SaaStr

DECEMBER 20, 2023

Canva: – Almost $2B ARR – Growing 40%+ – Profitable And … 4,000 employees That's about $500k in revenue per employee That's where software really makes money — Jason ✨Be Kind✨ Lemkin  ?? 4,000 Employees, So About $500,000 in Revenue Per Employee That’s very efficient.

AWS 262

AWS B2C AI Scaling 262

Clouded Judgement

MAY 10, 2024

And no one raised full year guide >2% The median “beat” (Q1 revenue over Q1 consensus estimates) was 1.5%, which is the lowest it’s been in the last 4 years Overall, it’s been a TOUGH quarter for software companies. So far - you’re either tied to AI tailwinds, or it’s rough out there.

Cloud 161

Cloud Software GCP(Google Cloud Platform) Azure 161

Clouded Judgement

APRIL 11, 2024

Who are the real AI winners. 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. Q4 Revenue Relative to Consensus Estimates Now let’s dive in to the financial results of Q4 starting with revenue.

Cloud 177

Cloud Software Azure AWS 177

Clouded Judgement

OCTOBER 20, 2023

Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud. These are thought to be the early AI winners, largely due to all of the compute they’re selling to power GenAI applications. Revenue multiples are a shorthand valuation framework.

Cloud 161

Cloud Azure AWS Software Review 161

Clouded Judgement

APRIL 28, 2023

AWS (Amazon), Azure (Microsoft), and Google Cloud (Google) all reported this week. Then AWS appeared to add fuel to that hope before giving us a huge rug pull. After all, they had a lot of AI tailwinds, and benefited tremendously from consolidation (without a headwind of a larger base of smaller startups, like AWS).

Cloud 130

Cloud Azure AWS AI Search 130

Sales Hacker

APRIL 23, 2024

Before Common Room, Linda led product marketing for serverless computing at Amazon Web Services, where she saw firsthand the impact connected data and person-level insights had on accelerating product adoption, earning new customers, and expanding account revenue. Tactics for capturing untapped revenue by leveraging existing customer signals.

Sales Recruiting 86

Sales Recruiting Scale AWS Management 86

Clouded Judgement

NOVEMBER 10, 2023

When I think about the monetization of AI (and which “layers” monetize first) I’ve always thought it would follow the below order, with each layer lagging the one that comes before it. Model providers (OpenAI, Anthropic, etc as companies start building out AI). 2024 will be the year of AI applications!

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

Tom Tunguz

NOVEMBER 28, 2023

“Q3 product revenue grew 34% year-over-year to reach $698 million. " As with many other companies reporting strength in the market, AI & unstructured data workloads are fueling growth. “I don’t even hear the words AI and budget in the same sentence.”

GCP(Google Cloud Platform) 137

GCP(Google Cloud Platform) Azure Data Startup 137

Clouded Judgement

JULY 28, 2023

AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. Satya at Microsoft said “Every AI app starts with data and having a comprehensive data and analytics platform is more important than ever.” AWS reports next week. So what did we learn?

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Clouded Judgement

JUNE 9, 2023

Expansion revenue is still declining (we see this in falling net retention rates), but gross retention remains strong. Usage on Snowflake is driven by queries run on Snowflake Azure: Neutral Tone With Strength in AI Overall I’d characterize Azure’s quarter as a net positive. New customer growth seems to be picking up.

Trends 130

Trends Cloud Azure AWS 130

Sales Hacker

JANUARY 30, 2024

Amit Pande is CMO and EVP of Strategy at Aviso AI, a leading revenue intelligence platform. Previously, Amit led marketing efforts at startups like Tact AI (1st AI Assistant for Sales backed by AWS, Microsoft, and Salesforce), HP Inc (next-gen computing) and Spire AI (Human Capital SaaS).

AWS 80

AWS AI Advertising Finance 80

Clouded Judgement

MARCH 31, 2023

How Will AI Effect Software Business Models? Like many, I’ve been thinking about how AI and foundation models will effect the world of software. In particular - how AI will effect software business models. The majority of COGS (revenue less COGS = gross profit) fall in hosting costs (ie AWS), and some customer support.

Cloud 130

Cloud Sales Hiring AI Headcount 130

Clouded Judgement

AUGUST 11, 2023

While the overall median revenue multiple of the software universe is ~6x (which is ~25% below the long term average of ~8x), high growth software is currently trading at a premium to it’s long term average (9.4x And everyone hoping for AI acceleration will need to wait. Revenue multiples are a shorthand valuation framework.

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

Sales Hacker

DECEMBER 8, 2023

While many gravitate towards major industry events for announcements, Joseph has a hot take (and we love a spicy take): do not announce a major new feature at a major industry conference (such as RSA Conference or AWS re:Invent). Start-ups to watch: This week, Demostack released its AI Data Generator to the public.

