drive. The first might be market acquisition. This is MongoDB’s approach.

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The Most Common SaaS Sales Potholes and How to Avoid Them with Mark Roberge (Podcast #498 and Video)

SaaStr

Pothole #5 – Prioritizing Revenue Acquisition Ahead of Customer Value Creation. It can be tough to know the answer to that question, but the indicators should be focused more on the retention side over the acquisition side. . Pothole #4 – Promoting Your Best Salesperson to Manager. When should you scale?

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3 Customer Retention Strategies for the Pandemic’s Next Wave

ChurnZero

Did you know that 60% of SaaS companies reported a negative impact on customer retention and upsell deals due to the pandemic? Customer retention, along with new customer acquisition, has been challenging for most companies when the pandemic hit. And, as you know, a better customer experience leads to better customer retention.