Sales Recruiting 101

Sales Recruiting Generative AI AI AWS 101

SaaStr

NOVEMBER 24, 2021

However, even the savviest entrepreneurs might be unaware of some of the blind spots that could be costing revenue. . Says Roberge, “We’re using a sales comp plan that was invented in the 1980s, and it’s causing our customers to utilize their licenses at a lower rate, and it’s causing revenue contraction.”. When should you scale?

Sales Hiring 191

Sales Hiring Scale Compensation Sales 191

Clouded Judgement

FEBRUARY 3, 2023

We have companies like BuzzFeed and C3 making loose announcements about how they will incorporate generative AI into their business, sending their stocks up 50-100%+. In the short term, enjoy the ride as the chase continues 😊 Kind of related to all of this - we now have seen the Q4’s from AWS, Azure and Google Cloud.

Cloud 130

Cloud Azure AWS Generative AI 130

OpenView Labs

FEBRUARY 9, 2021

This is why we’re seeing more and more SaaS companies—Datadog, Twilio, AWS, Snowflake, and Stripe, to name a few—find success with product led growth paired with usage-based pricing. Though it was pioneered in the infrastructure layer (think: AWS and Azure), it’s becoming increasingly popular for API-based products and application software.

Scale 98

Scale Pricing Scaling AWS 98

Intercom, Inc.

FEBRUARY 26, 2018

AI is potentially the next elephant waiting to enter the room. Our engineers also write a lot of Ruby code, which knits together a lot of AWS, infrastructure, platform and SaaS technologies that form the core of Intercom’s backend infrastructure. Cloud computing is dominant. Best in class public companies (e.g. Mid-stage startups.

Software Review 224

Software Review Outsourcing Services Software Outsourced Development 224

Buffer Resources

AUGUST 16, 2023

Our hosting costs include service providers like AWS, Cloudflare, MongoDb, Twitter, etc. percent of our total revenue and 83 percent of our fees. of our total revenue and 17 percent of our fees. Another area we anticipate we will continue to invest in is AI. Stripe payments make up 98.5

Merchant Services 79

Merchant Services Payment Services Payment Features Payments 79

Andreessen Horowitz

APRIL 30, 2024

In this conversation, a16z General Partner Angela Strange talks with J eff Sloan, former CEO of Global Payments, about how he was early to spot significant industry trends, how to make bets that move an organization, and the sea change that AI represents for the financial services industry. for cloud SaaS software at Global Payments.

Payment Solutions 79

Payment Solutions Payments Payment Services SaaS Payments 79

SaaStr

OCTOBER 31, 2019

It was around that time about 12 years ago that Jeff Bezos launched AWS, and some of you may remember that, when he did this, Wall Street analysts were looking at him and saying, “Why would you take what’s already a very unprofitable business and drive it further into the red by investing in this AWS initiative?”

Cloud 100

Cloud Scale AWS Machine Learning 100

Intercom, Inc.

FEBRUARY 13, 2020

Instead, we’re entering an exciting new moment in marketing where AI tools not only have the ability to free up humans to do the best work of their careers, they are helping companies reach their customers in a highly personal and engaging way. growth in the company’s annual recurring revenue. billion to $3 billion.

Scale 181

Scale Marketing AWS Machine Learning 181

How To Buy Saas

OCTOBER 14, 2021

OneBill is an advanced end-to-end revenue management solution designed to efficiently manage and boost your billing … Add to wishlist Added to wishlist Removed from wishlist 0. $ One-stop database solution for MySQL, Redis, and SQL Server on Amazon Web Services(AWS). Deals Coming Soon On 21ST OCTOBER 2021. $ 349.00.

SaaS Payments 108

SaaS Payments Payment Solutions Payment Methods Software Review 108

Sales Hacker

FEBRUARY 2, 2024

If revenue is the North Star metric, everything you do should drive towards that. There are still marketing teams that don’t own a revenue number, which is crazy. in order to keep a seat at the revenue table.” in order to keep a seat at the revenue table.” Meaning, revenue is a team sport. Seed funding.

Metrics 93

Metrics Revenue Scale Marketing 93

OPEXEngine

OCTOBER 25, 2019

And Microsoft, now the largest SaaS vendor in the world, just beat analysts’ expectations announcing $33B in revenue in the first quarter of 2020 – and new guidance signaling continued growth for the rest of the fiscal year. Microsoft revenues represent 18% of the total market, followed by SalesForce at 11.5%

Trends 40

Trends Marketing SaaS Azure 40

ProfitWell

SEPTEMBER 10, 2020

SaaS revenue is expected to reach $143.7 Running your own server to handle your customer's valuable data requires a huge investment to match the same level of security and reliability that comes baked into services like Amazon AWS and Microsoft Azure cloud. AI Integrations. billion by 2022. billion of that. Verb Technology.

SaaS Payments 66

SaaS Payments Trends Merchant Services Payments 66

Sales Hacker

DECEMBER 3, 2019

Until that data set becomes a broader corpus, AI is still just hype. Marketing is shifting toward measurement and accountability, and data-driven marketers want conversion data that can be tied to revenue. The content that resonates best with buyers discusses issues and tells great stories, says Cameron Tanner at AWS.

Sales Enablement 86

Sales Enablement Artificial Intelligence Branding Sales Hiring 86

How To Buy Saas

APRIL 25, 2024

The smart revolution has come – AI is significantly changing the way we live our daily lives. How has AI changed SaaS businesses? What are the possible challenges of implementing AI in SaaS? Hence, proprietors must stay informed about current and future AI trends in cloud-based software. Mobile-friendly design.

Artificial Intelligence 52

Artificial Intelligence AI Trends Machine Learning 52

SaaStr

DECEMBER 13, 2021

During those 30 years as an Open Source platform, multiple developers and professionals adopted and contributed to it to the point where, today, Linux is everywhere—supercomputers, AI, IoT, embedded devices, and so on. We weren’t focused on revenue, we were focused on winning developers one-by-one, and that was the key to success for us.

AI 235

AI Enterprise SaaS AWS 235

OpenView Labs

AUGUST 8, 2019

Hopefully, your team is already leveraging sign up forms to identify and hunt the “whales” trying out your product, but those leads may still not be ready to engage with your sales team, or there may not be enough of them to feed the revenue machine. But, in order to generate revenue from PQLs you have to deliver them to the sales team!

Scale 40

Scale AI Search AWS Acquisition 40

SaaStr

JULY 19, 2022

Using the Drift Conversation Cloud, businesses can personalize experiences that lead to more quality pipeline, revenue and lifelong customers. More than 5,000 customers use Drift to deliver a more enjoyable and more human buying experience that builds trust and accelerates revenue. Usually, it takes a paradigm shift to grow.

GCP(Google Cloud Platform) 220

GCP(Google Cloud Platform) Artificial Intelligence Enterprise readiness Azure 220

Chart Mogul

DECEMBER 6, 2023

Before 2023, the term “generative AI” was met with blank faces. But over the past 12 months, Open AI’s ChatGPT has gone mainstream, Twitter has become X, Silicon Valley Bank collapsed, as did FTX, and WeWork… How many of these did you see coming? Polis Pilavas , VP Engineering at ChartMogul “AI will dominate and disrupt.

AI Search 52

AI Search SaaS Generative AI ChatGPT 52

Clouded Judgement

SEPTEMBER 19, 2023

The rise of foundation models and generative AI only furthers this trend. But this isn’t another post about AI, it’s about the future of data infrastructure. As Frank Slootman (Snowflake CEO) said, “Enterprises are also realizing that they cannot have an AI strategy without a data strategy to base it on.”

Data 130

Data Government Scale GCP(Google Cloud Platform) 130

Intercom, Inc.

JANUARY 24, 2019

He joined me for a chat that ranged from the role of AI to how they choose startups to incubate. Customer nurturing now starts from the first touch, and AI can help with that. Just from a platform perspective, we can look at it: everybody knows from the AWS perspective how inexpensive it is to go to market. Short on time?

Scale 151

Scale Machine Learning Artificial Intelligence AI 151

ChurnZero

SEPTEMBER 30, 2021

For example, I think of AWS. Things like AI – we of course we have Gong out there – that’s now taking notes for CSMs. The post [Q&A] Customer Success Operations: Why You Need It & How to Set It Up for Maximum Revenue Impact appeared first on ChurnZero. Those platforms are about $1,200 a month. You can do the math.

Customer Success 52

Customer Success Scale Sales Hiring Revenue 52

ProfitWell

SEPTEMBER 25, 2019

One of the most famous lines from Citizen Kane is, “It's no trick to make an awful lot of money, if that's all you want is to do is make a lot of money.” That’s never been truer for software businesses in particular than in the past 10-15 years, with the internet stimulating an explosion in the number of viable revenue models.

Payments 40

Payments Revenue Payment Methods SaaS Payments 40

User Pilot

JANUARY 26, 2024

For example, your AWS bill will most likely go up, but this is the case regardless of the growth model. Trigger upsell messages to increase expansion revenue In addition to onboarding and feature announcement, there's another use case for in-app messages: driving product expansion. Userpilot segmentation.

SaaS 103

SaaS Acquisition Onboarding Retention 103